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Excel® Fundamentals for Bankers

Learn the fundamentals of Excel® and its application for banking and financial professionals.

Working in Excel gets challenging when what you know hits the wall of what you don't know. In this course, you will learn the elements of a worksheet, how to manipulate cells, and how to work with the Ribbon, including making custom groups. You will learn about formula and functions, their operators, and how Excel works its way through formulas. We'll also take a dive into data analysis and statistics. What exactly is standard deviation anyway?

61 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 35 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 Excel?

  • History
  • What Can Excel Do?

Construction of an Excel File

  • Worksheet
  • Workbook

Elements of the Worksheet

  • Absolute/Relative
  • Range of Cells

The Ribbon

  • How to Make Changes
  • How to Customize

Keyboard Shortcuts

Numbers (Yes, Some Math Helps)

  • Operators
  • Formulas
  • Functions

Formatting/Conditional Formatting

Data Analysis

  • Forecasting

Statistics

  • Mean
  • Average
  • Standard Deviation
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More Program Information

Why Lorman?

Over 35 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 Course

This course was last revised on February 25, 2022.

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

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

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Why Lorman?

Over 35 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

Jill A. Trehearne

Jill A. Trehearne

FatDAWGS.com

  • President of FatDAWGS.com
  • Over 15 years in the graphic/publishing industry
  • Over 20 years in the IT industry, including eight years working at Microsoft Corporation as a Support Engineer and Content Lead; also, as a Windows System Engineer for various other companies, including a major health provider group
  • While at Microsoft, she experienced working on multiple Six Sigma Green Belt projects, and as part of a Green Belt team, won the Microsoft Excellence in Business Award
  • As Content Lead, Jill wrote technical support articles for Office and Microsoft Home products
  • Through FatDAWGS.com, along with Jay Carlson, Jill 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”
  • Develops and designs websites, designs iPhone graphics, and co-develops Commercial SQL solutions
  • Associate’s degree in Applied Sciences – Graphic Design, Illinois Central College; continuing education, University of Maryland, Europe Division; and various certificates of learning while on the job
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Why Lorman?

Over 35 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!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 409451
Published 2022
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Available in Multiple Formats

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