Microsoft Excel for Financial Service Professionals – Introduction

This course will provide course participants with knowledge of the basics of Microsoft Excel. Participants will learn how to navigate the program, input and format data, write formulas and create charts. Participants will become much more productive by learning to effectively organize data, set up spreadsheets, and copy formulas for efficiency. Commonly used functions and tools will be introduced. Parsing, sorting, and filtering data will be covered as well. 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:

• Set up and organize a spreadsheet
• Format data using the various preset formatting styles, create customized formats
• Apply conditional formatting
• Apply data validation to prevent potential errors
• Use formulas to perform calculations using mathematical operators and Excel’s built in functions such as: SUM, MAX, MIN, COUNT, COUNTIF, SUMIF
• Concatenate and parse text using both static and dynamic methods
• Sort and filter data
• Understand basic logical functions (IF, AND, OR)
• Create charts to visualize data

Suggested Prerequisites: None

Program Level: Foundational

Advance Preparation: None

Computers and Financial Calculators: Laptops are required during the training

Recommended CPE Credits: 7