Microsoft Excel for Finance

4.7 /5

(3 Ratings)

Offered byThe Wall Street School

Microsoft Excel for Finance
at
The Wall Street School
Overview

Take this course designed specifically for aspirants of core finance jobs

Duration	15 hours
Total fee	₹1,990
Mode of learning	Online
Credential	Certificate

Microsoft Excel for Finance
at
The Wall Street School
Highlights

Get certified after assessment completion from The Wall Street School
Get course curriculum designed by Industry Experts
Learn from MCQ Test and Assignments after course completion

Microsoft Excel for Finance
at
The Wall Street School
Course details

Skills you will learn

Excel Conditional Formatting Vlookup Sales Android Advanced Excel

Who should do this course?

For Finance Job Seekers

What are the course deliverables?

Carefully structured to remove the habit of using mouse
Ready made Excel templates for practice and reference
HD Video content developed by Investment Bankers
View videos on Android, IOS or Website from anywhere

More about this course

The course is meant for all the candidates who want to hone their Excel skills, specifically to make an entry into Core Finance Job roles

Microsoft Excel for Finance
at
The Wall Street School
Curriculum

Module - 1 Introduction to Excel

Introduction to cells, rows , tabs , ribbons, sheets etc.

Module - 2 Formatting and Presentation

Data Cleansing

Colouring, Bordering and Cell Formatting

Conditional Formatting of Cells

Module - 3 Keyboard Shortcuts

Extensive coverage of Keyboard shortcuts to completely weed out the usage of mouse while working on excel

Module - 4 Excel Formulas

Mathematical Formulas such as Sum, Count, Average, Median, filter, Max, Min, Sort, Advance filters, Transpose, Arrays etc.

Module - 5 Excel Functions

IF, SUMIF(s), COUNTIF(s), AVERAGEIF(s), Rank of numeric and alphanumerics, CAGR - Annual, Monthly & Daily data

Multiple IFs, IF or, IF and or

Chronological Functions such as TODAY, YEAR, MONTH, DAY and DATE, EOMONTH and EDATE

TEXT functions, CONCATENATE, Cell freezing

Vlookup, Example of Vlookup + CAGR, Usage of exact range, approximate range

INDEX, OFFSET with granular understanding , combination of INDEX and OFFSET

Advance Usage of Vlookup, introduction match formula, limitation of Vlookup, using a combination of Vlookup +Match, Introduction to Hlookup, combination of Hlookup and Match

Advance complexity of Index and Offset in mathematical functions

Complex Usage of Vlookup + Match, Hlookup + Match

Module - 6 Charts and Graphs

Basic Charting Rules of Bar Chart, Making chart with Secondary axis + Cheat sheet for revision

Basic Dynamic charting, making Dynamic Doughnut chart using scroller showing product wise sales for multiple years.

SAdvance Level Dynamic Charting, Comparing Industry with company products through dynamic charting, use of scroller to control Visible Financial data.

Module - 7 Building Interactive Dashboards

Basic Dashboards for showing financial data dynamically through charting, rebasing of stock price data for parity and comparison.

Advance Dashboards and use conditional formatting to get the desired results for a blunt data pull

Microsoft Excel for Finance
at
The Wall Street School
Faculty details

CA Manoj Goel

Before starting TWSS, Manoj worked with companies including Goldman Sachs, Times Private Equity and Moody’s. Manoj has 14+ years of experience as an investment banker and advisor in fields of valuation, acquisitions, p

CA Himanshu Jain

Before starting TWSS, Himanshu worked with companies including McKinsey, Moody’s and PwC. Himanshu has 15+ years of experience as an investment banker, consultant and advisor in fields of strategic consultancy, valuation, project financing, private equity, and has been providing trainings in the industry since 2009..