Most financial and administrative personnel work on MS Excel® daily. However, they do not utilise MS Excel® 's full scope, range and power because they are unfamiliar with the available functions. This is the only tailor-made workshop focusing on financial applications and examples.
Staff are confronted with a resource-intensive ordeal during each reporting and planning period. The management function and budget planning, using a combination of computer programs and spreadsheets, place a resource drain on the accounting and administrative staff. Too often, producing reports involves manually calculating, cutting and pasting figures into the various required company formats. The situation can, however, be very different.
A thorough grasp of the principles of financial applications is a key competency needed to manage a business or unit effectively. This two-day interactive workshop uses both the financial principles and the power of MS Excel® that can enhance your organisation's stakeholder value and improve the individual's productivity.
The workshop focuses on MS Excel® 365 but will also cover the elements of Excel 2016.
Staff are confronted with a resource-intensive ordeal during each reporting and planning period. The management function and budget planning, using a combination of computer programs and spreadsheets, place a resource drain on the accounting and administrative staff. Too often, producing reports involves manually calculating, cutting and pasting figures into the various required company formats. The situation can, however, be very different.
A thorough grasp of the principles of financial applications is a key competency needed to manage a business or unit effectively. This two-day interactive workshop uses both the financial principles and the power of MS Excel® that can enhance your organisation's stakeholder value and improve the individual's productivity.
The workshop focuses on MS Excel® 365 but will also cover the elements of Excel 2016.
Purpose of the course
On completion of this workshop, participants will be able to:
• Use MS Excel® with more confidence and flexibility,
thereby saving significant amounts of time and enhancing productivity.
• Be more proficient in the basic MS Excel® functions needed for financial applications.
• Gain skills to perform the most complex calculations and functions.
• Use the powerful tools in MS Excel®, such as the Financial and Statistical functions and tools such as the Data Analysis toolbox and Sensitivity analysis tools and Scenarios.
• Analyse data accurately using pivot tables.
• Analyse time series data and increase their ability to forecast outcomes more accurately.
• Use MS Excel® with more confidence and flexibility,
thereby saving significant amounts of time and enhancing productivity.
• Be more proficient in the basic MS Excel® functions needed for financial applications.
• Gain skills to perform the most complex calculations and functions.
• Use the powerful tools in MS Excel®, such as the Financial and Statistical functions and tools such as the Data Analysis toolbox and Sensitivity analysis tools and Scenarios.
• Analyse data accurately using pivot tables.
• Analyse time series data and increase their ability to forecast outcomes more accurately.
Admission requirements
Admission requirements
Grade 12 or equivalent and basic computer literacy.
Learning assumed to be in place
• Appropriate communication skills at NQF level 4.
• Computer literate at NQF level 4.
• Mathematical literacy at NQF level 4.
• It is suggested that participants have a basic working knowledge of MS Excel®.
• Computer literate at NQF level 4.
• Mathematical literacy at NQF level 4.
• It is suggested that participants have a basic working knowledge of MS Excel®.
Course outcomes and assessment criteria
Course outcomes and the associated assessment criteria
Outcomes |
Assessment Criteria |
| After completion of this course, participants will have: | Participant will be assessed on the following criteria if they are able to: |
|
|
Method of assessment
Assessment will take place through a practical simulation being done on MS Excel by the participant.
To pass the SLP, participants must obtain a final mark of 50% or more on a practical simulation model. The weight of the simulation test is 100% in determining the final mark. If participants fail the simulation, they will be allowed the opportunity to redo the simulation of which the maximum mark of the instance will be a 50% allocation as a final mark.
If a participant is not assessed, a certificate of attendance will be issued.
To pass the SLP, participants must obtain a final mark of 50% or more on a practical simulation model. The weight of the simulation test is 100% in determining the final mark. If participants fail the simulation, they will be allowed the opportunity to redo the simulation of which the maximum mark of the instance will be a 50% allocation as a final mark.
If a participant is not assessed, a certificate of attendance will be issued.
Additional information
Programme number
J16 100 1
Mode of delivery
Contact
Target group
Financial professionals, financial managers, management accountants, general accountants, department heads, internal auditors, project managers, administrative officials & those responsible for ensuring the effective use & management of corporate resources.
Duration
2.5 days
Contact us
Contact person name
Ms Janine Erasmus
Contact person e-mail
Janine.Erasmus@nwu.ac.za
Contact person telephone number