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Advanced Excel for Financial Analysts

This document outlines an advanced Excel course that teaches powerful functions, formulas, and tools for financial analysis and modeling. The course covers topics like dynamic charts and tables, financial statement formatting, scenario analysis, and macros. The goal is to help analysts in fields like investment banking and corporate finance become more efficient and perform dynamic analysis.

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Precious Obule
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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215 views25 pages

Advanced Excel for Financial Analysts

This document outlines an advanced Excel course that teaches powerful functions, formulas, and tools for financial analysis and modeling. The course covers topics like dynamic charts and tables, financial statement formatting, scenario analysis, and macros. The goal is to help analysts in fields like investment banking and corporate finance become more efficient and perform dynamic analysis.

Uploaded by

Precious Obule
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Advanced Excel Formulas & Functions

[Link]
Advanced Excel…

Combinations of functions

Dynamic analysis

Scenarios

Dynamic outputs and chart

[Link]
CFI Instructors
Meet the global team of CFI instructors

Tim Vipond Justin Sanders Scott Powell


CEO & Instructor Instructor Director & Instructor
Vancouver London Vancouver

Lisa Dorian Ryan Spendelow


Director & Instructor Instructor
New York Hong Kong

[Link]
Key Learning Objectives

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Objectives

Dynamic Time Dynamic Dynamic


Periods Financial Financial
Statements Analysis

Dynamic Dynamic Charts Macros


Tables

[Link]
About this course

Designed for financial analysts in investment banking, equity research,


FP&A, corporate development

Teaches Excel 2016, 2013 and 2010

Assumes you know the basics (shortcuts, standard formulas)

Advanced functions and formulas so even experts will learn a lot

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Template Setup

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Learning objectives

Dashboard

Dynamic time periods

Summary data

Scenarios

Dynamic calculations/schedules

[Link]
Financial Statements

[Link]
Learning objectives

Financial Conditional Dynamic time


Layout Grouping
calculations formulas periods

[Link]
Financial Analysis

[Link]
Learning objectives

Lookup and data query functions

What-if and goal seek

Sensitivity analysis

Additional useful functions (odds and ends)

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Output – Tables

[Link]
Learning objectives

Data tables

Pivot tables

Presentation

[Link]
Charts

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Learning objectives

Single series charts

Multi-series charts

Dynamic charts

[Link]
Dynamic Analysis & Charts

[Link]
[Link]
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[Link]
Macros

[Link]
Learning objectives

Recording Faster formatting Special buttons


a macro

[Link]
Wrap Up

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Session objectives

Follow industry best Dramatically speed up


practices your financial modeling

Make your analysis more Be a world class


powerful and dynamic financial analyst

[Link]
Advance
your career
[Link]

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