Learn to use Excel functions for financial analysis. Find out how to calculate loan payments, depreciation, rate of return, and more, in Excel 2016.
- [Voiceover] Hi, I'm Curt Frye. Welcome to Excel 2016, Financial Functions in Depth. In this course, I'll show you how to use all of the financial functions in Excel 2016 to analyze your data. To start, I'll show you how to calculate a loan payment, calculate interest paid during a specific period, and calculate the number of periods in an investment. Next, I'll tackle depreciation, showing you how to calculate it using the straight line, and declining balance methods, plus many more.
I'll then move on to analyzing cash flows by calculating the future value, net present value, and internal rate of return of your investments. Next I'll show you how to analyze coupon bonds, discount securities and treasury bills. Finally, I'll show you how to analyze bonds with unusual payment structures. Whether you use Excel to analyze your personal finances or to examine a business investment, you'll find the information you need in this course. In short, I'm sure you'll find that your time with Excel 2016, Financial Functions in Depth, will be time well spent.
- Define NPER.
- Determine the appropriate method of depreciation to use on tax returns.
- Recall which function is used to evaluate a fixed-rate investment or an annuity that makes periodic payments to the beneficiary.
- Identify the term for the rate of return earned from a zero-risk investment.
- Explain the purpose of the XNPV function.
- Recognize the type of bond that pays interest before it matures.
- Name three arguments needed to use the TBILLYIELD function.
Skill Level Intermediate
1. Analyzing Loans, Payments, and Interest
2. Calculating Depreciation
3. Determining Values and Rates of Return
4. Calculating Bond Coupon Dates and Security Durations
5. Calculating Security Prices and Yields
6. Calculating Prices and Yields of Securities with Odd Periods
Additional resources1m 24s
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