SPECIALISTS IN FINANCIAL MODELLING

Part 5: Calculating CAGR with Excel Functions 

Welcome to a 5-part video series on the “Must-have Excel Functions for Financial Modelling”. If your financial model is showing some returns, growth rates or any outputs that are fluctuating quite a bit over time, it’s useful to see what the compound annual growth rate is for this. In part 4 of this series, we take a look at a couple of different ways to calculate the compound annual growth rate (CAGR) using simple Excel functions. (more…)

Part 4: The Time Value of Money with NPV & IRR Functions 

Welcome to a 5-part video series on the “Must-have Excel Functions for Financial Modelling”. Taking into account the time value of money is something that we often need to do in financial models and in part 4 of this series, we take a look at some of the Excel functions specifically designed for decision making based on discounted cashflow and rates of return. Watch as Microsoft MVP, Danielle Stein Fairhurst demonstrates how to use the PV (Present Value), NPV (Net (more…)

Part 3: Creating a Debt Schedule with Loan Functions

Welcome to a 5-part video series on the “Must-have Excel Functions for Financial Modelling”. Often the most complex part of a financial model is the debt calculations and in part 3 of this series, we take a look at some of the Excel functions that can help with calculating the debt repayment on a loan schedule. (more…)

Part 2: STOCKHISTORY in Excel for Microsoft 365

Welcome to a 5-part video series on the “Must-have Excel Functions for Financial Modelling”. In part 2 we take a look at a relatively new dynamic array function in Excel for Microsoft 365 called STOCKHISTORY. If you’re working in finance, this is a really useful tool as you can enter stock prices, currency exchange rates or other information and pull the prices directly into Excel for use in your financial model. (more…)

Part 1: Modelling Timelines with Dynamic Array Functions in Excel

“Welcome to a new 5-part video series on the “Must-have Excel Functions for Financial Modelling”.
 
Most financial models have some kind of time element and usually they’re looking out into the future. And being able to do this quickly is going to save you a huge amount of time, particularly if you are competing in the Financial Modelling World Cup where time is of the essence, or if you are sitting, one of the Financial Modelling qualification exams from the Financial Modelling Institute. Watch as Microsoft MVP, Danielle Stein Fairhurst demonstrates how to use Dynamic Arrays and Date functions in Excel to create a flexible and dynamic timeline that can be used for building virtually any financial model from scratch..

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Excel Esports Battles | The Road to Las Vegas

When I meet someone socially and they are foolish enough to ask me about my work, I might talk for a little bit about financial modelling and usually they’ve never heard of it, so their eyes glaze over and they start looking at their watch. Hastily, I ask if they’ve ever used Excel and they start scanning the room for someone else to talk to. I have discovered that talking about competing and commentating in the Financial Modeling World Cup and Microsoft Excel Esport battles is more relatable and yes they still think I’m slightly odd, but they do remember me!

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LinkedIn Learning| Financial Functions in Depth

My very first course “Financial Functions in Depth” has just been released and I couldn’t be more excited about it. I had so much fun recording with the fantastic team at LinkedIn and I can’t wait to share it with you. There are so many functions now available in Excel and in this course, we cover the tools specific to Finance such as evaluating loans, payments, and interest; calculating depreciation; determining rates of return; calculating prices and yields as well as applying some of the new features of Excel for Microsoft 365 to financial data. (more…)

Developing Models to Prevent User Error

If you’ve had any experience building financial models for others to use, you’re probably familiar with the ways users can use and misuse your model. In fact, one of the key sources of financial model error occurs when a model is not used for its intended purpose or users enter invalid inputs which cause incorrect calculations and inadvertent output error. (more…)