Excel Skills for Finance & Analytics: 1 Day Course in Montreal

Group Discounts:

• Save 10% when registering 3 or more participants
• Save 15% when registering 10 or more participants

Duration: 1 Full Day (9:00 AM – 5:00 PM)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, beverages, and light snacks included

Course Overview

This hands-on Excel course is designed for professionals in business and finance who want to improve analytical efficiency and reporting accuracy. You will learn essential formulas, pivot tables, data cleaning methods, financial modelling techniques, and dashboard creation. The course provides practical, real-world applications to help you streamline tasks, automate repetitive work, and present insights with clarity. By the end of the program, you will confidently use Excel as a powerful decision-support and analytics tool.

Learning Objectives

By the end of this course, you will be able to:

• Use Excel confidently for business and financial tasks.
• Clean and prepare data for accurate analysis.
• Apply formulas and functions for faster, reliable outcomes.
• Build pivot tables and charts for insightful reporting.
• Create dashboards that communicate results clearly.
• Develop basic financial models for decision-making.
• Improve productivity using automation and advanced features.

Target Audience

• Analysts
• Finance teams
• Students
• Business professionals
• Operational staff
• Anyone seeking Excel skills for financial analysis

Why Choose This Course?

This course is designed by an expert in financial analytics and Excel automation, ensuring practical and industry-relevant learning. The program focuses on real business applications rather than theory, enabling you to immediately apply what you learn. With hands-on exercises, guided examples, and structured financial scenarios, you will leave the session with the confidence to perform complex tasks more efficiently.

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Want to train your entire team?
This course can be delivered as a customized in-house program tailored to your organization’s financial processes, reporting formats, and analytical needs. Exercises can be personalized to match your datasets, workflow challenges, and business goals, ensuring maximum relevance and measurable outcomes.

📧 Contact us today to schedule a customized in-house, face-to-face session: info@catils.com