Excel for Finance Professionals

STL
4.1
12 reviews
  • Marius was an amazing mentor, extremely energetic, precise and tolerant. He also supported me on my portable PC. The choice of utilizing distinctive programming may be a decent expansion to the course, I did not know about a choice to do this from the marketing group in spite of the fact that they suggested us having a particular customized course. The subject material can be taken to home and 24 month access to the online support and preparing is an amazing option that includes a great deal of significant worth.
    ← | →
  • I have just finished the Excel Introduction course. I discovered this exceptionally valuable and learnt a great deal of new things. By and large the course was nicely organized, with my instructor(Andrew) making the day exceptionally charming. I will ideally be reserving the Intermediate and propelled courses. Exceedingly prescribed.
    ← | →
  • Extremely valuable and supportive course, Richard was an affable, tolerant and skilled mentor which set all of us in comfort zone.
    ← | →

Course

In London

£ 201-500

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Description

  • Start date

    Different dates available

Rated excellent on Trustpilot!

Excel users from finance-related roles looking to extend their knowledge of Excel in a financially driven context.

This course is also offered as inhouse. STL may go to your premises or you can visit our venue in London.

Facilities

Location

Start date

London
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12 Bloomsbury Square, WC1A 2LP

Start date

Different dates availableEnrolment now open
London
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2nd Floor, Cruising Association House 1 Northey Street, E14 8BT

Start date

Different dates availableEnrolment now open

About this course

Gain best practice techniques in pulling financial information into Excel, common pitfalls to avoid when using key financial functions and some useful presentation tips. The opportunity to use example financial statements such as cashflows and look at common size statements.

Attendance or equivalent knowledge of our Excel Intermediate course.

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Reviews

4.1
fantastic
  • Marius was an amazing mentor, extremely energetic, precise and tolerant. He also supported me on my portable PC. The choice of utilizing distinctive programming may be a decent expansion to the course, I did not know about a choice to do this from the marketing group in spite of the fact that they suggested us having a particular customized course. The subject material can be taken to home and 24 month access to the online support and preparing is an amazing option that includes a great deal of significant worth.
    ← | →
  • I have just finished the Excel Introduction course. I discovered this exceptionally valuable and learnt a great deal of new things. By and large the course was nicely organized, with my instructor(Andrew) making the day exceptionally charming. I will ideally be reserving the Intermediate and propelled courses. Exceedingly prescribed.
    ← | →
  • Extremely valuable and supportive course, Richard was an affable, tolerant and skilled mentor which set all of us in comfort zone.
    ← | →
100%
4.3
fantastic

Course rating

Recommended

Centre rating

Rachael Kemp

3.0
06/08/2016
What I would highlight: Marius was an amazing mentor, extremely energetic, precise and tolerant. He also supported me on my portable PC. The choice of utilizing distinctive programming may be a decent expansion to the course, I did not know about a choice to do this from the marketing group in spite of the fact that they suggested us having a particular customized course. The subject material can be taken to home and 24 month access to the online support and preparing is an amazing option that includes a great deal of significant worth.
What could be improved: No negative aspects.
Would you recommend this course?: Yes

Harrison

4.0
10/03/2016
What I would highlight: I have just finished the Excel Introduction course. I discovered this exceptionally valuable and learnt a great deal of new things. By and large the course was nicely organized, with my instructor(Andrew) making the day exceptionally charming. I will ideally be reserving the Intermediate and propelled courses. Exceedingly prescribed.
What could be improved: N/A.
Would you recommend this course?: Yes

Ed

4.0
20/12/2015
What I would highlight: Extremely valuable and supportive course, Richard was an affable, tolerant and skilled mentor which set all of us in comfort zone.
What could be improved: No negative aspects.
Would you recommend this course?: Yes

Lynn

5.0
19/12/2015
What I would highlight: Skill enhancement training programme was extremely extensive and mentor exceptionally eloquent and involving - I would surely prescribe Best STL.
What could be improved: Nothing bad.
Would you recommend this course?: Yes

Sean

3.5
22/10/2015
What I would highlight: Magnificent offices, phenomenal facilitator and fabulous subject matter. Jens was a standout amongst the most energetic mentors I have experienced and I stayed connected with through and through. Would completely prescribe anybody to utilize STL for their Excel training.
What could be improved: Nothing bad.
Would you recommend this course?: Yes
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*All reviews collected by Emagister & iAgora have been verified

This centre's achievements

2017

All courses are up to date

The average rating is higher than 3.7

More than 50 reviews in the last 12 months

This centre has featured on Emagister for 7 years

Subjects

  • MS Excel
  • Excel
  • Finance
  • Financial Training
  • Financial
  • Financial Worksheet
  • Analyse Data
  • Highlight mistakes
  • Web query options
  • Type
  • Cashflow spreadsheets
  • Financial functions
  • PMT
  • FV
  • IRR
  • NPV

Course programme

Setting up a Financial Worksheet

Layouts of input cells and formulas
Tracing formula precedents, dependents, and errors
Common mistakes to avoid

Conditional formatting to analyse data

Highlighting alternative row/columns of data
Highlight mistakes / errors / omissions / repetitions
Using conditional formatting to create simple & effective dashboards

Working with data

Importing data; formats, field labels,
web query options (stock info)
Use TYPE to identify data type of existing cell contents
Text functions; FIND, MID,
TRIM excess space in cells
Use lookup functions to retrieve and compare data

Cashflow spreadsheets

Income & Expenditure tracking table
Create a Pivot Table
Using the Pivot Table with filters to analyse cashflow
Using a Pivot Chart to track cashflow

Financial functions

Considerations such as:
- PMT, FV, IRR, NPV
- When to use XIRR and XNPV
- Function with cashflows
- Assumptions to avoid
- APR vs APY

Reviewing financial statements

Example balance sheets, income statements, cashflow
statements & shareholders equity
Benefits of using common size statements for comparisons
Setting up common size statements; balance sheets & income
Defining key ratios to compare and updating changes



Additional information

We include hot restaurant lunch in all training courses. In addition to that, our courses are never cancelled.

See related categories

Excel for Finance Professionals

£ 201-500

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