Course description
Excel for Finance - Masterclass
The Excel for Finance Masterclass is a practical one-day class that will leverage participants’ skills to become highly proficient at using Excel’s more powerful features 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 adept at harnessing advanced Excel capabilities in real-world business applications.
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Upcoming start dates
Who should attend?
Who Should Attend
Anyone who wants to leverage their capabilities in using Excel.
Prerequisites
Practical working knowledge of the basic features of Excel.
Training content
Intermediate / Advanced Excel Functions
- Financial: FV, PV, NPV & XNPV, IRR MIRR & XIRR, PMT, RATE, NPER
- Date and Time: DATE, DATEVALUE, TODAY, WEEKDAY, EDATE, EOMONTH, YEARFRAC
- Dates manipulation challenge
- Conditional: COUNTIF(S), SUMIF(s), AVERAGEIF, MAXIFS, MINIFS
- Advanced Lookup: INDEX, MATCH, COLUMN, ROW, INDIRECT, ADDRESS
- Data retrieval challenge
- Logical: IF, AND, OR, NOT
- Information: ISBLANK, ISERROR, ISNA, NA
- Text: LEFT, MID, RIGHT, LOWER, UPPER, PROPER, TEXT, VALUE, FIXED, CONCAT
- Forecasting: FORECAST, SLOPE, INTERCEPT, PEARSON, TREND, LINEST
- Forecasting with the new Excel Forecast Sheet
- Forecasting workshop
Advanced Excel Techniques
- Using Range Names – define, create, apply, paste, manage
- Advanced custom and conditional formatting
- Conditional formatting workshop
- Data validation
- Protecting worksheets and workbooks
- Hiding and un-hiding sheets and formulas
- Outlining a spreadsheet
- Grouping of rows and columns
- Arrays and array formulas
- Goal seeking and the solver – optimization techniques
- Investment optimization challenge
- Dynamic charts
- Creating and using a dynamic chart
- 3D Maps
- Using Excel Data Tables to perform structured sensitivity analyses
- Using Excel Scenarios for different assumptions
- Parsing text data from non-Excel sources
- Recording, editing, and running a macro
- Creating simple “controls”: command and option buttons
- Switching scenarios using radio-buttons
Working with Large Data
- Sorting and filtering
- Advanced Filter
- Creating an Excel Table
- Fields and records
- Organizing data
- Filtering and sorting, with complex criteria
- Summarizing and analyzing data
- Creating a PivotTable
- Labels, values, and report filters
- Creating a PivotChart
- Pivot table workshop
New Excel Techniques
- The Get & Transform Utility
- Forecast Sheets
- PowerPivot & the PowerBI Tools
- Data Analysis Expressions (DAX)
- Data retrieval and analysis workshop
Costs
- New York: $840
- London: £675 (plus VAT)
- Virtual: £583.33 (plus VAT)
Certification / Credits
CPD: 7 hours
Learning Outcomes
By attending this course, you will:
- Apply a wide range of Excel’s more advanced functions for manipulating dates and text, performing conditional analysis, retrieving data, and handling errors
- Explore Excel’s forecasting capabilities, including the new Excel Forecast Sheets
- See how Named Ranges can be used to increase the transparency of financial models
- Design your own custom formats for numbers and dates
- Apply the power of conditional formatting
- Understand Excel’s goal seek and solver optimization capabilities
- Create dynamic charts that extend Excel’s in-built charting capabilities
- Perform sensitivity analyses using data tables and scenarios
- Add control elements like drop-downs, buttons, check boxes and spin buttons to a spreadsheet
- Analyse large datasets with pivot tables and pivot charts
- Explore some of the latest Excel techniques like Get & Transform, PowerBI, and DAX
Why choose ACF Academy?
Over 100,000 professionals trained globally
Award-winning practical financial simulations
Consistently high ratings
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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...