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INVESTOPEDIA – EXCEL FOR FINANCE BEGINNER COURSE BUNDLE
Sale Page: academy
Value: 49
You just pay: 10
Status: This item is available
Description:
Course DescriptionThis online course is for beginners to get started using Excel to format, calculate and model data like financial professionals. You’ll
- Benefit from expert advice, in simple language, from an accomplished financial analyst
- Save hours every week by mastering keyboard shortcuts for formatting and navigation
- Learn formatting best practices to share quality, easy-to-follow work with colleagues
- Discover which Excel functions financial experts use daily (and which ones they don’t)
- Create charts and dashboards to make financial info easily understood
Course Curriculum
Welcome
- Mac Shortcuts
- Goal Setting
- Welcome
Navigation & Data
- Navigation and Data Workbook
- Introduction to NAvigation & Data
- A Glimpse into Your Life as an Excel Pro
- Navigation, Arrow Keys, SHIFT & CTRL
- Inserting & Editing Cells, Rows and Columns
- Deleting Cells & Commenting
- Freezing Rows & Splitting the Screen
- Special Paste: Your New Best Friend
- Sorting
- Filtering
- Conclusion to Navigation & Data
Formatting & Style
- Formatting and Style Workbook
- Introduction to Formatting & Style
- Formatting Walkthrough
- The Five Rules for Financial Modeling
- Cell Dimensions
- Styling Fundamentals
- Styling Practice
- Special Paste Review
- Applying Special Paste to the Model
- Best Practices for Number Formatting
- Forward Multiples
- Negative Numbers & Percentages
- Go To Special
- Grouping Data
- Conclusion to Formatting & Style
- Formatting and Styling Workbook (Answers)
Formulas & Conditionals
- Formulas and Conditionals Workbook
- Introduction to Formulas & Conditionals
- Best Practices for Formulas and Conditionals
- Relative and Absolute Values Part 1
- Relative and Absolute Values Part 2
- Sum, Max, Min, Average
- Median, Rank, Percentile, Bonus
- Concatenation Part 1
- Concatenation Part 2
- IF
- Asking IF Twice
- Formula Error
- AND
- OR
- SMALL
- SUMIF
- SUMPRODUCT
- COUNT, COUNTA, COUNTIF
- COUNTIFS
- INDIRECT
- INDEX
- MATCH
- INDEX and MATCH
- Cell Color
- Custom Formulas
- Hidden Values
- Test
- Formulas and Conditionals Exercises
- Conclusion to Formulas & Conditionals
- Formulas and Conditionals (Answers)
Charts
- Charts Workbook
- Introduction to Charts
- Best Practices for Charts
- The Basics
- Selecting Data In Column Cahrts
- Customize Your Chart Part 1
- Customize Your Chart Part 2
- Line
- Columns
- Football Field Part 1
- Football Field Part 2
- Charts Exercises
- Conclusion to Charts
- Charts (Answers)
Follow up Survey
- Follow up Survey
About the Instructor
Daniel Jassy
CFADaniel Jassy, CFA, worked on idea generation, due diligence and modeling as a portfolio manager for a long-only equity fund. He attended the Charles W. Lamden School of Accountancy at San Diego State University. Daniel was awarded the Chartered Financial Analyst® designation in August of 2016 after passing levels I, II and III of the CFA ® exam. He currently designs and develops trading-analysis software, which provides an edge to portfolio managers by lowering execution costs.
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