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Microsoft Excel Training

Great interaction with the instructor. The instructor was able to address my specific questions very well.
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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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