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Excel for Financial Professionals

An Interactive 5-Day Training Course

Excel for Financial Professionals

Mastering Advanced Excel Skills for Financial Analysis, Modeling, and Reporting

NASBA
Classroom Schedule
Date Venue Fees
02 - 06 Feb 2026 Dubai $ 5,950
04 - 08 May 2026 Dhahran $ 5,950
13 - 17 Jul 2026 London $ 5,950
19 - 23 Oct 2026 Dhahran $ 5,950
21 - 25 Dec 2026 London $ 5,950
01 - 05 Feb 2027 Dubai $ 5,950

Course Summary

This 5-day "Excel for Financial Professionals" training course is designed to equip you with the advanced Excel skills necessary for effective financial analysis, modeling, and reporting. Whether you're working with large datasets, creating financial statements, or developing detailed models, this course will enhance your ability to use Excel as a powerful tool for making data-driven financial decisions. You'll learn everything from essential functions and formulas to advanced data analysis tools that are critical for professionals in finance.

Throughout the training course, you will explore key Excel features tailored specifically for finance, such as financial formulas, time value of money calculations, Pivot Tables, and financial dashboards. By the end of the training course, you'll have the practical knowledge to build complex financial models, automate repetitive tasks, and create insightful reports that inform key business decisions.

This GLOMACS Excel for Financial Professionals training course will highlight:

  • Advanced Excel functions and formulas tailored to financial analysis and decision-making.
  • Techniques for creating and managing financial models, including income statements, balance sheets, and cash flow projections.
  • Data management tools, such as sorting, filtering, and applying conditional formatting, to streamline analysis.
  • How to use Pivot Tables and Pivot Charts for dynamic financial data analysis and reporting.
  • Automation with Macros and Power Query to improve efficiency and data management in financial tasks.
Course Outline
Day 1

Introduction to Excel & Basic Functions

  • Understand the Excel interface and basic navigation (ribbons, cells, worksheets).
  • Learn basic data entry and formatting techniques (number formats, alignment, fonts).
  • Master Excel shortcuts and basic functions (cut, copy, paste, undo).
  • Create and use basic formulas (SUM, AVERAGE, COUNT, MIN, MAX).
  • Practice with cell references and error-checking methods.
Day 2

Data Management and Advanced Formulas

  • Learn to sort, filter, and apply conditional formatting to data.
  • Use data validation techniques to maintain data integrity.
  • Understand and apply logical functions (IF, AND, OR, NOT).
  • Master lookup functions (VLOOKUP, HLOOKUP, INDEX, MATCH).
  • Explore text functions (CONCATENATE, LEFT, RIGHT, MID) for data manipulation.
Day 3

Financial Analysis Tools in Excel

  • Understand and apply financial functions (PV, FV, NPV, IRR) for time value of money calculations.
  • Use loan and investment functions (PMT, IPMT, PPMT) for financial decision-making.
  • Calculate depreciation using various methods (SLN, DB, DDB).
  • Build financial reports and dashboards using Excel.
  • Use sparklines and conditional formatting to highlight financial insights.
Day 4

Advanced Data Analysis

  • Create and customize Pivot Tables to analyze financial data.
  • Visualize financial data trends with Pivot Charts.
  • Group data in Pivot Tables for more effective analysis.
  • Utilize Excel’s Goal Seek and Solver for financial modeling and optimization.
  • Perform scenario and sensitivity analysis using Data Tables and “What-If” analysis.
Day 5

Financial Modeling & Automation

  • Build a basic financial model (income statement, balance sheet, cash flow).
  • Link financial statements and create dynamic financial models.
  • Forecast and make assumptions for financial modeling.
  • Learn basic Excel automation with Macros to improve efficiency.
  • Use Power Query to import, clean, and manage financial data.
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates.
  • Continuing Professional Education credits (CPE): In accordance with the standards of the National Registry of CPE Sponsors, one CPE credit is granted per 50 minutes of attendance.
Providers and Associations

Endorsed Education Provider

NASBA

In Association With

Options & Brochure

Why Choose Saudi GLOMACS?

Saudi GLOMACS is the official Saudi Arabian division of GLOMACS International (glomacs.com), delivering internationally recognised training courses both within Saudi Arabia and across international locations. Our training courses are aligned with the highest professional and institutional standards, supported by a strong understanding of the professional landscape in Saudi Arabia and access to global expertise.

Saudi GLOMACS enables professionals and organisations to strengthen leadership, capability, and long-term excellence through consistently high-quality learning experiences.

Official Saudi Presence

Official Saudi Arabian division of GLOMACS with established global credibility.

International Benchmarks

Internationally benchmarked training courses aligned with professional best practices.

Trusted Across Sectors

Trusted by professionals and institutions across public and private sectors.

Flexible Delivery

Training courses delivered within Saudi Arabia and across international locations.

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Frequently Asked Question

No. Saudi GLOMACS delivers courses in Saudi Arabia and internationally, including delivery across Europe and Asia. This allows organisations and professionals to access training both locally and abroad.

No. While governance and leadership are part of the portfolio, Saudi GLOMACS delivers training across the entire business and professional lifecycle, including administrative, technical, legal, regulatory, and sector-specific training.

No. Our training courses are delivered globally through international locations and online platforms, enabling participants from Saudi Arabia and around the world to learn together. This global delivery approach ensures exposure to diverse perspectives, international best practices, and cross-cultural insights while maintaining strong relevance to regional and organisational needs.

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Yes. Saudi GLOMACS designs and delivers bespoke in-house training tailored to organisational objectives, sector requirements, and workforce needs. Training can be delivered in Saudi Arabia or internationally, depending on requirements.

Yes, in-house and customised strategy training courses are available to support organisations seeking tailored strategic capability development. These courses can be aligned with your industry context, organisational challenges, and long-term strategic objectives.

For further details or to discuss customisation requirements, you may call or WhatsApp +966 (54) 286 8546 or email info@glomacs.sa . You can also submit a detailed enquiry through our in-house training page at: https://sa.glomacs.com/in-house-seminars

If you would like further information about these training courses, our team is available to provide professional guidance and support. We are pleased to assist with course selection, the registration process, and any other related enquiries.

For personalised assistance or detailed enquiries, please contact our team on +966 (54) 286 8546 or email us at info@glomacs.sa

Courses delivered in Saudi Arabia are adapted to reflect local regulatory frameworks, organisational structures, sector conditions, and professional expectations. This ensures training is relevant, practical, and aligned with Saudi workplace realities.

GLOMACS has been delivering professional training for over thirty years, with courses delivered across Europe, the Middle East, Asia, and other international markets.

Saudi GLOMACS combines three decades of global training experience with a clear focus on Saudi market relevance. This allows it to deliver training that is both internationally credible and locally applicable, across a broader range of disciplines than niche or single-focus providers.

Saudi GLOMACS is a Saudi-based professional training provider delivering courses tailored to the Saudi market and applicable internationally. It operates within the global GLOMACS framework and draws on more than three decades of international training experience.

Saudi GLOMACS offers professional training across a wide range of disciplines, including administration, leadership and management, governance and regulation, law, oil and gas, energy, engineering, finance, digital technologies, and sector-specific specialisations.

Training supports professionals across all career stages, from operational roles to specialist and senior responsibilities.

Participants include professionals from public sector, semi-government, and private sector organisations, across a wide range of roles and industries. Attendees range from administrative and operational professionals to technical specialists, managers, and senior decision-makers.

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