flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
Master key Excel and PowerPoint skills to create clear multi-scenario projections, structure time-series models, and calculate weighted returns confidently. Learn to design intuitive charts, link workbooks to slides, and present assumptions, risks, and recommendations in simple language. Finish the course prepared to produce polished, client-ready deliverables that withstand questions and review.
Elevify advantages
Develop skills
- Build multi-scenario Excel models: quick retirement and portfolio projections.
- Link Excel to PowerPoint: refreshable charts and tables for live client presentations.
- Visualise results in Excel: clean time-series and allocation charts for finance.
- Translate assumptions and risks into asset mixes: clear, defensible scenarios.
- Document and explain models: concise notes, checks, and executive-ready 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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