Excel For Analysts and Finance Course

It's all about your data!

Course Duration

12 Hours

Course Level



It’s no secret that a large proportion of heavy Excel users come from the financial world, including financiers, accountants, bookkeepers, economists, and analysts.
These users need very specific skills that most Excel courses cannot fully cover.
Especially for these users, we designed this Excel for Analysts and Finance Course. In the course we focus and delve into the huge variety of tools and functions in finance, economics, data analysis, and statistics included in the latest versions of Excel.

Who is it for?

Financial employees, analysts and economists who want to get more out of Excel


Advanced level skills in Excel


  • Pivot tables
  • Creating a dashboard that includes PIVOT, layout tools, graphs, conditional formatting.
  • Conditional formatting with formulas – for dynamic emphases that include many conditions
  • Create drop-down lists and INDIRECT dependent drop-down lists
  • Database formulas for analyzing DSUM, DGET,
  • Logical formulas: IF, AND, OR,
  • IFERROR, ISNA, ISTEXT error management formulas
  • Aggregation formulas: COUNTIF / S, SUMIF / S
  • Formulas for searching for data and comparing tables: VLOOKUP, HLOOKUP, MATCH, INDEX
  • Auxiliary formulas for searching and optimizing data: TRIM, CONCAT, INDIRECT, SUMPRODUCT, VALUE and more
  • Goal Striving, Sensitivity Analysis, Scenarios, SOLVER, Forecast Graph (Excel 16)
  • Excel Updates 16
  • POWER QUERY = Optimizing data and creating automation to work in Excel
  • Upload data directly from SQL or Excel server, data optimization

The list of topics above is partial and only an outline. A full and detailed syllabus will be sent as part of a bespoke proposal that will be tailored to your organization and your requests.

What is Live Online training?​

In live online training, instructors connect with a group of participants in an interactive virtual learning space that includes screen sharing, and other digital aids.

The way in which training is delivered has evolved considerably in the last few years. Businesses have realized the benefits and flexibility of online training, allowing employees to participate from any country or location, be it their home, office, or meeting room.

To be effective, Live Online training needs to be meticulously designed to be practical and personalized, and based around the roles, workloads and skill levels of the staff being trained. Additionally, they must make the most of the tools available for remote learning.

Our Live Online trainers understand how to construct and deliver interactive trainings that function as a workshop, and not as a lecture, so the trainees get a practical, professional and effective learning experience. Sharing the trainees screen ensures the skills being taught are being successfully applied, and the chat box allows questions to be asked without disrupting the lesson, and for answer to be provided immediately.

How does it work?​

As each organization is different, and your organization has its own specific need and requirements, the first step is for us to get more acquainted. We invite you to complete our specially created contact form to help us understand more about your company.

The next step is to arrange and conduct a free consultation on Zoom where we dive into the specifics or your requirements and understand exactly what would be the best course structure that should be developed for you.

During the consultation we construct together the scope and duration of the trainings, and what targets you would like to achieve. Based on this information we will send you a personalized price quote for the training.

After approval of the quote, we will choose together convenient dates for the classes, and we will conduct a TNA (training needs analysis). This will allow us to organize the classes into homogenous groups and pinpoint the specific missing skills that need to be addressed.

The first hour of the course is usually dedicated to creating a common baseline for the students, to bridge any gaps in the skill levels.

After the course has completed, we offer ongoing support for the course graduates to help them fully assimilate their new knowledge and skills within their job.

What are bespoke courses?​

Bespoke trainings are tailor made trainings to specifically fit the needs and requirements of any company or organization. This is based on the skill levels and job requirements of the employees.

Why Should I Consider Bespoke Training?

Bespoke training are courses specially created to fit the requirements of your organization and are a highly valuable resource for your employees. Courses are structure around the skill levels and occupational needs of your business. Since the training has been built for your company, it saves the money, time and effort that otherwise would be spent on designing and conducting an in-house training course yourself.

Each employee is different, coming with a different skill set and each learning in a different way. Generic classes or traditional courses are not created with the employees in mind and may not be the best option for your company. Customized trainings that fit your organization’s specific needs provide a more effective platform for improving employee’s skill sets.