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CPD · Finance
Excel for Finance and Accounting Professionals
A practical day of Excel for accountants, bookkeepers and finance staff: cleaning and reconciling data, lookups across ledgers, pivot tables and summaries, and reports built so that errors show up before a reviewer finds them.
- Duration
- 1 day (6 hours)
- Level
- Intermediate
- Delivery
- On site, remote or in Thohoyandou
- CPD
- 6 verifiable hours
- Clean, reconcile and validate data from ledgers and bank statements
- Use XLOOKUP, SUMIFS and dynamic arrays across workbooks
- Summarise with pivot tables and build month-end reports
- Build checks into workbooks so errors are caught early
Accountants, bookkeepers, tax practitioners, auditors and finance officers.
Everyday use of Excel.
6 hours of verifiable CPD for Accountants (SAICA, SAIPA, ACCA, CIMA), tax practitioners and auditors. Counts as verifiable CPD: the certificate states the hours, the attendance register and the assessment, and can be checked online.
Your certificate shows the CPD hours, your professional registration number, how attendance and learning were checked, and a link anyone can use to verify it. How CPD points work