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

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

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

No requirements are needed for this course as it is designed to start at the beginner level. If you are not looking for a Finance focused course, please contact us for details of other career-specific courses offered.

CPD Accredited Course


  • The training programme was written by Senior Microsoft Trainers at a Microsoft Certified Academy
  • Live help with your own virtual tutor
  • CPD Accredited Microsoft Excel for Finance Certificate issued on completion
  • A number of practical exercises are included
  • On completion, a CPD Accredited Certificate will be issued by the Microsoft Academy, which will build your CV and career options.