In this course Finance with EXCEL, you will have the opportunity to master fundamental financial concepts applicable in business and personal finance, through the lens and execution in EXCEL. Important aspects of finance and the application of EXCEL are presented in parallel.
The total duration of the course is X hours and YY minutes, which includes an explanatory lesson, videos and exercises for each part.
Each video material is short and synthesized, lasting about one minute.
Course Overview: Finance with Excel
Part one Introduction to Basic Financial Concepts
This section provides fundamental knowledge of financial concepts that underpin any financial activity. We will explore topics such as:
► Types of interest
► Depreciation
► Loan amortization schedule
► Revenue, expenses and cash flows
► Investment project
Part two: Calculating Interest, Depreciation and Developing an Amortization Schedule
In this section, we will learn about
► Calculating Interest
► Calculating Depreciation
► Creating a Repayment Plan
► Interest Rates
Part 3: Financial Modeling and Forecasting
► Cash Flow Forecasting
► Net Present Value (NPV)
► Internal Rate of Return
► Sales Forecasting Model
► Key Metrics for Forecasting
► Cumulative Annual Growth Rate (CAGR)
Curriculum
- 3 Sections
- 12 Lessons
- 3 Weeks
- Part One: IntroductionThis section provides fundamental knowledge of financial concepts, including types of interest, net present value (NPV), internal rate of return (IRR), and depreciation. These concepts are crucial for project evaluation, making informed decisions, and managing debts.2
- Part Two: Interest, Depreciation and Developing an Amortization ScheduleThis section covers different types of interest, including simple and compound interest, and various methods for calculating depreciation. We will learn how to use functions like PMT, IPMT, and PPMT in Excel to calculate monthly payments, interest, and principal amounts. Different methods of depreciation, including straight-line and declining balance depreciation, will also be covered. We will also explore how to use the =SLN and =DDB functions in Excel to calculate straight-line and double-declining balance depreciation, respectively. This section will introduce the creation of an amortization schedule for a loan in Excel. We will learn how to use functions like PMT, IPMT, and PPMT to calculate monthly payments, interest, and principal amounts. A table for the amortization schedule, including month, monthly payment, interest, principal, and remaining principal, will be created.4
- Part Three: Financial Modeling and ForecastingIn this section, we will learn the basic steps for creating a financial model. We will explore how to create simple financial models and forecasts in Excel to aid in financial decision-making. Video demonstrations and practical exercises will be included for better understanding.6
Requirements
- Basic Excel Skills
- Basic Financial Concepts: Knowledge of basic financial terms and concepts will be helpful, but not mandatory.
- Computer Skills: Participants should be able to work with a computer and use the internet to access the course
Features
- Hands-on Exercises: The course includes numerous practical exercise
- Video Demonstrations: Step-by-step video tutorials showing how to use Excel for various financial tasks.
- Detailed Explanations: In-depth explanations of financial concepts and how they apply in the real world.
- Interactive Examples: Interactive examples to help you better understand the material.
- Support and Feedback: Opportunity to receive feedback and assistance from the instructor.
Target audiences
- Professionals
- Small Business Owners
- Freelancers
- Anyone Interested in Finance