Financial Spreadsheets for Small Businesses & Charities

Ref: C2345831

This course is aimed at small businesses, organisations and charities to help them make the best use of financial information in spreadsheets, whether building a simple spreadsheet from scratch or using an existing one. The course will explore the best financial analysis, storage and presentation tools already in Microsoft programmes such as Excel and Word to help you store, analyse and use information and keep records. We will focus on practical applications rather than just learning a financial computer programme and will base our work on real life experiences. Students will be encouraged to work on their own spreadsheets and do project work which is relevant to their organisation. The sharing of problems and experience will be an essential part of the course, as will team work and shared problem solving. As much as possible the course will try to mirror the real work environment.

Course aim

A course for small organisations (businesses, charities etc) wanting to make the best use of their spreadsheets etc to help make the calculations and analysis needed to make sound, informed decisions and create new financial spreadsheets when needed.

Do I need any particular skills or experience?

  • This course is for improvers
  • The course is not suitable for absolute beginners and some prior basic knowledge of Excel and spreadsheets is necessary. Students will need understand the basic functions and structures of a spreadsheet but as long as this is at a very basic level students should be fine with the course.

By the end of the course I should be able to:

  • Design a financial spreadsheet for use in your organisation with built in analysis tools
  • Identify at least 5 Excel built in formulas and functions you can use to help transform and improve the way you work and analyse your finances and be able to carry out those functions
  • Create a plan to identify 3 future learning and organizational developments which can help better use your spreadsheets
  • Learn how to integrate Microsoft databases into other programmes for mail merges, invoicing, stock control etc

How will I be taught?

What kind of feedback can I expect?

What else do I need to know?

Students will be encouraged to share their personal work experiences and any data/spreadsheets etc within the rules of confidentiality of course. However this is not essential and practise data will be provided for project work.

Pre-course work, reading and information sources

What can I do next?

View full course information sheet

Financial Spreadsheets for Small Businesses & Charities

Is this course right for me? Request more information

This course has been cancelled.


As a registered charity, and to meet our funders’ requirements, we need to check a few things with you before you enrol. Please check the details below to ensure you meet the basic eligibility critiera:

  • You are paying the standard fee (with a credit or debit card) or you are on any of the qualifying benefits
  • You have a valid email address so that you can receive confirmation of your booking
  • You have been resident in the UK, EU or EEA for the last 3 years
  • You are aged 19 years or older on 1st September 2021
  • You declare that the address you provide is correct and that you will provide evidence of this and your eligibility to live and work in the UK
  • You have read and accept our standard terms and conditions

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