Financial Excel Course Overview

Financial Excel Course Overview

The Financial Excel course is an in-depth program designed to equip learners with the essential skills required to handle financial data and perform complex analyses using Microsoft Excel. This course is ideal for financial analysts, accountants, and any professional seeking to enhance their Excel skills in a financial context.

Module 1: Excel Basics Refresh ensures that learners revisit the fundamental Excel functions necessary for financial analysis. Students will master a range of formulas, from mathematical functions like SUM and AVERAGE to logical formulas such as IF statements and lookup formulas like VLOOKUP and INDEX-MATCH.

Module 2: Time Value of Money delves into key financial concepts such as Future Value, Net Present Value (NPV), and Internal Rate of Return (IRR), teaching students how to calculate these using Excel.

Module 3: Analysis Of Profit & Loss Statement guides learners through the techniques of financial statement analysis using horizontal and vertical methods.

Module 4: Charts & Dashboards focuses on visual representation of data through various Excel Charts and dashboard creation, essential for data interpretation and decision-making.

Module 5: Pivot Tables & Charts enables learners to create comprehensive financial models and forecasts, thereby solidifying their proficiency in financial planning and analysis.

Overall, this course will not only improve the learners' efficiency in Excel but also significantly enhance their financial decision-making abilities.

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  • Live Online Training (Duration : 24 Hours)
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  • Live Online Training (Duration : 24 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

To ensure that you can successfully undertake the Financial Excel course and fully benefit from its content, it's important to have a foundational understanding and proficiency in the following areas:

  • Basic knowledge of Microsoft Excel operations and interface, including opening, saving, and creating new documents.
  • Familiarity with fundamental Excel functions such as entering data, formatting cells, and navigating the Excel ribbon.
  • Understanding of basic mathematical concepts and the ability to perform simple calculations.
  • A general awareness of financial terminology and concepts to facilitate the learning of financial analysis within Excel.

Please note that while prior experience with Excel is beneficial, the course is designed to refresh and build upon basic Excel functionalities before moving on to more complex financial applications.

Target Audience for Financial Excel

Koenig Solutions' Financial Excel course hones critical finance skills using Excel, catering to professionals analyzing financial data.

  • Financial Analysts
  • Accountants
  • Finance Managers
  • Investment Bankers
  • Business Analysts
  • Data Analysts
  • Management Consultants
  • Corporate Finance Advisors
  • Risk Managers
  • MBA Students with finance specialization
  • Economics Students looking to strengthen analytical skills
  • Project Managers dealing with financial planning
  • Entrepreneurs for financial decision-making and projections
  • Financial Controllers
  • Auditors
  • Anyone with a career in finance requiring advanced Excel skills

Learning Objectives - What you will Learn in this Financial Excel?

  1. Introduction: Gain mastery over financial analysis in Excel with our comprehensive course covering Excel functions, time value of money, P&L analysis, charting, dashboards, and pivot tables for robust financial modeling.

  2. Learning Objectives and Outcomes:

  • Refresh foundational Excel skills, focusing on mathematical, textual, logical, date-time, and lookup formulas to manipulate and analyze data efficiently.
  • Understand and apply the time value of money concepts using Excel functions for calculating future value, present value, net present value (NPV), and internal rate of return (IRR).
  • Analyze Profit & Loss statements through horizontal and vertical analysis to interpret financial health and operational efficiency.
  • Create expressive financial charts and dashboards, learning to effectively communicate data insights through various types of visualizations.
  • Master the creation of PivotTables and PivotCharts to summarize, explore, and present large datasets, providing actionable insights.
  • Build a comprehensive financial model from scratch, including assumptions, forecasted income statements, balance sheets, and cash flow statements.
  • Forecast inventory needs by utilizing advanced Excel features, aiding in the decision-making process for resource management.
  • Develop skills to format and customize charts for professional reporting, including bar, column, line, area, pie, and special-purpose charts.
  • Learn to represent financial data through advanced chart types like scatter plots, histograms, stock charts, sparklines, waterfall charts, and heat maps.
  • Integrate logical formulas such as IF, nested IFs, AND/OR, and error handling to refine data analysis and ensure accuracy in financial modeling.