Fundamental Excel Skills for Finance

New York Institute of Finance

How long?

  • 1 day
  • in person, online

What are the topics?

New York Institute of Finance

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Who should attend

  • Financial analysts
  • traders
  • regulators risk managers and anyone seeking to be more productive by harnessing the power and functionality of MS Excel.

About the course

This hands-on program develops the fundamental MS Excel skills essential for a wide variety of roles in finance and related disciplines.

Prerequisite knowledge:

  • Some familiarity with financial instruments and markets
  • Basic mathematics and statistics

CURRICULUM

Day 1

MODULE 1: REVIEW OF EXCEL BASICS

  • Ranges
  • Basic functions
  • Creating formulas
  • Creating charts

MODULE 2: USEFUL EXCEL FUNCTIONS

  • Logical and information functions
  • Text functions
  • Lookup functions
  • Date and time functions
  • Mathematical functions
  • Statistical functions
  • Arrays and matrices
  • Solving sytems of linear equations: Matrix algebra

MODULE 3: MODELING TOOLS

  • Goal Seek and Solver
  • Solving non-linear equations
  • Optimization
  • Computing the yield to maturity for a bond
  • Sensitivity and scenario analysis
  • Simulation: Generating random numbers

MODULE 4: DATA ANALYSIS

  • Sorting and filtering data
  • Data tables
  • Pivot tables
  • Importing Bloomberg data
  • Statistical and regression analysis

WHAT YOU'LL LEARN

  • Some familiarity with basic financial concepts
  • Basic mathematics

Fundamental Excel Skills for Finance at New York Institute of Finance

From  $989

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Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Read more about Business Analytics

What will you learn from Business Analytics courses? First of all, you will learn about the profession of a business analyst, his duties, and what such a specialist does. You will get various soft skills, such as organizing teamwork, for example, acc...

Read more about Marketing

During Marketing courses, you will learn how to develop a business idea and create the right website to promote your product. You will gain the skills to analyze your business performance and make key decisions that improve the efficiency of your bus...

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.