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Excel for Banking Professionals

via LinkedIn Learning

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Discover the best ways to use Excel for a variety of key tasks in the insurance, commercial banking, and investment banking fields.

Syllabus

Introduction

Using Excel in banking careers

1. Getting Started with Excel in Banking

Excel uses in commercial banking
Excel uses in investment banking
Excel uses in insurance

2. Commercial Banking and Excel

Key tools in Excel for commercial banking
Debits, credits, and transactions in Excel
Commercial banking financial models
Using Excel in loan amortizations
Using Excel in loan portfolios
Building Excel models for commercial banking

3. Investment Banking and Excel

Key tools in Excel for investment banking
Using Excel in merger and acquisition deals
Using Excel in corporate finance actions
Sum of parts modeling in Excel
IPO modeling in Excel
Building Excel models for investment banking

4. Insurance and Excel

Key tools in Excel for insurance
Using Excel in loss modeling
Using Excel in pricing analysis
Scenario analysis with Excel
Investment portfolio management with Excel

Conclusion

Moving forward in banking

Taught by

Michael McDonald

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4.6 rating at LinkedIn Learning based on 995 ratings

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