Microsoft Excel Fundamentals for Analysts

This Course covers the technical Excel Skills required of a Financial Analyst. After this course you will be able to confidently use Excel to analyse data, build models and provide the required outputs needed for effective data driven decisions.

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Course description

Learn to Harness the Value of Data

This is a highly intensive course covering the fundamentals of Microsoft Excel required by every Analyst. These skills are central to becoming more productive completing typical day to day task required for your work. This course also gives you the Excel skills required for more advanced analysis and reporting tasks such as financial modeling and reporting and analytics with power pivot.

Course Curriculum

Here's what you'll learn...

1. Course Overview
  FREE PREVIEW
2. Introducing the Advanced Financial Modeler Designation
3. How to use this Platform
4. Before we begin
5. 50 Excel Keyboard Shortcuts for Windows
6. 50 Excel Keyboard Shortcuts for Mac
7. Ask the Trainer
1. Overview
2. Download the Exercise File
3. Working with Numbers and Formats
4. Using Dates and Time in Excel
  FREE PREVIEW
5. Rounding time in Excel (Part 1 of 2)
6. Rounding time in Excel (Part 2 of 2)
7. Chapter Quiz
1. Overview
2. The Secrets of Formatting in Excel
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3. Excel formatting Syntax
  FREE PREVIEW
4. Overview of Excel Styles
5. List of Styles used in Models
6. The Normal Style
7. The Input Style
8. The Multiples Style
9. The Percentage Style
10. The Historicals Style
11. The FLAG & MASK Styles
12. Conditional Format for FLAG & MASK Style
13. The Linked Cell Style
14. The Unit Styles
15. The Total Column Style
16. The Blank Style
17. The Title Style
18. The Subtitle style
19. The Header Style
20. The Banner Style
21. The Currency Style
22. Implementing Styles
23. Update the Model Template with Styles
24. How to Transfer Styles between Workbooks
25. Style Guide Clean-up
26. Automating Printer Settings
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1. Outline
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2. Download the Exercise Files
3. Overview
  FREE PREVIEW
4. Introduction
5. Using ROUND, ROUNDUP & ROUNDDOWN Functions
6. Working with Basic Rounding Functions
7. Using MROUND, CEILING & FLOOR Functions
8. Solving complex problems with Custom Rounding
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9. Rounding Challenge
10. Using INT & TRUNC Functions
11. Using EVEN & ODD functions
12. Understanding Banker's Rounding
13. Building a Banker's Rounding User Defined Function
14. Creating a Banker's Rounding Formula
15. Working with Date and Time in Excel
16. Rounding Time in Excel (1 of 2)
17. Rounding Time in Excel (2 of 2)
18. Recap of Rounding Functions and Techniques
1. Overview
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2. Download the Exercise Files
3. Introduction
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4. Using VLOOKUP
5. Using MATCH
6. Using VLOOKUP & MATCH
7. Using HLOOKUP
8. Using HLOOKUP & MATCH
9. Using INDEX
10. Using INDEX & MATCH
11. Using OFFSET
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12. Using OFFSET & MATCH
13. Using CHOOSE
14. VLOOKUP Hidden Feature part 1 of 2
15. VLOOKUP Hidden Feature part 2 of 2
16. Mastering the OFFSET Function (Part 1 of 2)
17. Mastering the OFFSET Function (Part 2 of 2)
18. Chapter Quiz
1. Overview
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2. Download the Exercise Files
3. Preparing the Template
4. Real vs Nominal Terms
5. Building an Inflation Index
6. Introducing TVM Calculations
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7. Building a Retirement Model Template (Part 1 of 2)
8. Building a Retirement Model Template (Part 2 of 2)
9. Using Financial Functions in Excel for TVM Calculations
10. Calculating Investment Value at Retirement
11. Identifying Errors in TVM Calculations
12. Chapter Quiz
1. Overview
2. Download the Exercise Files
3. Case Study: Overview of the Retirement Problem
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4. Answering the Retirement Problem with Scenario Analysis
5. Goal Seek & Scenario Analysis
6. Setting up the Scenario Manager Tool
7. Recording Scenarios with the Scenario Manager Tool
8. Running Reports with the Scenario Manager tool
9. Chapter Quiz
1. Download Exercise Files
2. Introduction to the Data Validation Tool
3. Setting the Stage for Data Validation
4. Carry out a Data Validation
5. Best Practice for Creating List Validations
6. Data Validation Settings, Input Message and Error Alert Options
7. Using Data Validation for Scenario Management
8. Create Scenarios with Data Validation Setup 1 of 2
9. Create Scenarios with Data Validation Setup 2 of 2
10. Understanding the INDEX Function
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11. How to prepare Scenario Data for LOOKUP with the INDEX Function
12. How to use the INDEX Function to activate Scenarios in a Model
1. Download the Exercise Files
2. The Big Flaw with Data Validations
3. Activating Form Controls in Excel
4. Using Form Controls to automate Scenarios in a Model
5. Form Control Best practices
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6. Using INDEX to Populate Scenario Data from Form Controls
7. Chapter Quiz
1. Download Exercise Files
2. Overview of Sensitivity Analysis - The Data Table Tool
3. Building a One Input Sensitivity Table - The Setup
4. Building a One Input Sensitivity Table - Implement
5. Building a Two Input Sensitivity Table - Setup the Table
6. Building a Two Input Sensitivity Table - Understanding the Logic
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7. Building a Two Input Sensitivity Table - Implementation
8. How to make your Sensitivity Tables Dynamic
9. Best Practice Formatting for Sensitivity Tables
1. Download Exercise Files
2. Sensitivity Analysis with Data Validations - The Setup
3. Sensitivity Analysis on with Data Validations - Implementation
4. Sensitivity Analysis with Form Controls - Introduction
5. Sensitivity Analysis with Form Controls - The Setup
6. Sensitivity Analysis with Form Controls - Implementation
1. Download Exercise Files
2. Using the FLAG Modeling Tool
3. Using the MASK Modeling Tool
4. Using the AND function
5. Using the OR function
6. Comparing the AND, OR and XOR functions
7. Using the XOR function
8. Using the NOT Function
9. Using the IF Function
10. Using the IFS Function
11. Boolean Logic and the IF Function
12. Using the SWITCH Function
13. Chapter Quiz
1. Evaluation & Digital Certificate

About this course

$199.00
145 lessons
7.5 hours of video content

Learning Outcomes

Microsoft Excel Fundamentals for Analysts is a highly intensive certiﬁcate course, it is structured as a blended course: online pre-work, face-to-face classroom, a mock exam and a preparation guide for the AFM Exams for those registered to take it.

Identify and apply the essential Excel functions, tools and operators every modeller should know.
Design a modern model structure based on pre-determined model outputs & requirements
Apply best practices in capital structure modelling; Debt schedules, Cash Flow Sweeps, Equity and dividend calculations.

Featured Testimonial

“It was an interesting course loaded with revealing new techniques/short cuts to performing works on excel. The trainers were on point, delivering with deep knowledge of the excel package. ”

Chiejina Chike

“I was really impressed with the simplicity of the lessons and the ease of learning. Looking forward to taking more courses.”

Abdulwadud Mohammed

“He is very good and attentive, delivery mechanism is very effective”

Tolu Bamidele

“The facilitator is very well equipped to train, and he demonstrated the ability by taking time to fully explain the subject matter very well”

Oluwakemi Dada

“He passed the message across clearly and concisely, had so much interest in his participants”

Ibikunle Olatunji

“i especially enjoyed the unconventional yet the vibrant way of teaching and how the message was passed across ”

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Instructor

David Brown

FCA, Microsoft MVP

[email protected]

David has worked with and taught Excel and financial modelling to over 4,000 people in the last 22 years. He is the Managing Partner of dbrownconsulting where he runs the Consulting Division.He is a Fellow of the Institute of Chartered Accountant of Nigeria & a Financial Analyst with over 16 years experience working as a Business intelligence, Financial Modelling & Tax Consultant with Arthur Andersen, KPMG & dbrownconsulting.He is also an International Consultant to the World Bank on Oil Revenue Modelling and is a registered financial adviser.David attained the Master Trainer & Master Instructional Designer designation from the Association for Talent Development (ATD).He is passionate about Financial Modelling, Business Intelligence and Analytics especially with Microsoft Power BI and Excel and regularly host meetups and speaker event in Nigeria and around the world.