# Excel, Finance, & Investing (Self-Paced with Mentoring)

Canonical URL: <https://www.nextgenbootcamp.com/classes/excel-finance-online>

## Overview

Learn the most essential business application, Microsoft Excel, while mastering finance and business concepts. This beginner-friendly program is perfect for high school and college students interested in fields like finance, business, real estate, entrepreneurship, and more. This course will equip students with valuable skills that will give them an edge in college and internships, helping them stand out to potential employers. Additionally, this program introduces students to AI and its role in the world of finance. Wall Street firms and fintech startups alike are using AI to sharpen investment decisions and automate financial analysis, so you'll walk away understanding how the concepts you've learned feed into that bigger story.

#### Excel 

Become an advanced Microsoft Excel user in just three days. Start with data entry, charts, and essential shortcuts in Excel Fundamentals, then progress to Pivot Tables and VLOOKUP in Intermediate Excel. Finish by automating your workflow by recording macros in Advanced Excel. You'll gain all the skills needed to become an Excel pro.

#### Finance & Investing

Understand what drives stock prices and how investors value stocks. This course covers the essentials of valuation (such as P/E ratios and DCF analysis), financial statements, and stock investing fundamentals. You'll also analyze recent earnings releases and valuation multiples of companies like Google and Apple to develop a solid framework for conducting fundamental investment research.

## What you'll learn

- Build beginner-to-advanced Excel skills, including formulas, Pivot Tables, and macros.
- Analyze financial data and company earnings using Excel-based modeling techniques.
- Learn core investment principles, including stock fundamentals, valuation, and risk.
- Understand financial statements and how they work together in real-world scenarios.
- Explore accounting concepts like EBITDA, depreciation, and cash flow analysis.
- Perform corporate valuation and assess whether a company is a good investment.

## Curriculum

### Excel for Business Fundamentals

#### Introduction

- Interface
- Data Entry

#### Formulas

- Autofill
- Calculations
- True or False
- AutoSum Functions
- Text Functions
- Multi-Input Functions
- Absolute Cell References

#### Formatting

- Formatting
- Format Painter
- Conditional Format

#### Charts & Tables

- Line Chart
- Column Chart
- Pie Chart
- Tables

#### Workbook Management

- Printing
- Worksheets
- Repeat Action
- Shortcuts

#### End of Class Project

- Using Formulas to Analyze Financial Data
- Save and Close

### Intermediate Excel for Business

#### Worksheet Management

- Navigation
- Paste Special

#### Working with Text

- Splitting Text
- Joining Text
- Named Ranges
- Data Validation
- Sort & Filter
- Remove Duplicates

#### Database Functions

- VLOOKUP
- HLOOKUP
- VLOOKUP - Closet Match

#### Logical Functions

- AND, OR
- IF statements

#### Pivot Tables

- Pivot Tables
- Pivot Tables & Grouping
- Multiple Pivot Tables

#### Statistical Functions

- Ranking
- COUNTIFS
- SUMIFS

#### Advanced Charts

- Combo Charts
- Use Charts & Functions to Build a Financial Summary Excel Sheet

### Advanced Excel for Finance

#### Excel for Financial Modeling

- Advanced techniques to Expedite Workflow
- Advanced Analytical Tools & Sensitivity Analysis
- Database Functions for Finance
- Functions for Financial Analysis

### Stock Market Fundementals

#### Introduction to Stocks

- Stock Fundamentals
- Stock indices
- Liquidity
- Dividend Yields
- Exchange Traded Funds (ETFs)

#### Intermediate Stock Topics

- Market Capitlization
- P/E Ratios
- EV/EBITDA Mutiples
- Stock Movement
- Earnings Release
- Interest Rates
- Economic Trends

#### Bond Investing + Stock Options

- Types of Bonds
- Bond Pricing, Yields, and Spread
- Credit Ratings & Risks
- Call & Put Options
- Option Strategies & Hedging

### Foundational Accounting Topics

#### Intro to Accounting

- Financial Reports
- Types of Financial Statements
- GAAP
- Cash vs. Accural Accounting

#### Income Statement, Balance Sheet, and Cash Flow Statement

- Essential Line Items
- Profit Ratios & Margins
- Depreciation and Amortization
- EBITDA
- Assets = Liabilties + Stockholder's Equity
- Changes in PP&E
- Working Capital
- Cash flow from Investing, Financing, and Operations
- Indirect Method

### Corporate Finance & Financial Modeling

#### Introduction to Corporate Finance

- Enterprise value
- Financial Accounting & Statement Analysis
- Three Statement Model
- Intro to DCF Modeling
- Sensitivity Analysis

#### Company Analysis

- Discuss the business model and value drivers of a public restaurant company
- Capital Structure:Calculate the total enterprise value and build a capital structure table
- Ratios: Calculate the financial ratios
- Decide if this is a good or bad investment

## Pricing

**Tuition:** $1299