4.45 out of 5
4.45
925 reviews on Udemy

Microsoft Excel for Finance, Accounting & Financial Analysis

Excel tips & tricks for Accounting, Finance and Financial Analysis. Learn from the Bestselling Accounting Instructor
Instructor:
Irfan Sharif
54,949 students enrolled
English [Auto]
Accounting functions in Microsoft Excel
Finance functions in Microsoft Excel

Microsoft Excel has hundreds of functions and formulas to store, analyze, and alter data efficiently. However, no one really needs to know all of them to be able to work effectively on Excel.

In this course, you will learn key functions that are required most used by Finance and Accounting users when they are working with their business data. These functions include finding, replacing, sorting, filtering, summarizing, and analyzing data. Additionally, you will also learn how to bring in a particular data against a specific row parameter from other excel sheets.

Who should take this course:

  • Accounting students

  • Finance students

  • Accounting professionals

  • Finance professionals

  • Entrepreneurs and Business Owners with Finance knowledge

  • Investors with Finance knowledge

Why you should learn Excel for Finance and Accounting:

This course will change the way you work and will save your hours otherwise spent on complex calculations. You will be able to calculate the values you need for analysis and decisions just by writing small and easy formulas. The rest of your time can then be spent on tasks that matter! 

Prerequisite:

This course expects you to have basic knowledge of Excel, Finance, and Accounting. Let me be more precise on what you should know before starting this course.

Excel:

  • Basic navigation and cell formatting

  • Basic maths functions like plus, minus, multiply and divide

Accounting:

  • Concept of depreciation and methods of depreciation

Finance:

  • Concept of Time Value of Money

  • Present Value and Future Value concept

  • Conversion from present value to future value, and from future value to present value 

  • Concept of Discount factor and Annuity

  • Concept and calculation of NPV

  • Concept of calculation of IRR

Topics Covered:

  • Calculation of depreciation with Excel formulas

  • Calculation of PV and FV with Excel formulas

  • Calculation of NPV with Excel formulas

  • Calculation of IRR with Excel formulas

Money-Back Guarantee: 

Nothing to lose! If you will not be satisfied with the course, Udemy offers 30 days money-back guarantee!

Introduction to the teacher:

Chartered Accountant | 12 years of work experience | 12 years of teaching experience as visiting faculty

I am a Certified Chartered Accountant (ACCA) from the UK with 12 years of professional work and teaching experience and have taught more than 4,000 students in class and 80,000+ students on Udemy!

I have implemented accounting software and ERP at various organizations and have expertise in financial transformation. I have been leading accountancy practice for small and medium-sized entities for the last 4 months and have frequent interaction with entrepreneurs. So I know what exactly do entrepreneurs need to know to well manage their books. So, Microsoft Excel is what I use most of my day! I love this software, not just because it enables us to do a lot with data, but also because it is very simple and easy to use.

Depreciation with Excel

1
SLN - Straight Line Method
2
DB - Declining Balance Method
3
SYD - Sum of Years Digits Method
4
DDB - Double Declining Balance
5
VDB - Variable Declining Balance

Present Value & Future Value

1
Introduction to PV and FV
2
Calculating FV - Future Value
3
Calculating PV
4
Calculating PV of Annuity
5
Calculating FV of Annuity
6
Calculating FV with changing interest rates

Net Present Value and IRR

1
Net Present Value - NPV
2
XNPV
3
IRR - Internal Rate of Return
4
XIRR

Nominal and Effective Rate of Interest

1
Converting Nominal Rate to Effective Rate
2
Converting Effective rate to the nominal rate

Loan & Mortgage Repayment

1
PMT
2
PPMT
3
IPMT
4
CUMIPMT

Financial Statement Vertical and Horizontal Analysis:

1
Profit & Loss Statement - Horizontal Analysis
2
Profit & Loss Statement - Trendlines
3
Balance Sheet - Trendlines and Horizontal Analysis
4
Profit & Loss Statement - Vertical Analysis
5
Balance Sheet - Vertical Analysis
You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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Includes

2 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion
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