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Excel for Financial Advisors

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Ghatlodia, Ahmedabad

Course ID: 20558

Ghatlodia, Ahmedabad

Students Interested 1 (Seats Left 0)

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About the Course

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)
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.


Laptop, Familiarity with Excel

What you need to bring


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.

Date and Time

Not decided yet.

About the Trainer

Harshil Roy picture

Avg Rating




Harshil Roy

Chartered Fiancial Analyst, Certified Financial Planner

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.


No reviews currently


Students Interested 1 (Seats Left 0)

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