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Beacon FinTrain

Provides an array of professional business and financial training services that stem from improving a corporate's treasury workflow —all the way to efficient, finance training programs.

Course Overview

This comprehensive Excel workshop provides participants with essential skills and foundational knowledge. Starting with the basics, it covers data entry, editing, and formatting, along with managing worksheets and practical case studies. Participants will learn about Excel tables, advanced functions like LOOKUP and INDEX, and financial functions such as NPV and IRR.
The workshop also explores workbook layout, customization options, and basic financial analysis tools. Practical case studies are integrated throughout to reinforce learning and ensure participants gain hands-on experience with both basic and advanced Excel features.

Learning Outcome

Learn how to master Excel by using better formulas, right shortcuts, and functions.

Learn the most common Excel functions used in the Office.

Follow best practices and speed up your process with more efficiency.

Achieve consistent and accurate outputs using SMART best practices.

Learn efficient techniques to deliver more analysis, faster and more accurately.

Learn how to master using Excel spreadsheets

Course Outline



  • Workbook
  • Worksheets
  • Cell name
  • Formula bar
  • Ribbon
  • Practical case study

  • Options
  • Formatting
  • Formulas
  • Advanced
  • Protection
  • Practical case study.

  • Format, background, special numbers, column width, freeze panes
  • Paste Special, Font Colors, Format Numbers, Sum
  • Percentages, fill right, font colors, borders, view gridlines
  • Practical case study

  • Formula errors vs user errors
  • Warning signs
  • Using the F-Keys and combinations of F-Keys.
  • Data validation
  • Using formula auditing
  • IF function
  • AND - OR functions
  • SUMIFs function
  • Practical case study.

  • Structure, organization, duplicate sheets, and grouping
  • Anchoring Cells and Grouping
  • Naming cells, tracing, auditing
  • Go to special, conditional formatting
  • Dynamic Titles and Headers
  • Practical case study

  • Date functions and time-periods
  • Sum, average, sum-product, median
  • IF Statements
  • Rounding and absolute
  • Min, max, small, large
  • IFError, find and replace
  • Practical case study.

  • Excel Formula Basics
  • Logical Formulas in Excel
  • Math Formulas in Excel
  • Lookup and Reference Formulas in Excel
  • Stats Formulas in Excel
  • Text Formulas in Excel
  • Date and Time Formulas in Excel
  • Practical case study

  • Named Ranges in Excel
  • Data Validation in Excel
  • Data Sorting and Filtering in Excel
  • Using Conditional Formatting in Excel
  • Practical case study.

  • CHOOSE function
  • LOOKUP function
  • HLOOKUP function
  • OFFSET function
  • INDEX function
  • MATCH function
  • Practical case study.

  • NPV
  • XNPV
  • IRR
  • Problems with the IRR calculation
  • Multiple IRR
  • MIRR
  • Practical case study.

  • Working with Text and Dates
  • Working with dates and using date functions
  • CONCATENATE function
  • Printing and Formatting
  • Creating dynamic headings and footnotes in a model
  • Setting print area and print titles
  • Practical case study

  • Introduction to Excel Charting
  • Dynamic Charts in Excel
  • Practical case study.

  • Advanced Excel Charting Examples
  • Practical case study.

  • Overview of Excel Pivot Table
  • Practical case study.

  • Excel Tips and Tricks
  • Advanced Excel Formulas
  • Basic financial analysis setup
  • Better Formulas
  • Decision-Making Biases and Errors
  • Information Processing Errors
  • How Decisions Are Impacted by Others
  • Auditing A Model
  • Practical case study

  • Presentation
  • Data Visualization
  • Storytelling
  • Excel Dashboards
  • Practical case study.

Who Should Attend

Financial Analysts=Data Analysts=Accountants=Professionals who require advanced Excel skills for financial modeling=Individuals managing projects who need to track progress, budget, and resources using Excel.