Excel for Financial Analysis: 1 Day Course, Halifax

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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 reporting accuracy. The program covers essential formulas, pivot tables, data cleaning techniques, financial modelling fundamentals, and dashboard creation.

Through practical, real-world applications, you will learn how to streamline workflows, automate repetitive tasks, and present data-driven insights with clarity. By the end of the course, you will be able to confidently use Excel as a powerful tool for analysis, reporting, and decision-making.

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

• Use Excel effectively for business and financial tasks
• Clean, organize, and prepare data for accurate analysis
• Apply formulas and functions for efficient and reliable results
• Build pivot tables and charts for meaningful insights
• Create dashboards to communicate data clearly
• Develop basic financial models for decision-making
• Improve productivity using automation and advanced features

Who Should Attend

• Analysts and finance professionals
• Students and early-career professionals
• Business and operations staff
• Anyone looking to develop Excel skills for financial analysis

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Why Choose This Course?
This course is developed and delivered by an expert in financial analytics and Excel automation, ensuring practical, industry-relevant learning. The content focuses on real business applications rather than theory, allowing you to apply your skills immediately.

With hands-on exercises, guided examples, and structured financial scenarios, you will gain the confidence to perform complex tasks efficiently and deliver accurate, insightful results.

📧 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 - NS, Halifax - Purdy's Wharf, 1959 Upper Water Street Suite 1301, Tower, Halifax, Canada

Concerts, fests, parties, meetups - all the happenings, one place.

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