Excel for Finance – Essentials

  Foundation CPD: 7 hours   1 day

Description

The Essentials of Excel for Finance course is a practical one-day class that will empower participants to become adept in using Excel for a wide range of applications in business and finance.

What really sets our program apart is the combination of small classes, personal supervision from an experienced instructor, and plenty of hands-on exercises where participants can immediately put their newly-acquired skills into practice.

By the end of the course, participants will become proficient at creating professional spreadsheets from scratch, and in using Excel effectively in real-world business applications.

Learning Outcomes

By attending this course, you will:

  • Understand how to use Excel to perform a wide range of tasks for business, finance, accounting, modeling, scheduling, planning, and more
  • Explore the Excel interface, and how to create a professional-looking spreadsheet
  • Pick up useful tips and techniques for using Excel efficiently
  • Learn “best practice” in laying out spreadsheets and designing workbooks
  • See how to customize Excel by creating a personalized toolbar and ribbons
  • Examine the most important Excel functions for finance
  • See how to accelerate common tasks by using powerful keyboard shortcuts and mouse actions
  • Gain insight into some of the more advanced features like data validation, goal seek, macros, and pivot tables

Who Should Attend

Anyone who wants to understand the essentials of Excel for practical application in business and finance.

Prerequisites

None

Seminar Content

Introducing Excel
  • The Excel interface
  • The main tabs
  • The ribbon
  • Worksheets and workbooks
  • Rows and columns
  • Cells
  • Ranges
  • Numbers and text
  • Simple Excel formulas
  • Simple formatting options
  • Some Excel shortcuts
  • computer Creating an invoice spreadsheet
Excel Tips and Techniques
  • Organizing the ribbon and QAT for optimal efficiency
  • Absolute and relative references
  • Copy and pasting
  • Pasting values,formulas,and formats
  • Using“drag and drop”for moving and copying cells
  • Filling cells
  • Merging and unmerging cells
  • Organizing the workbook
  • Exploring a financial model
  • Freezing rows and columns
  • Formatting numbers and dates
  • The format painter
  • Using borders,fonts,colors,and shading
  • Using Names for cells and areas
  • Auto-formatting for tables
  • Creating and formatting charts
  • Printing
  • computer Excel workshop
Excel Functions for Finance
  • Math and Statistical:SUM,AVERAGE,MEDIAN,MAX,MIN,COUNT,SUMIF,RANK,ROUND,MROUND
  • Lookup:HLOOKUP,VOOKUP,LOOKUP,INDEX,MATCH,CHOOSE
  • Financial:FV,PV,PMT,RATE,NPER,NPV&XNPV,IRR MIRR&XIRR
  • Logical:IF,AND,OR,NOT
  • Date and Time:DATE,DATEVALUE,TODAY,WEEKDAY,EDATE,EOMONTH,YEARFRAC
  • computer Excel functions workshop
Essential Excel Techniques
  • Data validation
  • Protecting worksheets and workbooks
  • Hiding and un-hiding sheets and formulas
  • Grouping of rows and columns
  • Arrays and array formulas
  • Goal seeking and the solver
  • : Investment optimization challenge
  • Data tables for sensitivity analysis
  • Macros
  • Recording and running macros
  • : Macro recording and editing workshop
  • Pivot tables
  • computer Working with a pivot table

Dates and Locations

Date
Date(s): 21 Mar 2019

Location
New York

Category
Modeling and Excel

Other Dates and Locations
Check our course schedule for alternative dates and locations where this course is offered.


  

$450.00


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