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Overview : 

Being able to use Excel is vital for Accountants, so if you hope to work as an Accountant, or are already working as an Accountant, make sure you’re getting the most out of Excel with this Excel for Accountant’s course. This excellent Excel for Accountant – Level 3 course will allow you to build crucial knowledge and skills in Excel, focusing on Excel for Accountants. During this Excel for Accountant course you’ll gain a full understanding of Excel for Accountants, including: the importance of forecasting, how to use Excel for budgeting, and the basics of Excel that every Accountant should know.

Learning with Study 365 has many advantages. The course material is delivered straight to you and can be adapted to fit in with your lifestyle. It is created by experts within the industry, meaning you are receiving accurate information, which is up-to-date and easy to understand.

This course is comprised of professionally narrated e-Learning modules, interactive quizzes, tests, and exams. All delivered through a system that you will have access to 24 hours a day, 7 days a week for 365 days (12 months).

What will I learn?

  • Understand dashboards and accountancy
  • Learn how to create and understand pivot tables
  • Learn how to use Excel for budgeting
  • Understand Excel solutions for accountants

Course Description:

This online training course is comprehensive and designed to cover the key topics listed under the curriculum.

Course Duration:

You will have 12 Months access to your online study platform from the date you purchased the course. The course is self-paced so you decide how fast or slow the training goes. You can complete the course in stages revisiting the training at any time.

Method of Assessment:

At the end of the course, learners will take an online multiple choice question assessment test. The online test is marked straight away, so you will know immediately if you have passed the course.


Successful candidates will be awarded a certificate for Excel for Accountant – Level 3.

Entry Requirement:

Learners must be age 16 or over and should have a basic understanding of the English Language, numeracy, literacy, and ICT.

Career Path:

With this Excel for Accountant – Level 3 course you will develop a lot of skills which would be very helpful to an Accountant. The average Accountant in the UK earns around £28,235 a year, and this will increase with experience (payscale.com).

This training course could help you to fulfil any of the following job roles:

  • Accountant
  • Financial Analyst
  • Payment Specialist
  • Accounting Assistant

Course Curriculum

1: An Overview Of Excel Solutions For Accountants
1. An Overview Of Excel Solutions For Accountants 00:00:00
Significance of the Training Material 00:00:00
2: Excel Basics Every Accountant Should Know
2. Excel Basics Every Accountant Should Know 00:00:00
Introduction to the Training Material 00:00:00
Cell Merging 00:00:00
Creating a Population Pyramid Style Chart 00:00:00
Solving Simultaneous Equations with Excel 00:00:00
Three Ways of Solving Simultaneous Equations 00:00:00
SOLVER and the Scenario Manager Again? 00:00:00
Conclusions 00:00:00
3: Dashboards And Accountancy
3. Dashboards And Accountancy 00:00:00
Introduction to the Unit 00:00:00
PPP: paper, pencil, plan 00:00:00
Dashboard One 00:00:00
Dashboard Two 00:00:00
Hyperlinks 00:00:00
Dashboard Three 00:00:00
Conclusions 00:00:00
4: The Pivot Tables – Level 3
4. The Pivot Tables – Level 3 00:00:00
Introduction 00:00:00
Review 00:00:00
Slicers 00:00:00
Timelines 00:00:00
Combine Slicer and Timeline 00:00:00
Conditional Formatting 00:00:00
Pivot Charts 00:00:00
Conclusions 00:00:00
5: Forecasting And Its Importance
5. Forecasting And Its Importance 00:00:00
Introduction 00:00:00
Forecasting Costs 00:00:00
Statistical Forecasting 00:00:00
Conclusions 00:00:00
6: Using Excel For Budgeting
6. Using Excel For Budgeting 00:00:00
Introduction to the Module 00:00:00
Key Definitions 00:00:00
Budget One 00:00:00
Budget Two 00:00:00
Budget Three 00:00:00
Budget Four 00:00:00
Budget Five 00:00:00
Budget Six 00:00:00
Autocorrelation, Bias and Outliers 00:00:00
The Budget 00:00:00
Conclusions 00:00:00
7: Aggregates, Offsets And Solvers
7. Aggregates, Offsets And Solvers 00:00:00
Introduction to the Module 00:00:00
Aggregate Function Templates 00:00:00
The Offset function 00:00:00
The OFFSET Function in Action 00:00:00
Further OFFSET() Examples 00:00:00
Solver 00:00:00
Conclusions 00:00:00
Exercise Files
Exercise Files 00:00:00
Mock Exam
Mock Exam: Excel for Accountant – Level 3 00:40:00
Final Exam
Exam: Excel for Accountant – Level 3 00:40:00

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