Financial Analysis Using Excel Egyptian Banking Institute

# Financial Analysis Using Excel

## Egyptian Banking Institute

Updated on 08 November, 2015
Price: TBA
• Locations: Dokki
• Duration: 15 Hours

### Course details

In this course, participants will learn that Financial Analysis is the use of financial data and analyze it with the best ways and different styles as a basis for administrative decisions and financing of various projects that support continuous activity. The most important of these methods are the so-called financial analysis using financial ratios. However, the financial ratio is meaningless without explaining what it signifies.

Course Description:

In this course, participants will learn that Financial Analysis is the use of financial data and analyze it with the best ways and different styles as a basis for administrative decisions and financing of various projects that support continuous activity. The most important of these methods are the so-called financial analysis using financial ratios. However, the financial ratio is meaningless without explaining what it signifies.

Course Objectives:

• Define the most important options in Excel that are used in financial analysis
• Use the most important functions to link between the financial statements and the results of the financial analysis
• Explain the various types of financial statements (income statement, balance sheet, cash flows)
• Identify the goals and methods of financial analysis
• Explain how to calculate financial ratios

Course Outline:

Module 1: The Basic Concepts of Spreading

• Usage of Excel interface
• The most important options used to create and format the work book to use with the financial analysis of financial statements
• Format of cells related to financial analysis

Module 2: Most Important Functions used in Linking between Financial Data and Financial Analysis Results

• Different ways of sum numbers and get its average
• Create tables and link the numbers related in the same or other statements and format all these numbers according to the program objectives
• Use the functions (Countif – sumif – if – nestedif – if and – if or ) and creating Custom lists
• Link equations’ results for some sheets
• Using Data validation to identify the types of input
• Using consolidation option for aggregating multiple paper work as one result
• Protect sheets and used file
• Macros

Module 3: Financial Statements

• Financial statements
• Importance of financial analysis
• Income statement
• Balance sheet
• Cash flows

Module 4: Fundamentals of Financial Statements Analysis

• Financial statements analysis for commercial companies
• Main target of financial analysis
• Methods of financial analysis
• Difference between the ratios in concepts and targets

Module 5: Financial Analysis using Ratios

• Concept of ratios
• Liquidity ratios
• Profitability ratios
• Activity ratios
• Leverage ratios

Assessment Strategy:

Participants will be informally assessed on their interaction during sessions and their participation in exercises

### About Egyptian Banking Institute

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