Excel Crash Course for Financial Professionals

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About Course

Excel Crash Course for Financial Professionals

Remember, practice is key to mastering Excel. Apply these concepts to real financial data to enhance your skills. Additionally, explore online resources and tutorials for deeper understanding and advanced techniques.

This course is broken in to seven parts:

1. Introduction to Excel in Financial Analysis

  • Introduction
  • Key Learning Objectives
  • Course Objectives
  • Keyboard Over Mouse

2. Excel Layout

  • Introduction to Excel layout (Objectives)
  • Excel Workbook
  • Excel Layout Canvas (Inserts & Keyboard Shortcuts

3. Excel Settings

  • Introduction (Objectives)
  • General Settings
  • Formulas Settings
  • Data Settings
  • Advance Settings
  • Add-ins

4. Basic Financial Analysis Setup

  • Key Learning Objectives (Introduction)
  • Page Layout
  • Financial Analysis
  • Formatting
  • Assumptions and Forecast

5. Advance Financial Analysis Setup

  • Introduction (Objectives)
  • Financial Analysis Setup
  • Income Statement Analysis
  • Trace Precedents Dependents
  • Audit a Model
  • Dynamic Headings

6. Functions and Formulas in Excel

  • Introduction (Session Overview)
  • Today Function
  • Cost Analysis
  • If Statements
  • Rounding Numbers
  • Handling Error Messages
  • Find and Replace Functions

7. Summary

8. Final Quiz

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What Will You Learn?

  • Remember, practice is key to mastering Excel. Apply these concepts to real financial data to enhance your skills. Additionally, explore online resources and tutorials for deeper understanding and advanced techniques.
  • What you will Learn;
  • Introduction to Excel in Financial Analysis
  • Introduction
  • Key Learning Objectives
  • Course Objectives
  • Keyboard Over Mouse
  • Excel Layout
  • Introduction to Excel layout (Objectives)
  • Excel Workbook
  • Excel Layout Canvas (Inserts & Keyboard Shortcuts
  • Excel Settings
  • Introduction (Objectives)
  • General Settings
  • Formulas Settings
  • Data Settings
  • Advance Settings
  • Addins
  • Basic Financial Analysis Setup
  • Key Learning Objectives (Introduction)
  • Page Layout
  • Financial Analysis
  • Formatting
  • Assumptions and Forecast
  • Advance Financial Analysis Setup
  • Introduction (Objectives)
  • Financial Analysis Setup
  • Income Statement Analysis
  • Trace Precedents Dependents
  • Audit a Model
  • Dynamic Headings
  • Functions and Formulas in Excel
  • Introduction (Session Overview)
  • Today Function
  • Cost Analysis
  • If Statements
  • Rounding Numbers
  • Handling Error Messages
  • Find and Replace Functions
  • Summary
  • Final Quiz
  • BONUS RESOURCES (PDFs and eBooks)

Course Content

Introduction to Excel in Financial Analysis
In financial analysis, Excel serves as a versatile tool for budgeting, forecasting, valuation, and various other tasks critical to decision-making. As you delve deeper into financial modeling and analysis, mastering Excel's advanced features becomes increasingly valuable. What you will Learn under this topic: Introduction Key Learning Objectives Course Objectives Keyboard Over Mouse

Excel Layout
Understanding the basic layout of Microsoft Excel is essential for efficient navigation and use. Here's an overview of the key elements of the Excel interface that you will learn under this topic: Introduction to Excel layout (Objectives) Excel Workbook Excel Layout Canvas (Inserts & Keyboard Shortcuts)

Excel Settings
Excel Settings Introduction (Objectives) General Settings Formulas Settings Data Settings Advance Settings Add-ins Microsoft Excel offers various settings that allow you to customize your working environment. Here are some common settings you might find useful: General Settings: 1. Office Theme: - File > Options > General - Choose your preferred theme (Colorful, Dark Gray, Black, or White). 2. Default Save Location: - File > Options > Save - Set the default save location for your files. 3. Autosave and Auto Recover: - File > Options > Save - Configure autosave and Auto Recover options to prevent data loss. Formulas and Calculation Settings: 1. Calculation Options: - Formulas > Calculation Options - Choose between Automatic, Manual, or Automatic except for data tables. 2. Error Checking: - Formulas > Error Checking - Enable or disable error checking rules. Proofing and Editing Settings: 1. Spelling Options: - File > Options > Proofing - Set your preferences for spell-checking. 2. AutoCorrect Options: - File > Options > Proofing > AutoCorrect Options - Customize autocorrect settings for common typing errors. 3. Cut, Copy, and Paste Options: - File > Options > Advanced > Cut, Copy, and Paste - Configure options related to pasting data. Display Settings: 1. Show Formulas: - Formulas > Show Formulas - Toggle between displaying cell values and formulas. 2. Gridlines and Headings: - View > Show - Choose to display or hide gridlines, row and column headings. 3. Zoom: - View > Zoom - Adjust the zoom level for better visibility. Ribbon and Toolbar Settings: 1. Customize Ribbon: - File > Options > Customize Ribbon - Add or remove tabs and commands from the Ribbon. 2. Quick Access Toolbar: - File > Options > Quick Access Toolbar - Customize the toolbar with frequently used commands. Advanced Settings: 1. Advanced Options: - File > Options > Advanced - Access advanced settings such as editing options, display, and formula options. 2. Language Preferences: - File > Options > Language - Set the default editing and display languages. Security and Trust Center: 1. Trust Center Settings: - File > Options > Trust Center - Manage macro settings, add-ins, and trusted locations. 2. Protected View: - File > Options > Trust Center > Protected View - Configure settings for opening files from potentially unsafe locations. Remember to click "OK" or "Apply" after making changes to apply your settings. The exact location of these options might vary slightly depending on your Excel version. Adjustments might be needed for your specific needs and preferences.

Basic Financial Analysis Setup in Excel
Basic Financial Analysis Setup in Excel Setting up a basic financial analysis in Excel involves organizing your data and using various functions and tools to analyze and interpret financial information. Remember that this is a basic setup, and depending on your specific needs, you may need to customize and expand upon these steps. Excel provides a wide range of tools and functions for financial analysis, so feel free to explore additional features based on your requirements.

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