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Financial Calculations & Excel Logo Light Mode

Kotak

Stockshaala

Financial Calculations and Excel for Investors – Overview
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Financial Calculations and Excel for Investors – Overview

Level

Beginner

Access

Free for all

Time

5-6 Hours

Learn essential formulas, data analysis techniques, and how to interpret results in this course. Also, learn to build your proficiency in financial calculations using Excel, a key tool for every investor. Transform complex numbers into actionable insights.

9 Modules

51 Chapters

What will you learn?

  • Master core financial concepts like TVM, ROI, IRR, DCF, and NPV, and learn how to apply them using Excel.

  • Understand how to calculate loan EMIs, amortisation schedules, profitability ratios, bond pricing, and stock valuations with hands-on Excel guidance.

  • Build advanced financial models including 3-statement models, DCF models, and scenario/sensitivity analyses for better investment and business decision-making.

  • Create dynamic dashboards, interactive reports, and use tools like Pivot Tables, Power Query, and Power Pivot to analyse large financial datasets.

  • Plan your finances effectively with Excel-based templates for budgeting, forecasting, goal planning, and retirement corpus estimation.

  • Develop a strong foundation in financial modelling and analysis techniques essential for both personal finance and professional finance roles.

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