Excel for Financial Analysis and Financial Modeling
Created by Abhishek And Pukhraj, Last Updated 11-Oct-2020, Language:English
Excel for Financial Analysis and Financial Modeling
Perform financial analysis & financial modeling using Microsoft excel. For people who want to become a Financial Analyst
Created by Abhishek And Pukhraj, Last Updated 11-Oct-2020, Language:English
What Will I Get ?
- Use MS excel to create and automate the calculation of Financial ratios
- Become proficient in Excel data tools like Sorting, Filtering, Data validations and Data importing
- Implement predictive ML models such as simple and multiple linear regression to predict outcomes to real world Finance problems
- Knowledge of all the essential Excel formulas required for Financial Analysis
Requirements
- You will need a PC with any version of Excel installed in it
Description
How this course will help you?
A Verifiable Certificate of Completion is presented to all students who undertake this Financial Analytics: Strategies & Models in Excel course.
If you are an Finance manager or an executive, or a student who wants to learn and apply analytics techniques to real world problems of the Finance business function, this course will give you a solid base for that by teaching you the most popular Financial analytics models and how to implement it them in MS Excel.
Why should you choose this course?
We believe in teaching by example. This course is no exception. Every Section’s primary focus is to teach you the concepts through how-to examples. Each section has the following components:
Theoretical concepts and use cases of different Financial models
Step-by-step instructions on implementing Financial models in excel
Downloadable Excel files containing data and solutions used in each lecture
Class notes and assignments to revise and practice the concepts
The practical classes where we create the model for each of these strategies is something which differentiates this course from any other course available online.
Course Content
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Introduction
2 Lectures 00:03:12-
Welcome to the course
Preview00:03:12 -
Course Resources
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Prerequisites: Excel formulas and functions
6 Lectures 01:17:01-
Basic Formula Operations
Preview00:13:10 -
Mathematical Formulas
00:19:10 -
Textual Formulas
00:17:25 -
Date-Time Formulas
Preview00:07:07 -
Logical Formulas
00:11:23 -
Lookup Formulas_(V Lookup, Hlookup, Index-Match)
00:08:46
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Time Value of Money
7 Lectures 00:51:35-
Future Value
Preview00:07:46 -
Excel: Simple Interest and Compound Interest
00:08:28 -
Net Present Value
00:07:40 -
Internal Rate of Return
00:06:15 -
EXCEL: NPV and PV for calculating Present Value
00:09:48 -
Excel: Internal Rate of Return
00:08:01 -
Excel: NPV and IRR for particular dates
00:03:37
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Analysis of Profit and Loss Statement
3 Lectures 00:16:03-
Horizontal and Vertical Analysis
00:04:06 -
Excel: Vertical Analysis
00:07:00 -
Excel: Horizontal Analysis
00:04:57
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Loan Repayment Calculations
3 Lectures 00:17:45-
Loan Repayment concepts
Preview00:05:38 -
Excel: Calculating Payments
00:08:50 -
Excel: Calculating Rate or Term
00:03:17
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Methods of calculating Depreciation
4 Lectures 00:22:18-
Depreciation Methods and Straight Line Method
00:04:37 -
Double Declining Balance Depreciation
00:04:36 -
Sum of Years Digits Method
00:03:53 -
Excel: Calculating Depreciation
00:09:12
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Financial Ratio Analysis
2 Lectures 00:28:50-
Theory: Financial Ratios
00:14:47 -
Excel: Building a Template for Financial Ratio Analysis
00:14:03
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Financial Charts and Dashboards - Introduction
1 Lectures 00:03:31-
Financial Charts - Introduction
00:03:31
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Charts and Dashboards using Excel
14 Lectures 02:05:29-
Excel Charts - Categories of messages that can be conveyed
Preview00:04:34 -
Elements of charts
00:05:32 -
The Easy way of creating charts
00:03:17 -
Bar and column charts
00:12:38 -
Formating charts
00:15:13 -
Line Charts
00:09:04 -
Area Charts
00:06:04 -
Pie and Doughnut Charts
00:13:04 -
Why we should avoid Pie charts
00:04:05 -
Scatter plot or XY chart
00:16:17 -
Frequency Distribution and Histograms
00:13:03 -
Sparklines
00:05:43 -
Waterfall Chart
00:12:00 -
Heat Maps
00:04:55
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Case Study - Finance Dashboard
6 Lectures 00:31:46-
Financial Dashboard - Introduction
00:05:58 -
Financial Dashboard - Time Series of Profit & Profit Margin
00:06:06 -
Financial Dashboard - Trend of Revenue and Projection
00:03:34 -
Financial Dashboard - Expense Analysis using Pie Chart
00:03:40 -
Financial Dashboard - Target monitoring using Column chart
00:05:27 -
Financial Dashboard - Collating and Formatting to create a Dashboard
00:07:01
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Pivot Tables
2 Lectures 00:16:13-
Pivot Tables
00:08:25 -
Pivot Charts
00:07:48
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Predictive Analytics - Introduction
1 Lectures 00:01:31-
Linear Regression - Introduction
00:01:31
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Basics of Statistics
5 Lectures 00:30:08-
Types of Data
Preview00:04:04 -
Types of Statistics
00:02:45 -
Describing data Graphically
00:11:37 -
Measures of Centers
00:07:05 -
Measures of Dispersion
00:04:37
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Machine Learning -Introduction
2 Lectures 00:24:45-
Introduction to Machine Learning
00:16:03 -
Building a Machine Learning Model
00:08:42
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Getting Data Ready for Regression Model
14 Lectures 01:18:09-
Gathering Business Knowledge
Preview00:03:00 -
Data Exploration
Preview00:03:19 -
The Data and the Data Dictionary
00:07:31 -
Univariate analysis and EDD
00:03:33 -
Discriptive Data Analytics in Excel
00:10:33 -
Outlier Treatment
00:04:15 -
Identifying and Treating Outliers in Excel
00:04:14 -
Missing Value Imputation
00:03:36 -
Identifying and Treating missing values in Excel
00:04:00 -
Variable Transformation in Excel
00:03:40 -
Dummy variable creation: Handling qualitative data
00:04:50 -
Dummy Variable Creation in Excel
00:07:44 -
Correlation Analysis
00:09:47 -
Creating Correlation Matrix in Excel
00:08:07
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Creating Regression Model
9 Lectures 01:00:16-
The Problem Statement
00:01:25 -
Basic Equations and Ordinary Least Squares (OLS) method
00:08:13 -
Assessing accuracy of predicted coefficients
00:14:40 -
Assessing Model Accuracy: RSE and R squared
00:07:19 -
Creating Simple Linear Regression model
00:02:41 -
Multiple Linear Regression
00:04:57 -
The F - statistic
00:08:22 -
Interpreting results of Categorical variables
00:05:04 -
Creating Multiple Linear Regression model
00:07:35
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Finance Case Study - Linear Regression
5 Lectures 00:35:50-
Case Study Linear Regression - Introduction
00:01:18 -
Case study Linear Regression - Data
00:05:26 -
Case study Linear Regression - Preprocessing
00:09:05 -
Case study Linear Regression - Results
00:11:12 -
Case study Linear Regression - Prediction
00:08:49
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Abhishek And Pukhraj
Start-Tech Academy is a technology-based Analytics Education Company and aims at Bringing Together the analytics companies and interested Learners.
Our top quality training content along with internships and project opportunities helps students in launching their Analytics journey.
Founded by Abhishek Bansal and Pukhraj Parikh.
Working as a Project manager in an Analytics consulting firm, Pukhraj has multiple years of experience working on analytics tools and software. He is competent in MS office suites, Cloud computing, SQL, Tableau, SAS, Google analytics and Python.
Abhishek worked as an Acquisition Process owner in a leading telecom company before moving on to learning and teaching technologies like Machine Learning and Artificial Intelligence.