Excel and PowerPoint for Finance Course
This course teaches advanced Excel and PowerPoint techniques for finance professionals. Learners will construct multi-scenario models, integrate dynamic charts into presentations, support recommendations with precise data, and deliver polished portfolio visuals emphasising risk, returns, and actual buying power. Ideal for creating impactful, review-ready financial documents that impress clients and stakeholders.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain key skills in Excel and PowerPoint to create clear multi-scenario financial projections, develop time-series models, and compute weighted returns effectively. Design user-friendly charts, connect workbooks to slides, and communicate assumptions, risks, and suggestions simply. Complete the course equipped to produce professional, client-approved outputs that withstand scrutiny and feedback.
Elevify advantages
Develop skills
- Develop multi-scenario Excel models for quick retirement and portfolio forecasts.
- Connect Excel data to PowerPoint for updatable charts and tables in client presentations.
- Create effective Excel visualisations like time-series and allocation charts for financial analysis.
- Convert assumptions and risks into justified asset allocation scenarios.
- Document models clearly with notes, validations, and concise executive slides.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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