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Excel for Banking Professionals

Excel for Banking Professionals

1h 47mIntermediate2021-07-22

Authors

Michael McDonald

Michael McDonald

Researcher and Professor of Finance at Fairfield University

Course details

Across the world of banking and finance, Excel is simply indispensable. This critical tool serves as a blank canvas for building business and financial models of all types. In this course, instructor Michael McDonald shows banking professionals how to use Excel to model key questions in the fields of insurance, commercial banking, and investment banking. In the area of commercial banking, Michael covers everything from front-office loan amortization to loan portfolio modeling. For insurance, he examines how to use Excel for issues like loss modeling and pricing analysis. Plus, he shows investment banking professionals how to build models covering merger and acquisition deals, IPO pricing, and corporate actions. Tune in to learn Excel skills that you can apply to the real-world issues you face at work.

Skills covered

Personal FinanceCorporate FinanceSpreadsheetsMicrosoft ExcelFinance and AccountingPersonaProfessional DevelopmentBusiness Software and ToolsMicrosoft

Concepts

0. Introduction

  • 01 - Using Excel in banking careers

1. Getting Started with Excel in Banking

  • 02 - Excel uses in commercial banking
  • 03 - Excel uses in investment banking
  • 04 - Excel uses in insurance

2. Commercial Banking and Excel

  • 05 - Key tools in Excel for commercial banking
  • 06 - Debits, credits, and transactions in Excel
  • 07 - Commercial banking financial models
  • 08 - Using Excel in loan amortizations
  • 09 - Using Excel in loan portfolios
  • 10 - Building Excel models for commercial banking

3. Investment Banking and Excel

  • 11 - Key tools in Excel for investment banking
  • 12 - Using Excel in merger and acquisition deals
  • 13 - Using Excel in corporate finance actions
  • 14 - Sum of parts modeling in Excel
  • 15 - IPO modeling in Excel
  • 16 - Building Excel models for investment banking

4. Insurance and Excel

  • 17 - Key tools in Excel for insurance
  • 18 - Using Excel in loss modeling
  • 19 - Using Excel in pricing analysis
  • 20 - Scenario analysis with Excel
  • 21 - Investment portfolio management with Excel

Conclusion

  • 22 - Moving forward in banking

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