Microsoft Excel for Finance, Accounting & Financial Analysis
All LevelsFinance & AccountingExcel

Microsoft Excel for Finance, Accounting & Financial Analysis

Excel tips & tricks for Accounting, Finance and Financial Analysis. Learn from the Bestselling Accounting Instructor

Created by Irfan Sharif ACA ACCA | #1 Best Selling Instructor of Accounting & Bookkeeping
5.5 hours
Video Content
72
Lectures
88,479
Students
4.6
Rating
4.6
(88,479 students enrolled)

What you'll learn

Accounting functions in Microsoft Excel
Finance functions in Microsoft Excel

Course Content

12 sections • 72 lectures • 05:33:44 total length

Getting to know Excel

12 lectures • 01:41:49

Navigating the course and course setup01:06
Getting started with Excel12:51
Understanding and working with Cell19:49
Understanding and working with Column05:57
Understanding and working with Row05:31
+7 more lectures

Depreciation with Excel

8 lectures • 25:18

Revising the Accounting concept of deprecation04:11
Section Resources00:03
SLN - Straight Line Method03:10
DB - Declining Balance Method05:29
DDB - Double Declining Balance03:03
+3 more lectures

Present Value & Future Value

10 lectures • 23:05

Introduction to PV and FV07:19
Section Resources00:03
Calculating Future Value from Present Value, & Present Value from Future Value02:16
Revising Annuity Concept01:47
Calculating PV of Annuity01:18
+5 more lectures

Net Present Value and IRR

11 lectures • 20:17

Section Outline and Practice files00:22
NPV - Revising the NPV Concept01:18
Net Present Value - NPV03:17
XNPV01:36
Revising the concept of IRR02:33
+6 more lectures

Loan & Mortgage Repayment

7 lectures • 17:29

Resource files for the Section00:02
PMT04:56
PPMT02:28
IPMT01:57
CUMIPMT02:30
+2 more lectures

Nominal and Effective Rate of Interest

2 lectures • 08:52

Converting Nominal Rate to Effective Rate07:24
Converting Effective rate to the nominal rate01:28

Bond Valuation

2 lectures • 09:01

Price (Market Value)05:25
Yield (Investor's required rate or kd)03:36

What-if Analysis

5 lectures • 19:09

Goal Seek05:46
Goal Seek - Example02:11
Data Table02:29
Two Way Data Table03:15
Scanerio Manager05:28

Financial Statement Preparation with Pivot Tables

3 lectures • 23:12

Simplifying Financial Data extracted from a Financial System13:20
Preparing Profit & Loss Statement with Pivot Tables05:12
Preparing Balance Sheet with Pivot Tables04:40

Financial Statement Vertical and Horizontal Analysis:

5 lectures • 23:52

Profit & Loss Statement - Horizontal Analysis04:11
Profit & Loss Statement - Trendlines02:56
Balance Sheet - Trendlines and Horizontal Analysis04:07
Profit & Loss Statement - Vertical Analysis08:12
Balance Sheet - Vertical Analysis04:26

Other miscellaneous

6 lectures • 01:00:27

Extracting month number as per FY07:29
Extracting Quarter number as per FY06:31
Calculating Quarter Number02:56
Handling wrong date format06:17
Handling wrong date format - Part 203:07
+1 more lectures

Bonus Section

1 lectures • 01:11

Bonus lecture01:11

Description

Microsoft Excel has hundreds of functions and formulas to store, analyze, and alter data efficiently. However, no one really needs to know all of them to be able to work effectively on Excel.

In this course, you will learn key functions that are required most used by Finance and Accounting users when they are working with their business data. These functions include finding, replacing, sorting, filtering, summarizing, and analyzing data. Additionally, you will also learn how to bring in a particular data against a specific row parameter from other excel sheets.


Who should take this course:

  • Accounting students

  • Finance students

  • Accounting professionals

  • Finance professionals

  • Entrepreneurs and Business Owners with Finance knowledge

  • Investors with Finance knowledge


Why you should learn Excel for Finance and Accounting:

This course will change the way you work and will save your hours otherwise spent on complex calculations. You will be able to calculate the values you need for analysis and decisions just by writing small and easy formulas. The rest of your time can then be spent on tasks that matter! 



Prerequisite:

This course expects you to have basic knowledge of Excel, Finance, and Accounting. Let me be more precise on what you should know before starting this course.

Excel:

  • Basic navigation and cell formatting

  • Basic maths functions like plus, minus, multiply and divide

Accounting:

  • Concept of depreciation and methods of depreciation

Finance:

  • Concept of Time Value of Money

  • Present Value and Future Value concept

  • Conversion from present value to future value, and from future value to present value 

  • Concept of Discount factor and Annuity

  • Concept and calculation of NPV

  • Concept of calculation of IRR


Topics Covered:

  • Calculation of depreciation with Excel formulas

  • Calculation of PV and FV with Excel formulas

  • Calculation of NPV with Excel formulas

  • Calculation of IRR with Excel formulas


Money-Back Guarantee: 

Nothing to lose! If you will not be satisfied with the course, Udemy offers 30 days money-back guarantee!


Introduction to the teacher:

Chartered Accountant | 12 years of work experience | 12 years of teaching experience as visiting faculty

I am a Certified Chartered Accountant (ACCA) from the UK with 12 years of professional work and teaching experience and have taught more than 4,000 students in class and 80,000+ students on Udemy!

I have implemented accounting software and ERP at various organizations and have expertise in financial transformation. I have been leading accountancy practice for small and medium-sized entities for the last 4 months and have frequent interaction with entrepreneurs. So I know what exactly do entrepreneurs need to know to well manage their books. So, Microsoft Excel is what I use most of my day! I love this software, not just because it enables us to do a lot with data, but also because it is very simple and easy to use.

Who this course is for:

  • Accounting and Finance Students
  • Accounting and Finance Professionals
  • Aspiring Financial Analysts
  • Business owners with finance knowledge

This course includes:

  • 5.5 hours on-demand video
  • 9 articles
  • 27 downloadable resources
  • Access on mobile and TV
  • Full lifetime access
  • Certificate of completion

Instructor

Irfan Sharif ACA ACCA | #1 Best Selling Instructor of Accounting & Bookkeeping

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