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Intensive Finance Series: Spreadsheet Skills

This workshop is available via the following modes of delivery:

  • In-house training: Make an in-house training enquiry to have this course delivered at your organisation
  • Expression of interest: Let AFMA know that you are interested in attending a public workshop in your city

TITLE: Spreadsheet Skills for Finance
CE: Up to 14hrs
FEE: Member - $2,530.00 including GST
Non Member - $3,168.00 including GST
available via in-house or
expression of interest


Spreadsheets have become critical to business in financial markets. Assuming some pre-existing spreadhseet exposure, this two-day, hands-on workshop describes the functions, tools and features used most commonly in financial markets, illustrating how they work and how they can be used in a variety of practical finance settings. Some of the functions are powerful but often under-utilised, and other financial functions are sometimes misunderstood or misinterpreted.

Who is it for?

This workshop is ideal for those with an intermediate knowledge of spreadsheets who wish to apply spreadsheet features, skills and techniques to build, maintain and enhance a broad range of financial applications. Note that this workshop assumes some knowledge of spreadsheets and basic formulae and functions.

If you would like to check whether this course might be right for you, click here for a course sample.

What will you learn?

You’ll learn how to create a well-designed spreadsheet and how good design skills, together with a mastery of functions, leads to efficient, user-friendly, maintainable, robust, responsive and error-free financial spreadsheets. Discover:

  • arithmetic, logical, referencing, aggregation, ranking and text manipulation functions
  • how to choose the best function for a given application
  • the use of arrays for calculations in a single cell
  • the seven sources of error messages and why these occur
  • the finance principles and assumptions underlying the main spreadsheet functions
  • useful keyboard shortcuts
  • how to use data validation
  • form controls that improve workbook user interfaces
  • how to apply Goal-seek
  • how to incorporate Visual Basic macros to automate repetitive tasks.


Alex Palfi, Principal, Tykoh Group Pty Ltd

Alex Palfi is a Principal of Tykoh Group Pty Ltd – an Australian based training provider specialising in tailored one and two day workshops on technical finance and business topics.  Prior to setting up Tykoh Alex was a Division Director at Macquarie Group in Sydney. In that role he developed a range of finance workshops and presented those in Australia and at other international locations. Those workshops focused on financial modelling, valuation, derivatives, credit risk and Visual Basic programming.


The facilitator is an excellent resource. Thanks for the opportunity to complete this course.

Very clear and concise, excellent materials and very hands-on.

This was the most useful workshop I have attended in some time. I feel that I have gained sufficient skills to take back to the workplace and I now have much greater confidence with regard to excel.