Training: “Excelerating your Financial Intelligence®“
“Excelerating your Financial Intelligence®” is an internationally-recognised program of training course modules for Finance & Accounting professionals.
Course Groups
| D3 | Power Query and Power Pivot for Excel (2 days) This Power BI course is focused on real-world techniques and goes in-depth into how to get the most from these amazing utilities: Power Query, Power Pivot, Power BI Desktop |
| D4 | Power Query (Get & Transform) for Excel and Power BI Desktop (1 day) Power Query is the best thing to happen to Excel in the last 10 years. It gives Excel users the power to draw information out of multiple sources, cleanse and transform that data and load it into Excel, Power Pivot or Power BI Desktop & it will save you hours of manual data manipulation. |
| D6 | Power BI Essentials (2-3 days) All the key aspects you need to know to begin developing Power BI reports for your business. Create stunning interactive reports and share amazing insights! Power BI gives Excel users the power to extract data from multiple sources, link it together, perform calculations and create powerful visualisations. |
| D7 | Advanced Power BI (2-3 days) Take your Power BI, DAX and Power Query skills to the next level, handling more complex data and reporting scenarios. Power BI is taking the world by storm, providing amazing functionality that transforms how you connect to your data and create useful information for the decision makers in your business. |
| B6 | Advanced Budgeting & Forecasting (3-5 days) Learn how to build sophisticated budgets and forecasts that are robust, flexible and user-friendly. |
| B7 | Advanced Budgeting & Forecasting for Oil & Gas (Modelling) (3 days) Learn the secrets of building budgets and forecasts in oil and gas companies that are robust, easy to use and flexible. |
| B11 | Advanced Budgeting and Forecasting for Oil & Gas (Best Practice) (2 days) This two-day training course provides participants with a solid introduction to the principles of budgeting and forecasting and the practical application of these to real-world situations. |
| B5 | Financial Modelling for Oil & Gas (3-5 days) This course covers oil and gas financial modelling and project evaluation concepts, combined with practical experience in designing solutions to real-world financial modelling challenges. |
| B9 | Financial Modelling in Excel Training Course (2-5 days) This four-day financial modelling course covers Financial Modelling Fundamentals (three days) plus Excel for Finance workshop (one day). |
| B10 | Financial Modelling for Mergers & Acquisitions (M&A) (4 days) Learn the fundamentals of financial modelling then apply this knowledge to the technical aspects of Mergers & Acquisitions (M&A). |
| M5 | Financial Modelling for Mining Companies (3-5 days) Financial Modelling for mining projects including project evaluation and finance. |
| P4 | Real Estate Financial Modelling (3-5 days) Financial modelling for property development projects. |
| B5 | Financial Modelling for Oil & Gas (3-5 days) This course covers oil and gas financial modelling and project evaluation concepts, combined with practical experience in designing solutions to real-world financial modelling challenges. |
| B7 | Advanced Budgeting & Forecasting for Oil & Gas (Modelling) (3 days) Learn the secrets of building budgets and forecasts in oil and gas companies that are robust, easy to use and flexible. |
| B11 | Advanced Budgeting and Forecasting for Oil & Gas (Best Practice) (2 days) This two-day training course provides participants with a solid introduction to the principles of budgeting and forecasting and the practical application of these to real-world situations. |
| A2 | High-Powered Excel for Finance (1 day) Advanced Excel features and functions for Finance and Accounting power users, including practical application. |
| C1 | Excel VBA Training Course (1-3 days) This VBA course is an introduction to VBA programming for automating accounting and finance functions. |
| E5 | Maximising your Excel Productivity (1 day) Hidden shortcuts and techniques that save time and improve productivity. |
| G1 | Excel Super User (2 days) Take a leap forward in the way you use Excel. Learn from experts who have years of practical experience and are still developing high quality Excel based applications for clients throughout the region. |
| A2 | High-Powered Excel for Finance (1 day) Advanced Excel features and functions for Finance and Accounting power users, including practical application. |
| B5 | Financial Modelling for Oil & Gas (3-5 days) This course covers oil and gas financial modelling and project evaluation concepts, combined with practical experience in designing solutions to real-world financial modelling challenges. |
| B6 | Advanced Budgeting and Forecasting (3-5 days) Learn how to build sophisticated budgets and forecasts that are robust, flexible and user-friendly. |
| B7 | Advanced Budgeting & Forecasting for Oil & Gas (Modelling) (3 days) Learn the secrets of building budgets and forecasts in oil and gas companies that are robust, easy to use and flexible. |
| B9 | Financial Modelling in Excel Training Course (2-5 days) This four-day financial modelling course covers Financial Modelling Fundamentals (three days) plus Excel for Finance workshop (one day). |
| B11 | Advanced Budgeting and Forecasting for Oil & Gas (Best Practice) (2 days) This two-day training course provides participants with a solid introduction to the principles of budgeting and forecasting and the practical application of these to real-world situations. |
| C1 | Excel VBA Training Course (1-3 days) This VBA course is an introduction to VBA programming for automating accounting and finance functions. |
| D3 | Power Query and Power Pivot for Excel (2 days) This Power BI course is focused on real-world techniques and goes in-depth into how to get the most from these amazing utilities: Power Query, Power Pivot, Power BI Desktop |
| D4 | Power Query (Get & Transform) for Excel and Power BI Desktop (1 day) Power Query is the best thing to happen to Excel in the last 10 years. It gives Excel users the power to draw information out of multiple sources, cleanse and transform that data and load it into Excel, Power Pivot or Power BI Desktop & it will save you hours of manual data manipulation. |
| D6 | Power BI Dashboard and Data Analysis (2-3 days) Create stunning interactive reports and share amazing insights! Power BI gives Excel users the power to extract data from multiple sources, link it together, perform calculations and create powerful visualisations. |
| D7 | DAX and Data Modelling in Power BI (2-3 days) Power BI is taking the world by storm, allowing for amazing transformation in the way we use and present data. The Data Analysis Expressions (DAX) language is at the heart of what drives Power BI solutions. |
| E3 | Excel Data Analysis in Finance (1 day) Features, functions and techniques for analysing & visualising large data sets using Excel. |
| E5 | Maximising your Excel Productivity (1 day) Hidden shortcuts and techniques that save time and improve productivity. |
| G1 | Excel Super User (2 days) Take a leap forward in the way you use Excel. Learn from experts who have years of practical experience and are still developing high quality Excel based applications for clients throughout the region. |
| M5 | Financial Modelling for Mining Companies (3-5 days) Financial Modelling for mining projects including project evaluation and finance. |
| P4 | Real Estate Financial Modelling (3-5 days) Financial modelling for property development projects. |
All courses are available to run in-house at your premises in either full or half-day sessions, with many scheduled public courses.
“I can see a massive difference in the skills and confidence of our analysts before they attended your course vs after they finish. It’s really lifted the quality of the models I’m seeing.This course forces participants to think. They have to work hard to apply the concepts (i.e. they can’t sit back and just listen). There’s also a big component of learning by doing which in my opinion is invaluable.
Jeff has an unassuming nature and a great coaching style. That’s what makes the course work so much better than if I were trying to run it!”
Head of Analysis, large multi-national client
“Thank you so much for the training – I found it incredibly valuable! Already over the last 2 days I have used a number of your tips and tricks and have also done some ‘IF’ and ‘INDEX MATCH’ formulas which is a great confidence boost and is so much faster than the old school VLOOKUP that was my trusty go to – not anymore!
I’m still a blown away by the Power Query so will spend some time working through how I can better utilise it in the coming weeks and will be sure to watch your video.
Thank you again for the training – I know others that attended are more excited about excel and what it can do too!”
Chevron Employee
Course Facilitators
All of our courses are presented by highly experienced facilitators who also provide ongoing client consulting and have extensive accounting, finance and commercial experience.
Jeff Robson 
Masters (Applied Finance), Bachelor of Commerce (Accounting & Information Systems), Certified Information Systems Auditor (CISA), Fellow of the Australian Institute of Management (FAIM), Fellow of the Financial Services Institute of Australasia (F Fin), Member of the Australian Institute of Company Directors (MAICD), Microsoft Excel Expert, International Presenter
Wyn Hopkins
Bachelor of Science (Hons) Accounting & Financial Management, Chartered Accountant, Author, Presenter, Microsoft Most Valuable Professional (MVP)
Yury Tokarev
PhD (Finance and Economics), Chartered Accountant with the Australian Institute of Chartered Accounting (CA), Bachelor of Business (Finance and Economics), Microsoft Certified Excel Expert (MCEE)
Training Benefits
- Industry-specific finance training courses for mining, oil & gas sectors
- Learn from highly qualified finance professionals with international experience
- Benefit from ‘hands-on’ training with practical exercises and real-world application
Why run an In-House Course?
- Location: we come to you so there are no extra travel requirements for your staff
- Customised: we can often incorporate your files/data into the course to make it more relevant
- Timing: schedule the course at a time that best suits you
- Everything Provided: projector, up to 10 laptops (Perth courses only), colour manuals + USB for each person
- Cut your training cost by 50%: our fixed rates per day often cut your training cost in half, compared to sending individuals on a public course.
- Small or Large Groups: we can provide cost-effective training for groups of anywhere between 4-30 peopleContact us today to discuss your requirements
Notes:
- We are happy to customise in-house courses to suit your requirements – please enquire
- A 10% discount applies when booking 10+ full days of training in any 30 day period
- Many courses can also be split into half-days – please enquire