Course information

Excel for Accounting Course Outline

Module 1: Using Lists in Excel

  • Defining a List
  • Sorting Lists
  • Filtering Lists
  • Managing a List
  • Using the Data Form

Module 2: Pivot Tables

  • Purpose of Pivot Tables
  • Getting Data Summaries
  • Building Pivot Tables
  • Data Cache
  • Using Named Ranges as Data Sources

Module 3: Common Sizing Using Worksheets

  • Rationale for Common Sizing
  • Other Uses of Common Sizing

Module 4: Charting

  • Why Charts?
  • Charts that Show Time Series
  • Pivot Charts Vs Standard Charts
  • Budget Variances Over Time

Module 5: Tools for Accountants

  • What Tools do Accountants Need?
  • Built-In Lists
  • Building Custom Lists
  • Using the Macro Recorder
  • Using Keyboard Shortcuts

Module 6: Scenarios in Excel

  • Scenarios and Multiple Inputs
  • Scenarios and Worksheets
  • Creating Scenarios
  • Defining an Implicit Intersection
  • More Help from the Scenario Manager
  • Grinding it Out with Goal Seek and Solver

Module 7: Payment Functions

  • Payment Functions
  • Using a Function
  • Using the Function Wizard

Module 8: Excel's Depreciation Functions

  • Family of Depreciation Functions
  • SLN Function
  • Accelerated Depreciation

Module 9: Excel and QuickBooks

  • IIF Import Files
  • Format of an IIF File
  • Exporting Data into an IIF File
  • Creating Multiple Lists in One IIF File
  • Importing an IIF File
  • IIF File Keywords for Lists
  • Profile Lists Import Files
  • Standard Lists Import Files
  • Updating Lists with Excel Import Files
  • Importing Adjusting Entries

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Who should attend this Excel for Accounting Course?

The Excel for Accounting Training is tailored for professionals in the field of accounting who want to enhance their proficiency in Microsoft Excel for financial analysis, reporting, and data management. This Microsoft Excel Training is well-suited for a variety of professionals, including:

  • Accountants
  • Financial Analysts
  • Auditors
  • Bookkeepers
  • Finance Managers
  • Cost Accountants
  • Forensic Accountants
  • Budget Analysts

Prerequisites of the Excel for Accounting Course

There are no formal prerequisites for the Excel for Accounting Training. However, delegates should have a basic understanding of accounting principles and Microsoft Excel functionality.

Excel for Accounting Course Overview

The Excel for Accounting Course is a specialised Microsoft Excel Training Course tailored for accounting professionals. As Microsoft Excel remains an indispensable tool in the finance and accounting sectors, this course delves deep into its functionalities. It bridges the gap between general Excel knowledge and specific accounting applications, making it highly relevant in today's data-driven business environment.

Understanding and mastering Microsoft Excel is crucial for Accountants and Financial Analysts. These professionals rely heavily on Excel for data analysis, financial modelling, and reporting. The Excel for Accounting Course is designed specifically for those who seek to enhance their analytical skills and efficiency in financial tasks using Microsoft Excel Courses.

This 1-day training offered by The Knowledge Academy is a comprehensive course that enables delegates to gain hands-on experience. Delegates will learn advanced Excel features relevant to accounting, such as complex formulas, data visualisation techniques, and automation of repetitive tasks. The course is structured to provide immediate practical benefits, improving workflow and decision-making capabilities.

Course Objectives

  • To equip delegates with advanced Excel skills tailored for accounting and financial tasks
  • To enable understanding of complex formulas and functions relevant to financial analysis
  • To enhance data visualisation techniques for creating impactful financial reports
  • To teach automation methods for streamlining repetitive accounting processes
  • To improve accuracy and efficiency in financial modeling and forecasting
  • To foster the ability to integrate Excel with other accounting software and tools

Upon completing this course, delegates will not only be proficient in utilising Excel for accounting purposes but also be able to apply these skills effectively in their professional roles. This proficiency will lead to increased efficiency and accuracy in financial reporting and analysis, greatly benefiting their organisations.

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What’s included in this Excel for Accounting Course?

  • World-Class Training Sessions from Experienced Instructors
  • Excel for Accountants Certificate
  • Digital Delegate Pack

Why choose us

Our Port of Spain venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Port of Spain is the capital city of Trinidad and Tobago, and is located on the island of Trinidad. The city has a muincipal population of nearly 37,000 people,  metropolitan population of over 128,000, and an unemployment rate of 3.6%. Port of Spain has over 40 Government/Assisted schools, with nearly 18,000 students enrolled in local primary schools, and over 15,600 enrolled in local secondary schools. Port of Spain is also home to the St. Augustine Campus of the University of the West Indies. The campus has over 15,500 students enrolled across its eight faculties, studying disciplines as diverse as Gender and Development Studies, Science and Technology and Food and Agriculture. Other higher education institutes located in Port of Spain are the Queen’s Royal College, the National Academy for the Performing Arts and the University of Trinidad and Tobago, which was established in 2004 and has a number of campuses and institutes in Port of Prince. 

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Address

Hilton Trinidad and Conference Centre
Lady Young Rd. 
St. Ann's,
Port of Spain,
Trinidad

T: + 1-866 272 8822

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Excel Training & Certification Course | Excel For Accountants Masterclass in Port of Spain. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Microsoft Excel Training & Certification Course | Excel For Accountants Masterclass in Port of Spain, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Experience the most sought-after learning style with The Knowledge Academy's Microsoft Excel Training & Certification Course | Excel For Accountants Masterclass in Port of Spain. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Microsoft Excel Training & Certification Course | Excel For Accountants Masterclass in Port of Spain sessions.

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Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Microsoft Excel Training & Certification Course | Excel For Accountants Masterclass in Port of Spain FAQs

Microsoft Excel, also known as MS Excel, is a spreadsheet program developed by Microsoft Corp. MS Excel has various tools and methods for arranging, sorting, visualising, representing, and analysing data.
This course is crucial for mastering essential tools in financial analysis and decision-making, vital for accounting professionals' efficiency and accuracy in their roles.
There are no formal prerequisites to attend this Excel for Accountants Certification Course. However, having some basic understanding of operating desktop or PC and Excel can be beneficial for the delegates.
This Excel for Accountants Certification Course is designed for anyone who wants to gain in-depth knowledge about Microsoft Excel's features to handle and manage a large amount of data and improve their productivity.
MS Excel will improve your professional knowledge and enhance your analysing techniques. Nowadays, Excel is crucial and is needed in almost all areas of work and knowing Excel before starting a new job aids to boost your growth opportunities at the workplace.
Excel proficiency is vital for efficient financial analysis and reporting, essential for advancing in your accounting career and meeting industry demands.
The duration of this Excel for Accountant Course spans across 1 day.
In this training course, delegates will have intensive training with our experienced instructors, a digital delegate pack consisting of important notes related to this course, and a certificate after course completion.
You'll master advanced formulas, pivot tables, and financial modelling, crucial for accounting tasks in this Excel for Accountants Course. You will also gain expertise in Excel's application for comprehensive financial analysis and decision support.
Upon completing the Excel for Accountants Course, you'll gain advanced skills in financial modelling, data analysis, and reporting. You'll become proficient in using complex formulas, pivot tables, and macros, essential for effective financial management and analysis.
Yes, The Knowledge Academy offers support via phone & email before attending, during, and after the course. Our customer support team is available to assist and promptly resolve any issues you may encounter.
The Excel for Accountants Training Course does not include an exam. The focus is on practical skills and application, ensuring you gain the necessary expertise to effectively use Excel in accounting roles.
Completing an Excel for Accountants Training Course opens career opportunities in accounting, financial analysis, and data management roles. You'll be well-prepared for positions such as financial analyst, accounting manager, and business intelligence analyst, enhancing your professional prospects.
If you face any issues in accessing the course materials, then you can reach out to our customer support team who will provide you with quick assistance to resolve the issue.
Yes, after completing this Excel for Accountants Course you will receive a certificate of completion to validate your achievement and demonstrate your proficiency in the course material.
The Excel for Accountants Course provides a practical qualification demonstrating your expertise in advanced Excel functions tailored for accounting. You'll receive a certificate showcasing your ability to perform complex financial analyses, enhance reporting accuracy, and streamline accounting processes.
The Knowledge Academy in Port of Spain stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking this Excel for Accountants Course.
The training fees for Excel for Accounting Coursein Port of Spain starts from USD1595
The Knowledge Academy is the Leading global training provider for Excel for Accounting Course.
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Flexible delivery methods are available depending on your learning style.

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Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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