Excel for Chartered Accountants (CAs)

Excel For Chartered Accountants (CAs)

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About Excel for Chartered Accountants

  • It is a practical Excel based course on analyzing and reporting financial data
  • It focuses on Working with Databases, Maintaining Financial Statements and Use of Macro to automate repetitive tasks.
  • Scenario Analysis, Auditing and Tracing will be taught extensively
  • You will understand the concepts from scratch
  • Step by step tutorials and templates will be provided

The course content is developed based on feedback from thousands of accounting and financial professionals with a blend of our years of experience in providing excel training.

Target Audience

This program is suitable for CA, CA Inter, Accountants and finance professionals those who focus on Data analysis, Financial reporting, budgeting, Scenario Analysis and Auditing etc


  • The participant should also be familiar and have working knowledge of Financial Concepts.
  • Should be comfortable with Microsoft Excel

Why Excel for Chartered Accountants

  • The objective of the course is to increase the productivity and efficiency by introducing them to numerous advanced tools and techniques available in Excel, Macros’ & VBA
  • Create robust models in Excel which are easy to understand and implement.
  • Impress Top Management with better presentation and analysis of data.
  • Manage time better by automating repetitive tasks.


  • Working with Databases ( 6 Videos )
    • Importing Data from ERP Systems
    • Data mining and Lookups
    • Data formatting and Reporting tools
    • Working with External Data
  • Recording & Using Macros – Introduction to VBA ( 8 Videos )
    • Basics of VBA
    • Using Macros to Automate repetitive tasks
    • Creating User defined Functions
  • Maintaining Financial Statements in Excel – Good Practices ( 6 Videos )
    • Maintaining Grouping and GL Mappings used in Financial Statements
    • Tracing and Posting Journal Entries
    • Budgeting and Variable Analysis
  • Building Scenarios, Models and doing what if analysis ( 5 Videos )
    • Doing Scenario Analysis
    • Use of Scenario Manager
    • Doing What if Analysis
    • Using Solver to Maximize Profit and Minimize Cost
  • Auditing and Tracing ( 5 Videos )
    • Auditing & Sampling
    • Finding Fraud
    • Error Tracing


  • Duration
    • 9 Hrs of Online Videos

  • Hands-on Case Study (Real Life) based learning using Excel
    Upload a Excel File

    • 24×7 Online Access* to Course Material (Presentations, etc.)
    • Forums to interact with faculty
    • *Access is valid for 1 Year.


  • Online Recording – Video lessons with time duration of about 12 hours
  • Study Notes – Download complete course material for future reference and to understand concepts better
  • Lecture Notes – Download special notes prepared by the instructor during sessions to aid the video tutorials
  • Exhaustive reference material – Presentations, Excel files and other documents
  • Example workbooks both Empty & Completed ones
  • Certificate of Participation for all candidates

Why EduPristine?

  • Edupristine is a leader in Investment banking, Risk management and Financial modeling training having trained 10,000+ participants from 40+ countries.
  • Serves a list of reputed corporate clients such as JP Morgan, Bank of America, Accenture, Mizuho Bank, E&Y and B-schools such as IIM C, IIM I, NUS Singapore, ISB Hyd, FMS etc.
  • Edupristine is also a leader in Finance International Certification trainings such as CFA Program (registered with CFA Program Institute, USA), FRM (Registered with GARP, USA) and PRM (Registered with UK)
  • Edupristine Prides itself to provide "Value for Money Training courses" that respect the time commitment of professionals


Q. Who is the target audience?

A. Accountants and finance professionals who want to learn how to use Excel more efficiently and effectively. Especially accountants, who have never taken a formal Excel training course, need this course regardless of their level of experience.

Q. What are the prerequisites of this course?

A.As this is a special course designed for accountants. However, it would be helpful if you are familiar with fundamental knowledge of Excel (preferably Excel 2007 or 2010) as we have used various excel based case studies to explain important concepts in a simple way.

Q. Where can I get doubt clarifications?

A. We have an active forum, where you can raise your doubts and we would be happy to share our knowledge.

Q. What is the duration of the course?

A. Around 9 hours of asynchronous recordings that you can listen to at your own pace.

Q.What would be the methodology of teaching?

A. Recorded video lectures with follow up course materials and quizzes.

Q.What to expect at the end of course?

A. The objective of the course is to increase the productivity and efficiency of accountants and CPAs by introducing them to numerous advanced tools and techniques available in Excel.



Excel for Chartered Accountant (Download Option)
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