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Audio & Reference Manual

Utilizing Excel® for Financial Analysis and Modeling

Explore the business professionals’ guide for using Microsoft® Excel® to create financial scenarios and models.In today’s world, there are many choices in financial software. Microsoft® Excel® is one of the best and most versatile financial decision making tools available. Learn how to use the features in Excel® to build financial models. The topic will discuss the tools in Excel® and then build on demonstrations of simple formulas and pie charts, powerful formulas and functions, pivot tables and statistics.
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Over 30 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 30 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

Audio & Reference Manual

No credit available.

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Why Lorman?

Over 30 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

  • 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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Why Lorman?

Over 30 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: 400571
Published 2017
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