Excel Essentials for Financial Analysis – 1 Day Course in Vancouver

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Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs/Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session

This hands-on Excel course is designed for professionals in business and finance who want to enhance analytical efficiency and improve reporting accuracy. The program covers essential formulas, pivot tables, data cleaning techniques, financial modelling basics, and dashboard creation. With a strong focus on real-world business scenarios, you will learn how to streamline workflows, automate repetitive tasks, and transform data into clear, actionable insights. By the end of the course, you will confidently use Excel as a powerful tool for analysis, reporting, and informed decision-making.

By the end of this course, you will be able to:

• Use Excel confidently for business and financial analysis
• Clean, organize, and prepare data for accurate reporting
• Apply formulas and functions to achieve faster, reliable results
• Build pivot tables and charts for meaningful insights
• Create dashboards that clearly communicate key metrics
• Develop basic financial models to support decisions
• Improve productivity using automation and advanced Excel features

• Analysts
• Finance and accounting teams
• Students and early-career professionals
• Business and operational professionals
• Anyone seeking practical Excel skills for financial analysis

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This course is developed and delivered by an expert in financial analytics and Excel automation, ensuring practical and industry-relevant learning. The focus is on hands-on application rather than theory, allowing you to immediately apply new skills in your role. Through guided exercises, real business examples, and structured financial scenarios, you will gain the confidence to handle complex data tasks efficiently and accurately.

📧 Contact us today to schedule a customized in-house, face-to-face session:

[email protected]

Info: • Learn essential formulas and shortcuts for faster work.
• Understand referencing, formatting, and data organization.
• Explore practical Excel functions used in finance.
• Icebreaker

Info: • Learn methods to clean raw data efficiently.
• Understand how to correct errors and standardize datasets.
• Explore tools that improve data reliability and accuracy.
• Case Study

Info: • Learn core formulas including lookup, conditional, and text functions.
• Understand how to automate repetitive calculations.
• Explore scenarios where formulas support financial decisions.
• Activity

Info: • Learn how to build pivot tables for dynamic reporting.
• Understand grouping, filtering, and summarizing methods.
• Explore visual pivot charts for faster interpretation.
• Simulation

Info: • Learn to design clear and professional Excel dashboards.
• Understand how to build visuals that highlight key insights.
• Explore KPI tracking and business reporting structures.
• Activity

Info: • Learn the fundamentals of building simple financial models.
• Understand assumptions, calculations, and output structure.
• Explore common modelling components used in finance roles.
• Activity

Info: • Learn simple automation tools such as macros and quick steps.
• Explore productivity features that speed up financial workflows.
• Understand how to work smarter with templates and shortcuts.
• Role Play

Event Venue & Nearby Stays

Regus - BC, Vancouver - Pacific Centre, 701 West Georgia Street, Suite 1500, Vancouver, Canada

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