Excel courses
Excel remains one of the most powerful tools in an accountant’s toolkit. From mastering formulas and data analysis to building dashboards, financial models, and forecasts, CPD in Excel helps you work faster, smarter, and more accurately. These courses are designed specifically for accountants, giving you the practical skills to automate processes, analyse financial data, and present insights with clarity and confidence.
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2026-27 Update: Excel
What’s new in Excel for 2026-27? Explore the latest Copilot capabilities, smarter formula tools, improvements to Power Query and useful new features designed to make everyday Excel work easier.
NZ$345 +VAT -
Power BI: Essentials for Accountants
New to Power BI? This practical course guides you through building your first report step by step using a downloadable workbook, helping accountants gain confidence with data modelling, DAX measures and interactive reporting.
NZ$345 +VAT -
Excel Productivity Booster
It’s easy to find yourself using Excel the same way for years at a time. This course concentrates on a range of practical and simple techniques that can make spreadsheets quicker to set up, easier for the user to use, more automated, and guard against career-threatening errors.
NZ$345 +VAT -
Data Analysis With Excel
As a finance professional you use Excel to analyse data, but how often do you overlook Excel’s useful features? This course explores some basic and more advanced features of Excel’s PivotTable tool, covering Power Pivot and DAX (Data Analysis Expressions) formulas.
NZ$345 +VAT -
AI Tools in Excel
Learn how to use ChatGPT and Copilot to speed up and simplify your Excel work, from cleaning data and writing formulas to generating insights.
NZ$345 +VAT -
Financial Modelling: Building a Model
Financial modelling is an invaluable skill for accountants but in the wrong hands, models can be confusing and misleading. This course will teach you to build robust financial models in Excel to forecast future performance, and to measure and respond to uncertainty and change.
NZ$345 +VAT -
Financial Modelling: Getting Started
Financial modelling is one of the most highly valued skills of the finance professional. This course will help you to get started mastering that skill, by choosing the right approach, following the right processes and adhering to the relevant standards and guidelines.
NZ$345 +VAT -
Building a Spreadsheet Forecasting Model
This course explains how to build and operate spreadsheets for forecasting, planning and business models. It’s a practical guide, which takes a step-by-step approach to building, utilising and maintaining models.
NZ$345 +VAT -
Excel Skills Booster for Accountants
This course examines what Excel can offer accountants. Become confident in using fundamental and advanced Excel functions and features including conditional calculations and IF statements, lookups, tables, PivotTables and dynamic arrays.
NZ$345 +VAT -
Creating Dashboards in Excel
Dashboards are useful for presenting complex information in a more user-friendly way. This course will guide you through the fundamentals of creating dashboards in Excel, enabling you to produce professional charts and interactive visualisations that will inform users.
NZ$345 +VAT -
Financial Modelling: Business Simulation
Did you know Excel can be used to model potential business situations? In this course, you can learn the basics of business simulation in Excel, along with how to create financial models to aid decision making.
NZ$345 +VAT -
Finance Data Analysis
Explore how data analysis can empower you to deliver valuable insights to your business and clients. This pathway provides the tools, technologies, and methodologies you need to ensure you play a pivotal role in decision making.
NZ$1,145 +VAT