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Financial Plan Construction Using Advanced MS Excel Weekend Batches

Sat, 26 Jan 10:00AM - 6:00PM
Treebo Select Metropolis - Hotel in Andheri East
Rs 25000
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 Financial Plan Construction Using Advanced MS Excel 4 days Weekend Batches

Event Dates: 26th and 27th January 2019, 09th and 10th February 2019

Brief Summary: 

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.
  • Professionals: Candidates pursuing CFP Program, CFPCM Practitioners, CFAs, CAs, CS, ICWA, MBA- Finance, IFAs, Financial Planner aspirants etc.
  • Students: Students Pursuing or planning to pursue CFP, CWM, CIWM, CCRA or NISM Series X A or X B Certification will find this workshop very useful.

Course Outline:

  • Financial functions with formulas concepts (PV, FV, PMT, NPER, RATE, CUMPRINC, CUMIPMT, PPMT, IPMT, NPV, XNPV, IRR, XIRR, MIRR, Yield, Covariance, Var, Stdev, Correl, Yield, Duration, Mduration, etc.)
  • Advanced Excel Functions: Paste Special, Goto Special, Pivot Table, Pivot Charts, Slicers, Data Validation, Conditional Formatting, EOMONTH, EDATE, Advance Charting (Line, Bar, Pie, Doughnut, Scatter, Bubble charts, Gnatt charts).
  • 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.
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Map & Directions

Map & Directions
Treebo Select Metropolis - Hotel in Andheri East Marol Maorshi Road, Near Seven Hills Hospital, Andheri East, Bori Colony, Shivaji Nagar JJC, Marol, Andheri East, Mumbai, Maharashtra 400059, India
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EventsHigh Specials, financial planning, finance, real time, data validation, portfolio management, case studies, ria, spreadsheet, wealth management, outdoors, classes and workshops, tech workshops,