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New York Institute of Finance

Fundamental Excel Skills for Finance

Oct 14, 2019
New York, New York, United States
USD 1099
USD 1099 per day
Oct 14, 2019
Online
USD 1099

How it works

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Description

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.