About The Course

This immersive practical online workshop is for accountants who want to challenge themselves to improve their efficiency with Excel, especially for functionalities commonly used in the finance and accounting industry.

Various styles of activities and collaborative challenges have been designed to keep participants engaged and involved for the entire duration of the workshop for all participants to optimise their learning and value from attending this course.

These hands-on activities will allow participants to get creative with Excel’s formulae and functionalities to optimise their workflow, learn about tips and tricks to improve efficiency, and apply this knowledge to their daily activities with Excel.

Training methodology

Digital whiteboard, scenario-based activities, and group problem solving.

Which Excel Should You Take?

There are a variety of Excel courses available and these are all tailored for accountants and finance professionals with hands-on exercises to help make the sessions practical.

If you would like us to assess your Excel skill level and recommend which course to take, kindly drop us an email at jasmine.wong@accaglobal.com and provide a list of what you are familiar with already and what you wish to learn or improve on.

To get an idea on this, you may look at the Outline of each course and pick out the topics from there. We will then advise you with our recommendation on the level suited for you.


  • Data formatting and transformation
    • Filtering with conditions
    • Custom sorting
    • Text delimitation
    • Remove duplicates
  • Excel functions
    • Logical
      • AND/IF/OR
      • IFS
      • NOT
    • Text
      • LEN
      • TEXT
      • TRIM
    • AutoSum
      • SUBTOTAL
      • MIN/MAX
    • Statistical
      • ABS
    • Lookup and reference
      • UNIQUE
  • Conditional formatting
    • Highlight
    • Top/bottom
    • Duplicate/Unique
  • Tables and PivotTables
    • Why use Tables
    • Naming
    • Design
    • Autofill formulae and formatting
    • Table Slicers
    • Create PivotTable from Table
    • Names
    • Layout, sub totals and grand totals
    • Sorting and filtering
    • PivotTable Slicers
  • Data validation
    • Usage
    • Dropdown list
    • Dynamic dropdown list with tables
    • Go to special - Validation
  • Shortcuts, tips and tricks

CPD units

Your attendance to this workshop will accord you with 7.0 CPD units (ACRA Category 5). A CPD certificate will be emailed to you within 2 business days after the completion of the online workshop.


You will need a computer installed with Microsoft Excel for this class. We recommended the use of Microsoft Excel 2010 and above for this class.

ACCA Singapore CPD Subsidy

ACCA Singapore is currently offering a special subsidy to active members, affiliates and students to support them in their professional development. This offer is available on selected courses here and on a limited basis. Terms and conditions apply.

Who Should Attend

Users of Excel with a good foundational knowledge on Excel functionalities

The training is ideal for those (such as Accountants, Controllers, Finance managers, Auditors and all accounting professionals ) who deal with large volume of data & excel in their day to day work for creating reporting solutions, data mining and need excel tools and technologies for further enhancing their efficiency and productivity 


Jerina Loh ACCA 

Jerina has been a Microsoft Certified Application Specialist since 2008, started her career in audit in 2014 and qualified as an ACCA member in 2019.

Having audited a variety of industries from financial services to manufacturing and construction as well as government agencies, she met many accountants and auditors who were overworked and dealing with paperwork, filing, data entry, reconciliations and other administrative processes despite being fully qualified accountants. During her time in the audit industry, she was driven to identify gaps in audit and accounting processes and creating automation solutions to improve the efficiency and reliability of these functions.

This has inspired in her a lifelong goal to contribute to the betterment of the accounting profession by enhancing efficiencies and alleviation of mundane tasks from accountants through increasing the availability and suitability of tools for accounting professionals, as well as improving work life balance, job satisfaction and raise the value of the industry through the ability to provide more value adding services.

Today, Jerina specialises in digital innovation solutions, project management and exploration of disruptive technology in her quest to optimise efficiency and eliminate repetitive work performed by colleagues.