Course
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Excel
Finance Functions
Excel is commonly used by finance professionals to evaluate investment returns. This course introduces important finance functions you can use for this purpose, including Internal Rate of Return and Net Present Value.
1 HOUR
Intermediate
5 Lessons
CPE/CPD & NASBA ACREDITED
Learning Outcomes
Evaluate investments using Internal Rate of Return and Net Present Value
Calculate the Compound Annual Growth Rate for an investment
Model the repayments of an amortizing loan
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What’s Included
5 Lessons
Internal Rate of Return
6 MINS
LESSON
Internal Rate of Return
Exercise
Our first lesson on financial functions focuses on the popular but error-prone IRR function. Learn how to use it effectively and avoid the various traps that catch many users.
Net Present Value
5 MINS
LESSON
Net Present Value
Exercise
Net present value (NPV) is an alternative to IRR for evaluating investment decisions. Here, I show you how to calculate it manually and using the inbuilt function.
Percentage Growth Rates and CAGR
3 MINS
LESSON
Percentage Growth Rates and CAGR
Exercise
Find out how to calculate annual revenue growth rates and the trickier Compound Annual Growth Rate (CAGR) for a multi-year period.
Loan Repayments
5 MINS
LESSON
Loan Repayments
Exercise
Excel has some great functions for tricky loan repayment calculations. Here, I show how to calculate the principal and interest payments over the life of a mortgage loan.
Payback Period
4 MINS
LESSON
Payback Period
Exercise
The payback period is a useful calculation when deciding between two projects with the same rate of return
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Certifications
Earn a certificate with every exam you complete. All successful course completions are recognized by CPD, CPE, and NASBA. As your team gains confidence, skill, and speed, your firm becomes more competitive.
Earn cPE / CPD Credits
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