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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$49.95 $49.95 USD
Lifetime Access
  • One time payment, money back guarantee
  • Self-paced online course, lifetime access
  • Interactive content and downloadable materials
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Excel for Finance Intermediate Course Bundle

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.