Excel Skills for Finance & Analytics: 1 Day Course in San Diego, CA
Schedule
Fri, 02 Jan, 2026 at 09:00 am to Fri, 12 Jun, 2026 at 05:00 pm
UTC-08:00Location
Regus | San Diego, CA
About this Event
Group Discounts:
Save 10% when registering 3 or more participants
Save 15% when registering 10 or more participants
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 improve analytical efficiency and reporting accuracy. You will learn essential formulas, pivot tables, data cleaning methods, financial modelling techniques, and dashboard creation. The course provides practical, real-world applications to help you streamline tasks, automate repetitive work, and present insights with clarity. By the end of the program, you will confidently use Excel as a powerful decision-support and analytics tool.
Learning Objectives
By the end of this course, you will be able to:
- Use Excel confidently for business and financial tasks.
- Clean and prepare data for accurate analysis.
- Apply formulas and functions for faster, reliable outcomes.
- Build pivot tables and charts for insightful reporting.
- Create dashboards that communicate results clearly.
- Develop basic financial models for decision-making.
- Improve productivity using automation and advanced features.
Target Audience
- Analysts
- Finance teams
- Students
- Business professionals
- Operational staff
- Anyone seeking Excel skills for financial analysis
Why Choose This Course?
This course is designed by an expert in financial analytics and Excel automation, ensuring practical and industry-relevant learning. The program focuses on real business applications rather than theory, enabling you to immediately apply what you learn. With hands-on exercises, guided examples, and structured financial scenarios, you will leave the session with the confidence to perform complex tasks more efficiently.
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Our Royalty Referral Program
Know a team or professional who could benefit from our workshops? Refer them and earn attractive royalties for every successful registration.
For royalty-related queries, contact [email protected]
Want to train your entire team?
This course can be delivered as a customized in-house program tailored to your organization’s financial processes, reporting formats, and analytical needs. Exercises can be personalized to match your datasets, workflow challenges, and business goals, ensuring maximum relevance and measurable outcomes.
📧 Contact us today to schedule a customized in-house session:
Agenda
Module 1: Excel Foundations for Business & Finance
Info: • 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
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
Module 3: Analytical Formulas for Financial Workflows
Info: • Learn core formulas including lookup, conditional, and text functions.
• Understand how to automate repetitive calculations.
• Explore scenarios where formulas support financial decisions.
• Activity
Module 4: Pivot Tables, Pivot Charts & Insights
Info: • Learn how to build pivot tables for dynamic reporting.
• Understand grouping, filtering, and summarizing methods.
• Explore visual pivot charts for faster interpretation.
• Simulation
Module 5: Dashboards & Visualization Techniques
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
Module 6: Introduction to Financial Modelling
Info: • Learn the fundamentals of building simple financial models.
• Understand assumptions, calculations, and output structure.
• Explore common modelling components used in finance roles.
• Activity
Module 7: Automation Basics & Productivity Boosters
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
Where is it happening?
Regus, 770 First Avenue Suite 250, San Diego, United StatesEvent Location & Nearby Stays:
USD 514.07 to USD 674.80
