Excel specialist with basic knowledge of business administration and accounting

In the first step, the course teaches basic and advanced spreadsheet topics, including the use of formulas and functions, as well as pivot tables and references. In the second step, you will familiarize yourself with the business mindset and acquire basic knowledge of accounting, especially in the areas of corporate objectives, accounting, cost accounting and business law. You will also learn how artificial intelligence is used in the workplace.
  • Certificates: Certificate "Excel Specialist"
    Certified Business Administrator" certificate
  • Additional Certificates: Microsoft Excel" certificate
    Certificate "Microsoft Excel for advanced users"
  • Examination: Praxisbezogene Projektarbeiten mit Abschlusspräsentationen
    Modulprüfung Microsoft Excel
    Certified Business Administrator
  • Teaching Times: Full-time
    Monday to Friday from 8:30 a.m. to 3:35 p.m. (in weeks with public holidays from 8:30 a.m. to 5:10 p.m.)
  • Language of Instruction: German
  • Duration: 8 Weeks

Spreadsheet calculation with Microsoft Excel

Spreadsheet calculation with Excel (full-time 10 days/part-time 20 days)

Basics of table editing

Working with formulas and functions

Formatting cells, editing and printing tables

Filling, moving and copying (auto-fill, flash preview)

Sorting and filtering data

Calculating with date and time

Creating and editing charts

Chart templates and chart layouts

Manage workbooks (sheet protection, workbook protection)

Use individual print settings

Using Excel templates

Formula help and troubleshooting with AI

Microsoft Excel for advanced users

Spreadsheet calculation with Excel (approx. 8 days)

Using Excel as a database: Selecting (auto and special filters), sorting, evaluating lists (tables)

Using functions, performing calculations with functions, getting to know references

Matrix functions: SREFERENCE, WREFERENCE, XREFERENCE

Working with names or named ranges

Creating, editing and evaluating pivot tables

Special functionalities such as conditional formats, validity rules, user-defined formats

Calculations with cell ranges (matrices)

Creating different chart types

Macro recording


Artificial intelligence (AI) in the work process

Presentation of specific AI technologies

and possible applications in the professional environment


Project work (approx. 2 days)

To consolidate the content learned

Presentation of the project results

Fundamentals of business administration and accounting

Business management basics and company processes (approx. 3 days)

Business management in companies
Corporate goals and conflicting objectives
Structure, functions and operational processes
Basic business functions: Procurement, service provision, sales, financing, personnel and administration
Business model, value creation and the relationship between turnover, costs, profit and liquidity
AI-supported research, structuring and preparation of business information


Business law and legal basics (approx. 2 days)

Legal forms of companies

Rights and obligations in sales contracts

Basics of liability

Cooperations and company mergers

Insolvency law and signs of crisis


Tax fundamentals in the corporate context (approx. 1 day)

Classification of business tax types

Basics of corporate taxation

The basic principle of value added tax

Importance of taxes for pricing, earnings and liquidity


Fundamentals of external accounting: bookkeeping, balance sheet and income statement (approx. 6 days)

Tasks and objectives of external accounting

Inventory and stocktaking

Layout and structure of a balance sheet, assets/liabilities

Profit and loss account (P&L) and profit calculation

Receivables/payables

Provisions and reserves in basic terms

Depreciation and its effects on the annual financial statements

Relationship between current business transactions and annual financial statements

P&L statement in graduated form

Introduction to analyzing the balance sheet and income statement

AI support in accounting-related processes, e.g. for audit notes, plausibility checks


Corporate goals, key figures and business management (approx. 1 day)

Profitability, productivity

Liquidity and profitability

Return on equity and other business ratios

Assessment of the economic situation of a company


Cost and activity accounting in small and medium-sized companies (approx. 3 days)

Tasks and importance of cost and activity accounting

Terms used in cost accounting

Cost type, cost center and cost unit accounting

Price calculation

Basic principles of contribution margin and profitability analysis

Cost accounting for operational control


Project work, certification preparation and certification examination (approx. 4 days)



Changes are possible, the course content is updated regularly.

Once you have completed the course, you will understand the concept of spreadsheets and be able to use Excel quickly and confidently. You will also be able to work confidently with formulas and functions and create, edit and evaluate large tables. You will also be able to use pivot tables and make good use of references.

You will also have a basic understanding of business contexts and commercial thinking. You will be familiar with the central areas of accounting, be able to classify operational key figures and understand and process simple business management issues in everyday working life. You will also learn about the sensible and responsible use of artificial intelligence in commercial and administrative work processes.

The course is aimed at people who want to acquire basic business management knowledge or refresh and expand their existing knowledge in the commercial field.

Sound basic commercial and business management knowledge is indispensable in today's working world and makes it easier for you to understand business practice.

With in-depth knowledge of Microsoft Excel, you will also expand your professional expertise, which will further increase your chances on the job market.

Didactic concept

Your lecturers are highly qualified both professionally and didactically and will teach you from the first to the last day (no self-study system).

You will learn in effective small groups. The courses usually consist of 6 to 25 participants. The general lessons are supplemented by numerous practical exercises in all course modules. The practice phase is an important part of the course, as it is during this time that you process what you have just learned and gain confidence and routine in its application. The final section of the course involves a project, a case study or a final exam.

 

Virtual classroom alfaview®

Lessons take place using modern alfaview® video technology - either from the comfort of your own home or at our premises at Bildungszentrum. The entire course can see each other face-to-face via alfaview®, communicate with each other in lip-sync voice quality and work on joint projects. Of course, you can also see and talk to your connected trainers live at any time and you will be taught by your lecturers in real time for the entire duration of the course. The lessons are not e-learning, but real live face-to-face lessons via video technology.

 

The courses at alfatraining are funded by Agentur für Arbeit and are certified in accordance with the AZAV approval regulation. When submitting a Bildungsgutscheinor Aktivierungs- und Vermittlungsgutschein, the entire course costs are usually covered by your funding body.
Funding is also possible via Europäischen Sozialfonds (ESF), Deutsche Rentenversicherung (DRV) or regional funding programs. As a regular soldier, you have the option of attending further training courses via Berufsförderungsdienst (BFD). Companies can also have their employees qualified via funding from Agentur für Arbeit (Qualifizierungschancengesetz).

We will gladly advise you free of charge.

0800 3456-500 Mon. - Fri. from 8 am to 5 pm
free of charge from all German networks.

Contact

We will gladly advise you free of charge. 0800 3456-500 Mon. - Fri. from 8 am to 5 pm free of charge from all German networks.