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24 January 2022

Introduction to Excel

Category: MASTER COURSE

This one day course has been developed for those who are new to Microsoft Excel and need an introduction to the basic functionality.

Who should attend?
This course has been developed for those who are new to Microsoft Excel and need an introduction to the basic functionality. 

The skills taught on this course are pre-requisites for the Financial Modelling and Data Analysis courses that we offer. 

What you will gain
Basic Excel functionality is covered with a mix of hands-on practical exercises. Delegates will be able to take their completed Excel files away with them for future reference.

Programme outline

  • Basic data entry
  • Introduction to the RIBBON
  • Shortcuts vs the mouse
  • Tabs: Ribbon tabs and worksheet tabs
  • Copy, cut and paste and other basic functions
  • Basic presentation and formatting
  • Simple formulae and calculations
  • Auto-sum
  • Editing an existing formula
  • Absolute vs Relative cell referencing
  • Basic Sorting and Filtering
  • Introduction to Logical Statements: IF()
  • Basic charts and graphs
  • Printing and saving
  • Practical exercise

Information for Online Live dates
Please read the following guidance carefully, which only applies if you are attending this course online:

  • In addition to the Online Classroom, you will need to have your own version of Excel open to complete the exercises. It is difficult (but not impossible) to do this with only 1 screen as you will need to be regularly switching between open windows. We recommend to either:
  • Extend from a computer to a 2nd screen, or
  • Use 2 computers, or
  • Use a tablet for the online classroom and a computer for the Excel
  • You are strongly recommended to perform the exercises on a PC rather than a MAC. Using a MAC is possible but the trainer will be unable to help you with the required shortcuts.

The course starts at 9.30am. Lunch and refreshments are included.
6 CPD hours (where applicable).

CIMA work in partnership with BPP Professional Education to offer CPD training courses

Booking Information

Date Location Price
24 January 2022 - 09:30 London Price: GBP 532.00
Member price: £479. Plus VAT on all prices.
9 February 2022 - 09:30 Online Live Price: GBP 532.00
Member price: £479. Plus VAT on all prices.
14 March 2022 - 09:30 Online Live Price: GBP 532.00
Member price: £479. Plus VAT on all prices.
25 April 2022 - 09:30 London Price: GBP 532.00
Member price: £479. Plus VAT on all prices.
3 August 2022 - 09:30 Online Live Price: GBP 532.00
Member price: £479. Plus VAT on all prices.
19 October 2022 - 09:30 London Price: GBP 532.00
Member price: £479. Plus VAT on all prices.
14 December 2022 - 09:30 London Price: GBP 532.00
Member price: £479. Plus VAT on all prices.


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Introduction to Excel

CIMA members and students should log in to MY CIMA before booking to receive the appropriate discount.

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In-house training 
We can develop tailored training programmes to enhance the finance and business skills of staff across your organisation. To discuss how we can meet your learning and development needs please email us.

Find out more 
If you have any queries please email cima@bpp.com or phone us on: +44 (0)3300 603400.

The venue for this course will be confirmed 14 days before the scheduled date. 

CIMA work in partnership with BPP Professional Education to offer CPD training courses.  

This course will be delivered by BPP Professional Education Limited (“BPP”).  Accordingly, when you sign up for this course, CIMA will pass on the contact details you have provided to BPP so that they can contact you to complete your booking and process payment.  BPP will process any personal information it collects about you in accordance with its privacy policy, which is available at: https://www.bpp.com/professional-education/privacy

The information provided to BPP will not be used by BPP for marketing purposes.

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