Fundamental Excel Skills for Finance

New York Institute of Finance

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

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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.

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

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