ECF463

Excel Copilot for Finance

Q: What will I learn in this Excel Copilot for Finance course?

You will learn to transform your Excel skills by integrating Microsoft 365 Copilot AI capabilities with traditional spreadsheet expertise. The course covers prompt engineering for finance scenarios, automated data cleaning and validation, advanced financial modeling and forecasting, interactive dashboard creation, multi-source data modeling with PivotTables and Power Query, and building comprehensive finance automation workflows. You'll complete real-world case studies and a capstone project creating fully automated finance dashboards.

Q: What are the prerequisites for this course?

This is a beginner-level course designed for finance professionals with basic Excel knowledge. You should have an undergraduate qualification and fundamental understanding of spreadsheet operations. No prior experience with Microsoft 365 Copilot or AI tools is required, as the course starts with Copilot integration fundamentals. Basic familiarity with financial concepts like budgeting, forecasting, and data reconciliation will be helpful.

Q: Who is this course designed for?

This course is specifically designed for finance professionals at various career levels, including entry-level finance staff, mid-level managers, and senior managers. It's ideal for anyone working in accounting, financial analysis, budgeting, forecasting, or financial reporting who wants to leverage AI automation to streamline their Excel workflows and enhance their analytical capabilities.

Q: Do I need access to Microsoft 365 Copilot to take this course?

While having access to Microsoft 365 Copilot would enhance your learning experience, the course is designed to teach you the concepts, techniques, and prompt engineering strategies that you can apply once you have access. The training includes comprehensive instruction on configuring and implementing Copilot for finance-specific Excel workflows, so you'll be fully prepared to use these tools in your organization.

Q: What practical skills will I gain from this 2-day program?

You'll gain hands-on expertise in automating data cleaning and validation, building advanced financial models for forecasting and scenario analysis, creating interactive dashboards with dynamic visualizations, developing audit tools and exception reporting, and mastering prompt engineering for complex finance calculations. The course emphasizes practical application through labs, case studies, and a capstone project that demonstrates real-world implementation.

Q: How does this course combine traditional Excel with AI capabilities?

The course strategically blends proven Excel techniques with cutting-edge AI automation. You'll learn traditional skills like financial formula creation, data validation, and PivotTable operations, then discover how to enhance these processes using Microsoft 365 Copilot's AI capabilities. This approach ensures you maintain strong foundational Excel skills while gaining the ability to automate complex workflows through intelligent prompting strategies.

Q: What kind of real-world applications will I work on during the course?

You'll work on practical finance scenarios including accounts receivable reconciliation, budget versus actuals analysis, cash flow projections, variance tracking, and investment decision support tools. The course includes hands-on case studies that mirror actual finance department challenges, culminating in a capstone project where you'll build a comprehensive automated finance dashboard that demonstrates your mastery of both Excel techniques and AI-powered automation.

Q: Where is the training conducted?

Our online trainings are conducted usually using Zoom or Google Meet. Our physical trainings are normally held in Common Ground, Bangsar South .

Q: Can international participants join this course?

Please check the Available in section to see which countries the course is available in. If your country is not listed, please contact us.

Q: What is the difference between public, corporate, and training provider pricing?

Public pricing : applies for individuals signing up from different companies. Corporate pricing : applies if a company wants to have an intake for its employees only. Training provider pricing : applies only for other training providers looking to hire our trainers and use our content. Our content has a licensing fee.

Master advanced Excel automation for finance professionals through Microsoft 365 Copilot integration. Enroll in our comprehensive training program tailored specifically for finance teams seeking to revolutionize their analytical workflows. Transform complex financial modeling, dashboard creation, and data reconciliation processes using artificial intelligence-powered automation techniques designed for modern finance operations.

Available in:
Malaysia

Face-to-Face Feb 16-17, 2026 9:00 AM - 5:00 PM Tasmeea Rahman

Created: July 21st 2025, 1:37 AM MYT Last Modified: February 11th 2026, 6:00 AM MYT

updated

beginner

We price match

Public Pricing

MYR 3500

Corporate Pricing

Pax:

Training Fees: MYR 6500/day

Total Fees: MYR 13000 ++

Training Provider Pricing

Pax:

Training Fees: MYR 2400/day

Material Fees: MYR 400

Total Fees: MYR 5200 ++

Features

2 days

16 modules

21 intakes

Full life-time access

English

Technical: 25 pax

Target Audience

students

managers

executives

Methodologies

lecture

slides

labs

case studies

group discussion

q&A

Subsidies

What you'll learn

Automate data cleaning, validation, and reconciliation using AI-powered prompts
Build advanced financial models for forecasting and scenario analysis automation
Create multi-source data models using PivotTables and Power Query integration
Develop audit tools and exception reporting using Copilot automation features
Design interactive financial dashboards with dynamic visualizations and controls
Configure and implement Microsoft 365 Copilot for finance-specific Excel workflows
Master prompt engineering techniques for complex finance calculation workflows

TTT Certificate

TTT Accreditation

Tasmeea Rahman is a highly accomplished corporate trainer and academic professional with a unique blend of technical expertise and pedagogical excellence. Currently pursuing her PhD in Project Management with a focus on Energy Management in the electrical power industry at Universiti Putra Malaysia, she maintains an exceptional 4.00/4.00 CGPA while actively contributing to the professional training landscape. With extensive experience as a Freelance Corporate Trainer since 2023, Tasmeea specializes in delivering comprehensive training programs across multiple domains. Her training portfolio encompasses advanced data analytics tools including Python, Power BI, Minitab, Jaspersoft, Apache Superset, and TIBCO Spotfire, as well as machine learning applications. She also excels in teaching engineering design software such as AutoCAD, Autodesk Fusion 360, Solid Edge, and Autodesk 3Ds Max for both 2D and 3D electrical and mechanical designs. Her project management training capabilities further complement her diverse skill set. Her academic credentials are impressive, holding a Master of Engineering Management from Universiti Putra Malaysia (CGPA: 3.713/4.00), an MBA in Marketing from the University of Dhaka (CGPA: 3.61/4.00), and a Bachelor's degree in Electrical and Electronics Engineering. This multidisciplinary educational background enables her to bridge technical concepts with business applications effectively. As an Adjunct Lecturer at Leading University, she demonstrated her ability to develop curricula and deliver engaging lectures on complex electrical and electronics subjects, including VLSI design, digital signal processing, and microprocessor systems. Tasmeea's research contributions are noteworthy, with publications in high-impact journals including a first-author paper in Renewable and Sustainable Energy Reviews (Q1, Impact Factor: 15.9) and co-authored works in IEEE Access. She holds a Train the Trainer Certification from HRD Corp Malaysia and is certified in Agile Project Management by Google. Her technical proficiency spans programming languages like Python and C++, engineering software including MATLAB and CISCO Packet Tracer, and various data analytics platforms. With her combination of industry experience, academic rigor, and certified training expertise, Tasmeea delivers practical, industry-relevant training that empowers professionals to excel in their respective fields.

8 Students

86 Courses

8 Years

( 3 ratings )

100%

( 3 reviews )

Instructor

Dr. Esther Suria Kala ICT & Cybersecurity Training Expert

Trainer Profile

TTT Certificate

Dr. Esther Suria Kala is a highly accomplished ICT consultant and corporate trainer with nearly 30 years of extensive experience in information technology, project management, and organizational development. As the founder of Angel Software Solutions, she has established herself as a versatile and dedicated professional who delivers cutting-edge training solutions across Malaysia and internationally.

Her academic credentials are exceptional, including a PhD in Psychology with a focus on Human Behaviour and Human Resources, an MBA in Finance, and degrees in both Computer Science and Human Resources. Currently pursuing a second PhD in IT Information Security, Dr. Esther demonstrates an unwavering commitment to continuous learning and staying at the forefront of technological advancement. Her educational foundation is complemented by an impressive array of professional certifications, including Microsoft Certified Trainer (MCT), CISSP, ITIL, SAP Certified Associate, Certified Cyber Security Professional, Data Scientist, AI Engineering, and ECBA certifications.

Dr. Esther's technical expertise spans an extensive range of domains, from traditional programming languages like Java, C++, and PHP to modern technologies including Python, AI coding, machine learning, RPA, and IR 4.0 microservices. She is proficient in database management systems including Microsoft SQL Server and Oracle, web development frameworks, and enterprise solutions like SAP Crystal Reports and SharePoint Server. Her knowledge extends to cybersecurity, ethical hacking, network administration, and data analytics, making her uniquely qualified to address both technical and strategic business challenges.

As a trainer, Dr. Esther excels in bridging the gap between technical complexity and practical application. She delivers comprehensive training programs for both IT and non-IT professionals, covering everything from software development and cloud computing to soft skills such as digital marketing, business analysis, customer service, and project management. Her ability to communicate effectively in both English and Bahasa Malaysia enables her to connect with diverse audiences across different organizational levels.

Her impressive client portfolio includes leading organizations such as Maybank, Telekom Malaysia, Malaysian Airlines, Tenaga Nasional Berhad, Bank Negara, Ministry of Education, Ministry of Finance, and numerous multinational corporations. This extensive experience across banking, telecommunications, government, aviation, and technology sectors demonstrates her adaptability and deep understanding of varied industry requirements. Recognized with the Outstanding Achievement Award in Information Technology from University Malaya in 2013, Dr. Esther continues to empower organizations through innovative training solutions that drive digital transformation and professional excellence.

226 Courses

English, Malay, Hindi, German, Tamil

30 Years

( 0 ratings )

( 0 reviews )

Instructor

Habil Hadi Mohammed Additive Manufacturing & 3D Printing Specialist

Trainer Profile

Habil Hadi Mohammed is a highly skilled Mechanical Engineer and Research Fellow specializing in advanced manufacturing technologies, with particular expertise in additive manufacturing, 3D printing, and functionally graded materials (FGM). Currently pursuing his PhD in Biomedical Engineering at Universiti Putra Malaysia (UPM), he combines strong academic credentials with practical engineering experience to deliver innovative solutions across multiple industries. With a Master's degree in Manufacturing Systems Engineering (CGPA 3.81/4) and a Bachelor's in Mechanical Engineering, Habil has established himself as an expert in the rapidly evolving field of additive manufacturing. His research focuses on cutting-edge topics including multi-material 3D printing, material extrusion processes, and surface finishing techniques for FDM printed parts. His work has been recognized at international conferences in Slovenia, Malaysia, and Hong Kong, where he has presented papers on FGM implementation and material flow control in additive manufacturing. As a Research Fellow at UPM since 2021, Habil has demonstrated exceptional capabilities in software development, automation, and prototype design. He has successfully developed software for multi-material FGM 3D printers, designed automated sports equipment, and created hydroponic plant systems. His current role as a Developer Engineer for an international Swiss company showcases his ability to bridge theoretical knowledge with practical application, where he designs, programs, and develops machines using both 3D printing and conventional manufacturing techniques. Habil's technical proficiency spans multiple programming languages including Python, C/C++, Arduino, XCode, and Swift, complemented by expertise in CAD software such as AutoCAD, Fusion360, ANSYS, and SolidWorks. His analytical skills are enhanced by proficiency in data analysis tools including Minitab, SPSS, and Python. Beyond technical skills, his management experience as an Area Manager demonstrates strong leadership abilities, having successfully doubled sales through strategic planning and employee training. Multilingual and culturally adaptable, Habil brings a unique global perspective to engineering challenges, making him an invaluable asset for organizations seeking innovation in manufacturing technology and engineering education.

122 Courses

English

9 Years

( 0 ratings )

( 0 reviews )

Instructor Reviews

Tasmeea Rahman

Data Analytics & Engineering Training Specialist

"Tasmeea was an excellent teacher. Very pleasant, willing to assist and answer concerns, and continuously asked how she could assist more. She made the course enjoyable as well as informative."

"Thank you so much for your invaluable guidance. I really enjoyed it and appreciated how much fun you made it! I feel much more equipped to cope with difficult challenges."

"The training was both fascinating and beneficial. Many members of the staff commented on how useful it was. Tasmeea delivers the topic with authority, wit, and passion."

FAQ

Frequently Asked Questions About This Course

What will I learn in this Excel Copilot for Finance course?

What are the prerequisites for this course?

Who is this course designed for?

Do I need access to Microsoft 365 Copilot to take this course?

What practical skills will I gain from this 2-day program?

How does this course combine traditional Excel with AI capabilities?

What kind of real-world applications will I work on during the course?

Where is the training conducted?

Can international participants join this course?

What is the difference between public, corporate, and training provider pricing?

Do I have to pay right away?

I just enrolled in an intake. Does that mean I can attend the course on that date?

What happens if quorum for an intake is not reached?

Why should you attend?