MS Excel. Financial Functions
Description
Unlock the power of financial analysis with our "MS Excel: Financial Functions" course.
This training is designed for individuals who want to deepen their understanding of financial concepts and apply Excel's financial functions to real-world scenarios. Participants will gain hands-on experience with key financial functions, learning how to analyze loan payments, investments, discounts, and more. By the end of the course, participants will be able to apply these functions independently and confidently.
This course provides an in-depth exploration of MS Excel's financial functions, organized into five detailed modules:
- Loan Payments
- Investment Formulas
- Discount Formulas
- Accounting Functions
- Securities Formulas
By the end of this course, participants will be able to:
- Calculate loan payments and understand the time value of money.
- Apply investment formulas to calculate interest rates and future values.
- Use discount formulas to determine present value, payback period, and internal rate of return.
- Perform various depreciation calculations using Excel's accounting functions.
- Analyze securities using specialized formulas for bonds, coupon dates, and treasury bills.
Participants will gain the skills needed to perform advanced financial analysis using MS Excel, enhancing their decision-making capabilities in financial contexts. This course will empower participants to utilize Excel's financial functions effectively in their professional roles.
is issued on the Luxoft Training form
Objectives
Participants are expected to demonstrate correct application of the financial functions of MS Excel and complete tasks independently.
Target Audience
Anyone
Prerequisites
Roadmap
1. Loan payments (2 hours: 1h theory, 1h practice)
1.1 Understanding the time value of money
1.2 Calculating a loan payment
2. Investment formulas (2 hours: 1h theory, 1h practice)
2.1 Interest rates
2.2 Future value
3. Discount formulas (3 hours: 1.5h theory, 1.5h practice)
3.1 Calculating the present value
3.2 Discounting cash flows
3.3 Calculating the payback period
3.4 Calculating the internal rate of return
4. Accounting functions (2 hours: 1h theory, 1h practice)
4.1 Straight-Line Depreciation
4.2 Sum-of-Years' Digits Depreciation
4.3 Declining Balance Depreciation
4.4 Double-Declining Balance Depreciation
4.5 Variable Declining Balance Depreciation
5. Securities formulas (3 hours: 1.5h theory, 1.5h practice)
5.1 Bonds Formulas
5.2 Coupon Dates Formulas
5.3 Treasury Bills Formulas
TOTAL: 12 hours (50% theory, 50% practice)