Excel for Investment Professionals.
(Online Course)
Author
Contributors
Published
Carpenteria, CA linkedin.com, 2019.
Format
Online Course
Status
Description
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Language
English
Notes
General Note
4/15/201912:00:00AM
Participants/Performers
Presenter: Michael McDonald
Description
Leverage Excel to make sound investments. Learn how to perform key investment-related activities in Excel, including investment evaluation and analysis on a stock or portfolio.
Description
Do you manage a portfolio of stocks or securities? Microsoft Excel offers professionals in the investment industry with a bevy of tools that they can use to make sound investments. In this course, learn how to leverage these tools and perform key investment-related activities in Excel, including investment evaluation and analysis on a stock or portfolio. Professor Michael McDonald provides an overview of the major tasks in the investment industry, and then digs into how to do single stock investment analysis. He also goes over how to compute expected returns on a stock and a portfolio, value a bond in Excel, compute performance evaluation metrics, and more.
System Details
Latest version of the following browsers: Chrome, Safari, Firefox, or Internet Explorer. Adobe Flash Player Plugin. JavaScript and cookies must be enabled. A broadband Internet connection.
Citations
APA Citation, 7th Edition (style guide)
McDonald, M. (2019). Excel for Investment Professionals . linkedin.com.
Chicago / Turabian - Author Date Citation, 17th Edition (style guide)McDonald, Michael. 2019. Excel for Investment Professionals. linkedin.com.
Chicago / Turabian - Humanities (Notes and Bibliography) Citation, 17th Edition (style guide)McDonald, Michael. Excel for Investment Professionals linkedin.com, 2019.
MLA Citation, 9th Edition (style guide)McDonald, Michael. Excel for Investment Professionals linkedin.com, 2019.
Note! Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy. Citation formats are based on standards as of August 2021.