Fundamentals of Excel for Finance Professionals
Overview
Fundamentals of Excel for Finance Professionals sharpens the analysis, reporting and control skills that finance teams need to support sound business decisions. It is designed for participants who are new to the subject or want a solid, structured foundation.
What you will be able to do
- Explain the key concepts, terminology and standards of Excel for Finance Professionals.
- Describe investment appraisal and valuation.
- Carry out routine tasks related to internal controls and risk safely and correctly.
- Recognise early warning signs in reporting standards and disclosures and escalate them.
- Use checklists and simple tools to support daily work.
Who should attend
- Staff new to the subject or moving into the role
- Accountants and financial analysts
- Finance and budget managers
- Internal auditors
- Non-finance managers who own budgets
Daily outline
- Day 1Introduction to Excel for Finance Professionals: concepts, terminology and standards
- Day 2Investment appraisal and valuation
- Day 3Internal controls and risk
- Day 4Reporting standards and disclosures
- Day 5Practical exercises, review and assessment
Sessions 2027–2030
| Dates | City | Fee | Register |
|---|---|---|---|
| 1–5 March 2027 | LONLondon | $4,500 | Register |
| 7–11 June 2027 | WEB Online | $2,500 | Register |
| 12–16 September 2027 | RUHRiyadh | $4,500 | Register |
| 21–25 February 2028 | WEB Online | $2,500 | Register |
| 15–19 May 2028 | DXBDubai | $4,500 | Register |
| 26–30 November 2028 | JEDJeddah | $4,500 | Register |
| 12–16 February 2029 | LONLondon | $4,500 | Register |
| 14–18 May 2029 | WEB Online | $2,500 | Register |
| 12–16 August 2029 | MCTMuscat | $4,500 | Register |
| 10–14 March 2030 | KBRAl Khobar | $4,500 | Register |
| 24–28 June 2030 | WEB Online | $2,500 | Register |
| 1–5 September 2030 | MCTMuscat | $4,500 | Register |
The Excel for Finance Professionals series
Frequently asked questions
How much does Fundamentals of Excel for Finance Professionals cost?
The fee is US$2,500 per participant online or US$4,500 in the classroom for 5 days.
Where and when is the course held?
Sessions run from 2027 to 2030 in London, Riyadh, Dubai, Jeddah, Muscat and Al Khobar, and live online. See the session table above for exact dates.
What certificate will I receive?
Participants who complete the course receive an SGT certificate of completion showing the training hours.
In which language is the course delivered?
Sessions are delivered in English or Arabic. Tell us your preferred language when you register.
Can SGT deliver this course in-house?
Yes. For groups we deliver the course at your premises in any city, with content adapted to your equipment and procedures.
How do I register?
Send the course name, city and dates on WhatsApp to +20 106 597 6553. We reply with booking confirmation and registration steps.