Using Excel for modelling investment appraisal – financial maths
In this module we look at how to conduct investment appraisal using Excel (= financial maths). How can we best use Excel functions to, for example, decide whether to proceed with a new investment or calculate projected return? In this module we:
- Start simply, introducing fundamental investment appraisal concepts
- Continue by looking at how Excel can be used in investment appraisal
- Look at how Excel functions can be applied wrongly, resulting in incorrect investment choices (see the “Excel traps” spread throughout this module).
The module starts slowly. Some readers will be able to proceed very quickly, testing their knowledge and skipping on to the multi-choice quiz. However past experience indicates that, aside from those that just use this exercise to check their understanding, many readers are likely to find at least something new or unexpected here. When it comes to a topic as crucial as accurate investment appraisal, a little extra knowledge can be critically important!
Notes + worked Excel exercises
The notes contained in this module are designed to be used with the associated Excel spreadsheet, helping illustrate the concepts and providing room for your practise and workings.
Multi-choice course quiz
The course concludes with multi choice quiz designed to help develop your knowledge.
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