An Interactive 5-Day Training Course
Excel for Financial Professionals
Mastering Advanced Excel Skills for
Financial Analysis, Modeling, and Reporting
Course Overview
The Excel for Financial Professionals training course is designed to enhance your proficiency in Excel for financial analysis, modeling, and reporting. Whether you work with large datasets, create financial statements, or develop complex models, this course will equip you with the skills to leverage Excel as a powerful tool for making data-driven financial decisions.
Participants will explore essential and advanced Excel functions specifically tailored for finance, including financial formulas, time value of money calculations, PivotTables, and financial dashboards. By the end of this training course, you will have the ability to build sophisticated financial models, automate repetitive tasks, and generate insightful reports that support strategic decision-making.
This Excel for Financial Professionals training course will highlight:
- Advanced Excel functions and formulas for financial analysis and decision-making
- Techniques for developing and managing financial models, including income statements, balance sheets, and cash flow projections
- Data management strategies, including sorting, filtering, and conditional formatting, to enhance efficiency
- The use of PivotTables and PivotCharts for dynamic financial data analysis and reporting
- Automation of financial tasks using Macros and Power Query to streamline workflows
Training Outline
DAY 1 to DAY 5:
- Understand the Excel interface and basic navigation (ribbons, cells, worksheets).
- Learn basic data entry and formatting techniques (number formats, alignment, fonts).
- Master Excel shortcuts and basic functions (cut, copy, paste, undo).
- Learn to sort, filter, and apply conditional formatting to data.
- Use data validation techniques to maintain data integrity.
- Understand and apply logical functions (IF, AND, OR, NOT).
- Understand and apply financial functions (PV, FV, NPV, IRR) for time value of money calculations.
- Use loan and investment functions (PMT, IPMT, PPMT) for financial decision-making.
- Calculate depreciation using various methods (SLN, DB, DDB).
- Create and customize Pivot Tables to analyze financial data.
- Visualize financial data trends with Pivot Charts.
- Group data in Pivot Tables for more effective analysis.
- Build a basic financial model (income statement, balance sheet, cash flow).
- Link financial statements and create dynamic financial models.
- Forecast and make assumptions for financial modeling.
Certificates
- On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
- Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Accreditation
GLOMACS is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
All Training Seminars delivered by GLOMACS by default are eligible for CPE Credit.
Providers and Associations
About Saudi Glomacs
At Saudi GLOMACS, we specialize in delivering world-class training courses in Saudi Arabia and across various international locations. Our training courses are tailored to meet the unique demands of Saudi Vision 2030 and the Human Capability Development Program, focusing on empowering Saudi citizens and enhancing workforce skills. We offer diverse courses spanning leadership, management, engineering, and technical disciplines to cultivate expertise and drive professional growth. Our flexible learning options—whether in-person, online, or in-house—ensure accessibility and convenience for individuals and organizations alike.
With over 30+ years of experience through the GLOMACS global network, we are committed to delivering innovative, results-driven training solutions. Our expert instructors combine industry knowledge with dynamic teaching methods, fostering practical skill development and long-term career success. By choosing Saudi GLOMACS, you're investing in personal excellence and contributing to the Kingdom’s sustainable economic growth and vision-driven transformation.
What do you need to learn next?
Check our list of courses or let us customize a course for you.
View courses
