## Included courses

Excel Efficiency for Financial Modeling and Data Analysis

4.3 STARS

Make Excel work harder for you. This course will improve your efficiency with spreadsheets by teaching you essential keyboard shortcuts and financial modeling best practices. Get to grips with Excel’s built-in functions and how to manipulate data quickly and efficiently.

Completion time

9 Hours

Level

Skills Certificate

Make Excel work harder for you. This course will improve your efficiency with spreadsheets by teaching you essential keyboard shortcuts and financial modeling best practices. Get to grips with Excel’s built-in functions and how to manipulate data quickly and efficiently.

Completion time

9 Hours

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

Excel Introduction

58

0

Video minutes58

Excel Exercises0

• Basic formatting
• Basic formulas and calculations
• More formulas and calculations
• Naming cells and referencing

23

5

Video minutes23

Excel Exercises5

• Formatting styles
• Conditional formatting
• Data validation
• Number formatting
• Formatting codes
• Date formatting and functions: =DATE, =DAY, = YEAR, =MONTH, =EDATE
• Ensuring commas and decimal places line up
• UPPER, =LOWER. And =PROPER functions
• Concatenation

Exploring a Model

15

4

Video minutes15

Excel Exercises4

• F5 tips and tricks
• Camera tool
• Watch window
• Split windows
• Circularity issues

Text and Date Functions

18

6

Video minutes18

Excel Exercises6

• Text and date functions
• Text and date best practices
• Working with pdfs
• DATE, YEAR, MONTH, DAY and EDATE functions
• Date formatting

Scenarios

28

7

Video minutes28

Excel Exercises7

• Allow assumptions and methodologies to be changed quickly in financial models using a number of different functions:
• Choose, Offset, Index, adding the Match function
• Data validation and form controls
• Conditional formatting
• Using data tables

Data Extraction

24

8

Video minutes24

Excel Exercises8

• Summary tables and lookups
• Vlookup, Hlookup, Vlookup and Match, Index and Match, Offset and Match
• Working with multiple sheets
• Indirect, Named ranges
• Transposing data
• Transpose function, Offset, Row & Column, Offset & Match, Index & Match

Sensitivity Data Tables

13

4

Video minutes13

Excel Exercises4

• Using data tables
• Data tables on different sheets to the assumptions

Goal Seek and Solver

6

3

Video minutes6

Excel Exercises3

• Uses of Goal Seek and Solver
• Goal Seek functionality
• Solver functionality

Database Analysis

69

2

Video minutes69

Excel Exercises2

• Building a database in Excel
• Sorting and filtering data
• Pivot tables
• D functions
• Sumif function

Excel VBA and Macros Introduction

39

1

Video minutes39

Excel Exercises1

• Macro recording basics
• Macro security
• Running macros
• The VBA editor

Word Fundamentals for Professionals

4.9 STARS

If you have ever manually created your own table of contents, struggled to put figures and charts in the right place or spent time updating the same document dozens of times to send out a mailer, then this course is for you.

Completion time

2 Hours

Level

Skills Certificate

If you have ever manually created your own table of contents, struggled to put figures and charts in the right place or spent time updating the same document dozens of times to send out a mailer, then this course is for you.

Completion time

2 Hours

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

Word- Introduction

23

0

Video minutes23

Excel Exercises0

• Understanding the ribbon and the file tab
• Best practice when creating a new document
• Navigation, editing and selecting text
– Keyboard
– Mouse
•  Saving a document

Word - Formatting

27

0

Video minutes27

Excel Exercises0

• Paragraph
– Alignment
– Indentation
– Spacing
– Bullets and numbering
– Changing the order of a list with Alt + Shift
– Changing fonts
– Size, color and highlights
– Superscript and subscript
– Change case quickly
• Styles
– Efficient use of styles
– Creating a style
– Using styles to reorder a document quickly

Word - Inserting

27

0

Video minutes27

Excel Exercises0

– Page numbers
– Text
– Show file path for easy retrieval
– Inserting logos
• Complex mathematical equations
• Images from the web and other documents
– Resizing
– Cropping
– Wrapping text around images

31

0

Video minutes31

Excel Exercises0

• Find (CTRL + F) and replace (CTRL + H)
• Spell check
– Autocorrect
• Track changes

PowerPoint Fundamentals for Professionals

5 STARS

This course will take you through the tools available within PowerPoint to make building slide decks simple, efficient and effective.

Completion time

1.5 Hours

Level

Skills Certificate

This course will take you through the tools available within PowerPoint to make building slide decks simple, efficient and effective.

Completion time

1.5 Hours

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

PowerPoint - Introduction

13

0

Video minutes13

Excel Exercises0

• Creating a new document
• Useful Keyboard shortcuts
•  Slide layouts and the slide master
– Standard view versus widescreen

PowerPoint - Working with Basic Shapes

22

0

Video minutes22

Excel Exercises0

• Inserting
• Moving and nudging shapes
• Using guidelines
• Resizing and rotating
• Align and distribute
• Send backwards, send forwards
• Selecting multiple objects
– Group and ungroup

PowerPoint - Working with Text

5

0

Video minutes5

Excel Exercises0

• Formatting
• Adjusting internal margins in shapes
• Find and replace
• Changing the order of text in a list
• Shapes vs text boxes

PowerPoint - Lines and Connectors

20

0

Video minutes20

Excel Exercises0

• Start and end styles

PowerPoint - Pictures

8

0

Video minutes8

Excel Exercises0

• Cropping
• Taking screenshots
– Print screen
– Snipping tool
• Compressing pictures to reduce file size

PowerPoint - Charts and Tables

9

0

Video minutes9

Excel Exercises0

• Simple PowerPoint charts
• Pasting charts as pictures from Excel
• Pasting dynamic charts from Excel
• Formatting

PowerPoint - SmartArt Graphics

5

0

Video minutes5

Excel Exercises0

• Lists
• Editing
• Converting text to SmartArt

PowerPoint - Equations and Animations

5

0

Video minutes5

Excel Exercises0

• Building equations
• Building complex equations
• Animation pane controls

Outlook Fundamentals for Professionals

4.6 STARS

This course will take you right from the initial setup of your email account, including the basics of sending and receiving emails and setting up folders, through to more advanced features such as mail merge.

Completion time

1.5 Hours

Level

Skills Certificate

This course will take you right from the initial setup of your email account, including the basics of sending and receiving emails and setting up folders, through to more advanced features such as mail merge.

Completion time

1.5 Hours

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

Outlook - Introduction

80

0

Video minutes80

Excel Exercises0

• Setting up and linking multiple email accounts
• Reviewing the types of data files which can be sent
• Composing a basic email with attachments
• Shortcuts to improve efficiency
• Setting up an ‘Out of Office’ notification and calendar events

Communicating and Presenting Fundamentals

4.3 STARS

Completion time

22

Level

Completion Certificate

Completion time

22

Level

Completion Certificate

Module

Video Minutes

Excel Exercises

Fundamentals of Presentation and Communication

22

0

Video minutes22

Excel Exercises0

• What ‘effective communication’ means
• The effective communication cycle
• Using more powerful questions
• Understanding needs at a deeper level
• Becoming a more active listener
• The importance of summarising
• Planning, designing and delivering impactful, persuasive presentations

5 STARS

Understand how to develop your writing skills to communicate effectively with any audience and deliver high impact statements.

Completion time

15 Minutes

Level

Skills Certificate

Understand how to develop your writing skills to communicate effectively with any audience and deliver high impact statements.

Completion time

15 Minutes

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

8

0

Video minutes8

Excel Exercises0

• Why business writing is important to performance and career success
• The 5 steps to business writing success
• The structure for persuasive business writing
• Using a thorough review process
• How to grab your audience’s attention when writing emails
• Using different influencing strategies
• Breaking up content and avoiding jargon
• Avoiding dilution language

4.5 STARS

Understand how to build your brand with a focused application on managing your career path.

Completion time

15 Minutes

Level

Skills Certificate

Understand how to build your brand with a focused application on managing your career path.

Completion time

15 Minutes

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

10

0

Video minutes10

Excel Exercises0

• Understanding how to unlock your true reputation and career
• A review of the 3 critical career success factors
• Performance
• Image
• Exposure
• Understanding what you want your brand to be
• How to apply a ‘best version of you’ performance mindset
• Unlocking high impact behaviours
• Understand the steps to network strategically
• Build long-term mutually beneficial relationships
• Principles of reciprocity and rapport

Introduction to Python

3.9 STARS

Take part in our online Introduction to Python course to start developing programming skills for financial calculations and data analysis. Gain a comprehensive understanding of the programming concepts, as well as practical experience in some of the core data analysis libraries used in Python, with a particular focus on PyCharm.

Completion time

7 Hours

Level

Skills Certificate

Take part in our online Introduction to Python course to start developing programming skills for financial calculations and data analysis. Gain a comprehensive understanding of the programming concepts, as well as practical experience in some of the core data analysis libraries used in Python, with a particular focus on PyCharm.

Completion time

7 Hours

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

Getting Started with Python

9

0

Video minutes9

Excel Exercises0

• What is Python and why should we use Python
• Efficiency of Python
• How is Python used in the finance industry
• Different Python options available
• Installing Python
• Selecting a Python tool and Integrated Development Environments (IDEs

Python Basics

30

6

Video minutes30

Excel Exercises6

• Building operations
• Naming variables
• Common data types
• String concatenation and replication
• Creating lists
• Creating sets
• Basic functions

Building Functions

17

4

Video minutes17

Excel Exercises4

• IF statement
• While loops
• For loops
• Building functions

Introduction to Libraries

4

0

Video minutes4

Excel Exercises0

• Types of libraries

NumPy

19

6

Video minutes19

Excel Exercises6

• Installing NumPy
• NumPy arrays
• Examples of vectors and matrices
• Creating a NumPy array from a list
• Creating NumPy array using built-in Functions
• Creating an array of random numbers using NumPy
• NumPy finance functions

Pandas

28

9

Video minutes28

Excel Exercises9

• What is Pandas and why use it
• Capabilities of Pandas
• Object creation
• Creating DataFrames in Pandas
• Pandas DataFrame syntax
• Indexing data from DataFrame
• Importing data into Python
• Importing DataFrame operations

Matplotlib

25

10

Video minutes25

Excel Exercises10

• Link between Matplotlib and Pyplot
• Intro to Pyplot
• Plotting with keyword strings
• Creating plots
• Plotting different data types
• Limits, legends and layouts

Dates and Times

17

9

Video minutes17

Excel Exercises9

• Calendar
• Dates
• Formatting
• Time Deltas

## Get Certification Recognized on Wall Street and Beyond

### Upgrade your résumé with certification recognized by the top 4 investment banks.

The Business Toolkit is made up of 7 online courses, as well as the optional Python for Finance skills certificate. Pass all 7 compulsory courses to unlock your micro-degree. Certification can easily be added to LinkedIn, demonstrating your achievement which will be recognized on Wall Street and beyond.

### THIS MICRO-DEGREE HAS BEEN APPROVED BY

#### Colin Evans

Managing Director at J.P. Morgan

Colin Evans is a Managing Director at J.P. Morgan and leads the financial institutions coverage team globally for Corporate Banking

#### Dr. Ken Lee

Professorial Lecturer

Ex-Barclays Capital, Head of European Equity, Associate Professorial Lecturer at LSE, and Associate Instructor

#### Norman E Toy

Senior Lecturer

Ex-J.P.Morgan training consultant, Senior Lecturer at Mailman School of Public Health at Columbia in Advanced Healthcare Finance

#### Dr. Bridget Lyons

Professor of Finance

Professor of Finance at the Jack Welch College of Business at Sacred Heart University and Associate Instructor

## LOOKING FOR A JOB AT A TOP FIRM?

We can pass successful candidate details to recruiters at the most prestigious financial institutions. Make sure you opt-in when submitting your feedback after completing your course.

## Our Alumni

### DEMONSTRATE YOU'RE AS GOOD AS THE BEST

By completing this course, you will be able to join our prestigious alumni on LinkedIn alongside hires at the top 4 investment banks. After becoming a member of this elite community, you can unlock exclusive benefits such as course discounts and more.

What tech do I need?

Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

The Business Toolkit covers everything you need to know to be a successful employee, from helping you to master essential Excel skills all the way through to professional writing tips and tricks. Whether you’re a beginner or just looking to better your personal brand, this course is for you.

Are Financial Edge's courses credible?

The 4 leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best finance professionals in the world or just want to learn from an established training provider, our certification is perfect for you.

Will this course help me get a job?

Absolutely. Develop practical business and finance skills you can use to impress in interviews. Take advantage of our recruiter service to boost your chances.

How long do I have to complete the courses?

We are delighted to announce that we now offer lifetime access on all online courses! Fit studying around your schedule. Learn at your own pace with on-demand video, practical examples to download and expert instructor support.

Are there any hidden costs?

No. Everything you need to earn your micro-degree is included, from instructor-led videos and Excel exercises to the exam.

What is CPD?

All Financial Edge online courses are CPD accredited. CPD stands for Continuing Professional Development and makes demonstrating your commitment to learning easy. Your institution or accrediting body may track CDP points through activities, units or hours. Check with the relevant party to find out how you should be monitoring your progress.

## Communicating and Presenting Fundamentals

Learn the key communication and presentation skills every professional needs to know to accelerate their career.

£19.00 (Inc Tax)

4.3 Stars

## Introduction to Python for Finance

Python is ranking as one of the most highly sought after skills by financial institutions. Impress employers by demonstrating your understanding of how it is used in finance.

£119.00 (Inc Tax)

3.9 Stars

## The Investment Banker

Get the same training as new hires to the top 4 investment banks. This online program covers accounting, financial modeling, valuation (including discounted cash flow and WACC), plus M&A and LBO analysis.

£399.00 (Inc Tax)

4.5 Stars