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Advanced Financial Analysis Series - Advanced Excel for Data Analysis [Complete] Event Code: 180308W
Date 08-Mar-2018
Time 08:45 a.m. - 5:00 p.m.
Venue HKSFA Office, 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Mr. Hamilton Lin, CFA
Wall St. Training
Fee HKSFA Member(s) at HK$2,500.0/person
CFA Candidate(s) at HK$4,000.0/person
Guest(s) and Non-member(s) at HK$4,000.0/person
This seminar is qualified for 6.5 CPT hour(s), 6.5 CE hour(s), 6.5 RBV CPD hour(s)
  • Special Discount: 10% off for those who register for two (or more) workshops.
  • Only Visa and Master Card are accepted for online payment.
  • The fee includes course materials.
  • Classrooms are not equipped with computers, participants WILL HAVE to bring their own laptops.  Please bring Excel for PC installed (any version).  Macs will not be as effective as shortcut keys are different.
  • Please make sure your laptop has a working USB port to copy files at the beginning of class.
  • For attendance-taking purpose, participants’ names and company name (if any) will be given to the speaker at this workshop.

Event Details
HKSFA is proud to present our “Advanced Financial Analysis Series" held in conjunction with Wall Street Training & Advisory. This Series of workshops builds upon and expands our prior successful and popular Financial Analysis Series and will provide practical, Excel-based career-enhancing programmes related to financial modelling, projection modelling, fundamental analysis, mergers & acquisitions and leveraged buyouts. This series of hands-on workshops will consist of the following full-day, extended programmes:
  • Advanced Financial Modelling – Core Model
  • Advanced Excel for Data Analysis
  • VC Investing: Private Company Valuation & Participating Preferred Securities Waterfall Modelling
The goal of these programmes is to improve and elevate the skills sets of the financial analyst and the investment professional. Heavy emphasis is placed on being as effective and efficient as possible with Excel.
About Wall Street Training & Advisory:
Wall Street Training & Advisory, Inc. (WST) is a leading global provider of training and advisory services. WST has a nearly two-decades-long track record of successfully providing services to clients across a variety of financial industry verticals, including investment banking, mergers & acquisitions, equity and fixed-income research, asset and investment management, credit analysis, private equity, and high-yield LBO and special situation/distressed analysis. WST has also worked with Fortune 500 companies, government agencies, extra-governmental regulatory organizations, and professional organizations around the world to provide tailored training for new hires and existing employees. To learn more: 
Highlights of the Workshops:

This course focuses on how to effectively and efficiently utilize Microsoft Excel for data analysis. A financial analyst will not only use Excel to build financial models, but also to crunch a large data dump, summarize industry statistics or perform due diligence. Learn how to minimize as much manual labor as possible, thereby saving time and performing more detailed analysis quickly.

Apply commonly-used formulas in new and different ways: uncover often over-looked Excel formulas; streamline number crunching and analysis via functions and tools including pivot tables to summarize and dissect large amounts of data; enhance your usage of pivot tables with calculated fields and calculated items; truly advance yourself in Excel by learning how and when to apply powerful array functions to simplify complex calculations and logic functions; utilize and automate vlookup function to its fullest to streamline tedious lookup jobs; transform your Excel analysis into a dynamic model with “switches alternatives” (if, choose, offset); comprehend and appreciate how to transpose a block of data dynamically with auto-updating instead of pasting as values; enhance your spreadsheets with drop-down boxes, learn data validation techniques to dummy proof your model, utilize and enhance automation of alternate row shading into more complex conditional formatting tools for your analysis.

The goals of this course are three-fold: (1) if you can think of it, it can be done; and (2) whatever you are currently doing in Excel can be executed more efficiently; and (3) if you have to do something more than once, automate, automate, automate! Take Excel to the next level – this class guarantees to make you 50% – 90% more efficient and productive in Excel, if not more.

Specific modules include:
  • Learn the most useful and overlooked Excel shortcuts to make life easier!
  • Master Excel shortcuts via formatting & analytical exercises encompassing efficiencies, shortcuts & sensitivity analysis
  • Learn different ways to make your Excel worksheet into a model instead of just a flat analysis
  • Data integrity techniques: understand how Excel implodes by not maintaining raw data integrity
  • Learn different “switches alternatives” (if, choose, offset and toggles ) to build more robust analyses
  • Understand why IF statements are the second root of all evil in Excel and why they should be avoided at all costs
  • Learn data validation techniques to dummy proof your model and provide additional error checking in your analysis
  • Add some spice to your Excel analysis and models using dropdowns and how to automate options and scenarios
  • Automate alternate row shading in a table of data using complex conditional formatting
  • Fully automate vlookup to streamline tedious analysis while understanding limitations of vlookup
  • Understand why OFFSET(MATCH) is vastly superior to vlookup and why to avoid INDEX function
  • Pivot Tables and Pivots on Steroids: summarize and dissect large amounts of data as well as calculated fields and really bring out the power of pivot tables
  • Truly unlock the full power of Excel by utilizing ARRAYS simplify to complex calculations
  • Learn how to use the transpose array function without static copy paste special transpose as values
Prerequisite: Intermediate proficiency using Excel is required. This is a technical workshop focused on manipulating and analyzing data, not financial or valuation modelling.
*Rating – Intermediate
(Material presented will have technical elements requiring a working knowledge of the subject to make full use of the presentation.)  

Click here to download the event flyer for further details.