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Financial Analysis using Excel

$ 2,650.00


19 August




6 wks


10hrs / wk

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Meet the Expert

James Clarkson

James Clarkson
Course Developer & Facilitator

Following an early career in both public and commercial accounting, James Clarkson has more than twenty-five years’ experience as a presenter of professional programs and more than thirty consulting & model building for corporate clients.

James has gained wide experience in model & analytical report design & development and also has wide experience in application development using Microsoft Office (especially Excel), Visual Basic & Visual Basic for Applications (VBA). He is an outstanding educator, demonstrating the ability to clearly explain difficult and technical subjects and consistently rates above 90% for satisfaction across a number of learning evaluations.

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In this comprehensive and practical online course, you'll develop your Excel skills to perform financial analysis with precision and efficiency. Our expert instructors will guide you through every step of the process, providing hands-on training and real-world examples to ensure that you master the necessary techniques.

About this course

Excel is the backbone of financial analysis and this course is designed to equip you with the essential skills to use data to create complex financial models, analyse and present financial information to derive insights that drive effective business decisions.

The course is designed for existing users of Excel or similar spreadsheet programs needing to vastly increase their modelling & analytical skills, especially in the disciplinary areas of finance, accounting, management and procurement.

Key benefits of this course

This course has been designed to equip you with:

  • A thorough grounding in the tools & features available in Excel
  • Techniques to assist in auditing & understanding existing workbooks
  • Coverage of essential Excel functions for modelling, forecasting & financial analysis
  • Methods to generalise formulas for more dynamic & flexible calculations for modelling & analysis
  • Approaches to simplify calculations & increase the transparency of models & analyses
  • Practical guidance on the layout & structuring of workbooks for financial modelling.


Full price: $2,650 (GST-free)*

*Price subject to change. Please check price at time of purchase. 

Payment on invoice requests must be paid in full and reconciled by our Finance team before you can access your online course materials. Please make sure your invoice payments reference the UTS Open invoice number. You can also forward remittance advice to

Enrolment conditions

Course purchase is subject to UTS Open Terms and Conditions. 

COVID-19 response 

UTS complies with latest Government health advice. Delivery of all courses complies with the UTS response to COVID-19.

Additional course information

Course outline

This course is unique in being 100% online while being comprehensive, practical, and hands-on. The live online sessions occur twice a week across six weeks.

Key outcomes include:

  • Significant upgrade to your modelling & analytical skills
  • Learn proven methodologies & techniques to build more transparent & powerful models & reports whilst reducing complexity
  • Gain effective approaches to build robust sensitivity into models
  • Build a useful & effective framework for assimilating technical knowledge
  • Develop measurable improvements in accuracy, productivity & transparency
  • 48 to 56 hours of continuing professional education for accountants


Mandatory requirements

To complete this online course, you will need a personal computer with adequate internet access and sufficient software and bandwidth to support web conferencing. You will also require an operating system with a web browser compatible with Canvas, Zoom and Microsoft Teams.

Desired requirements

This course is designed for existing users of Excel or similar spreadsheet programs needing to vastly increase their modelling & analytical skills especially in the disciplinary areas of Finance, Accounting, Management & Procurement.


Discounts are available for this course as follows: 

  • 10% discount for UTS alumni
  • 10% discount for group enrolments of 3 or more from the same organisation.

Discounts cannot be combined and only one discount can be applied per person per course session. Discounts can only be applied to the full price. Discounts cannot be applied to any offered special price. 

How to obtain your discount voucher code (group enrolments)

Please contact the team at with details of group enrolments, to obtain your discount voucher code. 

How to apply your discount voucher  

  • If you are eligible for a UTS alumni or student discount, please ensure you have provided your UTS student number during checkout. If you are an alumni and have forgotten your UTS student number, email with your full name, UTS degree and year of commencement.  
  • Add this course to your cart 
  • Click on "View Cart" (blue shopping trolley at top right of screen). You will need to sign in or sign up to UTS Open 
  • Enter your eligible code beneath the "Have a voucher code?" prompt and click on the blue "Apply" button 
  • Verify your voucher code has been successfully applied before clicking on the blue "Checkout" button. 

Contact us

Who is this course for?

This course is suitable for, but not limited to:

  • Anyone who uses Excel to perform their role, looking to improve their productivity and accuracy
  • Financial modellers and those building valuation and forecasting models
  • Business analysts responsible for forecasting and performance analysis
  • Accountants, finance managers & financial controllers budgeting and analysing business performance
  • Fund accountants and managers in equity and property funds
  • Financial advisers, public accountants, management consultants
  • Procurement, project planning and logistical staff responsible for financial and logistical planning
  • Managers responsible for their own analysis & forecasting
  • Postgraduate finance & MBA students from both financial & non-financial disciplines.

Book a session

Mon 19 Aug 2024-
Wed 25 Sep 2024
Expert: James Clarkson
  • Online via Zoom. Click on the underlined sessions and hours total link below to reveal specific session details.
  • Online
  • 12 sessions, 42 hours total

Enrolments close on Wednesday, 25 September 2023, 5pm (AEST), or when all places have been filled, whichever occurs first. Participants will need to undertake approximately 10 hours of self-directed online learning each week over the 6 weeks. If you anticipate a late enrolment, please email Note that invoices must be paid in full and reconciled by our Finance team before you can access your online course materials.

Acknowledgement of Country

UTS acknowledges the Gadigal people of the Eora Nation, the Boorooberongal people of the Dharug Nation, the Bidiagal people and the Gamaygal people, upon whose ancestral lands our university stands. We would also like to pay respect to the Elders both past and present, acknowledging them as the traditional custodians of knowledge for these lands.