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Page 1: EduPristinedownloads.edupristine.com/Documents/Microsoft_excel_and_Macros-2... · Exam Review classes to major cities ... Financial Modeling Business Analytics CFA ACCA FRM ... Focus

© EduPristine

EduPristine

© EduPristine - www.edupristine.com/ca

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© EduPristine

Agenda

1

About EduPristine

Detailed Workshop Outlines

Contact Information

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© EduPristine

One of the Largest Professional Training Institute in Asia, Middle East and Africa

Investors Devry University, USA; Kaizen Management Advisors

Team

Founder Directors – Atul Kumar (IIT Kharagpur, IIM Indore), Paramdeep Singh (IIT Delhi, IIM Indore),Pawan Prabhat (IIT Bombay, IIM Indore), Sarita Chand, FRM (SIBM)

Experience in companies like Goldman Sachs, Standard Chartered, Accenture, S&P, Reliance Private Equity

Faculty pool of 1000+ professionals across locations

Customers

20,000+ Professionals and students across the world

Trained students from 40+ nationalities

Fortune 500 finance organizations like E&Y, Bank of America, JP Morgan, etc.

Largest & Authorized training provider for international certifications like CFA®, FRM®, PRM in India

Pioneer and leader in skill oriented finance courses Finance & Accounting, Business Analytics, Digital Marketing, Healthcare, Project Management & Six Sigma

Offering 25+ courses through classroom trainings, online videos, question banks, crash courses, webinars etc.

Classroom training across 10 cities in India, 4 in SE Asia , 8 in Middle East & 4 in Africa and online in 40+ global locations

Provided 1,000,000+ Man-hours of training

Business

KeyStrengths

Industry relevant training with hands-on case studies, excel spreadsheet models and rigorous testing framework

Brand EduPristine as trusted source of training (More than 60% enrollment are through references)

Online Technology Platform and Great Content (Including video tutorials and Excel Models)

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© EduPristine

GARP

Authorized Training provider - FRM

Largest player in India in the area of risk management training. Trained 1000+ students in risk management

CFA Institute

Authorized Training provider – CFA

EduPristine is now the authorized training provider for CFA Exam trainings . Pristine is largest training provider for CFA in India with presence across seven major cities.

BECKER

Authorized Training provider -CPA

Becker works with EduPristine to deliver live Certified Public Accountant (CPA) Exam Review classes to major cities across India including Mumbai, Delhi, Bangalore, Hyderabad, Pune, Kolkata and Chennai.

CERTIFIED GOOGLE PARTNER

EduPristine is an International

Training Provider for Digital

Marketing Program and is also a

Certified Google Partner.

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Key Authorization

ACCA

Being an Authorised Learning

Provider, EduPristine is also an

exclusive Computer Based Exam

Centre (CBE) for the conduction of

ACCA F1 , F2 & F3 papers in Mumbai

& New Delhi.

The Digital Marketing Association, UKhas recognized EduPristine Digital Marketing Training Program. The Digital Marketing Association also provides memberships to our digital marketing participants

EduPristine is Microsoft IT AcademyPartner. The Microsoft Online Learning curriculum provides unlimited access for more than 400courses.

Human Resources professionals in more than 100 countries are HRCI certified. Their HRCI certification demonstrates relevance, competence, experience, credibilityand dedication to humanresources.

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© EduPristine 4

Ernst & YoungReal Estate Modeling

Senior Associates were trainedon building valuation models

for real estate.

Bank of America

Bank Of America Continuum SolutionsFinance for Finance

Associates were trainedon valuation and mergers

and acquisitions.

Mitsco, Saudi Arabia – A Mobile Interactive Technology Solutions Company

In-house PMP training for Employees

JP Morgan

J. P. Morgan Financial Modeling in ExcelThe Real Assets Group were

trained in Excel for infrastructure and real estate modeling.

Credit-Suisse India Risk Management and

Quant. AnalysisIT Professionals of Credit Suisse

India were trained onrisk management.

HSBCRisk Management and

Quant. AnalysisNew joinees in HSBC had a gap in knowledge of Risk Management

and quantitative skills.Conducted trainings

(On campus) to bridge the gap.

*Indicative List.

EduPristine Has Delivered High Quality Trainings for Various Fortune 500 Corporates*

Nahdi – Largest pharmacy chain in Middle East and North Africa

In-house Business Analytics training for Employees

Arabic Computer Systems Ltd. – Multi-national technology group

In-house PMP training for Employees

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© EduPristine 5

NUS Business School Financial Modeling in Excel

Second year MBA students were given a full 2-day workshop on creating financial models. They learnt how to create integrated

models of valuation.

IIM Calcutta Financial Modeling in Excel

Students about to go for internships and join jobs found

a gap in their grasp of knowledge of excel for financial modeling.

Conducted training for 75+ students with an average rating

of 4.5+.

FMS Delhi Financial Modeling in ExcelFinal Year MBA students of

Faculty of Management Studies, Delhi University were trained in

financial modeling soas to prepare them better for a

job in finance.

NISM Derivatives in Hedging

Financial ModelingCorporate in Ludhiana incurred

huge losses because of derivative trades (for hedging). Conducted trainings for directors and CFOs

for better understanding of derivative products.

IIT DelhiCorporate Finance

Students get placed in finance companies (UBS, GS, MS, etc) with no understanding of the

subject/Job Profile. Conducted workshop to bridge the gap.

BITS PilaniWorkshops on Basics of Finance

Most of the students desire a career in finance. Conducted

training for 350+ students with an average rating of 4.5+.

IIM Indore First Year MBA students of were

trained in financial modeling so as to prepare them better for their

summer internship.

ISB HyderabadFinancial Modeling in Excel

Final Year MBA students of IEMR went through extensive financial

modeling workshop to acquire skills of financial modeling.

EduPristine has Delivered Practical Trainings to Students from Premier Colleges

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© EduPristine

Financial Modeling Business Analytics CFA ACCA FRM

PRM Digital Marketing Power Sector Modeling Basel IIIIntroduction to

Analytics

Business EthicsAlternativeInvestment

VBA & MacrosMathematics Foundation of

Risk MeasurementData Mining &

Modeling

Quantitative Analysis Asset AllocationCharting &

Advanced FunctionsRisk Management

PracticeBasic Statistics

Economics & Markets Behavioural FinanceWind Power Project

ModelingMarket Risk

PredictiveModeling

Financial Reporting Capital MarketsTelecom Sector

ModelingCredit Risk Leveraged Buyout

Corporate Finance Risk Management M&A Operational RiskExcel for CPA

Portfolio ManagementReal EstateModeling

Finance for Non FinanceEconomics for

Equity ResearchEquity Valuation

Investment Banking Equity Research Credit Analysis Claritas Project Management

Derivatives Private Equity Financial Modeling IFRS Six Sigma

Fixed Income SecuritiesPRM Equity Investment Credit Risk Modeling HR Analytics

PMP Lean Six Sigma GB IFRS CPA CIB

Indicative List of Courses ( Overall 100+ courses ready for offering)

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EduPristine has one of largest Intellectual Property in the form of Videos, Presentations, Questions & Material

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Winner of The Stevie Awards

EduPristine has won the Stevie International Business Awards in the category of ‘The Fastest Growing Start Up’.

The Stevie Awards are considered as one of the most premier business awards of the world. Each entry is judged by 200 judges.

The Stevie Awardees is said to be the ‘Oscars’ of business community.

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Agenda

8

About EduPristine

Detailed Workshop Outlines

Contact Information

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© EduPristine

Excel and Macros

2 Days Classroom

Catalogue of Courses

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Objective

The key objective of the workshop is to learn

Advanced excel tools and techniques for improved excel efficiency

Focus on useful design for data processing and analysis

Learn use of Excel’s built-in features like data validation and conditional formatting to control data display and user input

Manage and link worksheet information using references and names

Macros to implement repetitive steps

After completion of this program, the participants

Work more efficiently in excel

Understand advance excel tools

Use macros/VBA for better and efficient excel models

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© EduPristine

Day 1: Excel Training

First Half

Shortcuts for Reporting and Analysis Understanding Functions/shortcutsHow to build basic worksheet formulae and correct them:

Calculating an Average, Max, Min, Subtotal and COUNTA FunctionsKeyboard shortcuts for efficient model buildingFormulas and cross referencing

Worksheet Techniques Renaming, Inserting and Deleting WorksheetsCopying and Moving WorksheetsHiding and Un-hiding a WorksheetChanging Worksheet Tab ColorsHiding and Un-hiding Rows and ColumnsFreezing Rows and ColumnsName cells and Ranges for use in formulae

Worksheet Tables Creating, and Modifying a TableInserting or Deleting RowsGroup, Sort, Advanced Filter and AutoFilter worksheet table data

Data Linking Understanding Data Linking between Worksheets and workbooksUpdating links between Workbooks

Conditional Formatting Understanding Conditional FormattingHighlighting Cells containing values, Text and Duplicate ValuesUsing Data Bars, Colour Scales and Icon SetsThe Conditional Formatting Rules ManagerCreating, Managing, and Clearing Custom Rules

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© EduPristine

Day 1: Excel Training

Second Half

Hyperlinks Hyperlinking Within A WorkbookHyperlinking To A Range and between Applications

Importing Data and Formatting Importing Web QueriesUnderstanding ListsPerforming An Alphabetical Sort, A Numerical Sort, Numbered ListSorting On More Than One Column and by Rows

Lookup and Summarize Lookup and Merge Table Data using:VLOOKUP, MATCH, INDEX and INDIRECT

Summarize DataSUMIF, SUMIFS, COUNTIF, and COUNTIFS

Special Pasting Using Paste Special to Copy ValuesAdd Values and Multiply ValuesTranspose Cells

* We can customize the excel training as per required format

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© EduPristine

Day 2: Macros

First Half

Macros Introduction to Macros & Advanced Application Building in ExcelKey Concepts in MacrosMacros as recorded Robots!Recording Macro EfficientlyDashboard Preparation:

Form ControlsActive X controls

Implementing user forms in Excel Macros

VBA Understanding and Writing VBA - Sub & FunctionsUnderstanding the Relevant Language ConstructsBasics of Debugging VBA CodeImporting Web Data using MacroUser defined function using Macro

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© EduPristine

Day 2: Macros

Second Half

Case Study Creating Invoice using MacroMerging Multiple files using Macro

Read all files present in the folderOpen all the files one by oneCopy data from the files

Converting text/web data to desired format in Excel using Macro Read the Data from the raw sheetIdentify the kind of data with different keywords for different line itemsCapture data from each rowClean the data row by rowPaste in a different sheet in desired format

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Offering

Methodology

Case Study based Learning

Live Examples

Slide pack

Excel Models

24 x 7 Access to Material

Certificate of Participation

Evaluation and Certificate of Excellence*

Resource Requirement

Laptop at Participant End

MS Excel 2007

Broadband connection

* Available on Request

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© EduPristine Course Catalogue© EduPristine – www.edupristine.com/ca

[email protected]

www.edupristine.com/ca

Thank You!