Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Excel is a sophisticated piece of software, and it can be overwhelming to look through and work with the many available features. CFI’s “Excel Fundamentals: Formulas for Finance” course will help you filter down through those features to focus on the ones that are the most common and useful within the finance industry. This course will help you learn the basic functions to perform statistical analysis on data sets in Excel 365.
Topics Include:
- Pricing Data
- Aggregation
- Lookups
- Dates
- Returns
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Key Takeaways
By the end of the course, you will be able to do the following:
- Use basic Excel functions to perform statistical analysis on data sets.
- Explore functions used to aggregate or summarize financial data in various ways.
- Compare various lookup functions to understand their advantages and disadvantages.
- Apply useful date functions for annual, quarterly, and monthly models.
- Compare the basic NPV & IRR and the more advanced XNPV & XIRR functions.
- Understand basic and advanced custom formatting for numbers and dates in Excel.
Who Will Benefit
This course is perfect for beginners, intermediate, and even advanced financial professional Excel users. The course starts off with the basics, but quickly advances so even more proficient users will learn something new and have a great refresher.
How to Access the Course
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
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)
Duncan McKeen is fascinated with pedagogy and loves course creation and design. He is an effective communicator with extensive experience teaching financial modeling, accounting, analysis, and valuation. Since 2014, Duncan has been focused on designing courses and teaching financial modeling to employees working in accounting, valuation, investment banking, equity research, and private equity. He also has extensive experience providing consulting services on financial modeling to large corporations and institutions. Prior to transitioning over to teaching, Duncan held senior equity research positions with top banks & brokerages using financial models to form opinions and guide institutional investors with capital allocation. Since 2015, he has also been an Adjunct Faculty member teaching financial modeling courses at the Smith School of Business at Queen’s University.