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Excel for finance

Transform your company's financial management.

Sign up now (€250*)
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* plus VAT

**Eligible for the training cheque

Objectives

This is a slightly different kind of Excel training course: it focuses on using tools and formulas for financial management.

In this course, we will cover the main processes of this function: financial analysis, budgeting, financial modelling, "what-if" analysis, and much more.

This is a "hands-on" course aimed at financial professionals, based on practical cases and using the latest Excel innovations. Participants should have a basic knowledge of Excel.

A professional training certificate will be issued on the SIGO platform, in accordance with Ordinance No. 474/2010 of July 8, for residents in Portugal who successfully complete the training.

  • Who should attend

    Financial professionals or students from related areas who wish to develop their Excel skills.

  • Resources

    Trainees should bring their computer with Excel installed in the latest possible version, in English or Portuguese.

    It's desirable, but not compulsory, for trainees to have an Office 365 account in order to use the new features in Excel.

  • Duration

    8 hours live or Live Streaming

  • Requirements

    A basic knowledge of Excel's main functions and formulas is recommended.

  • OCC Credits

    8 Credits - Professionals who attend this training course and are Certified Accountants may submit their training certificate issued by Portal Gestão to the Order of Certified Accountants to be credited with the points obtained, depending on the number of hours attended (1 credit for each hour of training)

Programme Outline

Excel data analysis tools:

  • Scenario manager
  • Goal seek
  • Solver add-in
  • Forecast Sheet

Financial calculation

  • Calculating financial income: interest component and repayment component
  • Present and future value of financial annuities
  • Personal finance

Financial analysis

  • Financial and management ratios
  • Vertical and horizontal analysis
  • Break-even analysis

Financial modelling

  • Budgeting
  • Forecasting
  • Evaluating investment projects: Net Present Value (NPV), Internal Rate of Return (IRR), Payback, Monte Carlo Simulation, Factor Dependency Analysis
  • Financial plan for a start-up
  • Buying or renting a house?
  • Financial model for acquiring companies

Locations and Dates

Live Streaming

Dates: 13/05/2024

Schedules: 9AM - 6PM

Requirements: computer, Internet access, Webcam and microphone

Porto

Dates: 13/05/2024

Schedules: 9AM - 6PM

Live training and Live Streaming

The Trainer:

Isadora Lupchinski is our Power BI trainer. She is also consultant of business intelligence, where she desevolps implementation projects with out clients. Seh has a degree in Statistics and loves data analysis and result interpretation.

“I believe that every person has a book within them, containing a unique value that they can offer to the world - and the book that I have within me, has competencies modelled with a statistically significant p-value” – Isadora Lupchinski

Sign up now (€250*)
Contact us