Financial Excel Training Sample Modules:

1. Comparing stocks and stock types
2. Utilizing Pivot tables for equity analysis
3. Charting
4. Scenarios for portfolios
5. Advanced Charts- Creating Templates for them.
6. Creating Good looking sector specific pie charts for clients
7. What are the capabilities of macros – using templates
8. Compound Interest Calculator Template- What is the difference between 6% bond and 8% bond, it will show you year by year.
9. Writing a macro that captures client specific holdings for weekly/monthly/annual analysis.
10. Present value/ Future value of an equity. Practical function uses.
11. Dissecting Incoming Statement and Balance Sheets as part of the P/E calculations.
12. P/E Ratio
13. Price Reactions
14. Equity Forecasting as a sales tool.
15. Tax consequence analysis.
16. Putting an ad hoc client presentation together in a short turn around time. Automatically into a pie chart or graph.