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Essential Excel for Finance Training Course

This training workshop teaches you the essential Excel functions needed for finance professionals.

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Learning Objectives

This course is very hands-on and practical. Each participant will be expected to create their own models utilising the tools and techniques covered during the course.

You will learn how to:

Apply the key functions in Excel to your own models
Select the most appropriate formula to achieve the desired outcome
Create in-built error checks and variance alerts
Prevent incorrect use of your model by protecting worksheets
Validate data entry by setting data entry parameters
Create a navigation page to help users find their way around your model
Develop drop-down boxes which enable a model to produce a series of results depending on scenario variable selected

View the detailed course content and the latest discount promotions:

Have a question? Email us at:

or call us at: (+852) 2273-4393

Course Agenda

Must-know Tools and Techniques

Key points on upgrading from Excel 2003 to 2007
Absolute referencing
Named Ranges
Time saving shortcuts

Formulas you simply can't live without

LOOKUP, VLOOKUP, HLOOKUP
Logical functions eg. IF, AND
Aggregation functions eg. SUMIF, COUNTIF
Financial Functions eg. NPV, IRR, PMT
Formula Nesting

Bullet-proofing your Model

Protect data by locking cells
Password Protection
Restricting incorrect data entry with data validations
Using worksheet protection to prevent entry
Protecting your file using "Read Only" and password protection

Charting

Creating and modifying a chart
Making your charts look fabulous
Charting tips, tricks and shortcuts

Essential Advanced Tools

Autofilters
Goal Seek
Macros
Pivot Tables
Array formulas

Scenario Tools

Scenario Manager
Drop-down boxes

In cell drop-down boxes
Combo boxes

Data Tables

Other Useful Stuff

Spin buttons
Hiding
Working with dates
Hyperlinking
Conditional formatting

You may consider attending Module 2: Budgeting and Forecasting in Excel

Who Should Attend

Specifically designed for business professionals who need to take their Excel skills to the next level, this intensive full day course focuses on the technical Excel skills required in everyday Excel modelling.

For those who don't have time to sit through extensive Excel how to training, this course will arm you with a range of tools, techniques and formulas essential for Finance. This course will equip you with the skills to produce more efficient and accurate Excel models and increase productivity.

Pre-requisites

The course material includes extensive use of Excel and participants will gain the maximum benefit from this course if they are already competent spreadsheets users. It is designed for users who do use (or will use) Excel on a semi-regular basis, and are comfortable with using its basic tools and functions.

At minimum, it is assumed that participants will know how to:

Navigate confidently in Excel
Create and use simple formulas
Link between workbooks

View the detailed course content and the latest discount promotions:

Have a question? Email us at:

or call us at: (+852) 2273-4393

Why Ethan Hathaway training courses?

Practical. Learn from experienced and active industry practitioners and what's being practiced by your peers.
Applicable. Apply what you learn in your job and your career
Specially designed courses by industry active experts for industry practitioners
Quality Control. Each expert instructor is interviewed and vetted through our senior management and our 5-point instructor criteria.
Valuable. Earn more revenue or save your organisation from monetary loss. You and your organisation will quickly earn back your investment on the course fee and more
Enjoyable. Speakers who have a passion for their topic
Clear. Turning complex concepts into easy to understand concepts
Limited seats - each session is limited to between 18-25 seats

What do you receive from an Ethan Hathaway training course?

You gain knowledge and skills that make you valuable to your company and your career
Instruction by industry experts
Course notes and reference package
Daily lunch, snacks and refreshments
Certificate of completion
Meeting your industry peers
Ask questions relevant to your job

Download the course brochure to learn more

Your course instructor

Danielle Stein Fairhurst: Danielle Stein Fairhurst is an MBA qualified business professional with over twelve years' experience as a financial analyst. She is the Principal of a Sydney-based consultancy specialising in Financial Modelling & Analysis. With her talent for financial modelling and professional approach, she helps her clients create meaningful financial models in the form of business cases, pricing models and management reports. She has hands-on experience in a number of industry
sectors, including telecoms, information systems, manufacturing and financial services and has taught management accounting subjects at Sydney University.

Dates & Locations & Fees

Sorry, there are presently no public dates for this course, however, this course is available on an in-house basis.

Date	Location	Venue	Course Fee	Early Bird Fee	Register

Early Bird Savings Early Birds May Save Up To 30%** Off the Regular Fee, download the brochure to learn more

Limited seats - Email us: for availability.

* Venue, dates, course fees, promotions, course content, course instructor are all subject to change

** Selected courses only

Can't find a session in a city near you?

If there's no session scheduled in a city near you, you have the following options:

In-house training: If you have a group of 8 or more, consider having us run this course in-house for you
Co-sponsored training: Between 5-7 people, consider a co-sponsored course - you agree to send this set number of people to the course if we run it in a city near you and Ethan Hathaway sells the remaining seats to other companies
Distance learning: Less than 5 people, consider distance training format: live trainer presents over phone lines/web at pre-scheduled times (available only for select courses)
Just tell us where you want the course: Let us know which city you'd like us to run this course in - we'll plan it if there's enough demand

Email us at: for more information regarding the above options.

Register for the course

You may book your place on the course by any of these methods:

Online booking - simply click on the "Register Me" button next to the course date you wish to register and it will take you through our quick online registration procedure.
Email us at: - please include your full contact details.
Fax us the booking form (included in the brochure) to: +852 3014-0721
Or call: +852 2273-4393 during normal office hours

Related Courses

Related Online Courses

Presently no related online courses listed.

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Learn more about this course

Inside the course information booklet you'll find:

Detailed course agenda of what you'll learn
Eligible discounts
Our course quality guarantee
Course expert biography
Course venue details
Cancellation & refund policies
Course registration form
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