Learn the knowledge in Excel to get started in the world of financial modelling. Formulation, sensitivity analysis and more.
Excel for Financial Modellers
45,00€
Description
Description
Financial modelling is a professional skill that is increasingly in demand, especially in sectors related to finance, consulting and investment banking.
Consultants, multinationals, banks and investment funds increasingly require their candidates to have a profile with a solid base in financial modelling, due to the fact that, an important part of their daily tasks involve the design, construction and management of a financial model. In this course you will learn the tools, formulas and the methodology of Excel, you will also be taught the particularities of using it for financial processes and, finally, you will develop your own integrated financial models.
Learning objectives:
- Working with Excel: you will learn to prepare the work field (sheet, cells, formats and basic functions) as well as the use of graphs and dynamic tables.
- Excel and its use as a financial tool: here we will focus on the financial functions that Excel offers us for calculation and analysis. In addition, we will learn to create scenarios and to use flags.
Paula Gómez Medina
Paula has been working in the financial services industry for over 18 years. She started working for ABN AMRO as an analyst and then continued her career in financial services in GE Capital in various divisions such as Real Estate, Leasing, Private Equity and Consumer Lending.
She founded modelandum in 2004 and since then has been involved in financial modelling, primarily in Private Equity projects. Paula has built many customized models for funds and delivered modelling workshops for different universities including London School of Economics, King College, UCL, LBS, IE, ESADE, IESE. She is the founding partner and CEO of modelandum.
Course contents
This course consists of 50 separate online lessons divided into 9 chapters.
- CHAPTER 1: Introduction to the general use of Excel, use of the sheets, preparation of the cells and formats.
- CHAPTER 2: Formulas and methods to work with extensive databases.
- CHAPTER 3: Focused on learning the most common formulas in Excel, it will allow you to gain ease in the use of the tool.
- CHAPTER 4: Focused on learning advanced Excel formulas.
- CHAPTER 5: Basic financial formulas of Excel, different types of interest (simple and compound interest, equivalent interest and compound annual growth rate (CAGR)).
- CHAPTER 6: Development of loan amortization tables and related functions
- CHAPTER 7: Simulation of scenarios for projects through: creation of scenarios, sensitivity tables, search of objectives and scenario manager.
- CHAPTER 8: Use of Pivot Tables or dynamic tables calls.
- CHAPTER 9: Chapter designed to learn the most common graphics in the financial sector.
Who is it for?
- This course is specially designed for students and junior professionals who want to focus their first professional steps to the financial sector (banks, funds, etc.), consultancy, business financial departments, audit sector, and all those sectors in which the Excel tool is basic for daily work.
+34 91 057 97 69
+34 619 817 391
+info@modelandum.com