Excel for Investment Professionals
With Michael McDonald
Liked by 4,899 users
Duration: 1h 58m
Skill level: Intermediate
Released: 4/15/2019
Course details
Do you manage a portfolio of stocks or securities? Microsoft Excel offers professionals in the investment industry with a bevy of tools that they can use to make sound investments. In this course, learn how to leverage these tools and perform key investment-related activities in Excel, including investment evaluation and analysis on a stock or portfolio. Professor Michael McDonald provides an overview of the major tasks in the investment industry, and then digs into how to do single stock investment analysis. He also goes over how to compute expected returns on a stock and a portfolio, value a bond in Excel, compute performance evaluation metrics, and more.
Skills you’ll gain
Earn a sharable certificate
Share what you’ve learned, and be a standout professional in your desired industry with a certificate showcasing your knowledge gained from the course.
LinkedIn Learning
Certificate of Completion
-
Showcase on your LinkedIn profile under “Licenses and Certificate” section
-
Download or print out as PDF to share with others
-
Share as image online to demonstrate your skill
Meet the instructor
Learner reviews
-
Sanelisekile Ngwabeni
Sanelisekile Ngwabeni
Finance Professional | Financial Analyst | Allocation Analyst | Business Analyst | Marketing Analyst | Junior Accountant | Payroll Administrator
-
Mike Buck
Mike Buck
Investment Analyst | UNC Charlotte Graduate | Incoming MSF Candidate at John Hopkins
-
Nguong Seng Ting
Nguong Seng Ting
Passionate about the positive changes we can bring to the society!
Contents
What’s included
- Practice while you learn 2 exercise files
- Test your knowledge 3 quizzes
- Learn on the go Access on tablet and phone
- Stay up to date Continuing Education Units