Financial Modeling Using Excel | CSU Pro Dev

Courses

Financial Modeling Using Excel

Course Description

For all of the expensive subscriptions and analytics programs, a huge amount of the work that Wall Street analysts and managers do is done on the Excel software that you have on your own computer. With just a little bit of effort, you too can create a variety of financial and analytical models. This course will provide students with an understanding of how to build financial models using Excel.

Real-World Application

The core of what every analyst does is his or her collection of financial models. These are simply spreadsheets that hold (and help form) the analyst's views on the likely financial results for the company in question. They can be incredibly detailed and complex, or relatively simplistic, but the model will never be any better than the quality of the work that goes into forming the estimates.

Prerequisites

Excel for Data Analysis or equivalent knowledge

Course Objectives

Upon successful completion of the course, participants will be able to understand:

  • Excel's advanced features
  • Excel's built-in functions and analysis tools
  • How to Build Good Excel Models.
  • Financial Statements Forecasting.
  • Financial Planning and Investments.
  • Analyzing Market History.
  • Bond Pricing and Duration.
  • Simulating Stock Prices.
  • Options and Option Portfolios.
  • Binomial Option Pricing.

Schedule

September 15, 2017
8:30 a.m.-4:30 p.m.
Location: CSU's Monte Ahuja College of Business, 1860 E. 18th St., Cleveland, OH 44115 (map)

February 10, 2018
8:30 a.m.-4:30 p.m.
Location: CSU's Monte Ahuja College of Business, 1860 E. 18th St., Cleveland, OH 44115 (map)

CEUs: 0.7

Fee: $350

To receive the EARLY BIRD RATE, you must register at least 6 weeks prior to the start date of the course. Corporate, CSU Student, Alumni and Organization membership discounts available!

Course Benefits

Competency-Based Professional Development: Our programs increase learner retention through application, which results in a more productive workforce.  Students demonstrate their competence by successfully completing a course assessment.

All Inclusive: Each course delivered at CSU includes materials, pre-test and post-test, coffee, snacks, lunch and convenient, on-site parking.

Educated and Experienced Instructors: Our instructors bring years of real-world, classroom and CPA, CFA, SHRM, PhD and MBA experience. Many hold leadership positions in northeast Ohio organizations and have taught at the graduate and undergraduate levels.

Cost-Effective: The course is designed to minimize travel expenses and time away from work.

Convenient: Flexible schedules are not only an attractive option but a necessity for busy professionals.

Networking Opportunities: Learn from instructors and colleagues who have a variety of industry experiences to share.

Audit option: Students have the option to audit a course they have already attended at no charge within one academic year. Interested students must notify the ProDev office requesting to audit a course a minimum of 10 business days prior to the course start date to ensure there is enough seating. Audit students are responsible for their own parking and lunches. New materials will not be provided.

Corporate, Custom Availability: Can be custom-tailored to the needs of your organization to provide skills your workforce can apply immediately as a corporate training if requested.

Refund Policy

No refunds will be issued if notification is not received seven business days prior to the first day of class. Registrants who cancel will receive a refund, less a $50 processing fee, if we receive written notification a minimum of seven business days prior to the first day of class.