Microsoft Excel for Finance Course is an accredited online training course. Microsoft Excel is needed in the financial industry as a standard skill. Accountants, Bookkeepers, Bankers, Insurance and the list, goes on.

Online Microsoft Excel For Finance Course

Microsoft Excel Courses designed this course to offer you the opportunity to achieve a qualification and the skills needed for working in Finance. This will include training at Beginner, Intermediate, and Advanced levels.

Course Objective

We are a Certified Microsoft Office Academy. Our courses enable students to gain the necessary skills needed for everyday tasks using Excel in a Financial role. The Microsoft Excel for Finance Course is a CPD Accredited. The CPD Certificate is issued to participants on successful completion of the course.

Diploma Format

A Virtual Tutor delivers the online training. The Virtual Tutor will instruct, correct your work immediately and provide examples. This method of training is similar to having your own personal IT trainer. Students find this is a very effective way of delivering interactive online training.

Excel For Finance Content

  • Creating Financial Charts
  • Using Charts to explain your financial data
  • Developing trends and sparklines
  • More advanced charts
  • Working with multiple views, worksheets and freeze panes
  • Formulas to advanced level
  • Using Absolute References in formulas
  • Formats and Tables
  • Conditional formats
  • Pivot Tables
  • Pivot Charts
  • Advanced Functions; Lookup functions, Array Formulas, Date Calculation, Time Calculations, Nested Functions, IF statements, Financial Functions
  • Data Sort
  • Data Filters
  • Solver, Goal Seeks, Scenarios, Detecting errors, audit of your spreadsheet
  • Using Templates
  • Macros recording them to automate your work
  • Double Entry Data Tables

Dates and Duration

Training can be completed flexibly. Start date to suit your needs.

Course Requirements

The course does not have prerequisites because it includes beginner-level training.

CPD Accredited Course


  • Senior Microsoft Trainers wrote the training programme at a Microsoft Certified Academy.
  • Live help with your virtual tutor.
  • CPD Accredited Microsoft Excel for Finance Certificate issued on completion
  • The training includes several practical exercises to build real skills and confidence.
  • The Microsoft Academy will issue a CPD Accredited Certificate upon completion, which will build your CV and career options.