Setup Menus in Admin Panel

Give us a Call: L: (+971) 4 558 8245 M: (+971) 52 955 8232

Search Courses
Generic filters
Exact matches only
Filter by Custom Post Type
Code Date Venue Fees  
FI02 12 Jan - 16 Jan Dubai $4750 Register

The program offers an intrinsic analysis of financial instruments and accounting for different kinds of investments. The training program outline is up to date and pertinent to marketplace requirements, thus catering well to all analytical prediction of training needs in the specified area. A customised proposal can also be arranged, to suit the training requirement of your team.

Course Objectives:

By the end of the program, participants will be able to:

  • Identify the different types of financial instruments and the accounting methods for each
  • Account for transactions according to the fair value method, the equity method and the amortized cost
  • Interpret impact of transactions related to passive investments and investments in associates and joint ventures
  • Get up-to-date on the latest accounting standards regarding the accounting for financial instruments

Course Outline:

  • Quick Review of Excel Business and Finance Functions
  • Using Conditional Formatting for Reconciliation and Analysis
  • Table Tools and Automatic Updating
  • Defining and Managing Names
  • Evaluating and Auditing Formulas
  • Workspaces and Updating Links
  • Must Know Accounting and Business Functions for Reporting and Reconciliation
  • Financial and Business Formulas
  • Logical Functions
  • Efficient Text Functions
  • Powerful Lookup and Reference
  • Information Functions
  • The Array-Sum Function
  • Dynamic Data Management and Manipulation
  • Text-to-Columns and Dynamic Trimming
  • Validating User Input with Message Alert
  • Using List data to Automate and Authenticate Data Validity
  • Consolidation and Creating Links
  • Introduction to Macro Recording and Editing
  • Record and Edit Macros
  • Design Buttons and Menus to Activate and Run Macros
  • Mastering Pivot Tables and Pivot Charts
  • Inserting Pivot Tables
  • Performing Analysis Using Data Manipulations
  • Inserting Formulas in Pivot Tables
  • Pivot Formatting, Sorting and Filtering
  • Preparing Reports Using the Show Pages Function
  • Conditional Formatting with Pivot Tables
  • Preparing Dynamic Charts and Dynamic Labelling
  • Creating Charts with 3-Axis
  • Dynamic Labelling in Graphs
  • Data Analysis Using the Show Values As
  • Expand/Collapse Feature in Pivot Tables
  • Pivot Table Options
  • Date Manipulation Using Pivot Tables
  • Show Data Using the Summarize Data Fields By
  • Linking Excel with PowerPoint
  • Creating Dynamic Pivot Tables and Pivot Charts
  • The New Power Pivots Tools
  • Applying the AutoDetect Tools
  • Importing Excel Data into Power Pivots
  • Building Report with Two Pivot Charts
  • Slicer Management and Techniques
  • Using Data Analysis Expression (DAX)
  • Power Excel Business Techniques
  • Designing Dynamic Spinners
  • List Box and Option Button Modelling
  • Check Box Data Reporting
  • Advanced Data Analysis with Macro

Who should attend?

Investment accountants, general ledger accountants, financial analysts, financial controllers, investments and funds managers and any professionals who wish to understand accounting for financial instruments.

General Notes

  • All our courses can be facilitated as Customized In-House Training course.
  • Course duration is flexible and the contents can be modified to fit any number of days.
  • As for Open Enrolment Courses, we offer our clients the flexibility to chose the location, date, and time and our team of experts who are spread around the globe will assist in facilitating the course.
  • The course fee includes facilitation, training materials, 2 coffee breaks, buffet lunch and a Certificate of successful completion of Training.
  • FREE Consultation and Coaching provided during and after the course.
Customized Schedule is available for all courses irrespective of dates on the Calendar. Please get in touch with us for details.
ZOE Talent Solutions Logo


Middle East – Head Office

918, Blue Bay Towers,

Al Abraj Street (Marassi Drive),

Business Bay, Dubai, UAE

Join Our Team as a Trainer

We are proud to have a team of highly experienced expert training professionals from all over the world.

If you feel you have the right skills to become a part of our training team. Please use the link below.

>Apply Now

Copyright © Zoe Talent Solutions 2019