Excel Foundation for Operations

Program Description

Program Overview

The Professional Excel for Analysis Program is a comprehensive, industry-focused training designed to equip banking professionals with advanced Excel skills for effective data management, financial analysis, reporting, and decision-making. Structured across three progressive levels—Beginner, Intermediate, and Advanced—the program blends theoretical understanding with practical, real-world banking exercises.

Participants will gain the ability to manage large datasets, perform advanced calculations, create dashboards, detect fraud, and support executive decision-making using Excel, the industry standard tool in banking analytics.

Level 1 — Beginner; Excel Foundations for Operations

Key Learning Areas:

• Excel interface and navigation
• Data entry and formatting (currency, dates, percentages, etc.)
• Basic calculations
• Logical functions (IF, AND, OR) for operations
• Sorting, filtering, and creating tables for transaction management

Benefits:

• Build a solid foundation in Excel
• Efficiently manage account registers, logs, and records
• Quickly identify and monitor account statuses
• Prepare participants for more advanced Excel functionalities