CFC014002: Training on M&E for Financial Institutions: Data Collection & Analysis with Excel

Onsite Price

Ksh: 112,000.00

$: 1,120.00

Online Price

Ksh: 64,000.00

$: 640.00

Duration:

5 Days

Description

M&E for Financial Institutions: Data Collection & Analysis with Excel

Course Modules

Module 1: Fundamentals of M&E in Financial Institutions

Introduction to M&E frameworks in the financial sector
Key performance indicators (KPIs) for financial institutions
- Financial health indicators: Liquidity, profitability, and solvency ratios
- Operational efficiency and customer satisfaction metrics
Data sources: Financial statements, transaction records, and surveys
Importance of data quality in financial M&E

Excel Functions Covered:

Logical Functions: IF, AND, OR for monitoring thresholds of financial KPIs
Text Functions: TEXT, TRIM, CONCATENATE for formatting data inputs

Module 2: Designing M&E Systems and Tools for Financial Institutions

Structuring data collection systems for financial M&E
Designing templates for tracking financial and operational indicators
Automating data entry processes for improved efficiency

Excel Functions Covered:

Data Validation: Dropdown menus for standardized data entry
Lookup Functions: VLOOKUP, HLOOKUP, INDEX-MATCH for retrieving financial records
Dynamic Arrays: UNIQUE, SORT, FILTER for organizing large datasets

Module 3: Financial Data Analysis in M&E

Analyzing financial performance against targets
Trend analysis of revenue, expenses, and profitability
Identifying risks and anomalies in financial operations
Measuring compliance with financial regulations

Excel Functions Covered:

Statistical Functions:
- AVERAGE, MEDIAN, STDEV.S, COUNTIF, SUMIF for performance analysis
Conditional Aggregation: IFERROR, COUNTIFS, SUMIFS for financial risk categorization
PivotTables and PivotCharts: Summarizing multi-dimensional financial data

Module 4: Data Visualization for Financial Monitoring

Principles of effective visualization for financial data
Designing dashboards for real-time financial monitoring
Creating graphical reports for stakeholders and regulators

Excel Functions Covered:

Charting Techniques:
- Bar charts, line charts, combo charts for financial trends
- Waterfall charts for profit and loss breakdowns
- Conditional formatting for highlighting KPI thresholds
Interactive Dashboards:
- Using slicers for dynamic filtering
- Creating dynamic charts with linked data sources

Module 5: Reporting and Automation for Financial Institutions

Structuring M&E reports to align with regulatory and stakeholder expectations
Combining financial narratives with data-driven insights
Automating periodic reporting and compliance submissions

Excel Functions Covered:

Dashboard Automation:
- Linking sheets and dynamic ranges with OFFSET and INDIRECT
- Automating calculations with SEQUENCE and macros
Error Tracking: ISERROR, IFERROR for auditing data accuracy
Macros and VBA Basics: Automating repetitive tasks like report generation

Module 6: Evaluating Financial Impact and Decision-Making

Assessing the impact of financial institution activities
Using data to support strategic decisions
Conducting impact evaluations of products, services, and initiatives

Excel Functions Covered:

What-If Analysis: Goal Seek, Scenario Manager for financial forecasting
Solver Add-In: Optimization of resource allocation
Forecasting Tools: Time series analysis using Excel’s built-in functions

Description

Objectives of the Course

The course, "Monitoring and Evaluation of Financial Institutions with the Application of Advanced Excel for Data Collection, Analysis, Visualization, and Reporting," aims to achieve the following:

Strengthen M&E Competence in Financial Institutions:
- Equip participants with knowledge of monitoring and evaluation frameworks, focusing on financial institution-specific indicators such as liquidity, profitability, and operational efficiency.
- Provide tools to assess compliance, financial health, and the overall impact of institutional strategies and policies.
Enhance Data Collection and Management Skills:
- Teach participants to design and implement data collection systems tailored to financial institutions, ensuring high data quality and integrity.
- Train participants to use advanced Excel features to streamline and automate data entry, cleaning, and management.
Develop Advanced Data Analysis Capabilities:
- Enable participants to analyze financial performance, detect risks, and identify operational anomalies using Excel's advanced statistical and logical functions.
- Teach methods to evaluate trends, conduct forecasting, and perform scenario analysis.
Improve Data Visualization and Dashboard Creation:
- Provide hands-on training to create compelling visualizations and interactive dashboards for monitoring financial KPIs and trends.
- Demonstrate techniques to present insights in a clear and actionable manner for decision-makers and stakeholders.
Automate Reporting Processes:
- Equip participants with the skills to automate periodic reporting and compliance submissions, ensuring accuracy and efficiency.
- Provide guidance on structuring reports that meet regulatory and donor requirements, integrating both financial data and performance narratives.
Support Evidence-Based Decision-Making:
- Teach participants to use data-driven insights to inform strategic decisions and optimize resource allocation in financial institutions.
- Build capacity for conducting financial impact evaluations and providing actionable recommendations to enhance institutional performance.
Integrate Advanced Excel for M&E Success:
- Introduce participants to advanced Excel functions, tools, and techniques that enhance the efficiency of M&E activities, from data collection to reporting.
- Showcase the role of Excel in simplifying complex M&E tasks and enabling real-time decision-making.

By achieving these objectives, participants will gain the skills and confidence to manage M&E processes effectively, contributing to the growth, transparency, and sustainability of financial institutions.

General Notes

GENERAL NOTES
i. The clients have many options on where they would wish to have the training
ii. The client should communicate their preferred training venue at least seven days before the training date failure to which the training shall take place in Nairobi.
iii. This course is delivered by our seasoned trainers who have vast experience as expert professionals in the respective fields of practice. The course is taught through a mix of practical activities, theory, group works and case studies.
iii. Training manuals and additional reference materials are provided to the participants.
iv. Upon successful completion of this course, participants will be issued with a Chania finance consultancy certificate.
v. The onsite training fee covers tuition fees, training materials, tea at 10am, lunch, tea at 4pm, training venue and a certificate on completion. Accommodation and travel may be arranged for our participants upon request.
vi. The online training fee covers tuition fees, training materials, and a certificate on completion.