Academy – EXCEL FOR FINANCE BEGINNER COURSE BUNDLE
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EXCEL FOR FINANCE BEGINNER COURSE BUNDLE
COURSE DESCRIPTIONTHIS ONLINE COURSE IS FOR BEGINNERS TO GET STARTED USING EXCEL TO FORMAT, CALCULATE AND MODEL DATA LIKE FINANCIAL PROFESSIONALS. YOU’LL
- Benefit from expert advice, in simple language, from an accomplished financial analyst
- Save hours every week by mastering keyboard shortcuts for formatting and navigation
- Learn formatting best practices to share quality, easy-to-follow work with colleagues
- Discover which Excel functions financial experts use daily (and which ones they don’t)
- Create charts and dashboards to make financial info easily understood
COURSE CURRICULUM
WELCOME
- Mac Shortcuts
- Goal Setting
- Welcome
NAVIGATION & DATA
- Navigation and Data Workbook
- Introduction to NAvigation & Data
- A Glimpse into Your Life as an Excel Pro
- Navigation, Arrow Keys, SHIFT & CTRL
- Inserting & Editing Cells, Rows and Columns
- Deleting Cells & Commenting
- Freezing Rows & Splitting the Screen
- Special Paste: Your New Best Friend
- Sorting
- Filtering
- Conclusion to Navigation & Data
FORMATTING & STYLE
- Formatting and Style Workbook
- Introduction to Formatting & Style
- Formatting Walkthrough
- The Five Rules for Financial Modeling
- Cell Dimensions
- Styling Fundamentals
- Styling Practice
- Special Paste Review
- Applying Special Paste to the Model
- Best Practices for Number Formatting
- Forward Multiples
- Negative Numbers & Percentages
- Go To Special
- Grouping Data
- Conclusion to Formatting & Style
- Formatting and Styling Workbook (Answers)
FORMULAS & CONDITIONALS
- Formulas and Conditionals Workbook
- Introduction to Formulas & Conditionals
- Best Practices for Formulas and Conditionals
- Relative and Absolute Values Part 1
- Relative and Absolute Values Part 2
- Sum, Max, Min, Average
- Median, Rank, Percentile, Bonus
- Concatenation Part 1
- Concatenation Part 2
- IF
- Asking IF Twice
- Formula Error
- AND
- OR
- SMALL
- SUMIF
- SUMPRODUCT
- COUNT, COUNTA, COUNTIF
- COUNTIFS
- INDIRECT
- INDEX
- MATCH
- INDEX and MATCH
- Cell Color
- Custom Formulas
- Hidden Values
- Test
- Formulas and Conditionals Exercises
- Conclusion to Formulas & Conditionals
- Formulas and Conditionals (Answers)
CHARTS
- Charts Workbook
- Introduction to Charts
- Best Practices for Charts
- The Basics
- Selecting Data In Column Cahrts
- Customize Your Chart Part 1
- Customize Your Chart Part 2
- Line
- Columns
- Football Field Part 1
- Football Field Part 2
- Charts Exercises
- Conclusion to Charts
- Charts (Answers)
FOLLOW UP SURVEY
- Follow up Survey
ABOUT THE INSTRUCTOR
DANIEL JASSY
CFADaniel Jassy, CFA, worked on idea generation, due diligence and modeling as a portfolio manager for a long-only equity fund. He attended the Charles W. Lamden School of Accountancy at San Diego State University. Daniel was awarded the Chartered Financial Analyst® designation in August of 2016 after passing levels I, II and III of the CFA ® exam. He currently designs and develops trading-analysis software, which provides an edge to portfolio managers by lowering execution costs.
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The same course: M.Rusydi Marc Yor Rene M.Stulz Robert Cinnamon Srdjan Stojanovic Stephen G.Ryan Steve Dalton . Also Sumru Altug Suresh Sundaresan Thomas Fitch Tom Taulli Lidiya K Tom Taulli Peter Dunkart. Also Jo Dunning Brendon Burchard Bob Bly Alex Becker Alan Weiss Talmadge Harper
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Please contact email: [email protected] If you have any question.
Course Features
- Lectures 0
- Quizzes 0
- Duration 50 hours
- Skill level All levels
- Language English
- Students 68
- Assessments Yes
