Financial Plan Construction Using Advanced MS Excel 4 days Weekend Batches
Event Dates: 26th and 27th January 2019, 09th and 10th February 2019
The objective of the four-day workshop is to equip the participants with the skills to make a comprehensive goal-based financial plan in Excel so that the participant can handle a different kind of client situations and offer customized solutions in a comprehensive Manner.
The knowledge of MS Excel is a prerequisite for all jobs across industries. This course gives you detailed insight into advanced MS-Excel concepts, formulas (TVM, NPV, XNPV, IRR, XIRR, MIRR, Yield, Covariance, Var, Stdev etc.) and functionalities with the help of hands-on learning methodology and case studies. At the end of this course, you will be able to make powerful dashboards, analyze data like a professional and bring efficiency in your day to day work life.
Advance functions like What-if-Analysis, Goal seeks, Two-variable data table, Scenario analysis, Solver, Conditional Formatting, Scrollbar, Spinner button, and Forecasting functions will be covered which will help the participants for creating scenarios vis-a-vis individual products.
Who should attend:
Entrepreneurs: This workshop is suitable for entrepreneurs who are running the Financial Advisory/Planning firm or wish to run a firm.
Advisers: Financial Advisers who intend to register as Registered Investment Advisors (RIA) with SEBI and take X "A", X"B" Examination.
Corporate: Corporate working in Wealth Management/Portfolio Management/ Financial Planning Division/ Insurance & MF Advisors.
Scenario Analysis, What-if-Analysis(Goal Seek, Two-Variable Data Table), Solver, Forecasting Function.
String & array formulae, VLOOKUP, HLOOKUP, analysis tools and macros, Text to columns, Linking Excel to web (Importing data with real-time update), Sharing workbook, Thesaurus in Excel, Protection of worksheet & workbook with exceptions.
Excel date system, Custom lists & Autocorrect, Exploring Excel Options from a practical point of view, Page Setup & Printing techniques,
Time Value of Money Concepts: Make powerful dashboards, Use Excel productively and write awesome formulas.
Financial Plan Construction: Enables the participant to create a new Financial Plan themselves from the scratch ( blank Excel Sheet)
Developing Templates: Structure of an excel spreadsheet (Navigation / Shortcut techniques; Inputting & manipulating data; Properties of a cell), Referencing, introduction to formulae & excel features.
MF platforms: BSEStaR, NSEMF, MF Utilities etc.
Loan Amortization, Eligibility Calculation, Interest Calculation: Learn to Create Detailed Amortization Schedule, EMI calculator, Step Up SIP Calculator, What-if Scenarios. Tax Liability Calculation Insurance Coverage and Premium Optimization
Presentation of a Financial Plan: Generate the Financial Plan PDF in Easy and attractive presentation format
Advanced Charts and Graphs in Excel: Learn to Make Charts and Graphs in addition to the calculation for every financial goal. Recording Macros.