What can I expect from this course?

We designed this course for insurance professionals. We start by teaching you the basics, including layout and settings, and ramp up quickly to include formulas, functions, and pivot tables. The curriculum below outlines the course objectives lesson by lesson. We teach you the concepts by working on case studies and real-world applications specific to the insurance industry.

  • Learn what you need to know about Excel for a career as a broker or underwriter

  • Master keyboard shortcuts, functions, and formulas to save time

  • Stand out in interviews by boosting your excel skills

  • Obtain a Excel for Insurance Professionals course completion certificate to add to your resume

Excel For Insurance Professionals

Course curriculum

  • 1

    Course Introduction

    • A message from your instructor
    • Course Resources
  • 2

    Excel Layout

    • Excel Layout - Introduction
    • Excel Layout - The Basics
    • Workbook, Worksheet and Formula Bar
    • The Ribbon - Home Tab
    • The Ribbon - Insert, Page Layout, Formulas, Data, Review, View
    • Shortcuts & Keyboard over mouse
    • Quiz Instructions
    • Excel Layout Quiz
  • 3

    Excel Settings

    • Excel Settings Introduction
    • General Settings
    • Excel Settings: Formulas
    • Excel Settings: Data, Proofing, Save and Language
    • Excel Settings: Advanced, Ribbon, Quick Access
    • Excel Settings Quiz
  • 4

    Case Study #1 - Forecasting Renewal Terms

    • Case Study #1- Introduction
    • Custom Numbers, Font Colour, Background Colour
    • Column Width, Page Break Preview, Page Layout, Cut & Paste
    • Paste Special and Number formatting
    • Basic formula, Color formatting, Cut & Paste formatting, Auditing formulas
    • Assumptions, Formula for % Change, Percentages, Decimals
    • Absolute Reference, Fill in Formulas
    • Borders, Grouping, Shortcut for Repeat Action and Deleting Rows
    • Complete Assumptions & Introducing Variables
    • Case Study #1 - Quiz 1
  • 5

    Case Study #1: Advanced: Forecasting Renewal Terms

    • Naming Cells, Duplicate Sheets
    • Cumulative Sum, and Sum in 3 different ways
    • Conditional Formatting
    • Average, Min, Max, Smallest, and Largest
    • If Statements
    • Editing Multiple Sheets, Find & Replace, Go to Special, Tracing Dependents & Precendents
    • Case Study #1 - Quiz 2
  • 6

    Case Study #2 - Part 1: Pivot Tables

    • Case Study #2 - Pivot Tables & Building a Dashboard Introduction
    • What are Pivot Tables?
    • Date Format, YearFrac
    • Creating basic Pivot Tables
    • Formatting the Data Source
    • Appearance, Layout & Conditional Formatting
    • Average, Count, Distinct Count, Percentage
    • Calculated Fields - Creating a Basic Budget
    • Grouping Dates - Pivot Tables by Date, Month or Quarters
    • Sorting & Filtering
    • Slicers & Naming Pivot Tables
    • Case Study #2 - Quiz 1
  • 7

    Case Study #2: Part 2: Building a Pivot Table based Dashboard

    • Creating Basic Pivot Charts
    • Pivot Charts - Lesson 2
    • Building a Dashboard. Step 1: Summary Board
    • Creating a Dashboard!
    • Case study #2 - Quiz 2
  • 8

    Wrap Up!

    • Wrap Up Video
  • 9

    Final Assessment & Survey

    • Course Survey
    • Final Assessment Updated

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