Explore the business professionals' guide for using Microsoft® Excel® to create financial scenarios and models.
There are many choices in financial software. Microsoft® Excel® is one of the best and most versatile financial decision-making tools available. This material demonstrates how to use the features in Excel® to build financial models. The topics discussed include how to use formulas, pie charts, functions, pivot tables and statistics to build financial models.
Learning Objectives
- You will be able to identify and utilize formulas and functions in Excel utilized in financial modeling.
- You will be able to identify the meaning of cell references.
- You will be able to differentiate between the various types of graphs used in financial modeling.
- You will be able to recognize various methods to utilize common functions utilized in Excel.
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Over 38 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 38 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 reviewed on November 15, 2023.
Call 1-866-352-9540 for further credit information.
No Credit AvailableThis program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 38 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
- Principal and co-owner of FatDAWGS.com, an IT solutions company
- Microsoft® Certified System Engineer (MCSE) as well as a Microsoft® Certified Database Administrator (MCDBA)
- More than 25 years of experience in the IT industry and 20 years as a technical writer, including working as the technical lead at a top software company supporting their financial software
- Through FatDAWGS.com, 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; associate’s degree in journalism
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Why Lorman?
Over 38 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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