Financial Modeling Forecasting and Analysis with R Excel

Course details

R an open-source software combines well with Excel to offer a good balance of ease-of-use, flexibility and efficiency in financial modeling, and is becoming a standard in the financial community. A reasonable level of efficiency requires good knowledge in the R programming language besides Excel.

The intensive course will teach Excel users how to harness additional programming power in the context of building R/Excel financial spreadsheet models. The sessions will emphasize technical issues to give the participants the tools needed for the latter sessions which will focus on familiar spreadsheet financial models which participants have already acquired. A short introduction into each topic is offered during the lectures, generally accompanied with examples. This course will be held in an interactive fashion where participants have the chance to instantly work with each presented example using a building block approach in learning.

COURSE OUTLINE

• Module 1. Building Financial Models
• Module 2. Financial Statement Modeling
• Module 3. Investment Modeling
• Module 4. Building Your Own Models

LEARNING OUTCOME

• Learning how to develop sophisticated spreadsheet models using R programming language.
• Gaining hands-on experience on how to build Excel spreadsheet models.
• Learning how to improve your current spreadsheet models.
• Knowing what is spreadsheet models and its limitations.
• Increasing your skills and capabilities in building advanced financial and corporate models.

PRE-REQUISITE

The participants are assumed to have fundamental knowledge of Excel and already have foundational knowledge in financial, statistical and econometric concepts. The course is beneficial to software developers, programmers, analysts, consultant from financial and accounting fields.