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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.

Runtime: 94 minutes
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Why Lorman?

Over 31 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

- WikipediaŽ

- InvestopediaŽ

The Goal of Financial Modeling

Why ExcelŽ?

Tools

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

Demonstrations in ExcelŽ

  • Household Budget to Introduce Formulas and Pie Charts
  • Calculations Using Financial Formulas in ExcelŽ

- 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 31 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 January 19, 2018.

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

  • IAAP 1.5
     
  • This course has been preapproved by the International Association of Administrative professionals for 1.5 recertification point(s).
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 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

  • FatDAWGS.com
  • Microsoft® Certified System Engineer (MCSE) as well as a Microsoft® Certified Database Administrator (MCDBA); a principal in and co-owner of FatDAWGS.com, an IT solutions company
  • 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, Jay 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; associates degree in journalism
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Over 31 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.

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Product ID: 401437
Published 2018
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