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Excel® Fundamentals for Bankers

Learn the fundamentals of Excel® and its application for banking and financial professionals.

Working in Excel gets challenging when what you know hits the wall of what you don't know. In this course, you will learn the elements of a worksheet, how to manipulate cells, and how to work with the Ribbon, including making custom groups. You will learn about formula and functions, their operators, and how Excel works its way through formulas. We'll also take a dive into data analysis and statistics. What exactly is standard deviation anyway?

59 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

What Is Excel?

  • History
  • What Can Excel Do?

Construction of an Excel File

  • Worksheet
  • Workbook

Elements of the Worksheet

  • Absolute/Relative
  • Range of Cells

The Ribbon

  • How to Make Changes
  • How to Customize

Keyboard Shortcuts

Numbers (Yes, Some Math Helps)

  • Operators
  • Formulas
  • Functions

Formatting/Conditional Formatting

Data Analysis

  • Forecasting

Statistics

  • Mean
  • Average
  • Standard Deviation
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Why Lorman?

Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on June 26, 2026.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Add to Wishlist

More Program Information

Why Lorman?

Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jill A. Trehearne

Jill A. Trehearne

FatDAWGS.com

  • Over 15 years in the graphic/publishing industry.
  • Over 20 years in the IT industry, including 8 years working at Microsoft Corporation as a Support

Engineer and Content Lead. Also, as a Windows System Engineer for various other companies including

a major health provider group.

  • While at Microsoft, she experienced working on multiple Six Sigma Green Belt projects, and as part of

a Green Belt team won the Microsoft Excellence in Business Award.

  • As Content Lead, Jill wrote technical support articles for Office and Microsoft Home products.
  • Develops and designs websites, designs iPhone graphics, co-develop Commercial SQL solutions.
  • Graduate - Associates in Applied Sciences – Graphic Design from Illinois Central College; Continuing

Education with University of Maryland, Europe Division, and various certificates of learning while on

the job.

  • President of FatDAWGS.com
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Add to Wishlist

More Program Information

Why Lorman?

Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 412578
Published 2026
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