EXCEL FOR INVESTMENT BANKING

COURSE DESCRIPTION

Foundations of Investment Banking are a tailored program to provide you an exhaustive understanding of the Investment Banking field. The course delves into various aspects of Investment Banking such as structures of investment banks, roles and functions of investment banks, research and analysis framework, several valuation techniques, and overview of Initial Public Offering (IPO) process and activities.


CERTIFICATION AWARDED

On successful completion of the program, you would be awarded the foundational certification inFOUNDATIONS OF INVESTMENT BANKING" by Moody’s Analytics and EduEdgePro.


COURSE COLLATERALS AND HIGHLIGHTS

  • Exhaustive reading material covering the 5 sections outlined below
  • Focused curriculum providing overview of Investment Banking
  • Course delivery by domain experts
  • Case study based learning
  • Sample Red Herring Prospectus (RHP)
 Fast Facts

 Certified by :
 Moody’s Analytics and EduEdgePro

 Broad Coverage:
  • Basic Excel Functions and Interface
  • Powerful Excel Shortcut
  • Formatting and Referencing techniques
  • Filters and Custom Filters
  • Advanced Excel functions
  • Complex Functions for Lookups and Searches: Reverse Lookups, Multidimension lookups
  • Wildcard Lookups and Conditional Lookups
  • Tables and Data Tables
  • Pivot tables
  • Visualization techniques using Charts and conditional formatting
  • Security Essentials

Mode of Delivery

Price

Duration
Offline Training
(Classroom)

Rs. 30,000 plus
taxes

50 Hours


E-Learning


Rs. 7,500 plus
taxes

30 Hours


Customized In-house
Group Training
Contact us


Customized



COURSE OBJECTIVES

  •  Getting familiar with excel interface and shortcuts
  •  Understanding excel formula and their applicability
  •  Using advanced functions for data aggregation
  •  Understanding excel best practices for data representation
  •  Using data aggregation and analysis tools for effective representation
  •  Using charts and graphs for visual impact
  •  Learn various security measures for protecting a workbook


WHO SHOULD ATTEND

This course is aimed at those who wish to understand the working of one of the most widely used office productivity tools. The course is a great foundation for people who want to make a career in:

  •  Investment Banking
  •  Equity Research
  •  Corporate Banking
  •  Risk Modelling
  •  Credit Modelling
  •  Financial Analysis
  •  Business Analysis


DETAILED CURRICULUM

Section 1 - Understanding Excel Interface

This section will familiarize the student about the Excel application and its interface. It will introduce various elements of an excel application such as menu ribbons, address and formula bar and how to customize the quick access toolbar.

You will further learn various important and necessary shortcuts that are frequently used in an excel application that will increase your productivity multifold. Shortcuts for rows and columns (insert, delete, hide), workbooks and worksheets (adding, deleting, renaming, hiding and unhiding), and other miscellaneous shortcuts would be covered in great detail.

Understanding Excel Interface


Excel Interface Elements

  • Quick Access Toolbar
  • Menu Ribbons
  • Address Bar
  • Formula Bar
  • Status Bar and Worksheet Zoom
  • Worksheets
  • File Handle

Excel Shortcuts


Essential Productivity Shortcuts

  • Working with Cells
  • Working with Rows and Columns
  • Working with Worksheets
  • Copy and Pasting
  • Other Shortcuts: Accessing Menu Elements, Referencing Shortcut, Formatting, Inserting Current Time and Date, Save As

Section 2 - Data Input & Cell References

This section intends to teach different ways of inputting the data in cells and using excel functionalities to fill data across various cells in one go. It will also cover how referencing and named ranges can make worksheets more dynamic.

This section will also teach various formatting features of excel such as align, indent, borders etc. A primer on conditional formatting would be a good base for creating dashboards. You will further explore how to use viewing options, filters to extract relevant data by using in-built filter functions as well as using custom filter rules.

Data Input & Cell References


Data Input Techniques

  • Flash Fill
  • Using Fill Handle
  • Absolute and Relative Referencing
  • Working with Named Ranges
  • Inserting Comments

Excel View, Formatting and Filters


Essentials of Formatting

  • Freeze Panes
  • Basic Formatting
  • Custom Formatting
  • Merge Cells and Wrap Text
  • Conditional Formatting
  • Auto-Filter and Custom Filter

Section 3 - Excel Formulas

This section will cover a wide range of excel built-in formulas. A detailed explanation on Mathematical and Statistical functions such as SUM, AVERAGE, COUNT, COUNTA, ROUND, SUMPRODUCT etc., Text and String functions such as LEFT, RIGHT, MID, MATCH, FIND, PROPER, CONCATENATE etc., Date and Time functions, Conditional functions such as IF, COUNTIF/S, AVERAGEIF/S, SUMIF/S, Nested Ifs etc., Error handling functions to handle common errors in Excel and Financial Functions such as NPV, IRR, PV, FV, XNPV, XIRR, etc. would create a significant increase in excel functionality.

Built-in formulae repository

  • Mathematical and Statistical Formulas
  • Text Functions
  • Date and Time Functions
  • Conditional Functions
  • Error Handling Functions
  • Financial Functions

Section 4 - Dynamic Search Techniques

The section on lookups and searches will explore further necessary formulas in excel that are useful for data analysis and aggregation. Complex functionalities such as wildcard lookups, multi-dimensional lookups, multi-conditional lookups, reverse lookups will enable you to extract the real power of lookup functions.

Lookups and Searches

  • Working with Lookup, HLookup, VLookup
  • Use of MATCH, INDEX, OFFSET
  • Using Lookups, MATCH and INDEX together


Advanced Lookups and Searches

  • Wildcard Lookups
  • Multi conditional lookups
  • Multi-dimensional lookups
  • Reverse Lookups
  • INDIRECT Function

Section 5 - Data Analysis Tools

In this section, we will explore other advanced functionalities such as excel tables, pivot tables that are essential data analysis tools. Data slicers and Pivot Charts would provide a visual representation to the data. Other chart types such as line, scatter, radar etc. will be explored for representing the data in different visual formats.

Data analysis will be further explored by using scenario and sensitivity analysis.

Tables and Pivot tables

  • Data Analysis using Tables
  • Accessing Table Elements
  • Data Slicers
  • Creating Pivot Tables
  • Pivot Charts
  • GETPIVOTDATA Function


What-if analysis techniques

  • Goal Seek
  • Solver
  • Scenario Manager
  • Data Tables

Section 6 - Charts and Graphs

In this section, we will explore other advanced functionalities such as excel tables, pivot tables that are essential data analysis tools. Data slicers and Pivot Charts would provide a visual representation to the data. Other chart types such as line, scatter, radar etc. will be explored for representing the data in different visual formats.

Data analysis will be further explored by using scenario and sensitivity analysis.

Data visualization

  • Charts and Graphs Terminology
  • Line, Scatter, and Bar Charts
  • Radar and Surface Plots
  • Waterfall, Pie, and Sunburst Charts
  • The Box and Whisper Plot and Histograms (Statistical)
  • Chart Formatting in Detail
  • Mixing Chart Types

Section 7 - Security Features

This section will help you understand various security features of excel. It will teach you how to protect your worksheets and workbooks, denying access for certain features and sharing the workbook.

Security and Protection Essentials

  • Protecting Workbooks and Sheets
  • Using Passwords
  • Hiding Formulas
  • Share Workbooks

DETAILED CASE STUDY AND EXCEL IMPLEMENTATION

Let us bring our classes to you! Our in-house training are ideal for groups of 10 or more people. We can provide Off-the-shelf training in the form of our classic courses, or we can provide bespoke training, tailored to your organizational goals and objectives. Please contact us for further details