Kotak
Stockshaala
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.
FAQs on Financial Calculations & Excel
The Financial Calculations & Excel course by Kotak Stockshaala teaches investors and finance learners how to perform investment calculations and build financial models using Excel. Across 9 modules and 51 lessons, it covers budgeting models, valuation formulas, key financial functions, and data analysis techniques used in real-world finance.
This course suits investors, finance students, and working professionals who want to apply Excel to financial analysis. It is particularly useful for anyone who performs equity research, builds investment models, or manages personal or business finances and wants to work more accurately and efficiently.
The curriculum covers Excel fundamentals for finance, key financial formulas (NPV, IRR, CAGR, XIRR), data tables, investment metric calculations, budgeting models, valuation spreadsheets, and practical finance case studies, organized across 9 modules and 51 hands-on lessons.
The course spans 9 modules and 51 step-by-step lessons, moving from basic Excel financial functions to advanced modeling techniques. Each lesson is practical and hands-on, allowing learners to build usable financial models and templates as they progress through the program.
Learners develop skills in using financial functions in Excel, building valuation and budgeting models, calculating investment returns (CAGR, XIRR), designing data tables, automating repetitive financial calculations, and presenting financial analysis in a structured, professional format.
By bridging financial theory with Excel execution, this course enables learners to move from reading about valuation to building DCF models, screening stocks by metrics, and tracking portfolio performance, making investment analysis faster, more repeatable, and significantly less prone to manual error.
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