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Certificate

Excel for Financial Applications

Issued to:Sabina Sarkisova
Issued date:November 16, 2020
Issued by:AMT Training

Excel tools for speed and efficiency

During this session, participants are introduced to Excel keyboard shortcuts, efficient worksheet navigation, formula construction and financial functions. The session includes lots of practical, real life Excel based exercises.

Advanced Excel 

This program covers a range of tools and techniques in Excel designed to improve effectiveness and efficiency.

Advanced formatting (30 minutes stds)

Key topics:

  • Setting up toolbars so that Excel can be used as efficiently as possible
  • Setting up formatting styles
  • Custom number formats

Working wih Text and Dates (30 minutes stds)

Key topics:

  • Creating dynamic headings and footnotes in the model
  • Working with dates
  • Concatenation
  • TEXT function
  • UPPER, LOWER, PROPER functions
  • TRIM and CLEAN functions
  • RIGHT, LEFT & MID functions
  • DATE, DAY, MONTH, YEAR functions

Flexible output tables (90 minutes stds)

Key topics:

  • Functions and tools to manipulate and summarize financial information
    • VLOOKUP and HLOOKUP
    • OFFSET
    • INDEX
    • MATCH
    • Data validation
    • INDIRECT

Keeping circularities under control (30 minutes stds)

Key topics:

  • Working with intentional circular references
  • Debugging a file containing non-intentional circular references

Issued by

AMT Training

Awarded to

Sabina Sarkisova

About the issuer

AMT Training

For over 20 years we have been equipping analysts and associates with core skills for banking and finance. Our clients include the top ten investment banks and some of the biggest private equity firms in the world.

Accreditations and Associations

AMT courses are officially accredited by the Chartered Institute for Securities and Investment and each full day course can be logged as 6 hours of CPD for institutions including ICAEW, ACCA, CFA and solicitor regulatory authority. Find out more.

Global experts

AMT’s network of offices spans EMEA, APAC and the Americas. Our people have first-hand experience of investment banking and the diversity of our team reflects the regions, sectors, subject areas, languages and cultures with which we work. Experienced client service managers, working out of our offices in London, New York and Hong Kong, provide local support for customers across the world’s largest financial centres.

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