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Microsoft Excel Training


I really liked the fact that we could follow using the manual PDF files on our individual machines. This allowed to easily/quickly scroll back/forth the slides without having to interrupt the class to ask to go back to certain slides when needing to review something. This also allowed to easily search within the manual for specific keywords while doing exercises
Comment from Mitel

1. Title

  • Microsoft Excel for Financial Professionals: Analysis and Reporting (EXCFIN, 4 days)
    View PDF

2. Course Pre-requisites

  • Previous experience with Microsoft Excel

3. Target Audience

  • Business professionals who want to learn how to perform financial and statistical analyses with Microsoft Excel

4. Dates and Pricing


2 People for Guaranteed Live or Virtual Delivery $2,775.00 per person

5. Outline

Module 1: Microsoft Excel Essential Skills Revised

Topic 1: Identifying and Referencing Cells

Topic 2: Working with Cell Contents

Topic 3: Formatting Cells

Topic 4: Working with Formulas

Topic 5: Business Graphics

Topic 6: Exercise: Setting up the Business Data

Module 2: Working with Data

Topic 1: Characteristics of a Database Layout

Topic 2: Using Cell Names to Prepare the Data

Topic 3: Using Filters to Sort and Filter the Data

Topic 4: Creating Custom Filters to Find the Data you need

Topic 5: Using Search and Find Functions to Locate the Data you need

Topic 6: Using Subtotals to Summarize the Data

Topic 7: Removing Duplicates

Topic 8: Using Custom Functions to Clean the Data

Topic 9: Exercise: Summarizing the Data with Excel Functions

Module 3: Advanced Functions: Conditional Logic

Topic 1: Using Conditional Formatting

Topic 2: Planning for Conditional Logic

Topic 3: Using a Single If Function to Implement Conditional Logic

Topic 4: Using Multiple If Functions to Implement Complex Conditional Logic

Topic 5: Using the AND and OR Functions to Implement Complex Criteria

Topic 6: Using Negation and DeMogan?s Theorem to Simplify Logic

Topic 7: Exercise: Implementing Complex Logic in Support of Data Cleanup

Module 4: Performing a Preliminary Analysis of Financial Data

Topic 1: Determining Maximum and Minimum Values

Topic 2: Calculating Measures of Central Tendency: Average and Median

Topic 3: Calculating Dispersion Measures: Variance and Standard Error

Topic 4: Creating Frequency Distributions: Frequency, Relative Frequency and Cumulative Relative Frequency

Topic 5: Displaying Category Totals and Subtotals

Topic 6: Using Pivot Tables for Effective Presentation

Module 5: Financial Essentials part I: Interest and Payments

Topic 1: Essential Terms and Concepts: Discount Rate, Compound Interest and Net Present Value

Topic 2: Calculating Compound Interest and Factoring In Compounding Frequency

Topic 3: Establishing an Appropriate Discount Rate

Topic 4: Calculating the Future Value of an Investment

Topic 5: Calculate Loan Payments for a Present Value

Topic 6: Calculating the Payback Period and the Discounted Payback Period

Topic 7: Calculating the Present Value of Future Cash Flows

Topic 8: Exercise: Essential Financial Calculations

Module 6: Financial Essentials part II: Net Present Value and Internal Rate of Return

Topic 1: Essential Definitions: Net Present Value and Internal Rate of Return

Topic 2: The Role of the Discount Rate

Topic 3: Determining a Project?s Net Present Value (NPV)

Topic 4: Determining a Project?s Internal Rate of Return

Topic 5: Decision Rules for IRR and NPV: When they Agree and When they Disagree

Topic 6: Calculating NPV with Variable Interest Rates

Topic 7: The Multiple NPV Problem

Topic 8: Practical Exercise: Calculating the Net Present Value and the Internal Rate of Return of Future Cash Flows

Module 7: The Weighted Average Cost of Capital (WACC)

Topic 1: WACC and Financial Justification

Topic 2: Definitions and formula for the WACC

Topic 3: Determining the Cost of Debt

Topic 4: Factoring in Taxes Payable

Topic 5: Determining the Cost of Equity

Topic 6: Calculating the WACC for an Organization

Topic 7: Calculating the WACC for a Project

Topic 8: Using the WACC to make Project Decisions

Topic 9: Using the WACC to determine an Appropriate Discount Rate

Topic 10: Practical Exercise: Calculating the Cost of Debt and the Cost of Equity

Topic 11: Practical Exercise: Using the WACC to make Decisions

Module 8: Earned Value Management

Topic 1: The EVM Template

Topic 2: The Basics the Earned Value Management

Topic 3: Defining a Method for Measuring Progress

Topic 4: The Basics: Earned Value, Present Value and Actual Cost

Topic 5: About Estimate At Completion and Budget At Completion

Topic 6: Determining Progress: Cost Variance and Schedule Variance

Topic 7: Useful Ratios: CPI, SPI and TCPI

Topic 8: Forecasting: The Art and Science

Topic 9: EAC Forecasts: Budgeted Rate, Present CPI and Present CPI/SPI

Topic 10: Practical Exercise: Using EVM to Assess Progress

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