In trying to decide on an appropriate course, the following discussion of the various issues and options available may assist. Having read this, if you need any assistance whatsoever in selecting a course, please feel free to contact us. We are happy to discuss your needs, your experience and your circumstances and then to guide you in selecting an appropriate course.

The Financial Analysis Certificate is a good choice for those who:
  • wish to learn or improve their model building skills for forecasting, valuation and cash flow models;
  • wish to add effective sensitivity and scenario analysis to their models;
  • wish to improve their analytical skills for preparing FP&A reporting and analysis; and
  • wish to deepen their technical understanding of how Excel and the Excel formula engine works.
Download BrochureGoto Course Page
The Financial Analysis VBA Certificate is a good choice for those who:
  • wish to learn VBA as used in Office applications, especially Excel;
  • have some VBA knowledge and wish to build on it and improve their programming skills; and
  • seek guidance in how to approach programming tasks in Excel.
Download BrochureGoto Course Page
The Power BI Certificateis a good choice for those who:
  • wish to gain BI analysis skills, using Excel and the Power BI desktop;
  • seek to improve and deepen their skills with data transformation and analysis; and
  • seek to deploy effective dashboard reports for use by the enterprise and management.
Download BrochureGoto Course Page
The Key Topic Lecture Series is a good choice for those who:
  • are seeking short, focused training sessions to address key areas of concern;
  • subscribers to The Learning Habit, looking for facilitated learning; and
  • would like to add some technical focus to seminars and conferences within their industry or enterprise.
Download BrochureGoto Course Page

Due to Covid lock-downs, classroom training is on hold for the time being, and may not resume in any volume until late 2021 or early 2022.

Our classroom courses are conducted in suitable conference facilities, and in the case of UTS courses, many are conducted on campus, although Sydney CBD locations also commonly used.

Classroom training can be provided in-house for clients who wish to provide the training to a cohort of their staff and/or clients.

The training provider covers the following as part of the course fee:
  • Suitable training room or conference venue with comfortable seating and desk for each attendee;
  • Course materials, downloadable files, login to support site;
  • Catering, including catering for allergy and reasonable dietary requirements.
  • There is limited availability of loaner laptops, suitably configured, by prior arrangement, and may be subject to small charge
The participant should provide:
  • Their own laptop, with properly updated software - see software requirements below;
  • For courses on UTS campus, the participant may like to bring a capped drinking bottle, glasses and mugs are not allowed in the rooms;
  • Writing and note-taking materials, including highlighters if part of your learning style;
Software Requirements, by course:
  • For the Financial Analysis Certificate, a recent and fully-updated version of Microsoft Excel, and Office 365 version is best. Note that some features presented are not supported in the Mac versions of the product, but most content can be worked on the Mac.
  • For the Financial Analysis VBA Certificate, a recent and fully-updated version of Microsoft Excel, and Office 365 version is best. Note that some features presented are not supported in the Mac versions of the product, but most content can be worked on the Mac
  • For the Power BI Series, a recent and fully-updated version of Microsoft Excel from Office 365 for Windows.  Some features are not supported by older versions of Excel or the Mac and a whilst it is possible to attend, the learning will be compromised without the latest versions of Excel running on the Windows desktop.  In addition, the user should have the Power BI Desktop installed on their system.
  • For the lecture-only modules of the Key Topic Lecture Series, no laptop or software is required.
  • For the hands-on modules of the Key Topic Lecture Series, a recent and fully updated version of Excel is required, most sessions are compatible with the Mac unless identified in course description.

Due to Covid lock-downs, classroom training is on hold for the time being, and may not resume in any volume until late 2021 or early 2022.

The residential mode courses are run from time-to-time, and offer the opportunity to complete the course in a contracted time-frame.  The residential mode courses are otherwise like classroom courses, but the scheduling allows for the participants to do a focused set of training, and to get the benefit of extra time with the facilitators.  The other advantage for those who need to travel to attend this type of training is that they can minimise the travel and accommodation costs due to the telescoped presentation time-frame.

One-on-one facilitation sessions are usually available and allow the participants some direct coaching on utilising Excel for their own projects.

These programs  can be very valuable training experiences, as there is a much better immersion in the content, and the availability of facilitator(s) throughout the course period allows for lots more dialog and interaction..

Day only attendance by those who reside locally to the event is also allowed.  Day only participants will be included in any dinners which form part of the package.

The training provider covers the following as part of the course fee:
  • Suitable training room or conference venue with comfortable seating and desk for each attendee;
  • Course materials, downloadable files, login to support site;
  • Catering, including catering for allergy and reasonable dietary requirements.
  • Each program usually involves a welcome dinner on first evening, and a dinner on the final evening.
  • The course provider also arranges accommodation packages for the event which can be utilised by the participants at their expense.
  • There is limited availability of loaner laptops, suitably configured, by prior arrangement, and may be subject to small charge, depending upon venue.
The participant should provide:
  • Their own laptop, with properly updated software - see software requirements below;
  • Writing and note-taking materials, including highlighters if part of your learning style;
  • Accommodation and meals outside the course program.  Usually accommodation packages are available, but are the responsibility of the participant.
Software Requirements, by course:
  • For the Financial Analysis Certificate, a recent and fully-updated version of Microsoft Excel, and Office 365 version is best. Note that some features presented are not supported in the Mac versions of the product, but most content can be worked on the Mac.
  • For the Financial Analysis VBA Certificate, a recent and fully-updated version of Microsoft Excel, and Office 365 version is best. Note that some features presented are not supported in the Mac versions of the product, but most content can be worked on the Mac
  • For the Power BI Series, a recent and fully-updated version of Microsoft Excel from Office 365 for Windows.  Some features are not supported by older versions of Excel or the Mac and a whilst it is possible to attend, the learning will be compromised without the latest versions of Excel running on the Windows desktop.  In addition, the user should have the Power BI Desktop installed on their system.

Our online courses are conducted using Zoom and allow attendance by participants from anywhere on the globe.  They are also available for in-house presentation for those wishing to provide the training to a cohort of their staff and/or clients.

We are well aware of the drawbacks of online training compared to the freer dialog in a classroom.  But with 30 years of classroom presentation behind us, we have developed an approach that allows us to provide as close an experience to the classroom as possible.

The training provider covers the following as part of the course fee:
  • Online sessions, as scheduled via Zoom;
  • Course materials, downloadable files, login to support site.
The participant should provide:
  • Their own laptop, with properly updated software - see software requirements below;
  • Internet connection suitable for video sharing of facilitator's and participant's screen;
  • Participants are expected to be camera on during the course sessions, microphone off unless engaged in asking a question or seeking support.  The camera may be switched off for short periods of time for privacy, but we expect all participants to be generally available on camera.  This builds a better virtual classroom experience for all.
Software Requirements, by course:
  • For the Financial Analysis Certificate, a recent and fully-updated version of Microsoft Excel, and Office 365 version is best. Note that some features presented are not supported in the Mac versions of the product, but most content can be worked on the Mac.
  • For the Financial Analysis VBA Certificate, a recent and fully-updated version of Microsoft Excel, and Office 365 version is best. Note that some features presented are not supported in the Mac versions of the product, but most content can be worked on the Mac
  • For the Power BI Series, a recent and fully-updated version of Microsoft Excel from Office 365 for Windows.  Some features are not supported by older versions of Excel or the Mac and a whilst it is possible to attend, the learning will be compromised without the latest versions of Excel running on the Windows desktop.  In addition, the user should have the Power BI Desktop installed on their system.
  • For the lecture-only modules of the Key Topic Lecture Series, no laptop or software is required.
  • For the hands-on modules of the Key Topic Lecture Series, a recent and fully updated version of Excel is required, most sessions are compatible with the Mac unless identified in course description.

The distance learning offering for the Financial Analysis certificate allows for self-paced remote study without the need to attend online or classroom sessions.  This form of study can be challenging, and will need usually a regular schedule of study spread over between three and nine months.  Feedback from past students indicate they invest between 45 and 80 hours to complete the course.  This is dependent upon their prior experience and how smoothly their study progresses.

The training provider covers the following as part of the course fee:
  • Course materials, downloadable files, login to support site;
  • Educational and administrative support, review of submitted exercises, including feedback and guidance.
The participant should provide:
  • Their own laptop, with properly updated software - see software requirements below;
  • Writing and note-taking materials, including highlighters if part of your learning style;
Software Requirements, by course:
  • For the Financial Analysis Certificate, a recent and fully-updated version of Microsoft Excel, and Office 365 version is best. Note that some features presented are not supported in the Mac versions of the product, but most content can be worked on the Mac.

Members of professional organisations may claim Continuing Professional Development hours (CDP or CPE) for completing our formal courses.  They may also be able to claim some professional reading hours from completing the exercises in the Clarkson ITT Wiki.

Members of the following organisations have been granted full recognition for the hours attended:

Our Key Topic Lecture Series have been presented at conferences of all the above, except the IPA.

Members of the following organisations have been granted partial recognition for the hours attended:

Post graduate Subject Credits

  • Whilst we can make no undertakings as to the availability, we are aware of and have been involved in the application by a significant number of past students of our courses offered through UTS in gaining non-specific subject credits in post graduate study at other tertiary institutions.

Those people who have completed a Clarkson ITT course, either directly with Clarkson ITT or through UTS, receive the following benefits:

  • option to repeat all or part of a course previously completed.  See the Do-over Policy tab on this page for details.
  • Discounts on other training offered publicly by Clarkson ITT
  • Discounts on subscriptions to "The Learning Habit"
  • Enhanced online content in the Clarkson ITT Wiki
Course CompletedWiki LevelCourse DiscountSubscription Discount
Financial Analysis CertificateFAC10%10%
Financial Analysis Certificate
by Distance Learning
FAC10%10%
Financial Analysis Systems Certificate
(discontinued and replaced)
FAVC10%10%
Financial Analysis Certificate
by Distance Learning - Extension Program
(discontinued)
FAVC10%10%
Financial Analysis VBA CertificateFAVC10%10%
Power BI SeriesPBI10%10%
Key Topic Lecture Series
(in-house program or two or more public modules)
Amethyst5%10%
Charting Master Class
(discontinued - KTLS includes charting modules)
Amethyst5%10%

Clarkson ITT and University of Technology, Sydney have a policy of allowing past students who have completed in-class training in their public offerings to re-do some or all of the courses they have previously completed. This offer is made without obligation or guarantee, but we have implemented this policy now for more than twenty years.

We make this offer to assist our client base in getting the maximum value from their monetary and time investment in training. Online training is often touted as a better solution to in-class training, since it allows a slow-drip and an ongoing training. We believe the best outcomes from training arise in the class room and that the opportunity to revisit the same course and lecturers, to refresh or deepen knowledge addresses these concerns. It also ensures that those with less experience have an opportunity to revisit material which may have been new or challenging at a later date. Many experienced students also appreciate the opportunity to revisit and discuss methodology and approaches to complex issues.

University of Technology, Sydney

The do-over offer at UTS is as follows:

  • the offer is limited to the Financial Analysis Certificate in-class course only;
  • you must have been a paid-up student who attended the public in-class course held on campus at UTS or the online courses held via Zoom;
  • places are limited and no guarantee of availability can be made, but we will do our best to accommodate as many past students as possible;
  • preference for places is given to those who are attending lessons previously missed or those who have not failed to attend on a booked do-over session;
  • catering will be provided on the dates you book; and
  • at present no charge is made for this service, although UTS reserves the right to review this in future.

Clarkson ITT

The do-over offer at Clarkson ITT is as follows:

  • the offer is limited to courses offered directly to the public by Clarkson ITT or to attendees at a private in-house course offered by Clarkson ITT;
  • the offer is limited to providing places in Clarkson ITT public offerings;
  • places are limited and no guarantee of availability can be made, but we will do our best to accommodate as many past students as possible;
  • preference for places is given to those who are attending lessons previously missed or those who have not failed to attend on a booked do-over session;
  • catering will be provided on the dates you book; and
  • we reserve the right to charge an administrative, presently $150+GST per course, and for attendance in classrooms, there is a per diem to cover room hire and catering,