Investment Calculations Using MS Excel

3.7( 3 REVIEWS )
Overview Discover the significant concepts and mathematics used in investing by taking the Investment Calculations Using MS Excel. There’s a …


Discover the significant concepts and mathematics used in investing by taking the Investment Calculations Using MS Excel. There’s a wealth of information to be gained through this course which includes basic MS Excel and mathematics. Aspiring investors and financiers will be able to follow this step-by-step training that covers the fundamentals of how to implement excel for investment.

The Investment Calculations Using MS Excel course will teach you the tricks of the trade and prepare you for an investing venture. The course will focus on returns, correlation, portfolio risk, single asset risk, and marginal risk contribution. Each topic will be explored in-depth to ensure the learner gains a complete understanding of the subject.       

The Investment Calculations Using MS Excel course will provide the relevant expertise and skills on what it takes to be successful in an investment venture. It is designed to improve yourself professionally and help you accomplish your goals. You will gain comprehensive training that offers unique insights on how to position yourself as an investor in the industry. There is an ever-increasing need for qualified individuals, and this course will demonstrate to leading employers you are continually developing yourself and making you a desirable candidate.

Why You Should Consider Taking this Course at Study365?

Study365 is a leading online provider for several accrediting bodies and provides learners the opportunity to take this accredited iAP course.  At Study365, we give our fullest attention to our learners’ needs and ensure they have the necessary information required to proceed with the training.  

Learners who register will be given excellent learning support, discounts for future purchases, and be eligible for a TOTUM Discount card and Student ID card with amazing offers and access to retail stores, the library, cinemas, gym memberships, and their favourite restaurants. 

  • About the Tutor
  • Learning Outcome
  • Who is this Course for?
  • Entry Requirements
  • Method of Assessment
  • Certification
  • Awarding Body
  • Career Path & Progression

Basic Mathematics All quant

Eng Guan Lim and Patrick Ling are former portfolio managers who have since established AllQuant. It is a private fund management company committed to providing outstanding education in investing and financial markets and distinguishing between professional and retail investing. E.G. and Patrick are investment professionals with more than three decades of experience in financial markets. They have gained expertise through employment in investment banks, asset management firms, hedge funds, and property trading. The duo aims to deliver enriching courses focusing on more practical elements and created through real-world experiences. The objective is to empower learners to take complete control of their investments. 

  • Understand key financial concepts and mathematics behind investment
  • Learn about the different types of returns
  • Understand investment performance metrics and how it works
  • Learn the implementation in MS Excel
  • Learn how to optimise an investment portfolio

This course is recommended for,

  • Anyone interested in basic math behind investing
  • Beginner Investors
  • Beginner Financiers
  • Learners should be over the age of 16, and have a basic understanding of English, ICT and numeracy
  • A sound educational background is recommended

This is a knowledge-based course, and thus, will contain no method of assessment. 

Upon the successful completion of the course, learners will be awarded an accredited Certificate of Completion for Investment Calculations Using MS Excel by iAP.

The International Awards for Professionals (iAP) is an awarding body established in 1999 that aims to promote a high educational standard. They hope to create online education that is trustworthy and credible. They are focused on raising the standards of online education and ensuring it is accessible to all. The iAP provides accreditation for a range of educational establishments and monitors and continually develops the educational standards of such institutions. Their globally recognised certifications give learners the opportunity to acquire the skills and knowledge needed to gain employment in the chosen fields. 

The Investment Calculations Using MS Excel Certificate will improve your candidature for a number of jobs in the finance and investment sectors.  You can study further related courses that will open the door to new and exciting opportunities and enhance your expertise in this subject, and add this as a skillset on your resume. Your skills will be recognised by top employers and organisations that will enable you to land a generous-paying job, gain plenty of benefits and a wide array of opportunities. Given below are job titles you can compete for, along with the average UK salary per annum according to

  • Investors - £95,000 (Approximately)

Course Curriculum

1. Financial Mathematics Introduction
1.1 Financial Mathematics Introduction FREE 00:02:00
2. Financial Mathematics - Working With Returns
2.1 Financial Mathematics – Working With Returns 00:28:00
3. Financial Mathematics – Correlation
3.1 Financial Mathematics – Correlation 00:14:00
4. Financial Mathematics - Single Asset Risk
4.1 Financial Mathematics – Single Asset Risk 00:17:00
5. Financial Mathematics - Portfolio Risk
5.1 Financial Mathematics – Portfolio Risk 00:13:00
6. Financial Mathematics - Marginal Risk Contribution
6.1 Financial Mathematics – Marginal Risk Contribution 00:12:00
7. Financial Mathematics - Portfolio Optimization
7.1 Financial Mathematics – Portfolio Optimization 00:18:00
8. Financial Mathematics - Performance Metrics
8.1 Financial Mathematics – Performance Metrics 00:09:00
Completion Certificate Request
Completion Certificate Request

Students feedback


Average rating (3)
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    B D

    Bennie Dawson

    September 02, 2021
    Well designed

    The course shows your commitment for your learners. Well structured modules. Great learning.

    J F

    Jaime Fox

    July 15, 2021

    Very distinctive course and useful knowledge. Thankyou folks.

    L B

    Lesley Brown

    June 02, 2021
    Nice addition

    Good course for Excel users.

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