Academy Learning Bundles

Academy Learning Bundles

£1,291.50 + VAT
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£1,480.50 + VAT
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Virtual
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Academy
Jan
1
Wed
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Dec
31
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Description

Elevate your expertise with our CPD Virtual Classroom learning bundles.

Please choose from the dates below to view more details.
Event Details
Excel Proficiency CPD Learning Bundle

Excel Proficiency CPD Learning Bundle

£1,312.50 + VAT
Available
Virtual
All Locations
Data Analytics
Jan
1
Wed
-
Dec
31
Wed
00:00
-
00:00 GMT
Schedule Description: Excel Proficiency Learning Bundle - Unlock the Full Potential of Excel for Business Success
Virtual
Virtual

Description

Excel Proficiency Learning Bundle - Unlock the Full Potential of Excel for Business Success

Book here

Excel Proficiency Learning Bundle (18 hours)

Unlock the Full Potential of Excel for Business Success

This comprehensive bundle equips professionals with a range of Excel skills from beginner to advanced that will enhance efficiency, streamline processes, and elevate data analysis capabilities. The bundle includes three focused courses:

1. Excel for Business: Learn to work smarter by mastering keyboard and mouse shortcuts while gaining confidence in choosing the right functions, features, and charts for various tasks. Discover how to automate repetitive processes without VBA, freeing up time for analysis. Explore advanced tools like Azure Machine Learning, Power Query, and Copilot to identify improvement opportunities and adopt best practices for spreadsheet design. This course will empower you to become an Excel champion within your organisation.

2. Power Query – Streamline the Automation of Key Business Reports: Dive into the world of Power Query, learning how to connect to diverse data sources, clean and prepare data efficiently, and shape it to meet your analytical needs. Discover how to create custom data views and write powerful formulae in Power Query’s M language, enabling you to automate and optimise your business reporting processes.

3. Harnessing the Power of Power Pivot: Build on your existing knowledge of Tables and PivotTables by exploring Power Pivot’s enhanced functionality, including advanced tools like Slicers and multi-criteria functions. Learn how to import and relate data from various sources to generate rapid insights, write complex formulae using DAX, and create impactful dashboards by integrating Power BI into your reporting processes.

Together these courses provide the tools and knowledge to transform your Excel proficiency, empowering you to drive efficiency and deliver impactful business insights.

Start your journey to Excel mastery today.

How to book:
1. Purchase a bundle to start your journey.
2. Fill in the form provided in your booking confirmation email, selecting course dates and send to ella.hemmings@icaew.com.
3. Confirmation email with selected or alternative date suggestion to follow.

The learning bundle gives you more value while building a solid foundation of expertise.

You will save 30% compared to booking the courses individually.

 

Rate Price Paid Individually Learning Bundle Price
ICAEW Member £1,275 + VAT £892.50+ VAT
Non-Member £1,875 + VAT £1,312.50 + VAT

Date options:

Please choose 1 date for each course and state on your booking form in your confirmation email.

Please note your booking will not be confirmed until you have sent the form to ella.hemmings@icaew.com

Excel for Business - 6 hours

  • 8 & 9 July 2025 (09:30 - 12:30)
  • 7 & 8 October 2025 (09:30 - 12:30)
  • 8 & 9 December 2025 (09:30 - 12:30)

Harness the power of Power Pivot - 6 hours

  • 16 & 17 June 2025 (09:30 - 12:30)
  • 10 & 11 November 2025 (09:30 - 12:30)

Power Query - 6 hours

  • 12 & 13 May 2025 (09:30 - 12:30)
  • 17 & 18 November 2025 (09:30 - 12:30)

Can a different person attend each course in the learning bundle?

No, each learning bundle is valid for one person to attend all courses in the bundle only.

 

When will I receive confirmation and details for each course?

Once you have booked on to a learning bundle, you must complete the form found in the booking confirmation email and send this to ella.hemmings@icaew.com. The team will then book you on to the chosen courses, and you will receive a booking confirmation for each course. Materials and any other resources for the course will be sent to you shortly before the course start date.

 

Can I swap one course out for a different course not listed in the learning bundle?

No, these courses have been specifically selected to form each bundle. You can book onto different courses of interest separately. Browse our CPD planner for 2025 here.

 

Do the courses in the learning bundle count as verifiable CPD?

Yes, these courses contribute verifiable CPD, so long as you can demonstrate that the content is relevant to your role. Additional information about CPD can be found here: Your guide to CPD.

 

Are there prerequisites before booking the learning bundle?

No, these Virtual Classroom courses within the learning bundle are open to all (for further information on who the courses are aimed at, please view the ‘Who should attend?’ section on each course tab). For some courses you are encouraged to complete pre-work, but this will be sent to you once you are booked onto the course.

 

What should I do if I am no longer able to attend one of the course dates I selected?

Email ella.hemmings@icaew should you have any issues with your selected course date. Any course amendments will be communicated in writing.

Excel for Business

Click here for course Webpage.

Are you concerned that you may not be using Excel as efficiently and effectively as you could be? Are you only using five or six functions for all of your modelling needs? Do you take far too long to build a calculation or are scared you’re performing analysis “the wrong way”? Are you frustrated with understanding the differences between Excel 365 and other versions? These are just some of the questions attendees of this popular course have raised over the years. If you want to optimise your use of Excel, then this course is for you.

Attendees will leave enthused and equipped with a toolkit of key functions and features to analyse and measure their business effectively, efficiently, and economically. This course provides attendees with the necessary and fundamental skills that everyone in finance and business in general should know, and even acts as a useful refresher for long-standing Excel users who may not be up-to-date on the improvements made over the past 10 years.

This virtual classroom is designed for accountants and analysts from newly-qualified up to Board level who want to make a quantitative, positive impact on their business with Excel as a key 21st century tool, supporting automation, collaboration and artificial intelligence.

Learning outcomes:

  • Make use of keyboard and mouse shortcuts designed to help you work smarter in the modern workplace.
  • Be more confident knowing which functions, features and charts to use when and why.
  • Automate repetitive tasks (without VBA) in order to free up more time to analyse the information generated.
  • Identify improvement opportunities in existing spreadsheets making use of features such as Azure Machine Learning, Power Query, Copilot, Quick Analysis, Recommended Charts and Analyze Data.
  • Understand and adopt Best Practice design tips and tricks aimed at making spreadsheets easier for developers and end users alike.
  • Become an advocate and champion for using more of the features available in Excel within their organisation.

Computer Requirements:
You will need a PC laptop equipped with Excel 2007/2010/2013/2016/2019 to complete this course. We do not recommend Apple products.
A set of model examples will be provided for use during the course.
Online support is available after the course for continued dialogue with the tutor.

Competency requirements:
Delegates should be able to construct an =IF statement in Excel before attending this course

Who should attend?

Anyone involved in presenting financial information in a clear and concise manner and creating dashboards. For people of all levels, Analyst, Manager, Trusted Advisor and Business Leader.

Trainer

Dr Liam Bastick FCA FCMA CGMA MVPin

Managing director of boutique consulting firm SumProduct, Liam has over 30 years’ experience in financial model development/auditing, Power BI, valuations, M&A, strategy, project finance, training and consultancy.

He has considerable experience in many different sectors and as a management consultant, he has provided strategic advisory assistance to many well-known companies about KPI creation and performance measurement/monitoring.

A Fellow of three accounting institutes, he is a regular contributor to various accounting institutes with a circulated readership of c.7 million each month. He is also author of An Introduction to Financial Modelling, Continuing Financial Modelling and Financial Modelling in Power BI, amongst other texts, and is also the co-author and lead editor of Excel Insights: A Microsoft MVP Guide to the Best of Excel and the Power BI MVP Book. Upcoming books include Financial Modelling for Project Finance, Financial Modelling with Dynamic Arrays, An Introduction to AI in Finance & Accounting and Financial Modelling using AI.

 

Harnessing the power of Power Pivot

Click here for course Webpage.

Forecasting is irrelevant unless you can accurately measure your current business performance. Learn how to use Excel and its related tools to effectively analyse your business.

Since the advent of Power Pivot in Excel 2010, we now have database-like computational power on our desktops, where we can summarise multi-dimensional PivotTables using Data Analysis Expressions (DAX).

This course shows you how you may create bespoke calculations, charts, dashboards and reports using two of Microsoft’s premier tools: Power Pivot and Power BI. It will demonstrate how to create more powerful PivotTable reports and dissect / display data to produce detailed information for business reporting and forecasting purposes. Power Pivot takes PivotTables to the next level and Power BI allows you to design rich and interactive analytical, interrogative tools that look like they have spent weeks in development.

During the course, you will develop a sophisticated case study exploiting many of the powerful tools and functionalities from scratch. Using hands-on examples throughout, you will learn how to convert mountains of data into key business information efficiently and present it to influence strategy.

Learning outcomes:

  • Refresher on manipulating Tables and PivotTables in Excel.
  • Understand how Power Pivot builds on the functionality in Excel’s native tools, such as PivotTables, Slicers and key multiple criteria functions.
  • Be able to import data from a variety of electronic sources and relate them quickly to deliver key information in minutes not weeks.
  • Learn how to write powerful formulae in Power Pivot's Data Analysis Expressions (DAX) language.
  • Convert your knowledge of Excel into powerful and intuitive dashboards by using Power BI to automate your reports.

Who should attend?

Excel users wanting to automate manual tasks, business analysts and financial / management accountants working with large amounts of data, key executives wanting to enhance and shorten their business decision making.

Trainer

Dr Liam Bastick FCA FCMA CGMA MVPin

Managing director of boutique consulting firm SumProduct, Liam has over 30 years’ experience in financial model development / auditing, Power BI, valuations, M&A, strategy, project finance, training and consultancy.

He has considerable experience in many different sectors and as a management consultant, he has provided strategic advisory assistance to many well-known companies about KPI creation and performance measurement / monitoring.

A Fellow of three accounting institutes, he is a regular contributor to various accounting institutes with a circulated readership of c.7 million each month. He is also author of An Introduction to Financial Modelling, Continuing Financial Modelling and Financial Modelling in Power BI, amongst other texts, and is also the co-author and lead editor of Excel Insights: A Microsoft MVP Guide to the Best of Excel and the Power BI MVP Book. Upcoming books include Financial Modelling for Project Finance, Financial Modelling with Dynamic Arrays, An Introduction to AI in Finance & Accounting and Financial Modelling using AI.

Power Query: streamline the automation of key business reports

Click here for course Webpage.

Are you spending hours each week cleaning up your data, copying and pasting from one source to another and performing one mind-numbing activity after another? Are you thinking, surely there is a better way?

Power Query can help you extract, load, customise and transform data automatically, freeing you up to spend more time analysing and less time preparing reports. This course shows you how you can design rich and interactive data preparatory tools that look like they have spent weeks in development yet take seconds to run.

This course develops practical case studies exploiting many of the powerful tools and functionalities of Excel’s Power Query / Get & Transform. Using hands-on examples throughout, you will learn how to convert mountains of uncleansed data into key business information reported efficiently and effectively.

Learning outcomes:

  • Find and connect to data from a wide variety of sources including performing online searches.
  • Learn how to cleanse data quickly and automatically without the need for tedious task work.
  • Merge and shape data sources to match your data analysis requirements or prepare it for further analysis and modelling.
  • Create custom views over data.
  • Learn how to write powerful formulae in Power Query’s M language.

Who should attend?

Excel users wanting to automate manual tasks, business analysts and financial / management accountants working with large amounts of data, key executives wanting to enhance and shorten their business decision making.

Trainer

Dr Liam Bastick FCA FCMA CGMA MVPin

Managing director of boutique consulting firm SumProduct, Liam has over 30 years’ experience in financial model development / auditing, Power BI, valuations, M&A, strategy, project finance, training and consultancy.

He has considerable experience in many different sectors and as a management consultant, he has provided strategic advisory assistance to many well-known companies about KPI creation and performance measurement / monitoring.

A Fellow of three accounting institutes, he is a regular contributor to various accounting institutes with a circulated readership of c.7 million each month. He is also author of An Introduction to Financial Modelling, Continuing Financial Modelling and Financial Modelling in Power BI, amongst other texts, and is also the co-author and lead editor of Excel Insights: A Microsoft MVP Guide to the Best of Excel and the Power BI MVP Book. Upcoming books include Financial Modelling for Project Finance, Financial Modelling with Dynamic Arrays, An Introduction to AI in Finance & Accounting and Financial Modelling using AI.

 

Click here to view the full 2025 Virtual Classroom CPD Planner.

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The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

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