Course Description

Course Name

Excel for Finance

Session: VPRF3121

Hours & Credits

3 US Credits

Prerequisites & Language Level


Taught In English

  • There is no language prerequisite for courses at this language level.


Microsoft Excel is critical to the efficiency of businesses. Excel for Business has taken an increasingly
important role within companies regardless of the size of the company. This course introduces students
to the business uses of spreadsheets using Microsoft Excel. Students will gain the opportunity to master
a key software and at the same time be able to explain the key financial terms and graph shown onto

Students should be able to develop skills around financial modeling, reporting, and the automation of
accounting and financials tasks.
This course will provide learners with a core understanding of how to effectively operate and use the Excel
spreadsheet software. This course should allow students to be able to navigate, properly and efficiently
use Microsoft Excel.
This course is also aimed to educate students with the proper terminology around key financial terms ie.
the ones used consistently in Financial Statements
Upon completion of this course students should be able to:
  • Create effective standard and ad-hoc workbooks
  • Master key terms in Finance
  • Read, interpret and build with Excel good Financial Statements
  • Describe how various charts can be used to represent quantitative data in Excel
  • Determine appropriate chart style to represent data; use data to create and revise chart in Excel
  • Manage large arrays of data through the use of Tables in Excel
  • Explain the fundamentals of table design and create a table in Excel
Page 2
  • Create pivot tables in Excel to summarize and analyze data
  • Link Excel workbooks to manage and combine data sets
  • Identify some of the various templates available for Excel and explain their appropriate use
The final grade will be determined as follows:
10% Regular presence in Class
20% Class Participation and Engagement
20% Visual Benchmark activities & projects (hand-on lessons)
25% Midterm exam
25% Final exam

Presence in class is mandatory. More than 2 absences will lead to a failing grade.

*Course content subject to change