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Global Financial Markets Institute»Microsoft Excel for Financial Service Professionals – Intermediate Level with Shortcuts, Tips, and Tricks

Microsoft Excel for Financial Service Professionals – Intermediate Level with Shortcuts, Tips, and Tricks

This course is meant to build on knowledge of Excel basics. Participants will improve speed and efficiency through the use of keyboard shortcuts and other tips. Topics include: conditional formatting, data validation, advanced logical statements (nested IFs), VLOOKUP, HLOOKUP, CHOOSE, INDEX, and MATCH among other functions. PivotTables and PivotCharts will be covered. Much of the time will be spent working through a project involving manipulating and analyzing a large amount of financial data. The functions introduced will be reinforced by working on the dataset in a realistic scenario. This course is hands-on and participants are expected to have computers and follow along with the instruction. Many exercises will be provided to help reinforce concepts.

Course Objectives

By the end of the course, the participants will be able to:

  • Use keyboard shortcuts to quickly navigate Excel
  • Build efficient dynamic models in Excel
  • Use advanced functions to analyze data and test out different scenarios
  • Add customized controls to your spreadsheets
    • VLOOKUP, HLOOKUP, CHOOSE, INDEX, MATCH
  • Concatenate and parse text using both static and dynamic methods
  • Apply conditional formatting to quickly spot issues or build checks
  • Apply data validation to prevent potential errors
  • Build PivotTables and PivotCharts to quickly aggregate and summarize large datasets

Suggested Prerequisites:Basic familiarity with Microsoft Excel

Program Level: Intermediate

Advance Preparation: None

Computers and Financial Calculators: Laptops are required during the training

Recommended CPE Credits: 7

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  • About Us
    ▼
    • Our Story
    • Our Team
    • Our Clients
    • Strategic Alliance
    • Our Associations
  • Services
    ▼
    • Training Needs Analysis
    • Custom Built Training
    • Subject Matter Experts
  • Training Courses
    ▼
    • Alternative Investments
    • Asset Liability Management
    • Capital Markets
    • Commodities
    • Corporate Finance Course
    • Credit and Credit Analysis Course
    • Credit Derivatives
    • Derivatives
    • Digital Assets
    • Economics
    • Equities
    • Financial Statement Analysis Accounting
    • Fixed Income Courses
    • Foreign Exchange
    • Insurance
    • Municipals
    • Mutual Funds and ETFs
    • Operations
    • Portfolio Management
    • Quantitative Methods and Excel
    • Regulation and Compliance
    • Risk Management
    • Securities Lending — Repurchase Agreements
    • Securitization and Structured Finance
    • Structured Products
    • Wealth Management
  • Training Methods
    ▼
    • Classroom Training
    • Virtual Instructor-Led Training (VILT)
    • Online Learning — eLearning
    • Financial Simulation
    • Blended Learning
  • Insights
    ▼
    • eNews
    • Articles
    • Glossary
    • Blog
    • Case Studies
  • Contact us
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