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Excel for Financial Advisors

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Ongoing

Course offered by Harshil Roy

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This is a comprehensive Excel Training for Financial Advisors who are already working in finance domain. You will be equipped with all Time value of money concepts in this 2 Days training. You will be provided Training and Practice material of 50 Pages, where you will find concepts explained and practice exercise. On the other hand you will be provided online assistance for one month post training for trouble shooting.

Topics Covered

1. Introduction to Time Value of Money 2. Need of Time Value of Money 3. Explanation and Functions to be covered (with exercises and working notes) : a. Present Value i. Lump sum ii. Regular Cash flow iii. Irregular Cash flow(NPV) b. Future Value i. Lump sum ii. Regular Cash flow iii. Irregular Cash flow c. Annuity i. Ordinary Annuity (End Mode) ii. Annuity Due (Begin Mode) d. Rates i. Inflation Rate ii. Interest Rate iii. Rate of Return (Simple Average, Geometric Mean, CAGR) iv. Real Rate of Return v. Nominal Rate of Return vi. Effective Rate of Return vii. Pre-tax and Post-tax Returns e. Number of Periods (NPER) f. Internal Rate of Return (IRR) g. Modified Internal Rate of Return (MIRR) h. XIRR i. Amortization Schedule j. Measures of Risk i. Variance ii. Standard Deviation iii. Beta

Who should attend

Must for Financial Advisors who are working in finance domain. People who want to start their career in Finance domain. Even for investors for evaluating financial products on their own.

Pre-requisites

Laptop, Familiarity with Excel

What you need to bring

Laptop

Key Takeaways

Great tool to evaluate different financial products. This is a first and the most important step for a systematic approach towards financial planning.

About the Trainer

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Harshil Roy

Chartered Fiancial Analyst, Certified Financial Planner

5 Years of Experience

I have total experience of more than 5 years in the domain of Financial Planning and Training.

I have been taking numerous trainings on Financial Planning, Mutual Fund, Equities, Debt and Derivatives and on courses like CFA, CFP and MBA.

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