Corporate training in Financial excel
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Training in Excel for the Financial Industry can be arranged either at your office or at our location.
COMMON financial excel TOPICS
Listed below are some commonly requested topics for Excel for the Financial Industry. This is not a complete list of what the program covers, but provides ideas for your learning. We can accommodate most requests and customize your session to fit your needs. You may use your own documents as examples during your training sessions.
Using basic formulas
Setting up Balance Sheets using Excel
Finding and replacing incorrect data
Autocomplete
Validating Data
Formula Functions
Relative vs Absolute References
Cash Flow Statements
Charts as a tool for decision making.
Charts and displaying relevant comparison data
Loans
Amortization Schedules using Excel
Interest
Present Value
Compound Interest
Present value
Future Value
PMT
Rate
Per
Nper
Type
Sorting and Filtering
Hiding and Freezing Rows and Columns
Printing
Continuing with Advanced Excel Features for the Financial Industry
Risk Vs Return
Daily metrics of your workforce. (ways of quantifying the number of widgets you
are making, comparatively)
Comparing stocks and stock types
Utilizing Pivot tables for equity analysis
Charting
Scenarios for portfolios
Advanced Charts- Creating Templates for them.
Creating Good looking sector specific pie charts for clients
What are the capabilities of macros - using templates
Compound Interest Calculator Template- What is the difference between 6% bond
and 8% bond, it will show you year by year.
Writing a macro that captures client specific holdings for weekly/monthly/annual
analysis.
Present value/ Future value of an equity. Practical function uses.
Dissecting Incoming Statement and Balance Sheets as part of the P/E calculations.
P/E Ratio
Price Reactions
Equity Forecasting as a sales tool.
Tax consequence analysis.
Putting an ad hoc client presentation together in a short turn around time.
Automatically into a pie chart or graph.
P-E Ratio Charted against Stock Price
Trend Lines
3-D Pie Charts comparing a live portfolio
Daily metrics for your workforce
Equity Research Management
Charting Research.
Advanced Chart Functions
Advanced and Conditional formatting
Scenarios
Date Formulas
Calculating difference between dates and times
Today
Now
Custom Styles
Naming convention and time saving references
Sum If
Comparison Criteria in formulas
Count and Count Ifs
Security and Protection
Locking password protection
Advanced Printing techniques
Advanced sorting and filtering
Grouping and Outlining
Pivot Tables used to compare portfolio options
Tables for calculating payments for a loan with two variables
What-if
Macros to modularize common financial tasks
Taking Full Advantage of Excel for the Financial Industry
Learning VBA Script
Complex Macros using VBA
Navigating Shortcuts
Tricks of the Trade
Customizing Excel
Macro Topics
VBE Environment
Range Selection Scripts
Using icons to run macros
Recording and stopping macros
Writing efficient macros
Consolidation scripts
Creating reusable loops
Open and saving scripts
Variables
Calculations
Displaying in Message Box
If, Do while, and For loops
Using xla Add-ins
Sum, absolute and relative reference
Freezing window panes
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