Spreadsheet (Excel) Skills for Finance

Enhance your skills in excel.



    • Are you a finance professional?
    • Do you require excel skills for your job?
    • Want to improve your excel efficiency?
    • Need to enhance your spreadsheet skills?
    • Picked up excel in passing without training?


    Our typical delegates are professionals working in finance who use excel on a daily basis. Most people pick up excel in passing, have ‘learnt on the on the job’ & now require training.

    Many have picked up poor habits because they have never been taught how to use excel efficiently and maximise its potential.

    Spreadsheets are fantastic business tools and we hardly utilise their potential. This course aims to ‘get you up to speed’ and give you an insight into excel’s true potential.

    Our course demonstrates best practice spreadsheet techniques, to avoid the expensive mistakes which are made by many organisations.

    We focus specifically on the tools required by finance professionals, in particular accountants.


    Requirements for spreadsheet skills course:

    • A basic level of excel and IT literacy is assumed.
    • Most delegates will already use spreadsheets on a regular basis.
    • Delegates should bring a laptop with excel loaded.
    • Laptops can be provided, if required, for an additional fee if required.
    • We limit the course to 8 delegates to ensure enough individual attention is given to each person.


    Course Delivery:

    We take an open friendly and enthusiastic approach to learning finance. We believe that people learn more effectively when they are enjoying themselves. We make finance interesting for you.

    We love questions and welcome as many as possible. We encourage an open atmosphere which in our experience accelerates the learning process.

    We always use lots of exercises, case studies and real life examples in our training as we believe this really helps our clients to understand concepts. We find that people only really learn when they test their understanding through practice.

    Course Curriculum

    How to speed up your use of excel 00:33:00
    Useful excel shortcuts 00:33:00
    Essential navigation skills 00:33:00
    Essential formatting skills 00:33:00
    Paste special’s hidden features 00:33:00
    Labelling and naming ranges 00:33:00
    Introduction to pivot tables 00:30:00
    Introduction to macros 00:32:00
    Key conditional and logical functions 00:32:00
    Nested functions (when to use & not to use) 00:32:00
    Lookup functions (including VLookup, Hlookup, Index & Match) 00:32:00
    Importing and managing data, including using data filters 00:32:00
    Best practice techniques 00:32:00

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    Stuart Warner is a Chartered Accountant, author, consultant, non-executive adviser and trainer, with over two decades of experience in finance. He delivers finance based training programmes around the world to both finance and non-finance professionals. Stuart’s goal is to help businesses increase productivity and profits through innovative and engaging finance training. He is a keen advocate of experiential based learning using business simulations. He works with clients across multiple sectors, throughout the world, to deliver a range of focused and tailored training solutions. Over his career, Stuart has taught thousands of trainee accountants to pass their professional exams for six different professional accounting qualifications. He has helped thousands of qualified accountants keep up to date and meet their CPD qualifications as well as training many people from non-finance backgrounds to understand financial matters. Stuart has designed hundreds of face-to-face and e-learning training courses. He has also produced exams, audio guides, podcasts, and training videos.
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