Microsoft Excel for Financial Management & Modelling | Kaplan Financial
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Excel for Financial Management & Modelling

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Excel for Financial Management & Modelling

Microsoft Excel is a program that most of us pick up as we go along, the result being a basic level of competence that is sufficient for “getting by”. Employers increasingly expect more.

Our courses provide practical, hands-on training on Excel’s features and functions, and will enhance your efficiency in the workplace and your employability. They are ideal for people working in accounts teams, as well as people with investment banking roles.

The courses complement many qualifications, such as ACCA, CIMA and CFA.

Introduction to Excel course

The Introduction to Excel course will supplement your knowledge of the day-to-day uses of Excel.

Find out more

Further Excel courses

We also offer additional courses to develop your knowledge on specific topics including financial modelling, equity valuation and bond and option analysis. ​All courses assume familiarity with the techniques covered on the "Introduction to Excel functionality" course:

Excel for Financial Management - Save up to £535*

Book more than one course in order to get discounts:

  • Any two courses, save 5%
  • Any three courses, save 10%
  • Any four courses, save 15%
  • Order all five courses and save 20%

Our Excel courses run in London, however we also offer a fully managed training service and can deliver our Excel training courses at your offices.

If you are interested in running this course for your team or organisation then contact us on 020 3468 2122 to find out more details.

* T&Cs of discount: Discount will be applied in the basket and the courses must be booked together for the discount to apply. This offer is not applicable with any other offers. Cancellation terms and conditions apply and your discount will be altered in the event of any cancellations.

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Excel for Financial Management and Modelling