Overview

In this workshop, we will show you how to use Excel to demonstrate your expertise to your clients. Learn to use financial formulas and graphs. Learn to extract data from corporate management systems, consolidate financial data and create graphs depicting account performance.

Learn to merge data from different accounts following standard accepted practises.

Learn to create scenarios to illustrate the impact of client choices.

Differentiate yourself from other advisors. Demonstrate to your key customers the depth of your understanding of financial markets. Provide better analyses. Prove your expertise.

Topics

• 1. Financial Functions to analyze performance
• Payments, Internal Rate of Return, Future Value, and more
• 2. Tools to work with corporate system date
• Simple Macros
• Slightly more complex macros
• 3. Graphs, Output, Reports
• Creating visuals to explain performance

Space is limited to 12 students. Cost of this course is $399 + applicable taxes. Course runs from 9:00 p.m. to 4:30 p.m. Eastern Time

*"We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP licensee to determine whether completion/attendance at this seminar/program/course qualifies for CE credits."

Schedule

If you have five people or more interested in attending, we can hold the course at your site for a reduced rate at the date and time that fits your team's schedule best. Please contact Andrew Leroux at (866) 630-6950 or andrew@escomputertraining.com for more details.