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Global Financial Markets Institute»Microsoft Excel for Financial Service Professionals – Introduction

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

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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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