Finance & Analytics with Excel: 1 Day Course in Halifax
Gain practical Excel skills for finance and analytics using formulas, pivots, dashboards, and financial modelling to boost productivity.
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About This Course
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 included
Course Overview
This hands-on Excel course is designed for professionals in business and finance who want to enhance analytical efficiency and improve reporting accuracy. The training covers essential formulas, pivot tables, data cleaning techniques, financial modelling fundamentals, and dashboard creation.
With a strong focus on practical, real-world applications, the course enables you to streamline workflows, automate repetitive tasks, and present insights with clarity and precision. By the end of the program, you will be able to use Excel confidently as a powerful tool for data analysis and decision support.
Learning Objectives
By the end of this course, you will be able to:
- Use Excel confidently for business and financial operations
- Clean, organize, and prepare data for accurate analysis
- Apply formulas and functions to improve speed and reliability
- Create pivot tables and charts for meaningful insights
- Design dashboards that clearly communicate key results
- Develop basic financial models to support decision-making
- Increase productivity using automation and advanced features
Target Audience
- Analysts
- Finance Professionals
- Students
- Business Professionals
- Operational Staff
- Anyone looking to build Excel skills for financial analysis
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Good to know
Highlights
- 8 hours
- ages 18+
- In person
- Paid parking
Refund Policy
Location
Regus - NS, Halifax - Purdy's Wharf
1959 Upper Water Street Suite 1301, Tower 1
Ph No +1 469 666 9332 Halifax, NS B3J 3N2
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Agenda
Module 1: Excel Foundations for Business & Finance
• Learn essential formulas and shortcuts for faster work. • Understand referencing, formatting, and data organization. • Explore practical Excel functions used in finance. • Icebreaker
Module 2: Data Cleaning & Preparation Techniques
• 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
Module 3: Analytical Formulas for Financial Workflows
• Learn core formulas including lookup, conditional, and text functions. • Understand how to automate repetitive calculations. • Explore scenarios where formulas support financial decisions. • Activity