FAC19001
Financial Analysis Certificate using Excel (FAC19001)


<p>This course is designed for existing users of Excel or similar spreadsheets needing to vastly increase their professional skills especially in the disciplinary areas of Accounting and Finance. The first part of FAC is a fast-paced comprehensive set of tools to tap into the full power of Excel. The second part of the course builds 'smart' analytical models, useful applications for more advanced techniques, which are transferable throughout an organisation.</p> <h3 id="who-will-benefit">Who Will Benefit?</h3> <p>This program is particularly useful for professional staff who need to vastly increase their professional spread-sheeting skills especially in the disciplinary areas of Accounting and Finance.</p> <h3 id="program-topics">Program Topics</h3> <ul> <li><p>Key Techniques for Improved Model Building:</p> </li> <li><p>Structure and model layout</p> </li> <li><p>Design rules for good layout</p> </li> <li><p>Pointing techniques (including cursor movement) to avoid errors</p> </li> <li><p>Keyboard techniques: non-rodent access to menus, cells etc.</p> </li> <li><p>Relative, mixed, absolute and 3D addressing</p> </li> <li><p>Naming ranges, using row and column labels</p> </li> <li><p>Intersection operator</p> </li> <li><p>Formula Palette, finding and using built-in functions</p> </li> <li><p>Working with lists and filling ranges</p> </li> <li><p>Lookup tables using VLOOKUP, INDEX, MATCH</p> </li> <li><p>Housekeeping and security</p> </li> <li><p>Spreadsheet security and distribution of models</p> </li> <li><p>Developing a planning model including variables and assumptions table</p> </li> <li><p>Incorporating a plant expansion into the planning model.</p> </li> </ul> <h4 id="advanced-techniques">Advanced Techniques:</h4> <ul> <li><p>Formula Palette, finding and using built-in functions</p> </li> <li><p>Working with lists and filling ranges</p> </li> <li><p>Lookup tables using VLOOKUP, INDEX, MATCH</p> </li> <li><p>Developing a planning model including variables and assumptions table</p> </li> <li><p>Incorporating a plant expansion into the planning model</p> </li> <li><p>Advanced cell formatting techniques</p> </li> <li><p>Custom formatting</p> </li> <li><p>Conditional formatting</p> </li> <li><p>Data validation</p> </li> <li><p>Array functions</p> </li> <li><p>Price break style lookups and discontinuities</p> </li> <li><p>Charting tools and techniques</p> </li> <li><p>Importing and opening non-spreadsheet files</p> </li> <li><p>Parsing text ranges</p> </li> <li><p>Transposing ranges</p> </li> <li><p>Workbook templates</p> </li> <li><p>Techniques for building consolidated reports by function</p> </li> <li><p>Techniques for building consolidated reports using Excel tools</p> </li> <li><p>Working with version data</p> </li> <li><p>Spreadsheet settings and preferences</p> </li> <li><p>Toolbar configuration.</p> </li> </ul> <h4 id="sensitivities">Sensitivities:</h4> <ul> <li><p>Sensitivity analysis using Data Tables</p> </li> <li><p>Sensitivity analysis using Scenarios</p> </li> <li><p>Scenario summary report</p> </li> </ul> <h4 id="workbook-linking">Workbook Linking:</h4> <ul> <li><p>Building links</p> </li> <li><p>Building safe links using range names and intersection operator</p> </li> <li><p>Understanding link resolution</p> </li> <li><p>Locating and removing invalid links.</p> </li> <li><p>Financial Analysis:</p> </li> <li><p>Investment decision model</p> </li> <li><p>Advanced investment analysis including sensitivity to leverage</p> </li> <li><p>Financial functions such as NPV, IRR, RATE, PMT, PPMT, IPMT etc</p> </li> <li><p>Forecasting balance sheet and cash requirements</p> </li> <li><p>Sales variance analysis</p> </li> </ul> <h4 id="statistics">Statistics:</h4> <ul> <li><p>Regression analysis</p> </li> <li><p>Forecasting functions such as TREND</p> </li> <li><p>Statistical functions such as SLOPE, INTERCEPT, RSQ</p> </li> <li><p>Charting and forecasting based on regression analysis</p> </li> <li><p>Frequency distribution tables.</p> </li> </ul> <h4 id="date-and-time-functionality">Date and Time Functionality:</h4> <ul> <li><p>Date and time based formulas and formatting issues</p> </li> <li><p>Excel date functionality</p> </li> <li><p>Elapsed and projected date and time formulas</p> </li> <li><p>Periodic Cashflows</p> </li> </ul> <h4 id="database-functions-and-uses">Database functions and uses:</h4> <ul> <li><p>Worksheet databases - functions, advantages and limitations</p> </li> <li><p>Finding exact matches and unique entries</p> </li> <li><p>Database functions such as DSUM, DCOUNT, DAVERAGE, SUMIF</p> </li> <li><p>Pivot table reports, Pivot table settings.</p> </li> </ul> <h4 id="applications">Applications:</h4> <ul> <li><p>Traditional economic order quantity model</p> </li> <li><p>Improved economic order quantity model including price breaks</p> </li> <li><p>Financial distress forecasting using Z scores</p> </li> <li><p>Monitoring financial performance, using the DuPont model</p> </li> <li><p>Improving capital turnover and controlling asset base</p> </li> <li><p>Reporting to management.</p> </li> </ul> <h3 id="about-the-presenter-james-clarkson">About the Presenter - James Clarkson</h3> <p>Following an early career in both public and commercial accounting, James has more than twenty years experience as a presenter of professional programs and more than twenty five consulting and developing for blue chip clients.</p> <p><b>What Our Students Say</b><p> <i>"This course is not just about “Formulas”. James challenges our entrenched way of building models through technique and planning. A tremendous value-add for any employee using Excel"</i> - John E <p><i>“I found this course incredibly helpful and would highly recommend it as a good investment of time and money to anybody requiring advanced skills in the use of Excel.”</i> - Rob E <p><b>Prerequisites</b><p> At least 6 months practical Excel experience in a business setting and capable of assimilating new material at a fairly rapid pace. <p><b>Discounts:</b><p> Discounts apply for the following: <ul><li>10% discount for 2 or more enrolments from the same company <li>10% discount for undergraduate students and the unemployed.</ul> <p>Discount can be selected from the drop-down box on the Book Now page.</p> <h3 id="note">Note</h3> <p>Students are required to bring their own laptop to the class. If they don’t have a laptop, please inform us in advance and we can arrange one for them.</p> <h3 id="payment-options">Payment Options</h3> <p>Credit Card – proceed to the <b>'BOOK NOW'</b> button and follow the prompts. <br/></p> <p>To be invoiced – Please complete the <a href="https://shortcourses-bookings.uts.edu.au/Capabiliti/GetFile.aspx?FileGuid=5698f5e5-5382-49f5-b745-8e4d6815b43f"> Manual Enrolment on Invoice Request Form </a> and email it to <a href="mailto:short.courses@uts.edu.au?subject=Financial Analysis Certificate invoice request"> UTS:Short Courses</a><br></p> <p><b>Further Information</b><p> <a href="https://shortcourses-bookings.uts.edu.au/Capabiliti/GetFile.aspx?FileGuid=53702907-271c-4ed6-ae02-27bb5aac5207"> Financial Analysis Certificate-using Excel Brochure </a></p> <p><b>Other Information</b> <br>For any enquiries regarding tailored private courses for your organisation, please contact accessUTS on +61 (02) 9514 5156 or email <a href="mailto:Jo-Yi.Chen@uts.edu.au?subject=tailored private courses"> Jo-Yi.Chen@uts.edu.au</a></p> <p><b>Contacts</b><p> For specific queries regarding the program contact: <a href="mailto:james@clarksonitt.com?subject=Financial Analysis Certificate query">James Clarkson</a> or Tel: +61 (02) 8088 1222.<br> <p>For enrolment or payment contact: <a href="mailto:short.courses@uts.edu.au?subject=Financial Analysis Certificate query">UTS:Short Courses</a> or Tel: +61 (02) 9514 2912.</p>

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