Excel and PowerPoint for Finance Course
This course equips you with advanced Excel and PowerPoint techniques for finance professionals. Learn to construct multi-scenario models for retirement and portfolios, integrate dynamic charts into presentations, visualise time-series data and allocations, justify asset mixes with solid assumptions and risk analysis, and craft executive summaries with checks and notes. Present polished portfolios highlighting risk, returns, and real purchasing power to clients effectively.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain key Excel and PowerPoint skills to create clear multi-scenario financial projections, build time-series models, and compute weighted returns confidently. Design user-friendly charts, connect workbooks to slides, and explain assumptions, risks, and advice simply. Complete the course equipped to produce professional, client-approved outputs that withstand scrutiny.
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 clear visualisations in Excel like time-series and allocation charts for financial insights.
- Convert assumptions and risks into justified asset allocation scenarios.
- Document models thoroughly with notes, validations, and professional slides.
Suggested summary
Before starting, you can change the chapters and 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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