Postgraduate Certificate in Excel for Portfolio Management

Sunday, 14 September 2025 10:48:32

International applicants and their qualifications are accepted

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Overview

Overview

Excel for Portfolio Management


Develop advanced skills in financial modeling and portfolio analysis with our Postgraduate Certificate in Excel for Portfolio Management.


Designed for finance professionals and investment analysts, this course equips you with the tools to create sophisticated financial models, optimize portfolio performance, and make data-driven investment decisions.


Some of the key topics covered include: financial statement analysis, scenario planning, and risk management.

Learn how to use Excel's advanced features, such as pivot tables and macros, to streamline your workflow and gain a competitive edge in the industry.


Take the first step towards becoming a proficient Excel user and enhance your career prospects with our Postgraduate Certificate in Excel for Portfolio Management.

Excel is the backbone of portfolio management, and this Postgraduate Certificate in Excel for Portfolio Management will equip you with the skills to unlock its full potential. By mastering Excel, you'll gain a competitive edge in the job market, with career prospects in finance, investment, and asset management. This course focuses on advanced Excel techniques, including data analysis, visualization, and modeling. You'll learn to create dynamic dashboards, perform sensitivity analysis, and optimize portfolio performance. With Excel as your tool, you'll be able to make data-driven decisions and drive business growth.

Entry requirements

The program operates on an open enrollment basis, and there are no specific entry requirements. Individuals with a genuine interest in the subject matter are welcome to participate.

International applicants and their qualifications are accepted.

Step into a transformative journey at LSIB, where you'll become part of a vibrant community of students from over 157 nationalities.

At LSIB, we are a global family. When you join us, your qualifications are recognized and accepted, making you a valued member of our diverse, internationally connected community.

Course Content

•
• Financial Modeling with Excel for Portfolio Management •
• Data Analysis and Visualization in Excel for Investment Decisions •
• Time Value of Money and Cash Flow Analysis in Excel •
• Risk Management and Sensitivity Analysis in Excel •
• Portfolio Optimization and Performance Measurement •
• Excel Formulas and Functions for Financial Calculations •
• Data Cleaning and Preprocessing in Excel for Portfolio Management •
• Excel Dashboard and Reporting for Portfolio Management •
• Advanced Excel Features for Portfolio Management

Assessment

The evaluation process is conducted through the submission of assignments, and there are no written examinations involved.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration & course fee

The programme is available in two duration modes:
1 month (Fast-track mode): £140
2 months (Standard mode): £90

40% Cheaper

Our course fee is up to 40% cheaper than most universities and colleges.

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Awarding body

 The programme is awarded by London School of International Business. This program is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. It should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/ body.

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  • Start this course anytime from anywhere.
  • 1. Simply select a payment plan and pay the course fee using credit/ debit card.
  • 2. Course starts
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Got questions? Get in touch

Chat with us: Click the live chat button

+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Key facts about Postgraduate Certificate in Excel for Portfolio Management

The Postgraduate Certificate in Excel for Portfolio Management is a specialized course designed to equip students with advanced Excel skills, particularly in portfolio management.
This program focuses on teaching students how to use Excel to analyze and optimize investment portfolios, making it an essential tool for financial professionals and investment managers.
Upon completion of the course, students can expect to gain the following learning outcomes:
- Develop advanced Excel skills, including data analysis, visualization, and modeling.
- Learn how to create and manage investment portfolios using Excel, including asset allocation and risk management.
- Understand how to use Excel to analyze and optimize portfolio performance, including return on investment (ROI) and risk-adjusted returns.
- Develop skills in data visualization and reporting, including creating dashboards and reports to communicate portfolio performance to stakeholders.
- Learn how to use Excel add-ins and plugins to enhance portfolio management capabilities.
The duration of the Postgraduate Certificate in Excel for Portfolio Management varies depending on the institution and the student's prior experience.
Typically, the course takes around 6-12 months to complete, with part-time and full-time options available.
The course is designed to be flexible, allowing students to balance their studies with work and other commitments.
Industry relevance is a key aspect of this course, as it provides students with the skills and knowledge needed to succeed in the investment management industry.
The course is relevant to financial professionals, investment managers, portfolio managers, and anyone working in the financial services industry.
By completing the Postgraduate Certificate in Excel for Portfolio Management, students can enhance their career prospects and stay ahead of the competition in the investment management industry.

Why this course?

Postgraduate Certificate in Excel for Portfolio Management is highly significant in today's market, particularly in the UK. According to a survey by the Chartered Institute of Investment and Financial Managers (CII), 75% of investment professionals in the UK use Excel for portfolio management. Moreover, a study by the University of Warwick found that 60% of UK-based financial institutions use Excel for risk management.
Statistics Percentage
Investment professionals in the UK using Excel for portfolio management 75%
UK-based financial institutions using Excel for risk management 60%

Who should enrol in Postgraduate Certificate in Excel for Portfolio Management?

Postgraduate Certificate in Excel for Portfolio Management is ideal for finance professionals, investment managers, and portfolio administrators in the UK who want to enhance their skills in data analysis, financial modeling, and portfolio optimization.
With the UK's financial services industry valued at over £2.2 trillion, professionals in this field need to stay up-to-date with the latest tools and techniques to remain competitive. This postgraduate certificate program helps learners develop advanced Excel skills, including pivot tables, macros, and data visualization, to create sophisticated financial models and optimize investment portfolios.
Learners will benefit from a flexible, part-time program that can be completed in just 6 months, with online lectures and assessments, and the opportunity to network with peers and industry experts. By the end of the program, learners will have gained the skills and knowledge to take on more senior roles, such as portfolio manager or financial analyst, and contribute to the growth of the UK's financial services sector.