Training: Excel – Formulas and functions for financial management

Ref. MOE-33

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Duration:

0.5

day

Exam:

Not certifying

Level:

Expert

Funding:

Temptraining

ITTA | Trainings | Office Automation | Spreadsheet | Excel – Formulas and functions for financial management

Description

This course will provide participants with the knowledge and skills necessary to use Excel for financial management calculations. In particular, they will see how to use the scenario manager and goal seeking function.

Participant profiles

Users who perform financial calculations in Excel

Objectives

Use the financial functions of Excel
Create a stock chart
Forecasting with Goal seeking the scenario manager

Prerequisites

Good knowledge of Excel

Course content

Module 1: Financial functions

Use the financial functions: VPM(), NPM(), RATE()
Use the amortization functions : AMORLIN(), AMORDEGRC()
Use the Consolidate function

Module 2: Stock Market Charts

Organize your data to create a stock chart
Create a stock chart
Set up and format a chart

Module 3: Forecasting

Designing an assumption table
Use the Scenario Manager
Analyze data with the solver
Manage variable and target cells, constraints, results
Create a forecast sheet

Documentation

Digital course material included

Lab / Exercises

Practice exercises will be given at the end of each module

Complementary courses

Temptraining funding

ITTA is a partner of Temptraining, the continuing education fund for temporary workers. This training fund can subsidize continuing education for anyone who works for an employer subject to the Collective Work Agreement (CCT) Rental of services.

Additional information

As we care about the quality of our training, ITTA offers you an online skills assessment test before and after your course so that you can evaluate your progress
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