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Excel for Financial Management and Modelling

It is ideal for anyone who uses Excel on a regular basis, such as finance teams and people working in the investment banking and fund management industries.

We offer five one-day courses.

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One day courses help_outline

Starting from £330 (inc. VAT)

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1. Structure

We offer one-day classroom courses in the following areas: Excel Functionality, Financial Management, Financial Modelling, Bond Analysis and Equity Valuation, and Options Analysis and Regression Analysis.


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

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.

£330.00
£275.00
(excl. VAT)
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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.

£600.00
£500.00
(excl. VAT)
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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

£600.00
£500.00
(excl. VAT)
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Bond Analysis and the Basics of Equity Valuation

This course will train you how to link the theory and practice of bond analysis and equity valuation. It’s suitable if you’re involved in security and marketing analysis, and/or you are in the process of studying for the CFA exams. You should have significant experience of working with Excel.

£840.00
£700.00
(excl. VAT)
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Options Analysis and Regression Analysis

This course looks at options analysis and regression analysis. It will introduce you to new Excel techniques and functions as practical solutions to computational needs. If you work in security and marketing analysis then this course is suited for you. You should have significant experience of working with Excel.

£840.00
£700.00
(excl. VAT)
Buy now

2. Study methods

Study methods available for this qualification

people
Classroom ›

A traditional scheduled programme with face-to-face tutor led classes.

  • Classes with your peers at set times of the day
  • Work through practical examples and ask questions.
£330.00
£275.00
(excl. VAT)
location_on Classroom location

All classes take place at our training centre near London Bridge:


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.

4. Study materials

The following materials are included on the day of the class:

  • Slide pack
  • USB flash drive with Excel examples

5. Tutor support

We’ll support you every step of the way throughout your Excel learning experience with us. You can contact a tutor and get the help you need quickly and easily. Your tutor will give his email address during the class and will aim to respond within 48 working hours.

6. Course pricing and funding options

Pricing structure

Courses are all priced individually, so you can purchase them altogether (for a discount), or separately as you need them. This also helps you split the cost to make it more affordable.

  • Order any two courses, save 5%
  • Order any three courses, save 10%
  • Order any four courses, save 15%
  • Order all five courses and save 20%

Funding options

Employer sponsored ›

Your employer may fund the costs of your studies to support your development in the workplace as well as improving efficiency. You'll need to speak to them to see if you're eligible.

Payment plans ›

Our Excel courses are covered with our interest-free payment plan, providing the total cost is £500 minimum (including VAT). The plan lets you spread the cost of your studies over a period of time, with no extra costs.

How to enrol

Enrol online or call us on 020 7920 3060.

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.

Awards & Accreditations