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Utilizing Excel® for Financial Analysis and Modeling

Explore the business professionals' guide for using Microsoft® Excel® to create financial scenarios and models.

There are many choices in financial software. Microsoft® Excel® is one of the best and most versatile financial decision-making tools available. This material demonstrates how to use the features in Excel® to build financial models. The topics discussed include how to use formulas, pie charts, functions, pivot tables and statistics to build financial models.

Learning Objectives

  • You will be able to identify and utilize formulas and functions in Excel utilized in financial modeling.
  • You will be able to identify the meaning of cell references.
  • You will be able to differentiate between the various types of graphs used in financial modeling.
  • You will be able to recognize various methods to utilize common functions utilized in Excel.

Runtime: 94 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

What Is Financial Modeling?

  • Definitions
    • Wikipedia®
    • Investopedia®

The Goal of Financial Modeling

Why Excel®?

Tools

  • Formulas Overview
  • Graphs Overview
  • Statistics Overview
  • Pivot Tables Overview

Demonstrations in Excel®

  • Household Budget to Introduce Formulas and Pie Charts
  • Calculations Using Financial Formulas in Excel®
    • PMT Function
    • CUMIPMT Function
    • FV Function
  • Creating Column Charts
  • Statistics
    • AVERAGE
    • STDEVS
    • FORECAST, LINEAR
  • Pivot Tables

Lessons (I've) Learned

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on October 26, 2018.

Call 1-866-352-9540 for further credit information.

  • CPE/NASBA - QAS Self Study 2.5 including Finance 2.5
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.5 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Finance for 2.5 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
     
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jay R. Carlson

FatDAWGS.com

  • Principal and co-owner of FatDAWGS.com, an IT solutions company
  • Microsoft® Certified System Engineer (MCSE) as well as a Microsoft® Certified Database Administrator (MCDBA)
  • More than 20 years of experience in the IT industry, including working as the technical lead at a top software company supporting their financial software
  • Through FatDAWGS.com, he co-wrote OfficeFest 2007, a self-published series of training modules that includes “Using Microsoft® Excel® for Financial Analysis”, “Microsoft® Excel® Pivot Tables and Charts”, as well as “Visual Basic for Applications in Microsoft® Excel® 2007”
  • Co-developed commercial SQL solutions and well-reviewed iPhone® applications
  • Graduate, Southern Illinois University; master’s degree in public administration with an emphasis in finance, University of Montana; associate's degree in journalism
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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  • MP3 Downloads
  • Course Manuals
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  • White Papers and Articles
  • Sponsored Live Webinars

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  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

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Product ID: 405196
Published 2018
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