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ALX Training / Excel / Excel: Financial Formulas

Excel: Financial Formulas

The Need:

In the ever-evolving business landscape, Microsoft Excel remains a cornerstone for professionals seeking to harness the power of data.  With its robust features, Microsoft Excel empowers business users to transform data into actionable insights, and having the ability to analyse data and present it visually to support communications is a critical skill.

From organising raw information to creating sophisticated data models, it’s your go-to tool, and by the conclusion of this program, you will be able to confidently use an array of financial formula’s to calculate valuations, investment opportunities and compound interest, savings and repayment payment plans, capital investment, and depreciative values, which will take you to the next level on your path to data mastery.

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 quite confident in their use of Microsoft Excel and wish to explore the vast array of financial data analysis features and formulas that are present in Microsoft Excel a little further.  In this program, we will guide you through every feature step-by-step, transforming your day-to-day business practices while setting you up for business success.

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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