Excel Pro Bundle
Three Excel skills. Most finance professionals only have one or two.
Excel Analyst, Excel Modeller and Power Query & Power Pivot cover advanced analysis, best-practice modelling and automated reporting. Work out which you need below, or take all three and save £230.
- Advanced analysis, best-practice modelling and reporting automation, in one place
- A built-in comparison: work out which course, or courses, you actually need
- Three CPD certificates on completion, one per course
- £230 cheaper than buying the three courses separately
12-month access · No subscription · Three CPD certificates
Enrol Now: £535 + VAT
Valuation metrics: estimate valuation and returns using DCF analysis and learn from completed models in course support files (Excel Modeller)
Sales dashboard: apply multiple slicers to filter large datasets in the data model, instantly returning key financial metrics (Power Query & Power Pivot)
The PROBLEM
Three gaps. Most finance professionals have at least one of them.
Excel is the one tool almost everyone in finance uses daily, and almost nobody was formally trained in.
✗ Analysis
Gaps in Excel knowledge cost you time, whilst the output suffers: using the mouse slows you down, lack of confidence constructing formulas, messy formatting reduces trust.
✗ Modelling
Models get built by copying whatever was inherited, with no consistent structure and no built-in checks before they reach management.
✗ Reporting
Monthly reporting is still manual in most finance teams: download, paste, adjust, check, fix, then repeat next month.
The solution
Three specific fixes, not one generic one.
Each course in this bundle fixes one gap directly, so you can take exactly the one, two, or three you need.
✓ Excel Analyst
Replaces guesswork with the functions, formatting techniques, and shortcuts that make your work fast and trustworthy.
✓ Excel Modeller
Replaces ad hoc modelling with a repeatable, established framework you can apply to any model.
✓ Power Query & Power Pivot
Replaces manual rebuilding with robust reports that extract, clean and refresh themselves.
Who this bundle is for
Built for a wide range, on purpose
Excel Analyst is most often taken by professionals in their first few years in finance. Power Query & Power Pivot suits those with a few years' experience who own monthly reporting. Excel Modeller is more often taken by senior FP&A, financial control and finance leadership roles. Most buyers already have a head start in one or two of the three.
Finance role
Work in FP&A, financial control, management accounting, or a similar finance role
Regular Excel work
Analysis, modelling, or monthly reporting, at any stage of your career
Wide career range
Early career through to senior finance leadership: this bundle spans the full range
Looking to fill gaps
You know some skills are missing altogether, or want to enhance existing skills by filling gaps
Excel Analyst: comfortable with everyday Excel, but no advanced or formal training required.
Excel Modeller: confident already with INDEX/MATCH, SUMIFS and IF/AND/OR, building your own formulas.
Power Query & Power Pivot: comfortable with creating a formula and PivotTable.
Windows required: Power Pivot is not available in Excel for Mac. Excel Analyst and Excel Modeller are suitable for both Windows and Mac users.
Compare the three courses
Which of the three do you need?
A genuinely different product for a genuinely different job.
Excel Analyst
Solves
Faster, more reliable analysis
Best suited to
Anyone wanting stronger, commercial Excel skills
You'll come away with
Faster work habits, in-depth formulas, and professional spreadsheets
8.5 hrs video · 7 quizzes
Typically: early to mid-career analysts and accountants
£195 + VAT
Excel Modeller
Solves
Building forward-looking numbers, to a professional standard
Best suited to
Accounting & Finance professionals needing to build a range of models
You'll come away with
A complete 13-stage model, and a framework to reuse
7.5 hrs video · 11 quizzes
Typically: senior FP&A, financial control and leadership
£325 + VAT
Power Query & Power Pivot
Solves
Automating your regular reporting
Best suited to
Anyone who still manually rebuilds the same report
You'll come away with
An automated Sales Dashboard and P&L connected to large datasets
4 hrs video · 4 quizzes
Typically: mid-career reporting and management accounting
£245 + VAT
Making your choice
You don't need to guess
Gauge where your skills are at and where your gaps lie.
→ Comfortable with everyday Excel, but never had structured training in XLOOKUP, formula auditing or Data Tables? Start with Excel Analyst.
→ Already build your own formulas confidently, and want a repeatable, checked approach to modelling? Excel Modeller is likely your gap.
→ Excel is fine, but your monthly reporting is still manual? Power Query & Power Pivot solves that on its own.
→ More than one of those sound like you? The Excel Pro Bundle saves £230 over buying separately.
There's no requirement to take all three. Each course works, and is priced, on its own.
See what you'll build
Three different courses, three different jobs
Examples of what you'll create in the courses, to take forward and apply to your own work
Model calculations: adopt a structured approach to creating model calculations in a 13-stage model build practical task (Excel Modeller)
P&L (abridged): present actuals by Period, QTD, YTD versus the selected forecast by filtering the underlying data model (Power Query & Power Pivot)
PivotTables: connect to and explore big datasets sitting in the data model (Power Query & Power Pivot)
Conditional formatting: enhance your analysis with conditional formatting to clearly present insights and take aways (Excel Analyst)
What is included
Everything you need to learn, practice, and apply
The course is not just video. You get a complete package of materials across all three courses.
Three slide decks
195 pages combined, downloadable full course theory
Exercises & model build
19 exercises and 13-stage model build. Practical work in every course
22 quizzes
Test your understanding and apply it practically at each stage
Instructor support
Post a question on any module, get an answer from the instructor
Three CPD certificates
Personalised PDF certificates for CPD records on completion
12-month access
Learn at your own pace – no pressure, no subscription, no auto-renewal
About the course creator
Built by finance professionals, for finance professionals
Dan Stockdale
CIMA-qualified · 15 years in commercial analysis and financial modelling · Former PwC consultant
All three courses are built and taught by Dan, drawing on 15 years in commercial analysis, financial modelling and reporting automation, including as a financial modelling consultant at PwC's strategy practice, Strategy&. Nothing in these courses is theoretical: the functions, the modelling framework and the reporting techniques all come from what actually makes the difference in real finance work.
“Finance teams spend hours each month on manual spreadsheet tasks and processes. However, there are two powerful tools included for free with Excel that can greatly enhance efficiency: Power Query and Power Pivot. Despite their potential, over 50% of finance professionals don’t even know they exist!”
Oliver Deacon
Former Finance Director, Microsoft · Power Query & Power Pivot course contributor
Testimonials
What learners say
"I've always wanted to advance my Excel skills, and this course was excellent. It's clearly structured, with a strong balance between theory and practical workshops that were easy to understand and apply. I was able to implement changes from day one, and my models quickly became more refined and easier to navigate.
I'd recommend this course to finance professionals with a solid level of Excel knowledge who want to take their financial modelling to the next level."
Claire Hankey
Head of Finance, Zigzag
"Very informative and easy-to-follow Excel financial modelling training. Highly recommend for all levels of ability."
Khilan Haria
Head of Strategic Planning, David Lloyd Leisure
"The course was great for explaining formulas and their application in real life examples that apply to my work. I'll be recommending to colleagues at Facebook for sure!"
Jenny Durgan
Business Strategy & Operations, Facebook
Certificate & CPD
Three certificates. Evidence for your CPD record.
On completing each course, you'll receive a personalised PDF certificate, three in total, showing your name, the course title and your recorded study time. Whether you're working towards a CIMA, ACCA, ICAEW or CIPFA CPD commitment, this provides verifiable evidence of structured learning.
A VAT receipt is available following purchase, making it straightforward to expense through your employer's training budget. If you're outside the UK, particularly in the US, check your professional body's requirements first: Claritix courses are not currently certified by NASBA.
Free resource
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Pricing
Invest in yourself
12-month access to all courses. Single payment, no subscription, no auto-renewal.
Excel Pro Bundle ★ Save £230
£535 + VAT
Save £230 vs £765 separately · 12-month access
Enrol in the Excel Pro BundleAlready own one of these courses? Contact us and we'll get you the other two at the fair bundle-equivalent price, rather than the full individual price.
FAQ
Frequently asked questions
Do I need to take all three courses?
Which course should I do first?
Is my Excel good enough for all three, or just some of them?
I already have decent Excel skills. Do I need Excel Analyst?
Will Power Query & Power Pivot work on my Mac?
I already own one of the three courses. Can I add the other two at a fair price?
Can I pay monthly instead of all at once?
How many certificates will I get, and do they count towards CPD?
Can I expense this through my employer?
I only need one of these skills, not all three. Should I still consider the bundle?
What happens after I buy?
Ready to start?
Ready to build the complete Excel skill set?
Enrol today in the Excel Pro Bundle and develop advanced analysis, best-practice modelling and automated reporting, together, with three CPD certificates on completion.
12-month access · No subscription · CPD certificates included · Immediate access on purchase
