New York Institute of Finance

Fundamental Excel Skills for Finance

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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

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.

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