One day workshop on Basic & Advanced Excel
Moksha
Workshop on Basic & Advanced Excel
Excel is the most popular tool used in evaluating and understanding financial instruments and as well as markets. It enables the person to convert a given market situation into logical number flow and thereby reduce the possibility of a wrong financial decision making.
Who should attend this course?
· CFPCM, MBA, CFA, CA and other students
· Finance Managers
· Finance Analysts/ Business Analysts/ Research Analysts
· Risk Mangers and Credit Analysts
· Investment Bankers
· Strategist in Corporate Finance
· Managers from Different Industries
· Working professionals from:
o IFAs, Insurance Advisors, MF Advisors
o Project Financing
o Budgeting
o Operations
o Financial Forecasting
o Real estate
· Investors
Who all require expertise in Excel?
· Managers who are exposed financial calculations and number cruching
· Working professionals making a career transition into finance
· Recent graduates who want to jump start their career growth in the finance industry
· Students who are new to financial analysis and decision making.
Learning Objectives
F Use and Understand the functions in excel.
F Understanding dependent and independent variables.
F Analysis of data and evaluating feasibilities.
F Understanding Macros and their uses.
Program Outline
Session 1
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Basics of MS EXCEL 2007
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Basic EXCEL Formulas
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Logical, Arithmetic Functions
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Advanced Filters and Pivot Tables
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Charting in EXCEL
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Formatting and Validations
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Problems & Evaluations
Tea Break
Session 2
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Financial, Lookup Functions
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Goal Seek
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What-if Analysis
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Array Functions
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Data Table
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Scenario Manager
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Importing & Exporting Data
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Case Review
Lunch
Session 3
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Introduction to Macro
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Assignment to Macro
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Basic Editing of Macro
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Basics of VBA
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Debugging Tools
Tea Break
Session 4
Case Study
Trainers’ Profile
Abhiramula Moksha Kalyanram
Licentiate(Life Insurance), NCMP(L4), CFPCM
Chief Financial Planner at Meticulous Financial Planners, fee-based professional financial planning services in India.
Enriched with 15+ years of experience in Financial accounting, cost analysis & budgeting, project management, Personal Financial Planning and Corporate Financial Planning.
Visiting faculty for
ü International College of Financial Planning, Hyderabad
ü NALSAR University of Law, Hyderabad
ü Knowise Learning Academy, Hyderabad
ü ACE School for Professional Studies, HyderabadDate
Venue
arthalaya, #201, II floor kubera towers, Narayanaguda, Hyderabad-500029, Andhra Pradesh
Begumpet, Hyderabad, AP, India
Registration Fee:
3,000/- (Three thousand only) Per participant