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The

Business Toolkit

Micro-Degree

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Want to learn how to make Microsoft Excel, Word, PowerPoint and Outlook work harder for you? Whether you’re a graduate looking to secure a job or perform more efficiently in your role, this course will teach you everything you need to boost your productivity and master the business fundamentals. Plus, get access to our Python for Finance skills certificate!

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£249 (Inc Tax)

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21.5

Hours

Topics

Practical exercises

Direct instructor help

Micro-Degree

Lifetime access

Rated 4.1 From
303 Reviews

Buy 2, Get 40% Off!
Use coupon 2MD4LESS - see courses

£249 (Inc Tax)

Add to Cart

The Business Toolkit includes

Excel Efficiency for Financial Modeling and Data Analysis

4.1 STARS

About

Make Excel work harder for you. This course will improve your efficiency with spreadsheets by teaching you essential keyboard shortcuts and financial modeling best practices. Get to grips with Excel’s built-in functions and how to manipulate data quickly and efficiently.

Completion time

9 Hours

Level

Completion Certificate

About

Completion time

9 Hours

Level

Completion Certificate

Module

Video Minutes

Excel Exercises

Excel Introduction

Video minutes58

Excel Exercises0

Menu and shortcut basics
Basic formatting
Basic formulas and calculations
More formulas and calculations
Naming cells and referencing

Advanced Formatting

Video minutes23

Excel Exercises5

Formatting styles
Conditional formatting
Data validation
Number formatting
Formatting codes
- Date formatting and functions: =DATE, =DAY, = YEAR, =MONTH, =EDATE
- Ensuring commas and decimal places line up
- UPPER, =LOWER. And =PROPER functions
Concatenation

Exploring a Model

Video minutes15

Excel Exercises4

F5 tips and tricks
Camera tool
Watch window
Split windows
Circularity issues

Text and Date Functions

Video minutes18

Excel Exercises6

Text and date functions
Text and date best practices
Working with pdfs
DATE, YEAR, MONTH, DAY and EDATE functions
Date formatting

Scenarios

Video minutes28

Excel Exercises7

Allow assumptions and methodologies to be changed quickly in financial models using a number of different functions:
- Choose, Offset, Index, adding the Match function
Data validation and form controls
Conditional formatting
Using data tables

Data Extraction

Video minutes24

Excel Exercises8

Summary tables and lookups
- Vlookup, Hlookup, Vlookup and Match, Index and Match, Offset and Match
Working with multiple sheets
- Indirect, Named ranges
Transposing data
- Transpose function, Offset, Row & Column, Offset & Match, Index & Match

Sensitivity Data Tables

Video minutes13

Excel Exercises4

Using data tables
Data tables on different sheets to the assumptions
Advanced and flexible tables

Goal Seek and Solver

Video minutes6

Excel Exercises3

Uses of Goal Seek and Solver
Goal Seek functionality
Solver functionality

Database Analysis

Video minutes69

Excel Exercises2

Sorting and filtering data
Pivot tables
D functions
Sumif function

Excel VBA and Macros Introduction

Video minutes39

Excel Exercises1

Macro recording basics
Macro security
Running macros
The VBA editor

Word Fundamentals for Professionals

4.9 STARS

About

If you have ever manually created your own table of contents, struggled to put figures and charts in the right place or spent time updating the same document dozens of times to send out a mailer, then this course is for you.

Completion time

2 Hours

Level

Skills Certificate

About

Completion time

2 Hours

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

Word- Introduction

Video minutes23

Excel Exercises0

Understanding the ribbon and the file tab
Keyboard shortcuts and customizing the quick access toolbar
Best practice when creating a new document
Navigation, editing and selecting text
– Keyboard
– Mouse
Saving a document

Word - Formatting

Video minutes27

Excel Exercises0

Paragraph
– Alignment
– Indentation
– Spacing
– Adjusting a whole document
– Bullets and numbering
– Changing the order of a list with Alt + Shift
The font menu
– Changing fonts
– Size, color and highlights
– Superscript and subscript
– Change case quickly
Styles
– Efficient use of styles
– Creating a style
– Using styles to reorder a document quickly
– Using styles to create an automatic table of contents

Word - Inserting

Video minutes27

Excel Exercises0

Headers and footers
– Page numbers
– Text
– Show file path for easy retrieval
– Inserting logos
Using comments when collaborating
Complex mathematical equations
Images from the web and other documents
– Resizing
– Cropping
– Wrapping text around images

Word - Common Tasks

Video minutes31

Excel Exercises0

Find (CTRL + F) and replace (CTRL + H)
Spell check
– Autocorrect
Track changes
Password protection
Saving in Adobe Acrobat

PowerPoint Fundamentals for Professionals

5 STARS

About

This course will take you through the tools available within PowerPoint to make building slide decks simple, efficient and effective.

Completion time

1.5 Hours

Level

Skills Certificate

About

This course will take you through the tools available within PowerPoint to make building slide decks simple, efficient and effective.

Completion time

1.5 Hours

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

PowerPoint - Introduction

Video minutes13

Excel Exercises0

Creating a new document
Understanding the ribbon and the Quick Access Toolbar (QAT)
Useful Keyboard shortcuts
Slide layouts and the slide master
– Standard view versus widescreen

PowerPoint - Working with Basic Shapes

Video minutes22

Excel Exercises0

Inserting
Moving and nudging shapes
Using guidelines
Resizing and rotating
Align and distribute
Send backwards, send forwards
Selecting multiple objects
– Group and ungroup

PowerPoint - Working with Text

Video minutes5

Excel Exercises0

Formatting
Adjusting internal margins in shapes
Find and replace
Changing the order of text in a list
Shapes vs text boxes

PowerPoint - Lines and Connectors

Video minutes20

Excel Exercises0

Start and end styles
Linking objects

PowerPoint - Pictures

Video minutes8

Excel Exercises0

Cropping
Taking screenshots
– Print screen
– Snipping tool
Compressing pictures to reduce file size

PowerPoint - Charts and Tables

Video minutes9

Excel Exercises0

Simple PowerPoint charts
Pasting charts as pictures from Excel
Pasting dynamic charts from Excel
Formatting
Design and layout menus

PowerPoint - SmartArt Graphics

Video minutes5

Excel Exercises0

Lists
Editing
Converting text to SmartArt

PowerPoint - Equations and Animations

Video minutes5

Excel Exercises0

Building equations
Building complex equations
Animation pane controls

Outlook Fundamentals for Professionals

4.6 STARS

About

This course will take you right from the initial setup of your email account, including the basics of sending and receiving emails and setting up folders, through to more advanced features such as mail merge.

Completion time

1.5 Hours

Level

Skills Certificate

About

Completion time

1.5 Hours

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

Outlook - Introduction

Video minutes80

Excel Exercises0

Setting up and linking multiple email accounts
Reviewing the types of data files which can be sent
Composing a basic email with attachments
Shortcuts to improve efficiency
Setting up an ‘Out of Office’ notification and calendar events
Creating and managing tasks

Communicating and Presenting Fundamentals

4.2 STARS

About

Are you ready to unlock your presentation potential? Our instructor-led online course will help you shortcut your way to success by mastering the art of communication.

Completion time

22 Minutes

Level

Completion Certificate

About

Are you ready to unlock your presentation potential? Our instructor-led online course will help you shortcut your way to success by mastering the art of communication.

Completion time

22 Minutes

Level

Completion Certificate

Module

Video Minutes

Excel Exercises

Fundamentals of Presentation and Communication

Video minutes22

Excel Exercises0

What ‘effective communication’ means
The effective communication cycle
Using more powerful questions
Understanding needs at a deeper level
Becoming a more active listener
The importance of summarising
Planning, designing and delivering impactful, persuasive presentations

Fundamentals of Effective Business Writing

5 STARS

About

Understand how to develop your writing skills to communicate effectively with any audience and deliver high impact statements.

Completion time

15 Minutes

Level

Skills Certificate

About

Understand how to develop your writing skills to communicate effectively with any audience and deliver high impact statements.

Completion time

15 Minutes

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

Developing Your Business Writing Effectiveness

Video minutes8

Excel Exercises0

Why business writing is important to performance and career success
Considering your goal and principles for making your business writing stand out
The 5 steps to business writing success
The structure for persuasive business writing
Using a thorough review process
How to grab your audience’s attention when writing emails
Using different influencing strategies
Breaking up content and avoiding jargon
Avoiding dilution language

Managing Your Brand and Career

4.5 STARS

About

Understand how to build your brand with a focused application on managing your career path.

Completion time

15 Minutes

Level

Skills Certificate

About

Understand how to build your brand with a focused application on managing your career path.

Completion time

15 Minutes

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

Building Your Brand and Career

Video minutes10

Excel Exercises0

Understanding how to unlock your true reputation and career
A review of the 3 critical career success factors
Performance
Image
Exposure
Understanding what you want your brand to be
How to apply a ‘best version of you’ performance mindset
Unlocking high impact behaviours
Understand the steps to network strategically
Build long-term mutually beneficial relationships
Principles of reciprocity and rapport

Introduction to Python

3.9 STARS

About

Take part in our online Introduction to Python course to start developing programming skills for financial calculations and data analysis. Gain a comprehensive understanding of the programming concepts, as well as practical experience in some of the core data analysis libraries used in Python, with a particular focus on PyCharm.

Completion time

7 Hours

Level

Skills Certificate

About

Completion time

7 Hours

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

Getting Started with Python

Video minutes9

Excel Exercises0

What is Python and why should we use Python
Efficiency of Python
How is Python used in the finance industry
Different Python options available
Installing Python
Selecting a Python tool and Integrated Development Environments (IDEs

Python Basics

Video minutes30

Excel Exercises6

Building operations
Naming variables
Common data types
String concatenation and replication
Creating lists
Creating sets
Basic functions

Building Functions

Video minutes17

Excel Exercises4

IF statement
While loops
For loops
Building functions

Introduction to Libraries

Video minutes4

Excel Exercises0

Types of libraries
About NumPy
About Pandas
About Matplotlib

NumPy

Video minutes19

Excel Exercises6

Installing NumPy
NumPy arrays
Examples of vectors and matrices
Creating a NumPy array from a list
Creating NumPy array using built-in Functions
Creating an array of random numbers using NumPy
NumPy finance functions

Pandas

Video minutes28

Excel Exercises9

What is Pandas and why use it
Capabilities of Pandas
Object creation
Creating DataFrames in Pandas
Pandas DataFrame syntax
Indexing data from DataFrame
Importing data into Python
Importing DataFrame operations

Matplotlib

Video minutes25

Excel Exercises10

Learn about Matplotlib
Link between Matplotlib and Pyplot
Intro to Pyplot
Plotting with keyword strings
Creating plots
Plotting different data types
Limits, legends and layouts

Dates and Times

Video minutes17

Excel Exercises9

Calendar
Dates
Formatting
Time Deltas

Get Certification Recognized on Wall Street and Beyond

Upgrade your résumé with certification recognized by the top 4 investment banks.

The Business Toolkit is made up of 7 online courses, as well as the optional Python for Finance skills certificate. Pass all 7 compulsory courses to unlock your micro-degree. Certification can easily be added to LinkedIn, demonstrating your achievement which will be recognized on Wall Street and beyond.

Certification Discover our prestigious alumni on LinkedIn

THIS MICRO-DEGREE HAS BEEN REVIEWED BY

Colin Evans

Managing Director at J.P. Morgan

Colin Evans is a Managing Director at J.P. Morgan and leads the financial institutions coverage team globally for Corporate Banking

Dr. Bridget Lyons

Professor of Finance

Professor of Finance at the Jack Welch College of Business at Sacred Heart University and Associate Instructor

Chris Bishko

CFO

CFO with over 25 years experience as an operator, investor and investment banker in technology and financial services.

Our Alumni

DEMONSTRATE YOU'RE AS GOOD AS THE BEST

By completing this course, you will be able to join our prestigious alumni on LinkedIn alongside hires at the top 4 investment banks. After becoming a member of this elite community, you can unlock exclusive benefits such as course discounts and more.

Explore our Alumni

Frequently Asked Questions

What tech do I need?

Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

The Business Toolkit covers everything you need to know to be a successful employee, from helping you to master essential Excel skills all the way through to professional writing tips and tricks. Whether you’re a beginner or just looking to better your personal brand, this course is for you.

Are Financial Edge's courses credible?

The 4 leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best finance professionals in the world or just want to learn from an established training provider, our certification is perfect for you.

Will this course help me get a job?

Absolutely. Develop practical business and finance skills you can use to impress in interviews. Take advantage of our recruiter service to boost your chances.

How long do I have to complete the courses?

We are delighted to announce that we now offer lifetime access on all online courses! Fit studying around your schedule. Learn at your own pace with on-demand video, practical examples to download and expert instructor support.

Are there any hidden costs?

No. Everything you need to earn your micro-degree is included, from instructor-led videos and Excel exercises to the exam.

What is CPD?

All Financial Edge online courses are CPD accredited. CPD stands for Continuing Professional Development and makes demonstrating your commitment to learning easy. Your institution or accrediting body may track CDP points through activities, units or hours. Check with the relevant party to find out how you should be monitoring your progress.