Creating Financial Models in Excel – Excel for Business & Finance
Excel plays a vital role in modern business and financial management, providing professionals with the tools needed to organise data, analyse performance, and make informed decisions. This practical online course introduces learners to the fundamentals of creating financial models in excel, helping them understand how spreadsheets can be used to support budgeting, forecasting, reporting, and financial planning activities.
Designed for beginners, this free online programme explores the essential techniques used in business finance environments. Learners will gain confidence in handling financial information, performing key calculations, and presenting financial data in a structured and professional format. The course focuses on practical applications that can be used immediately in workplace settings, small businesses, or personal financial management.
For those interested in expanding their knowledge through courses of finance, this programme provides a strong foundation in spreadsheet-based financial analysis. Participants will learn how to create organised financial records, monitor income and expenditure, and develop reports that communicate important information clearly.
The course also demonstrates how Excel can be used to build and maintain a business expenses spreadsheet, making it easier to track financial activity and support better decision-making. Whether you are looking to strengthen your administrative skills, pursue a finance-related career, or improve business performance, this course offers valuable knowledge that can support your professional development.
Learning Outcomes
By the end of this course the learner will be able to:
- Create and organise financial spreadsheets for budgeting and record-keeping purposes.
- Track income, expenses, and financial activity accurately using Excel.
- Perform essential business and finance calculations with confidence.
- Apply forecasting techniques to support planning and financial decision-making.
- Produce clear, professional financial reports that communicate key information effectively.
Certification
Oxford Home Study Centre is committed to providing accessible learning opportunities, which is why this course is available completely free of charge. There are no tuition fees, and all study materials required for successful completion are included within the programme.
Learners enjoy the flexibility of studying online at their own pace, allowing them to balance education with personal and professional responsibilities. Once the course has been completed, students may choose to purchase a CPD Accredited Certificate or a Quality Licence Scheme Endorsed Certificate as formal recognition of their achievement.
Certification is entirely optional; however, obtaining a recognised certificate can help strengthen a CV, support career advancement opportunities, and demonstrate commitment to ongoing professional development when applying for jobs or promotions.
COURSE CONTENT
Module 1: Managing Financial Information in Excel
Accurate financial record-keeping is essential for both businesses and individuals. In this module, learners will explore how Excel can be used to organise financial information efficiently. From budgeting spreadsheets to tracking income and expenditure, participants will develop practical skills that help improve financial visibility and support effective management of financial records.
Topics:
• Budgeting spreadsheets
• Income and expense tracking
• Organising financial records
Learning Outcomes:
• Create basic financial spreadsheets for budgeting and record keeping
• Track income, expenses and financial activity with improved accuracy
• Organise financial information in a professional and easy-to-review format
Module 2: Performing Business and Finance Calculations
Financial analysis often depends on accurate calculations and data interpretation. This module introduces learners to common business finance calculations, including profit and loss assessments, percentage calculations, growth measurements, and basic forecasting techniques. Practical exercises help learners understand how these calculations support planning and performance evaluation.
Topics:
• Profit and loss calculations
• Percentages and growth rates
• Basic forecasting techniques
Learning Outcomes:
• Use Excel to complete common business and finance calculations
• Apply percentage and growth formulas to understand financial performance
• Create simple forecasts to support business planning and budgeting
Module 3: Creating Clear Financial Reports
The ability to communicate financial information clearly is a valuable professional skill. In this module, learners will focus on transforming financial data into organised summaries and reports that are easy to understand. Attention is given to report formatting, presentation techniques, and methods for highlighting important financial information to support confident business decisions.
Topics:
• Financial summaries
• Report formatting
• Presenting figures clearly
Learning Outcomes:
• Prepare financial summaries that highlight key business information
• Format financial reports so figures are clear, accurate and easy to understand
• Present financial data in a way that supports confident business decisions
HOW IT WORKS
Enhance your skills with our highly informative courses.
Pass the assignments by getting the required marks.
Get certified and enhance the worth of your CV.
WHY GET CERTIFIED
Earning a certification builds employer confidence in your skills. You can effortlessly add the credential to your portfolio and share it across platforms.
Earning a certification showcases your advanced skills and commitment to professional growth. This significantly increases your chances of getting hired.
Expanding your knowledge and skills is essential for landing a job, advancing to higher positions, and exploring new career paths.
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Course Info
| Course Level | 0 |
| Awarding Body | OHSC |
| Course Duration | 25 hours |
| Entry Requirements | Open to All |
| Start Date | Ongoing |