Discover the best ways to use Excel for a variety of key tasks in the insurance, commercial banking, and investment banking fields.
Overview
Syllabus
Introduction
- Using Excel in banking careers
- Excel uses in commercial banking
- Excel uses in investment banking
- Excel uses in insurance
- Key tools in Excel for commercial banking
- Debits, credits, and transactions in Excel
- Commercial banking financial models
- Using Excel in loan amortizations
- Using Excel in loan portfolios
- Building Excel models for commercial banking
- Key tools in Excel for investment banking
- Using Excel in merger and acquisition deals
- Using Excel in corporate finance actions
- Sum of parts modeling in Excel
- IPO modeling in Excel
- Building Excel models for investment banking
- Key tools in Excel for insurance
- Using Excel in loss modeling
- Using Excel in pricing analysis
- Scenario analysis with Excel
- Investment portfolio management with Excel
- Moving forward in banking
Taught by
Michael McDonald
