excel-fundamentals-for-bankers

Excel Fundamentals for Bankers

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Live Webinar

  • 90 minutes

You can use Excel for basic tables, spreadsheets, calculations and charts through to powerful data management, PivotTables, professional graphs and automation of repetitive tasks.

Confident skills in this most popular and powerful Microsoft application are becoming an essential requirement in Banking, finance, business, government and education sectors. Gain a solid foundation to efficiently build your knowledge to work smarter, boost your work output, save significant time and produce outstanding professional results. To work effectively with Excel you must start with efficient habits, and application of correct proven techniques.

Gaining this knowledge is a fundamental and highly marketable skill set in Excel and is vital in a wide range of professions and fields including Banking, accounting, financial analysis, government and business administration.

Join this session by expert speaker Roman Kondratiuk, where he will discuss the Excel interface, diverse features and capabilities incorporating hands-on practice, productivity tips and shortcuts.

Session Highlights:

  • Know the Excel Screen Like an Expert

  • Working with Cells and Ranges - Power Techniques

  • Outline of the 450+ functions in Excel

  • Insert Function-to simplify creating complex functions

  • Key text functions – cleanse data from external sources

  • Chart and graph essentials

  • Understand PivotTables

  • PivotTable Tools – Analyze and Design

  • PivotTable Slicers to Filter Data and Charts

  • Formula Auditing – trace and correct more complex functions

  • Manage links between multiple workbooks

  • Link information and graphics between Excel, Access and other programs

  • Hyperlink to other workbook cells, external files and web pages

Why You Should Attend:

  • You will be able to describe how to keep frequently used commands at the ready by creating custom onscreen shortcuts.

  • You will be able to explain how to use the table, filter and sort commands to manage lists of data.

  • You will be able to review how to use and structure basic arithmetic and worksheet functions to carry out calculations in Excel.

  • You will be able to identify formulas commonly used for financial analysis.

Who Should Attend:

Anyone seeking to harness the power and business opportunities offered by effective data management. Particularly in the following fields:

  • Bankers

  • Finance & Mortgage Broking

  • Business Analysis

  • Accountants and Real estates professionals

  • Office administration

  • Management

  • Statistics

  • Data management\

  • Branch Managers

  • Loan Officers

  • Loan department personnel

  • Credit and Collection managers

  • Controllers

  • Business Executives


Advanced Preparation: None

Program Level: Intermediate

Prerequisites: Basic knowledge of Excel

Field of Study: Computer Software


*You may ask your Question directly to our expert during the Q&A session.

** You can buy On-Demand and view it as per your convenience.

Roman Kondratiuk

Roman Kondratiuk

Roman has qualifications in Management, Accounting, Training and Assessment and has delivered training to over 15,000 students, consistently receiving outstanding evaluations from his clients who include multi-national corporations and large government organisations

With over 20 years of experience in Learning Development and Adult Training, Roman has mastered over 2500 topics to advanced level in Microsoft Excel, Access, Outlook, Project, PowerPoint, Word, Visio and Publisher.

Roman’s professional and relaxed training style reflects his thorough understanding of adult learning principles and is demonstrated through his diverse range of classroom, online webinar and workshop services and development of customized instructional materials and online courses.

His achievements focused on formal risk management processes, eliminating waste, prioritization and implementation of major property management projects and formal engagement and induction of Colliers International as Building Managers.

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Edupliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 844- 810-1151.

PLEASE NOTE: To receive credit through the NASBA for this program you MUST attend the Live program in its entirety and complete the required progress checks.

Number of CPE Credits Awarded for This Course: 1.0 (Specialized Knowledge -1.0)

Delivery Method: Group Internet Based

Want to attend in a Group? Call 844-810-1151 and Save upto 50%

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