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Award winning training provider

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Award winning training provider

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Excellent pass rates

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Tutor support until late

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Market leader

info_outline Classroom courses and CBEs are running from our centres and will gradually return to full capacity with additional measures to minimise the spread of the virus. See our COVID pages for details.

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Excel for Financial Management and Modelling

We provide a comprehensive range of Excel and financial modeling programmes. These can be tailored for a beginner, intermediate or a more advanced user.

Applications of financial modelling include valuing companies, making mergers and acquisition decisions, budgeting and forecasting, performing financial feasibility and credit analysis.

Our delivery is flexible and can be taught face to face in a classroom or a live online format.

 

1. Structure

We offer face to face classroom and Live Online tuition.


Entry requirements

There are no formal entry requirements, but we recommend that you refresh yourself with Introduction to Excel Functionality before moving on to the other courses.


Courses available

Below are some of our most popular courses. We also offer a wide range of bespoke Excel programmes so please contact us for more information.

Introduction to Excel Functionality

This introductory course expands your knowledge on the day-to-day uses of Excel. Major topics include data entry tips and tricks, formatting, formulae and functions, named cells and blocks of cells, data validation, data tables, and protection of cells and worksheets.

Suitable for: anyone who uses Excel on a regular basis.

Excel Features for Financial Management

This course provides a good grounding in Excel techniques that are needed to selectively manipulate large datasets. You’ll learn how to selectively manipulate sequences of characters, lookup techniques, managing lists and tables, and be introduced to PivotTables and PivotCharts. You should have familiarity with techniques covered in Introduction to Excel Functionality.

Suitable for: those involved in data manipulation.

Introduction to Financial Modelling with Excel

You’ll cover the principles and practice of financial modelling, focussing on a case study involving the construction of an integrated set of financial statements and subsequent investment appraisal. The course also covers sensitivity analysis. You should have familiarity with techniques covered in the first two courses.

Suitable for: anyone involved in the process of financial projection

2. Study methods

Inhouse training

Like many of our courses, we can also offer training inhouse for your team or organisation. Please contact us on 020 7920 3060 or email us at citybookings@kaplan.co.uk or to find out more about how we can help train your team.

3. Exams and sittings

There are no formal examinations for the Excel courses. All courses are designed to take one day of training. Practical examples are worked through and discussed within the classroom.

Why study Excel with Kaplan?

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Confidence in the workplace

The numerous applications of Excel can be taken straight back into the workplace to be used in your everyday role.

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Keep learning

We offer additional courses to develop your knowledge on specific topics and if you book up to five courses you’ll save 20%.

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Boost your study

Excel is an ideal top up course for ACCA, CIMA CFA, CAIA, FRM, CISI and IMC students.

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Practical learning

Our courses provide practical, hands-on training on Excel’s features and functions, and will enhance your efficiency in the workplace and your employability.

Contact us

If you’re interested in Excel courses for your business please email citybookings@kaplan.co.uk or call us on 020 7920 3060.