Fundamental Excel Skills for Finance
This hands-on program develops the fundamental MS Excel skills essential for a wide variety of roles in finance and related disciplines.
This course is a component of the Excel and VBA Programming for Finance course
Prerequisite knowledge:
- Some familiarity with financial instruments and markets
- Basic mathematics and statistics
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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