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Plum Solutions

Essential Excel for Finance

Melbourne $880.00 AUD per person

Training Course Overview

Training Course ID: (PS)-00013

Specifically designed for business professionals who need to take their Excel skills to the next level, this intensive full day course focusses on the technical Excel skills required in everyday Excel modelling. This very practical course covers everything you need to perform your job and nothing you dont! For those who dont have time to sit through extensive Excel how to training, this course will arm you with a range of tools, techniques and formulas essential for Finance.

1 Day 9:00am - 5:00pm
Plum Solutions
Level 8, 500 Collins st, Melbourne
Public / Open

Detailed Course Information

Course content includes:

  • Must-know Tools and Techniques
  • Key points on upgrading from Excel 2003 to 2007 Absolute referencing, Named Ranges
  • Time saving shortcuts
  • Formulas you simply cant live without LOOKUP, VLOOKUP, HLOOKUP, Logical functions eg. IF, AND Aggregation functions eg. SUMIF, COUNTIF Financial Functions eg. NPV, IRR, PMT Formula Nesting
  • Bullet-proofing your Model Protect data by locking cells Password Protection Restricting incorrect data entry with data validations
  • Using worksheet protection to prevent entry Protecting your file using Read Only and password protectionCharting
  • Creating and modifying a chart Making your charts look fabulous Charting tips, tricks and shortcuts
  • Essential Advanced Tools Autofilters Goal Seek Macros Pivot Tables Array formulas
  • Scenario Tools Scenario Manager Drop-down boxes -In cell drop-down boxes -Combo boxes Data Tables,
  • Other Useful Stuff Spin buttons Hiding Working with dates Hyperlinking Conditional formatting

You will learn how to:

  • Apply the key functions in Excel to your own models
  • Select the most appropriate formula to achieve the desired outcome
  • Create in-built error checks and variance alerts
  • Prevent incorrect use of your model by protecting worksheets
  • Validate data entry by setting data entry parameters
  • Create a navigation page to help users find their way around your model
  • Develop drop-down boxes which enable a model to produce a series of results depending on scenario variable selected


The course material includes extensive use of Excel and participants will gain the maximum benefit from this course if they are already competent spreadsheets users. It is designed for users who do use (or will use) Excel on a semi-regular basis, and are comfortable with using its basic tools and functions. At minimum, it is assumed that participants will know how to: · Navigate confidently in Excel · Create and use simple formulas · Link between workbooks

Related Training Courses

Provider Terms & Condition

Plum Solutions

Plum Solutions delivers training in the following course categories

  • Financial Modeling
  • Financial Services

Plum Solutions Training Courses and Open Programs in Sydney, Melbourne and Brisbane, Australia. With Training Courses available in these categories:

Short Courses and In-House Training Programs:

Accounting & Taxation | Business Courses | Communication Skills | Financial Services

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