A practical Word subject for finance and consulting professionals who write reports, proposals and audit deliverables. Seven courses across three tracks, from typing and formatting through to references, layout, reviewing, mail merge and macros. Beginner to Intermediate.
Word is the document the team finally sends. Proposals, audit reports, board memos and regulatory submissions all start and end here. This subject takes a complete beginner from typing and formatting through to references, mail merge and macros, with documents that look intentional from the first page.
See the learning outcomes →Open Word for the first time in week one. Build proposals with references, indexes and mail merge by the end. Skip ahead, jump in mid‑subject, or run it all top to bottom.
Tables of contents, academic and photographic references, captions for figures and indexes for keywords. The features finance and consulting documents actually need at length.
Proofing, tracked changes and shared review. The collaboration tooling that prevents version chaos when six reviewers all need to comment on the same document.
Every milestone is independently accredited by CPD, CPE and NASBA, so what learners earn here counts towards continuing professional development.
Every outcome is mapped to a specific lesson and assessed through scenario‑based exercises. Learners walk away with practical Word skills they can apply on the next report, proposal or client deliverable.
Best practice for typing, navigating, formatting, spacing and styles. The everyday handling skills that take an analyst from clumsy to fast in their first week.
Building Your DocumentBreak dense prose into bullets that read fast and structure data into tables that scan in seconds. The everyday formatting moves that make documents land.
Building Your DocumentBuild flowcharts with shapes, import and edit images, and set themes for the whole document. Polish that turns a draft into a deliverable.
Building Your DocumentThe different Word views, plus margins, page orientation and columns. The layout settings that make long documents readable and printable.
Perfecting Your DocumentTables of contents, academic and photographic references, captions for figures and indexes for keywords. The structure long documents need at length.
Perfecting Your DocumentThe essentials of proofing, collaboration and tracked changes. Multi‑reviewer documents that don't collapse into version chaos.
Perfecting Your DocumentAutomate repetitive formatting with macros, send personalised letters at scale with mail merge, and extend Word with the right add‑ins for the team.
Advanced Tools in WordWord is built as three tracks. Build, then perfect, then advance. Pick a single track or run the full subject end to end.
The starting point. Typing, formatting, bullet points, tables, shapes, pictures and themes. The foundations every document builds on.
Become proficient in typing and formatting text. Best practice for typing, navigating, formatting, spacing and applying styles. The everyday handling skills.
Break dense prose into bullets that read fast, and structure data into tables that scan in seconds. The everyday formatting moves that make documents land.
Add to the visual aesthetic of the document. Use shapes to build flowcharts, import and edit images, and set themes for the whole document.
The polish layer. Layout, references, indexes, captions, proofing and collaborative review. The features long documents need at length.
Control the look and layout. The different Word views, margins, page orientation and columns, all the layout settings that make long documents readable and printable.
Tables of contents, references to academic sources and photographs, captions for pictures and diagrams, and indexes for keywords. The structure long documents need.
The essentials of proofing, collaborating and reviewing changes to a document. Multi‑reviewer documents that don't collapse into version chaos.
Automate, scale and extend. Macros for repetitive formatting, mail merge for personalised letters at scale, and add‑ins for extra functionality.
Automate repetitive formatting with Macros, send personalised letters at scale with Mail Merge, and extend Word with the right add‑ins from other companies.
Word sits inside Kubicle's wider library, alongside subjects on Excel, PowerPoint, Outlook, Data Literacy, AI and project management.
Try for Free →Kubicle is engineered around a single goal: practical skills that get used. Every design choice, from lesson length to assessment style, is made to keep finance and consulting professionals engaged and to translate watch time into measurable outcomes at their desk.
Most lessons run 5–10 minutes. Designed to fit between meetings, not block out a Tuesday afternoon. The result: 80% completion vs. a 7% industry benchmark.
Every lesson lands in a finance or consulting context. Skills practised on the kind of reports, proposals and audit deliverables analysts actually write.
CPD, CPE and NASBA accreditation means credits count toward continuing professional development. Certificates are shareable on LinkedIn the moment they're earned.
Pair Word with Excel, PowerPoint, Outlook or AI Fundamentals as the team's needs grow.
Engagement and skill‑gain dashboards from day one. Leaders see exactly where capability is building and where it isn't, by team and by role.
Modules are refreshed continuously to reflect new tools, regulation and the rise of generative AI. You never pay for material that's gone stale.
The numbers, the accreditations and the customer outcomes are all on the table, so L&D, Early Careers and Practice Leads can build the business case fast.
Every course awards CPE / CPD credits via NASBA‑recognised accreditation, so time spent here counts on a CV and on the team's compliance log.
These aren't aspirational numbers. They are the measured outcomes Kubicle clients report after a typical rollout, with manager‑level dashboards from day one so practice and L&D leaders can see exactly where capability is building.
More than 60% of Kubicle learners report saving between 30 minutes and 2 hours every week thanks to sharper data and document skills. Time redirected to higher-value work, and a measurable productivity dividend at the team level.
45% of Kubicle learners apply newly‑acquired skills daily, the difference between training that's watched and training that's worked.
75%+ of learners report measurable gains in both data analysis and the communication skills needed to make insights land with stakeholders.
Kubicle was easy to set up and our learners were quickly engaged. It's effectively closed our skill gap, especially in tools like Excel and data processing, and the real-time progress tracking and certifications are why we'll keep using it.
Validated Reviewer
TotalEnergies
Still have a question? Send an enquiry and one of our learning advisors will walk you through it within a business day.
Try for Free →Anyone in finance and consulting who writes reports, proposals or audit deliverables: audit, advisory, deals, tax, FP&A and management consulting. The seven items are pitched at every level, from complete beginners through to advanced features. No prior Word experience required to start.
Roughly 11.5 hours of content across 7 courses, worth 8.0 CPE/CPD credits. Most learners complete the full subject in three to five weeks of casual study.
No. Track 01 starts from typing and formatting. Analysts already comfortable with Word typically jump in at Adding References or the Advanced Tools track. The full subject runs end to end if a learner wants the complete picture.
Yes. Track 03 covers macros for repetitive formatting, mail merge for sending personalised letters at scale, and add‑ins that extend Word with extra functionality.
Yes. Kubicle credentials are independently accredited by CPD, CPE and NASBA. Every course awards CPE/CPD credits that learners can apply toward continuing professional development. Certificates are shareable on LinkedIn the moment they're issued.
Yes. Kubicle offers off‑the‑shelf integrations with leading LMS providers and the engineering team will build a custom integration for any other system you run. SSO is supported across the board, and a Reporting API exposes engagement and completion data to your dashboards.
Kubicle is ISO 27001 certified, GDPR‑compliant, and undergoes regular third‑party penetration testing. Granular roles, SSO and audit logging are built in.
Of course. Send an enquiry and a learning advisor will scope the rollout, recommend the right starting point for your team, and put together a pilot proposal with a tailored quote.
Send a short enquiry and a learning advisor will come back within one business day with a tailored recommendation: a curriculum mapped to your team's roles, a sample pathway through Word (and any related subjects), and a quote you can take to budget. Built for teams of 5 to 100, deployable in days.
