Advanced Excel Skills for Loan -Credit Department
INVESTMENT
DURATION
START DATES
DELIVERY MODE
ASSESSMENT
COURSE OVERVIEW
Proficiency in Excel is vital for staff working in loan or credit departments of
financial services institutions such as banks, Microfinance, SACCOs, investment
clubs, and more. This advanced Excel course focuses on industry-specific
applications and techniques tailored to the needs of loan/credit professionals.
Participants in this course will learn advanced financial analysis, modelling, and
reporting skills to enhance their decision-making capabilities and efficiency in
loan/credit management.
COURSE OBJECTIVE
Upon completion of the course, participants will be able to:
1) Utilize advanced Excel functions and formulas for loan/credit analysis and
modeling.
2) Develop sophisticated financial models for loan amortization, payment
schedules, and risk assessment.
3) Apply data visualization techniques to effectively communicate loan/credit
insights and trends.
4) Automate loan/credit calculations and streamline processes using Excel macros
and VBA (Visual Basic for Applications).
5) Enhance loan/credit data analysis and reporting capabilities for informed
decision-making.
6) Understand and apply advanced Excel techniques specific to loan/credit
departments, such as loan portfolio analysis, risk management, and loan
profitability analysis.
7) Improve data accuracy and integrity through data validation and auditing
features in Excel.
TARGET AUDIENCE
This course is designed for professionals working in loan/credit departments of
financial services institutions, including loan officers, credit analysts, loan
administrators, and loan portfolio managers. It is suitable for individuals who have
a foundational understanding of Excel and are seeking to enhance their skills for
loan/credit analysis and reporting.
WHAT YOU WILL STUDY
LEARNING OUTCOMES
Upon completion of the training, participants will gain the following skills:
1) Advanced proficiency in using Excel for loan/credit analysis, modelling, and
reporting.
2) Ability to create complex loan amortization schedules, payment plans, and risk
assessment models.
3) Expertise in utilizing Excel functions and formulas specific to loan/credit
departments.
4) Proficient in data visualization techniques to effectively communicate
loan/credit insights and trends.
5) Competence in automating loan/credit calculations and improving efficiency
using Excel macros and VBA.
6) Mastery of advanced Excel features for loan/credit departments, such as loan
portfolio analysis, risk assessment, and loan profitability analysis.
7) Skill in ensuring data accuracy and integrity through data validation and
auditing in Excel.
Training Software:
Microsoft Excel (latest version)
Fee:
600,000/= for the entire course.
Modules:
1) Advanced Functions and Formulas for Loan/Credit Analysis
2) Financial Modeling for Loan Amortization and Payment Schedules
3) Data Visualization for Loan/Credit Insights
4) Automation and Efficiency with Excel Macros and VBA
5) Advanced Excel Techniques for Loan/Credit Management
6) Data Validation and Auditing for Loan/Credit Data Accuracy
7) Loan Amortization and Payment Schedule Calculation in Excel
8) Advanced Data Validation and Protection in Excel
9) Financial Modeling and Scenario Analysis in Excel
10) Risk Management and Sensitivity Analysis with Excel