Introduction
Using Excel in banking careers
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1. Getting Started with Excel in Banking
Excel uses in commercial banking
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Excel uses in investment banking
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Excel uses in insurance
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2. Commercial Banking and Excel
Key tools in Excel for commercial banking
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Debits, credits, and transactions in Excel
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Commercial banking financial models
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Using Excel in loan amortizations
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Using Excel in loan portfolios
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Building Excel models for commercial banking
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3. Investment Banking and Excel
Key tools in Excel for investment banking
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Using Excel in merger and acquisition deals
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Using Excel in corporate finance actions
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Sum of parts modeling in Excel
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IPO modeling in Excel
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Building Excel models for investment banking
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4. Insurance and Excel
Key tools in Excel for insurance
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Using Excel in loss modeling
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Using Excel in pricing analysis
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Scenario analysis with Excel
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Investment portfolio management with Excel
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Conclusion
Moving forward in banking
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Ex_Files_Excel_for_Banking_Professionals.zip
(1.6 MB)
Glossary_ExcelBankingProfessionals.zip
(92 KB)