Master Microsoft Excel
for Finance & Business
Go from beginner to power user — mastering the exact Excel functions, shortcuts, and modelling techniques used by financial analysts, investment bankers, and data professionals. Live, practitioner-led training focused on real-world workflows.
150+
MODELS & REPORTS BUILT BY ALUMNI
3–6
WEEKS TO COMPLETE
98%
SATISFACTION RATE
7+
YEARS FINANCE EXCEL EXP.
ABOUT THIS SERVICE
More Than a Spreadsheet Course
Excel is the universal tool of business analysis. This program teaches you to use it with speed, accuracy, and the structural discipline that separates experts from beginners.
Delivered by a CFA Charterholder with 7+ years of experience building financial models in investment banking and corporate finance, each session focuses on live problem-solving using real company datasets. You won’t just watch — you’ll build from scratch.
Fully customised to your industry, role, and current skill level
Live sessions with screen-share, Q&A, and full recording access
Workbook files, templates, and shortcuts cheatsheets included for every module
Certificate of Completion recognised by employers and shareable on LinkedIn
SKILLS COVERED
What You'll Be Proficient In
Advanced Formulas & Lookups
95%
PivotTables & Data Analysis
90%
Financial & Logical Functions
90%
Macros & Automation (VBA)
75%
12+
LIVE SESSIONS
40+
MODEL TEMPLATES
8
CASE STUDIES
1:1
COACHING OPTION
WHAT YOU’LL LEARN
Full Curriculum Breakdown
Six core modules, each building on the last — from basic navigation to fully automated dashboards.
MODULE 01
Excel Essentials & Shortcuts
Master the interface, navigation, and professional speed techniques used every day by analysts.
- Essential shortcuts for navigation, formatting, and selection
- Absolute vs. relative referencing mastered
- Named ranges and structured tables
- Data entry, validation, and protection best practices
MODULE 02
Advanced Formulas & Functions
Move beyond SUM and IF — build dynamic, error-proof formulas for any analysis.
- Logical functions: IF, AND, OR, nested IF, IFS
- Lookup & reference: XLOOKUP, INDEX/MATCH, OFFSET
- Financial functions: NPV, IRR, PMT, FV
- Error handling with IFERROR and IFNA
MODULE 03
Data Analysis with PivotTables
Summarise, group, and analyse thousands of rows in seconds without writing a single formula.
- Creating PivotTables from any data source
- Slicers, timelines, and calculated fields
- Grouping dates, numbers, and text
- PivotCharts and interactive dashboards
MODULE 04
Data Cleaning & Power Query
Automate the messy work of combining, cleaning, and reshaping data from any source.
- Importing from CSV, PDF, web, and databases
- Removing duplicates and handling blanks
- Unpivoting and merging queries
- Creating repeatable cleaning workflows
MODULE 05
Charts, Dashboards & Presentation
Turn numbers into insights with professional, board-ready visuals.
- Chart types and when to use each
- Dynamic chart titles and ranges
- Sparklines and conditional formatting
- Building a complete KPI dashboard
MODULE 06
Macros & VBA Automation
Record and edit macros to eliminate repetitive tasks and add custom functionality.
- Recording and running macros safely
- Understanding the VBA Editor and basic code structure
- Automating repetitive formatting and reports
- Creating custom buttons and forms
IDEAL CANDIDATES
Who Is This Program For?
This program is designed for anyone who uses Excel in their job — from fresh graduates to senior leaders.
Finance & Accounting Professionals
Speed up month-end, build error-free models, and automate routine reports.
Data & Business Analysts
Clean data faster, build repeatable analyses, and create dynamic dashboards.
Operations & Project Managers
Track budgets, create schedules, and analyse performance metrics with confidence.
Entrepreneurs & Small Business Owners
Manage cash flow, build financial statements, and analyse customer data without expensive tools.
HOW IT WORKS
Your Journey from Enrolment to Mastery
Needs Assessment
Custom Curriculum
Live Sessions
Practice & Feedback
Certificate & Support
DELIVERY OPTIONS
Choose Your Learning Format
Every format covers the same rigorous curriculum — the difference is how and when you learn.
1:1 Private
Coaching
The fastest way to master Excel. Fully customised sessions focused on exactly the spreadsheets you use in your current role.
- 2–3 sessions per week, 90 minutes each
- Curriculum built around your real work files
- All session recordings provided within 24 hours
- Direct Slack/WhatsApp access to instructor
- LinkedIn certificate upon completion
Group
Training
Ideal for teams of 4–20. Delivered as a focused intensive over 2–5 days, on-site or virtually, using your company’s own data.
- Fully customised to your company’s workflows
- Interactive exercises using your actual spreadsheets
- Pre-training skills assessment for all participants
- Post-program skills measurement report
- Certificates issued to all graduates
Self-Paced
Online
Pre-recorded video lessons with downloadable exercise files, assignments, and a final assessment — available 24/7 from anywhere.
- 40+ video lessons across 6 modules
- Downloadable exercise files for every topic
- Graded assignments with written feedback
- Community Q&A forum with instructor
- 12 months access after enrolment
SOFTWARE & TOOLS
Tools You'll Master
All training is focused entirely on Microsoft Excel. You’ll finish the program confident with every major feature of the application.
Excel
CORE & ADVANCED
Power Query
DATA PREP
Power Pivot
MODELLING
VBA
AUTOMATION
PowerPoint
PRESENTATIONS
Word / Google Docs
REPORTING
Ready to Master Excel
for Your Career?
Book a free 30-minute discovery call and we’ll design a program that maps exactly to your role, goals, and current Excel skill level.