| Advanced Excel for Data Analysis & Intro to Macros |
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This event is closed for registration
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| Date: |
6/22/07 |
| Time: |
9:00 - 5:00 |
| Member Cost: |
$500.00 |
| Nonmember Cost: |
$600.00 |
| Refund Policy: |
Refund less $50 non-refundable deposit available until June 18, '07.
No refunds given after June 18, 2007. Credits: Fees cannot be credited toward future courses. |
| Location: |
300 Montgomery Classroom |
| Address: |
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Instructor(s):
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Hamilton Lin, CFA |
| Event Description: |
| This course focuses on how to effectively and efficiently utilize Microsoft Excel for data analysis. A financial analyst will not only use Excel to build financial models, but also to crunch a large data dump. Learn how to minimize as much manual labor as possible, thereby saving time and performing more detailed analysis quickly. Apply commonly-used formulas in new and different ways; uncover often over-looked Excel formulas; streamline number crunching and analysis via functions and tools including pivot tables, sumif, sum+if, transpose, working with arrays, vlook-up, subtotals, and regression analysis; enhance your spreadsheets with drop-down boxes, data validation techniques, automation of alternate row shading; take Excel to the next level with an introduction to building and automating simple macros and more!
Prerequisite: Intermediate proficiency using Excel and a solid grasp of basic accounting fundamentals are required. The "Basic Financial Modeling Using Excel' and "Advanced Financial Modeling Using Excel - Core Model" courses are highly recommended, but not required. **IMPORTANT - PLEASE NOTE**
To maximize the educational value of this program, we strongly recommend that you have a basic understanding of Excel and its functions and features. Lack of basic Excel skills will impede your ability to effectively acquire and implement the techniques and shortcuts that are presented in this program. REQUIRED EQUIPMENT - Laptop (PC prefered)
Bring your laptop with a CD-ROM to class with Microsoft Excel installed. PC laptops recommended. |
| Other Information: |
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INSTRUCTOR:
Hamilton Lin, CFA, has a broad background in investment banking and mergers & acquisitions. He is the President and Founder of Wall St. Training (www.wallst-training.com), a financial-services training and consulting company. Wall St. Training provides hands-on classroom training and customized corporate training programs for financial analysts in Investment Banking, Equity Research, Asset Management and related fields. Prior to founding his firm, Hamilton was at a boutique investment bank specializing in the financial institutions industry. He has also worked at Hales & Co., a boutique merchant bank focused on the middle-market insurance industry; Banc of America Securities' mergers and acquisitions group; Ryan Labs; and Goldman Sachs Investment Banking. He teaches several dozens of classes a year at the New York Society of Securities Analysts, the Boston Security Analysts Society, Hong Kong Society of Financial Analysts and Stamford CFA Society. He has taught as Adjunct Professor at Baruch and Hunter Colleges in New York City, and has also appeared in Who's Who in America. |
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