Microsoft Excel For Financial Analysis

The Microsoft Excel for financial analysis course  will teach all the tips, tricks, shortcuts, functions and formulas you need to be a financial analyst.

Microsoft Excel For Financial Analysis Course

Course Description

This is a specialized Microsoft Excel training meant for analyzing financial data.

The Microsoft Excel for financial analysis course  will teach all the tips, tricks, shortcuts, functions and formulas you need to be a financial analyst.

The course is proposed specifically for spreadsheet users who are already performing professional financial analysis and financial modeling.

Benefits:

This course helps you to build a strong foundation in Excel for careers in:

  • Investment banking
  • Private equity
  • Corporate development
  • Equity research
  • Financial Planning & Analysis (FP&A)

Learning Objectives

  • Learn everything you need to know about Excel spreadsheets for a career in corporate finance
  • Master keyboard shortcuts, functions, and formulas to save time speed up your modeling skills
  • Follow industry-leading best practices; simulates on-the-job analyst training
  • Stand out in an interview or move up the ladder at work by dramatically boosting your MS Excel skills and confidence

Audience:

This Excel tutorial is perfect beginners, intermediate, and even advanced users.  The tutorial starts off with the very basics, but the training quickly advances so even power users will learn something new and have a great refresher.

Course Outline

  • Introduction
  • Course introduction

 

Excel Layout

  • Layout overview
  • Workbooks, worksheets, cells & formula bar
  • The ribbon – home
  • The ribbon- insert page, layout, formulas, data review, view, help
  • Keyboard shortcuts to navigate the ribbon

 

Excel Settings

  • Excel settings overview
  • Excel general settings
  • Excel formulas settings
  • Excel data proofing, save language, ease of access settings
  • Excel advanced settings, customize ribbon, quick access toolbar
  • Excel add-ins

 

Basic Financial Analysis Setup

  • Objectives
  • Format background, special numbers, column width
  • Page break preview, orientation, freeze panes
  • Paste special, format numbers, subtotals
  • Font colors with paste special
  • Assumptions, percentages, decimal places
  • Fill right, borders, view gridlines

 

 

Advanced Financial Analysis Setup

  • Objectives
  • Structure, organization, duplicate sheets, grouping
  • Anchoring, formatting, and grouping cells
  • Editing multiple sheets, naming cells
  • Tracing precedents and dependents
  • Go to special, conditional formatting
  • Dynamic titles and headers

 

Functions & Formulas

  • Objectives
  • Date functions and time periods
  • Yearfrac function
  • Sum, average, sumproduct, median
  • IF statements
  • Rounding, and absolute functions
  • Min, max, small, large functions
  • IFERROR function
  • Find and replace

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