Excel for Banking Professionals

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Free Online Course: Excel for Banking Professionals provided by LinkedIn Learning is a comprehensive online course, which lasts for 1-2 hours worth of material. The course is taught in English and is free of charge. Upon completion of the course, you can receive an e-certificate from LinkedIn Learning. Excel for Banking Professionals is taught by Michael McDonald.

Overview
  • Discover the best ways to use Excel for a variety of key tasks in the insurance, commercial banking, and investment banking fields.

Syllabus
  • Introduction

    • Using Excel in banking careers
    1. Getting Started with Excel in Banking
    • Excel uses in commercial banking
    • Excel uses in investment banking
    • Excel uses in insurance
    2. Commercial Banking and Excel
    • 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
    3. Investment Banking and Excel
    • 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
    4. Insurance and Excel
    • 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
    Conclusion
    • Moving forward in banking