Undergraduate Certificate in Excel for Portfolio Management

Name: Undergraduate Certificate in Excel for Portfolio Management
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The Undergraduate Certificate in Excel for Portfolio Management is a comprehensive course designed to equip learners with essential skills in using Excel for portfolio management. This course is vital for individuals pursuing careers in finance, investment, and banking sectors, where proficiency in Excel is highly demanded.

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AboutThisCourse

Throughout the course, learners will master advanced Excel functions, financial modeling, and data analysis techniques that are critical for effective portfolio management. The course curriculum covers various topics, including time value of money, risk management, and performance measurement, ensuring that learners have a well-rounded understanding of portfolio management concepts. By completing this course, learners will have a competitive edge in the job market, as they will have demonstrated their ability to apply Excel to real-world portfolio management scenarios. This certificate course is an excellent opportunity for those looking to enhance their Excel skills and advance their careers in the finance industry.

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CourseDetails

• Introduction to Microsoft Excel for Portfolio Management
• Data Analysis and Visualization in Excel
• Excel Functions and Formulas for Portfolio Management
• Portfolio Optimization using Excel Solver
• Risk Management and Simulation in Excel
• Time Value of Money and Excel
• Creating Financial Models in Excel
• Advanced Excel Techniques for Portfolio Management
• Data Management and Pivot Tables in Excel
• Excel Reporting and Dashboard Creation

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EntryRequirements

BasicUnderstandingSubject
ProficiencyEnglish
ComputerInternetAccess
BasicComputerSkills
DedicationCompleteCourse

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FastTrack GBP £140

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AcceleratedLearningPath

ThreeFourHoursPerWeek
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StandardMode GBP £90

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FlexibleLearningPace

TwoThreeHoursPerWeek
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UNDERGRADUATE CERTIFICATE IN EXCEL FOR PORTFOLIO MANAGEMENT

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London School of International Business (LSIB)

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05 May 2025

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