Excel for Finance Intermediate Course Bundle
Master Excel like top financial professionals through real-world case studies
Led by CFA charterholder Daniel Jassy View Instructor Bio
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Course Description
This online course is for intermediate users who want to take Excel skills to the next level using real-world, professional case studies. You’ll
- Benefit from real-world practices used by professionals serving Fortune 100s
- Create complex financial models that analyze multiple scenarios simultaneously
- Employ industry best practices to ensure your work is easily auditable by executives, stakeholders, and colleagues
- Discover actionable ideas by mining data like an expert analyst
- Display your findings clearly in beautifully designed charts
Course Curriculum
Welcome
- Mac Shortcuts
- Goal Setting
Case Study: Visa Income Statement
- Visa Income Statement Model and Scenatio Workbook
- Visa FY Estimates
- Visa Reuters Estimates
- Visa Y Charts Estimates
- Introduction to Visa Income Statement
- Walkthrough
- Creating the Operating Scenatio
- Validating Information
- Base Case and Best Case
- Blended Case
- Feeding the Model
- Bull Scenario
- Bear Scenario
- Introduction to Waterfall Charts
- Setting Up the Data
- Creating the Chart
- Visa Income Statement Model and Scenario (Answers)
Case Study: Apple Data Mining
- Apple Data Mining Chart
- Introduction to Apple Dynamic Data Mining
- Finding Release Dates
- Backward Return
- Forward Return Part 1
- Forward Return Part 2
- Populating Dates
- Preparing Data for Infographic
- Building the Infographic
- Review
About the Instructor
Daniel Jassy
Daniel Jassy
CFA
Daniel Jassy, CFA, worked on idea generation, due diligence and modeling as a portfolio manager for a long-only equity fund. He attended the Charles W. Lamden School of Accountancy at San Diego State University. Daniel was awarded the Chartered Financial Analyst® designation in August of 2016 after passing levels I, II and III of the CFA ® exam. He currently designs and develops trading-analysis software, which provides an edge to portfolio managers by lowering execution costs.