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ALX Training / Excel / Excel: Financial Formulas

Excel: Financial Formulas

The Need:

Do you need to calculate valuations, investment opportunities or compound interest?
Are there savings and repayment payment plans, capital investments, and depreciative values that need financial formulas?

Financial functions in Excel are predefined formulas that perform specific financial calculations.

They enable finance professionals to analyse financial data, make investment decisions, calculate interest rates, determine payment schedules, and evaluate risk and return profiles.

By the end of this session, you will be able to confidently use an array of financial formulas, which will take you to the next level on your path to Excel expertise.

Course Objectives:

By the end of this program of learning, you will know:

How to use PV, FV functions for Present and Future Values
How to use PMT, PPMT & IPMT functions relating to Payment Values
How to use NPER and RATE functions for Periods and Interest Rates
How to use the Goal Seek tool to find unknown values
How to write, nest & edit all ROUND formulas
How to use Date formulas such as EDATE, EOMONTH, NETWORKDAYS, WORKDAY, TODAY & NOW

Course Audience:

This course has been designed specifically for individuals who are confident in their use of Excel and wish to explore the vast array of financial data analysis features and formulas a little further.  This course is ideal for personnel who work in the roles associated with Finance and or the Accounting profession.

Course Delivery Options:

   This course can be delivered online, or
   Face-to-face in our training centre, or
   At your place of work.

If you would like to have this class online, you will need access to two screens, a webcam, speakers, and a microphone.

Course Duration:

   This highly engaging program of learning is a 3-hour interactive workshop.

Course Prerequisites:

Ahead of booking onto this program of learning, you must ensure:

1. That you are familiar with the content covered in the Microsoft Excel Essentials course.

Course Includes:

All training spreadsheets for future practice
A copy of the presentation with answers in the notes section.

Course Cost:

Contact a member of the ALX team for further details using the ‘Contact Form’ below.


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