Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Learn advanced formulas, functions and financial analysis to be an Excel power user. This course is designed for proficient spreadsheet users looking to take their skills to the next level.
You will set up a template to structure an intelligent design for financial analysis. By using advanced functions, you will build financial statements and perform analysis. Once complete, you'll create data tables and pivot tables to display information and charts and graphs to show results. To speed up analysis, you'll record macros, and create additional user interfaces.
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Key Takeaways
By the end of this course, you will be able to:
- Create auto-updating Excel spreadsheets.
- Build dynamic financial statements.
- Perform financial analysis.
- Draw on advanced functions for insightful analysis.
Who Will Benefit
Financial analysts and other finance professionals working in investment banking, equity research, corporate development, financial planning and analysis (FP&A).
How to Access the Course
This is an online session. This course is available 24 hours a day, 7 days a week. Once registered, you can access the material at any time.
However, you will only have access to the course for 90 days after REGISTRATION.
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To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Tim Vipond is an entrepreneur, financial analyst and former investment banker. He has worked across a wide range of corporate finance, financial modelling and forecasting roles at CIBC World Markets and Goldcorp Inc. Tim is the CEO of the Corporate Finance Institute®.
Lisa Dorian has designed and delivered courses for the financial services and corporate sectors in strategy and analysis to numerous organizations, including Bank of Montreal, Deutsche Bank, and ATB Financial. Lisa is a CPA and Managing Director of MDA Training Inc.
Scott Powell has over 15 years of experience designing and delivering Wall Street training programs for many of the world’s large investment banks. His clients include Allied Irish Bank, Bank of America and Merrill Lynch. Scott specializes in financial modeling, business valuations, and asset management.