Excel in Finance – Using the Build-in Functionality

Course description

Excel is a fantastic instrument for financial analysis with vast opportunities to build tailormade spreadsheets for professional use. This course is relevant for anyone working with finance and excel. The course gives you a deep hands-on experience with building your own sophisticated spreadsheets using all possible built-in functionality from Excel. The course is heavily based on financial workshops in Excel.

Course content

– The Financial Library in Excel
– Day Count Functions
– Goal Seek and Solver
– Matrix Calculations in Excel
– Regression Analysis
– Data Analysis
– Charts in Excel
– Pivot Tables
– Scenario Analysis
– Auditing your Excel Spreadsheet
– Drop-downs, Forms etc.

The course is relevant to

– Financial Analysts
– Traders
– Portfolio Managers
– Treasurers
– Backoffice/Operations
– Middle Office
– Anyone working with excel


The course requires knowledge of excel on a user level.

Reviews of this course (2)

27 Jun 2018

Excel in Finance - Using The Build-In Functionality

Very good teaching methods and hands-on with very relevant exercises.

Lars Andrén


27 Jun 2018

Excel in Finance - Using The Build-In Functionality

Jeg fuldt tilfreds med kurset og indholdet. Har fået inspiration til at benytte excel mere i mit daglige arbejde. Fin balance mellem teori og praksis. Underviser var meget god til at tage sig tid til at forklare og hjælpe med workshops. Super forplejning og søde, hjælpsomme receptionister.

Anja Hornbjerg Nielsen

Royal Greenland A/S


24 May 2022 - 25 May 2022

We are currently planning future dates.

Please contact us for more information.

Instructor on this course

Ulrik Strandgaard

Ulrik Strandgaard

Ulrik Strandgaard is senior product owner at SimCorp A/S. Until 2016, Ulrik was a partner in Financial Training Partner A/S. From 1995 – 2002 he worked for SimCorp A/S and was Head of the training department. Prior to SimCorp he worked at Bikuben Børs with derivatives and fixed income research.

Ulrik is also an external lecturer at Copenhagen Business School and was awarded teacher of the year at CBS’ education Graduate Diploma in Business Administration (Financial planning) in 2017.

He holds an M.Sc. (Economics) and a BA (Business).

Ulrik teaches Excel in Finance

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