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Advanced Excel Skills for Finance Professionals

Most finance teams in South Africa still run budgets, reconciliations and reporting through Excel, yet many analysts never move beyond basic formulas. This hands on course builds advanced spreadsheet skills, including dynamic formulas, pivot tables, financial functions and dashboard design, so finance professionals can build faster, more accurate and error resistant models for daily reporting and decision support.

What you will be able to do

  • Build dynamic formulas using lookup, index match and array functions.
  • Construct pivot tables and pivot charts for management reporting.
  • Apply financial functions to loan, depreciation and investment calculations.
  • Design error checks and controls to reduce spreadsheet risk.
  • Create interactive dashboards that summarise key financial metrics.
  • Automate repetitive reporting tasks using basic macros and templates.

Course outline

  1. 01Formula Fundamentals Beyond Basics
  2. 02Lookup and Reference Functions
  3. 03Pivot Tables for Management Reporting
  4. 04Financial and Statistical Functions
  5. 05Reducing Spreadsheet Errors and Risk
  6. 06Data Visualisation and Chart Design
  7. 07Building Interactive Finance Dashboards
  8. 08Introduction to Macros and Automation

Who should attend

Financial accountants, analysts, budget officers and administrators who rely on Excel for daily finance work.

Dates, venues and fees

DatesVenueDaysFeeCalendar
17 to 19 Aug 2026Durban3R13,000
24 to 26 Aug 2026Johannesburg3R13,000
7 to 9 Sep 2026Mauritius3US$1,500
14 to 16 Sep 2026Dubai3US$1,500
21 to 23 Sep 2026Lagos3US$1,500
28 to 30 Sep 2026Harare3US$1,500
5 to 7 Oct 2026Kampala3US$1,500
12 to 14 Oct 2026Dar es Salaam3US$1,500
19 to 21 Oct 2026Pretoria3R13,000
26 to 28 Oct 2026Cape Town3R13,000
9 to 11 Nov 2026Online3US$900
16 to 18 Nov 2026Mozambique3US$1,500
23 to 25 Nov 2026Cairo3US$1,500
30 Nov to 2 Dec 2026Accra3US$1,500
7 to 9 Dec 2026Lusaka3US$1,500
14 to 16 Dec 2026Kigali3US$1,500
21 to 23 Dec 2026Nairobi3US$1,500

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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