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Microsoft Excel Advance for Finance

24 May, 2021, Webinar Classroom Training

IPA Training is Registered with

Venue Details

Webinar Classroom Training


Contact us

FOR COURSE DETAILS

Juliany,

Office: 03 2283 6109

Mobile: +60 122281247

juliany@ipa.com.my

Phoebe,

Office: 03 2283 6100

Mobile: +60 193637822

phoebe@ipa.com.my

Bee Teng,

Office: 03 2282 6112

Mobile: +60 172566121

beeteng@ipa.com.my

FOR CUSTOMISED IN-HOUSE TRAINING

Jane,

Office: 03 2283 6101

Mobile: +60 129418251

jane@ipa.com.my

Keith,

Office: 03 2283 0000

Mobile: +60 162272735

keith@ipa.com.my

ADDRESS

A-28-5, 28th Floor, Menara UOA Bangsar,
No.5, Jalan Bangsar Utama 1,
59000 Kuala Lumpur

FOCUSING ON
  • Module 1: What If Analysis Excel Goal Seek & Solver - Managing P&L & ROI
  • Module 2: What If Analysis Excel To Improve Financial Ratios Performance
  • Module 3: Excel NPV, IRR, Free Cash Flow Tools To Monitor Your Project Financial Planning
  • Module 4: What If Analysis Excel To Prepare & Monitor Your Budgeting & Sales, Collection Expenses Performance.
  • Module 5: Specific Formula & Function
COURSE OBJECTIVES
Using What if analysis Excel Goal seek & solver to improve your Finance, Budget, Cash Flow & P&L Performance and also using Excel NPV, IRR, and Payback to monitor your financial project is the main purpose of this course. Free practical well tested excel templates are provided.
WHAT YOUR COLLEAGUES ARE SAYING ABOUT THE COURSE…
  • “Good use of advance excels tool of goal seek & solver for accounting and financial analysis using practical real-life examples. Participants are able to grasp concepts quicker as it is hands on and interactive.”
    Legal Division, Ministry of Finance
  • “This course gives me better understanding about accounting & financial analysis using what if analysis tools for preparation of public sectors start using accrual accounting.”
    Internal Audit Division, Ministry of Finance
  • “I now understand more on problem solving tools using NPV, IRR & Payback, more input for decision making process”
    Treasury, Sabah Malaysia, Ministry
AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB WITH PRACTICAL HANDS ON EXPERIENCE ON…
  1. Managing Your Profit & Loss & Cash Flow Position Efficiently.
  2. Planning Your Budgets Effectively.
  3. Using Goal Seek To Hit Management Expectations On Sales, Profit & Cash Flow.
  4. Improving & Increasing Your Financial Project Evaluation Skills.
WHO SHOULD ATTEND
Entrepreneurs, Accountants, Business Managers, Marketing Managers, Treasurers, Supervisors, Executives and Managers and All Professionals who are interested in Microsoft Excel Advance for Finance
METHODOLOGY

Case Study & Group Discussion. Real-Current Issues & Cases Will Be Analyzed And Scenario Solutions Will Be Discussed Within The Course.

Special Feature: Participants Will Receive a Set of Practical Templates suitable for all sectors. These templates;

  • Ease in planning, reporting & decision making process
  • Snapshot of overall issues & problem
  • Financial modeling using goal seek strategies for cash flow, profit, sales target, budgeting & working capital requirements
COURSE CONTENT
9:00

MODULE 1: WHAT IF ANALYSIS EXCEL GOAL SEEK & SOLVER - MANAGING P&L & ROI
Objective:

  • With Little Or Zero Accounting Knowledge, Will Walk You Through Your Business Or New Business On Sales, Purchases, Operating Expenses, Investment, Capital Injection, Depreciation & Interest Payment
  • You See Your Own P&L, Balance Sheet, Cash Flow & Equity
  • Provide Strategies (Using Goal Seek) To Improve Your Cash Flow & P&L Position
10.45

MODULE 2: WHAT IF ANALYSIS EXCEL TO IMPROVE FINANCIAL RATIOS PERFORMANCE
Objective: You Will Understand How To Reading The Financial Ratios

  • Liquidity
  • Solvency
  • Efficiency
  • Profitability
  • Asset Management
12.00

MODULE 3: EXCEL NPV, IRR, FREE CASH FLOW TOOLS TO MONITOR YOUR PROJECT FINANCIAL PLANNING
Objective: Assess Project Evaluation & Its Risk. Consider Accepting Or Reject The Project Or Business Proposal After Factor In All Financial & Quality Considerations.

  • Forecasting Relevant Project Cash Flows
  • Project Evaluation Techniques – Payback, NPV, IRR
  • Excel Applications – Using The Payback, NPV And IRR Functions
  • Accepting Or Rejecting Projects
1:00 Lunch
2:00

MODULE 4: WHAT IF ANALYSIS EXCEL TO PREPARE & MONITOR YOUR BUDGETING & SALES,
COLLECTION EXPENSES PERFORMANCE.
Objective: Will Guide You Step By Step In Arriving At The Following Budget:

  • Sales
  • Cost Of Sales
  • Gross Profit
  • Operation Expenses
  • Net Profit
3:45

MODULE 5: SPECIFIC FORMULA & FUNCTION

  • If formula
  • If (is blank)
  • If error
  • Sum Product Formula
5:00 End of Course