Course Details
Course Outline
5 days course
Introduction to Excel in Finance and Accounting
- Overview of Excel: Importance, applications, and basic functions.
- Basic financial calculations using Excel: Time value of money, loan payments, and investment returns.
- Introduction to financial modeling: Building a simple financial model.
Advanced Excel Functions for Finance
- Advanced Excel functions: IF statements, VLOOKUP, HLOOKUP, INDEX, MATCH, and array formulas.
- Excel in investment analysis: NPV, IRR, and MIRR functions.
- Budgeting and forecasting: Using Excel to plan and project financial outcomes.
Data Analysis and Visualization
- Data analysis in Excel: PivotTables, conditional formatting, and data validation.
- Charting and visualization: Creating dynamic charts and dashboards.
- Using Power Query and Power Pivot to manage large datasets.
Excel in Accounting and Auditing
- Accounting functions in Excel: Creating balance sheets, income statements, and cash flow statements.
- Auditing in Excel: Data tracing, error checking, and spreadsheet security.
- Automating tasks: Introduction to macros and VBA programming.
Future Trends and Excel Add-ins
- Advanced Excel tools for Finance and Accounting: Power BI, Solver, and Risk Analysis add-ins.
- Integrating Excel with other business intelligence tools: Overview and best practices.
- Future trends in financial analysis and reporting: How to stay up-to-date with Excel updates and new features
