ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.
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Our highly effective computer training courses, will help save you time and money, plus you will earn CFP* and Life License Credits.

Investment Analysis using Excel

7 FPSC credits* and 7 Life License Credits (Ont)

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

Hamilton
Mar 5th, 2020
Courtyard by Marriott
1224 Upper James Street
Register
Markham
Apr 30th, 2020
Courtyard by Marriott
65 Minthorn Blvd.
Register
Mississauga
Mar 26th, 2020
Residence Inn
5070 Creekbank Rd.
Register
Ottawa
Apr 1st, 2020
Holiday Inn Ottawa East
1199 Joseph Cyr Street
Register
Toronto
May 14th, 2020
The Albany Club of Toronto
91 King St. East, Toronto
Register
ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.

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