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Spreadsheet Skills for Planning, Forecasting, and Budgeting

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About Course

Course Duration: 1 weeks

Course Overview:

“Spreadsheet Skills for Planning, Forecasting, and Budgeting” is a comprehensive course designed to equip participants with advanced spreadsheet skills to enhance their capabilities in planning, forecasting, and budgeting. Over the course of 1 weeks, participants will gain proficiency in leveraging spreadsheet tools to create dynamic financial models, conduct scenario analyses, and streamline the budgeting process.

Certification:

Upon successful completion of the “Spreadsheet Skills for Planning, Forecasting, and Budgeting” course, participants will receive a Certificate of Completion, recognizing their proficiency in advanced spreadsheet techniques for financial tasks.

What Will You Learn?

  • Day 1: Advanced Excel Fundamentals
  • Navigating and Customizing Excel
  • Advanced Formulas and Functions
  • Data Validation and Protection
  • Time-Saving Tips and Tricks
  • Day 2: Building Dynamic Financial Models
  • Constructing Financial Models in Excel
  • Linking Worksheets and Workbooks
  • Scenario Analysis and Sensitivity Modeling
  • Real-Time Modeling Exercises
  • Day 3: Financial Planning and Forecasting
  • Forecasting Techniques and Methods
  • Rolling Forecasts and Trend Analysis
  • Utilizing Regression Analysis in Forecasting
  • Hands-On Forecasting Practice
  • Day 4: Budgeting with Excel
  • Overview of Budgeting Process
  • Creating Budget Templates in Excel
  • Rolling Budgets and Continuous Monitoring
  • Budgeting Simulation Exercise
  • Day 5: Data Visualization and Reporting
  • Creating Interactive Dashboards
  • Visualizing Data Trends with Charts and Graphs
  • Integrating Data from External Sources
  • Final Project: Designing a Comprehensive Financial Model

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