Training: Excel – Formulas and functions for financial management

Ref. MOE-33
Not certifying


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


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


  • 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


  • Digital courseware 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
Prix de l'inscription
CHF 375.-
Inclus dans ce cours
  • An online skills assessment test before and after your course so that you can evaluate your progress

ven28apr09:00ven12:00Genève, Route des Jeunes 33B, 1227 Carouge Etiquettes de sessionMOE-33

ven28apr09:00ven12:00VirtuelVirtual Etiquettes de sessionMOE-33

ven09jun09:00ven12:00Lausanne, Avenue Mon repos 24, 1005 Lausanne Etiquettes de sessionMOE-33

ven09jun09:00ven12:00VirtuelVirtual Etiquettes de sessionMOE-33

Horaires d’ouverture

Du lundi au vendredi, de 8:30 à 18:00.


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Opening hours

Monday to Friday, from 8:30 am to 06:00 pm.

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