Course description
Excel for Finance - Essentials
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.
Who should attend?
Who Should Attend
Anyone who wants to understand the essentials of Excel for practical application in business and finance.
Prerequisites
None
Training 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
- 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
- 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
- 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
- Working with a pivot table
Costs
- New York: $685
- London: £550 (plus VAT)
- Virtual: £500 (plus VAT)
Certification / Credits
CPD: 7 hours
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
Why choose ACF Academy?
Over 100,000 professionals trained globally
Award-winning practical financial simulations
Consistently high ratings
About ACF Academy
ACF Academy
ACF Consultants are a global leader in providing practical and effective training for financial professionals. Leading banks, companies and financial institutions from all over the world partner with us to develop their people to achieve their goals. They trust our...
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