Excel for Financial Professionals

AI, Technology & Digital · 5 Days · Public · Al-Khobraa certified · From USD 3,900

Overview

This Excel for Financial Professionals training course is designed to equip you with the advanced Excel skills necessary for effective financial analysis, modeling, and reporting. Whether you're working with large datasets, creating financial statements, or developing detailed models, this training course will enhance your ability to use Excel as a powerful tool for making data-driven financial decisions. You'll learn everything from essential functions and formulas to advanced data analysis tools that are critical for professionals in finance.

Learning Objectives

• Apply advanced Excel functions in financial analysis.
• Develop and manage dynamic financial models.
• Analyze and visualize financial data using Pivot Tables.
• Automate financial tasks with Macros and Power Query.

Who Should Attend

This training course is designed for professionals who work with financial data and require advanced Excel skills for analysis, reporting, and decision-making. Participants will benefit from practical, hands-on learning and real-world applications that will enhance their daily work and career progression.

• This training course is designed for professionals
• Finance Professionals
• Accountants and Auditors
• Budgeting and Forecasting Specialists
• Financial Analysts
• Managers
• Data Analysts

Course Outline

Day 1 — Introduction to Excel & Basic Functions

• Understand the Excel interface and basic navigation (ribbons, cells, worksheets).
• Learn basic data entry and formatting techniques (number formats, alignment, fonts).
• Master Excel shortcuts and basic functions (cut, copy, paste, undo).
• Create and use basic formulas (SUM, AVERAGE, COUNT, MIN, MAX).

Day 2 — Data Management and Advanced Formulas

• Learn to sort, filter, and apply conditional formatting to data.
• Use data validation techniques to maintain data integrity.
• Understand and apply logical functions (IF, AND, OR, NOT).
• Master lookup functions (VLOOKUP, HLOOKUP, INDEX, MATCH).

Day 3 — Financial Analysis Tools in Excel

• Understand and apply financial functions (PV, FV, NPV, IRR) for time value of money calculations.
• Use loan and investment functions (PMT, IPMT, PPMT) for financial decision-making.
• Calculate depreciation using various methods (SLN, DB, DDB).
• Build financial reports and dashboards using Excel.

Day 4 — Advanced Data Analysis

• Create and customize Pivot Tables to analyze financial data.
• Visualize financial data trends with Pivot Charts.
• Group data in Pivot Tables for more effective analysis.
• Utilize Excel’s Goal Seek and Solver for financial modeling and optimization.

Day 5 — Financial Modeling & Automation

• Build a basic financial model (income statement, balance sheet, cash flow).
• Link financial statements and create dynamic financial models.
• Forecast and make assumptions for financial modeling.
• Learn basic Excel automation with Macros to improve efficiency.

Accreditation

Al-Khobraa certified. On completion delegates receive an Al-Khobraa certificate of achievement.

Dates & Venues

Dates	Venue	Delivery	Duration	Fee (USD)
6–10 December 2026	Istanbul, Turkey	Public	5 days	4,500

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Frequently Asked Questions

What do Al-Khobraa AI, technology and digital courses cover?

The portfolio covers cyber security, data analytics and data science, artificial intelligence (AI) and machine learning, Power BI and Excel for analysis, digital transformation and IT governance. Courses are applied — delegates work with real datasets and tools rather than slideware.

Who should attend an AI, technology or digital course?

These courses suit IT and cyber security staff, data and business analysts, engineers and operations professionals who work with plant or business data, digital transformation teams, and managers who commission or govern technology projects. Foundation-level courses assume no programming background.

How long are AI, technology and digital courses, and where are they held?

Most Al-Khobraa AI, technology and digital courses run over 5 days. The exact duration, dates and city for this course are listed in the dates section on this page. Public sessions run across Saudi Arabia — Riyadh, Jeddah, Al-Khobar, Jubail and Yanbu — as well as regional and international venues, with live virtual classrooms available on request.

What certificate will I receive?

Delegates who complete the course receive an Al-Khobraa certificate of completion, issued by a Saudi-registered training provider. Al-Khobraa also delivers internationally accredited programmes; where a course carries an external awarding body such as PMI, CIPS, ILM or IOSH, that body is named on the course's own page.

Can AI, technology and digital training be delivered in-house for our team?

Yes. Any Al-Khobraa AI, technology and digital course can be delivered in-house at your own premises anywhere in Saudi Arabia or the GCC, with the content, dates and language of delivery tailored to your team. Al-Khobraa is an approved HRDF (Hadaf) provider, so eligible Saudi employers can seek training support. Contact us for a quotation.

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