Advanced Excel Training for Microfinance Professionals
This course is designed to equip microfinance professionals with advanced Excel skills for data analysis, financial reporting, and portfolio performance tracking. Participants will learn to build efficient loan monitoring templates, automate workflows, analyze client data, and develop dashboards for decision-making. The course blends practical case studies from microfinance operations with Excel’s analytical and visualization tools.
Target Audience: Credit officers, analysts, branch managers, M&E officers, IT support, and finance staff.
Duration: 3 Days in Person or Online
Cost: Kes. 32,500.00
Module 1 Excel Foundations for Financial Analysis
Refresher on data organization and cleaning principles, structured tables, named ranges, and dynamic referencing. Application of cell referencing and data validation for loan and client data management
Module 2: Advanced Functions and Formulas
Mastering functions such as XLOOKUP, INDEX-MATCH, IFERROR, SUMIFS, and nested logic. Applying date and text functions for repayment schedules, portfolio aging, and delinquency analysis.
Module 3: Data Cleaning and Preparation using Power Query
Importing, transforming, and consolidating client and loan data. Automating monthly data updates and merging datasets from multiple branches or loan officers.
Module 4: Loan Portfolio and Performance Analysis
Building models for portfolio at risk (PAR), repayment rates, and aging analysis. Using Excel formulas and pivot tables to track loan disbursements, recoveries, and outstanding balances.
Module 5: Pivot Tables and Pivot Charts for Microfinance Reporting
Creating branch and officer-level performance summaries. Designing pivot charts for portfolio trends, client segmentation, and delinquency tracking.
Module 6: Financial Modeling for Microfinance Institutions
Building dynamic loan amortization schedules and forecasting portfolio growth. Modeling income and interest revenue, provisioning for bad debts, and expense tracking.
Module 7: Dashboards and Data Visualization
Designing interactive dashboards using slicers, timelines, and dynamic charts. Creating visuals for key indicators such as active borrowers, PAR ratio, average loan size, and repayment trends.
Module 8: Automation with Macros and VBA Essentials
Recording and editing simple macros to automate repetitive reporting tasks. Introduction to VBA for generating automated monthly reports and reminders.
Module 9: Data Protection, Audit Trails, and Compliance Reporting
Securing sensitive borrower and financial data. Implementing worksheet protection, user access controls, and version tracking for audit purposes.
Module 10: Case Study and Practical Project
Participants develop a complete microfinance performance dashboard integrating disbursement, repayment, and portfolio quality data.
Presentation and peer review of developed