Business Analysis with Microsoft Excel (CEF Approved)

CEF Course Code: 23C03603-5
CEF Institution Code: 548

Course Description
Application Procedure
Schedules/Enrol

Continuing Education Fund The course has been included in the list of reimbursable CEF courses

Course Objective

Business analysis in the age of information technology can hardly be effective and efficient without the use of a spreadsheet program. As the industry standard spreadsheet for the analysis and presentation of financial data and business results, Microsoft Excel is indispensable for every business professional. This course is specifically design to meet the requirements of business managers and executives who want to work with Microsoft Excel for effective business performance management and financial planning. Also included in the course are professional advice and guidance from experienced instructors and case studies that present a problem and offer solutions which the students can apply to real life situations.

Course Duration

30 Hours

Course Prerequisites

Course applicants should possess basic business concepts and knowledge of Microsoft Excel, and with an education level of Form 5 or above.

Course Content

The programme consists of the following 4 modules:

I. Financial Statements and Statement Analysis

  • Working with Income Statements
  • Balance Sheet: Current Assets
  • Valuing Inventories for the Balance Sheet
  • Summarizing Transactions: From the Journals to the Balanced Sheet
  • Working Capital and Cash Flow Analysis
  • Statement Analysis
  • Ratio Analysis

II. Financial Planning and Control

  • Budgeting and Planning Cycle
  • Forecasting and Projections
  • Measuring Quality

III. Investment Decisions

  • Examining a Business Case: Investment
  • Examining Decision Criteria for Business Case Analysis
  • Creating a Sensitivity Analysis for a Business Case
  • Planning Profits
  • Making Investment Decisions under Uncertain Conditions
  • Fixed Assets

IV. Sales and Marketing

  • Revenue Recognition and Income Determination
  • Importing Business Data into Excel
  • Analyzing Contributions and Margins
  • Pricing and Costing

Title of Award and Assessment Methods

There will be a total of 2 project assessments for the course. The projects will be assessed according to fulfillment of purpose specified by each assignment. Upon successful completion of the course, students will receive a Certificate of Achievement on Business Analysis with Microsoft Excel.

Course Fee

$4,800 ($960 after 80% subsidy from CEF upon successful completion of the course)

Schedules/Enrol

Evening or Saturday full-day classes, 6 hours per week, course fee in one payment
Course Title Duration Fee Outline/Schedules/Enrol
Business Analysis with Microsoft Excel (CEF Approved) 30 hours $4800 Outline Schedules/Enrol
$4800 ($960 after 80% CEF reimbursement), 30 hours in 10 sessions, 2 sessions per week

Application Procedure

  1. Proceed with on-line registration or send the completed enrolment form (download) to Welkin Computer Training, 3/F, Righteous Centre, 585 Nathan Road, Mongkok, Kowloon together with a cheque (made payable to Welkin Compuer Training) for the program fee.

  2. Complete in the CEF Application Form (download) and send it to Office of the Continuing Education Fund,
    Room 916, 9/F, Kwai Hing Government Offices, 166-174 Hing Fong Road, Kwai Chung,
    New Territories, together with a photocopy of your HKID Card before course commencement.

  3. Applicants will receive application results from the Office of the CEF within 14 working days.
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