Project Description
CEF Course Code: 23C02275-1
CEF Institution Code: 548
Welkin Course Code: CSS
Course Features
This course enables you to use advanced Excel features and functions to create effective spreadsheet models for financial analysis and projections. It is a practical hands-on program to complement theories learned at universities or business schools.
- Effective learning through lectures, demonstrations, examples and hands-on practice
- Covering advanced Excel techniques and functions for financial modeling
- No Excel VBA programming involved
- Qualified and experienced trainer
- Easy-to-follow, step-by-step instructions
- Evening and weekend classes available
Learn from the Experts
Get Your Skills Certified
Certify your Excel skills with the Microsoft Office Specialist Excel Expert certification. The certification is not a requirement for course completion but we highly recommend you to get your skills professionally recognized.
Remark: The course fee does not include the certification exam.
Further Study
Course Fee
$1380*
*after maximum 80% fee reimbursement from CEF. Full course fee is $6900, payable by monthly instalments.
This course has been included in the list of reimbursable courses under Continuing Education Fund
The Office of the Continuing Education Fund does not have record of registration of this course under the Qualifications Framework
Course Duration
30 Hours
Course Prerequisites
Course participants should be at least 18 years old, have an education level of Form 5 or above, and possess basic business concepts and knowledge of Microsoft Excel.
Title of Award & Assessment Methods
Students will receive the course certificate after achieving 80% attendance and passing 2 course assignments.
You will pay the course fee ($6,900) by instalments unless your course finishes within one calendar month. The number of instalments is the number of calendar months that your course spans. At enrolment, you are required to pay only the first instalment, the amount of which is shown next to the “Enrol” button.
Sign up for your course by clicking the “Enrol” button, then proceed to checkout to finish course registration.
| Course No. 課程編號 | Info. 語言/系統/地點 | Start 開課日 | End 完課日 | Day(s) 上課日 | Time 上課時段 | Duration 課程長度 | Course Fee 全期學費 | Enrol 報名 | |
|---|---|---|---|---|---|---|---|---|---|
| CSSB-6D25C | Cantonese / PC / Central | 04/01 | 08/02 | SAT | 1000-1300;1400-1700 | 30 hours/ 10 sessions | 20200104 | $6,900 | $3,450Enrol |
| CSSB-35C22K | Cantonese / PC / MongKok | 15/01 | 19/02 | WED,FRI | 1900-2200 | 30 hours/ 10 sessions | 20200115 | $6,900 | $3,450Enrol |
| CSSB-24C30C | Cantonese / PC / Central | 25/02 | 26/03 | TUE,THU | 1900-2200 | 30 hours/ 10 sessions | 20200225 | $6,900 | $3,450Enrol |
| CSSB-25C26K | Cantonese / PC / MongKok | 24/03 | 28/04 | TUE,FRI | 1900-2200 | 30 hours/ 10 sessions | 20200324 | $6,900 | $3,450Enrol |
| CSSB-6D34K | Cantonese / PC / MongKok | 18/04 | 16/05 | SAT | 1000-1300;1400-1700 | 30 hours/ 10 sessions | 20200418 | $6,900 | $3,450Enrol |
| CSSB-25C1C | Cantonese / PC / Central | 05/05 | 05/06 | TUE,FRI | 1900-2200 | 30 hours/ 10 sessions | 20200505 | $6,900 | $3,450Enrol |
| CSSB-13C5K | Cantonese / PC / MongKok | 08/06 | 13/07 | MON,WED | 1900-2200 | 30 hours/ 10 sessions | 20200608 | $6,900 | $3,450Enrol |
| CSSB-41C28C | Cantonese / PC / Central | 16/07 | 17/08 | THU,MON | 1900-2200 | 30 hours/ 10 sessions | 20200716 | $6,900 | $3,450Enrol |
| CSSB-6D26C | Cantonese / PC / Central | 25/07 | 22/08 | SAT | 1000-1300;1400-1700 | 30 hours/ 10 sessions | 20200725 | $6,900 | $3,450Enrol |
| CSSB-24C33K | Cantonese / PC / MongKok | 18/08 | 17/09 | TUE,THU | 1900-2200 | 30 hours/ 10 sessions | 20200818 | $6,900 | $3,450Enrol |
| CSSB-35C34C | Cantonese / PC / Central | 23/09 | 28/10 | WED,FRI | 1900-2200 | 30 hours/ 10 sessions | 20200923 | $6,900 | $3,450Enrol |
| CSSB-6D35K | Cantonese / PC / MongKok | 17/10 | 14/11 | SAT | 1000-1300;1400-1700 | 30 hours/ 10 sessions | 20201017 | $6,900 | $3,450Enrol |
Excel spreadsheet is the most widely used tool in performing financial analysis. Yet many finance professionals are not trained in using spreadsheets effectively and hence not being able to perform sensitivity analysis, feasibility studies and other common financial analysis tasks.
The course provides students with relevant skills and techniques in performing financial analysis and is a practical hands-on program to complement theories learned at universities and business schools .
Note that this course does NOT teach Excel VBA programming, but how to build spreadsheet models using Microsoft Excel features and functions.
- Using Formulas and Analytical tools
- Using Formula and Functions
- Using Pivot Table for data analysis
- Time Value of Money
- Present Value
- Future Value
- Annuity
- Asset Valuation
- Bond Valuation
- Stock Valuation
- Yield Curve
- Capital Budgeting
- Project NPV
- Cost-Reducing Project
- Break-even Analysis
- Three Valuation Methods
- Financial Planning
- Corporate Financial Planning
- Du Pont System of Ration Analysis
- Life-Cycle Financial Planning
- Proceed with on-line registration or send the completed enrolment form (download) to us together with a cheque (made payable to Welkin Compuer Training) for the program fee.
- CEF applicants have to complete the CEF Application Form (download) and send it to us for certification. They will then send the form to The Office of the Continuing Education Fund, Units 07-11, 25/F., CDW Building, 388 Castle Peak Road, Tsuen Wan, New Territories. Together with a photocopy of their HKID Card before course commencement. Applicants may also place their applications in the drop-in box on 12/F., Cheung Sha Wan Government Offices.
