Core Excel Skills For Accountants and Financial Professionals

This course provides the fundamental Microsoft Excel skills that every accountant or financial professional requires. Important features are covered from logical tests involving ‘IF’ statements, pivot tables, and, dynamic array functions. Learn the key Excel features used daily in bookkeeping and financial presentations. This course provides valuable spreadsheet skills that can take your financial career to the next level.


On Course Completion

Once you have successfully completed this certificate course you will receive:

  • a certificate from and
  • you will be eligible for the ISMF certification on the payment of a fee.

Course Syllabus

The course consists of two Modules:

Module One

  • Core Excel Essentials for Accountants – Excel 365
  • Learning Outcomes
  • Logical Tests and IF Statements
  • Sum with Criteria
  • Lookups in Excel
  • Tables and Pivot Tables
  • Dynamic Arrays
  • Lesson Summary

Module Two

  • Course Assessment

In this course, you will learn how to:

  • Solve problems and carry out logical tests and ‘IF’ statements
  • Calculate ‘SUM’ with multiple criteria
  • Analyze data with pivot tables
  • Explain and carry out different types of lookups
  • Explain and demonstrate the benefits of working with tables

Course details at a Glance

  • Course Duration:1.5 -3 Hours of Learning
  • CPD Accreditation
  • Course Link:


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