Advanced Excel for Bankers
Duration:
5 days of Extensive Hands-on Training – 20 hours
(Fast track: 3 days)
Investment:
PCKP 1500
Objective: This Module will train participants on various Advanced Excel Skills and Functions, making them proficient to solve real-time industry scenarios, enabling them to perform efficiently.
Target Audience:
Who are working as or wish to pursue the career of
- Research Analysts (Equity and Credit)
- Investment Bankers
- Fund Managers
- Modelling Experts
- M&A analysts
- CFO’s desk
Course Outline:
Quick Recap of Excel Basics
Basic Excel functionalities, Software uses and compatibilities, Exploring File Management Fundamentals, Importing and Exporting Files, File Security, Enhancing Accessibility
Working with Conditional Statements and functions
Understanding Logical Functions, Working with IF function, Understanding and creating Nested functions, Working with “AND” and “OR”, Working with IFERROR, SUMIFS and COUNTIFS etc…
Working with Reference Functions
Understanding Data References, Text and Array Functions like Lookups, Vlookup, Hlookup, Index, Match, Offset, Address, Indirect, Choose etc…
Working with Financial Functions
Real time scenarios for usage of financial Functions like PV, NPV, FV, IRR, PMT, RATE, PPMT, IPMT, ISPMT, Yield etc…
EffectiveTemplate creation methodologies
DCF, Depreciation, CAGR, YTM and YTC,PnL and Balance sheet, Portfolio Trading Templates.
Data Management
Customizing Pivot Tables to Charts objects, Advanced Elements in Pivots, Conditional Formatting to Advanced Data Validations, Dynamic Name Ranges to Indirect references.
What-if Analysis on Financial Templates
Using Data Tables, Goal Seek, Subtotals and Solvers, Creating and editing various simulations.