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Forum home » Delegate support and help forum » Microsoft Excel Training and help » Wealth management

Wealth management

ResolvedVersion 2003

Fri 26 Jun 2009, 14:16 Delegate Sebastian said...

Sebastian has attended:
Excel Intermediate course

Wealth management

What skills will be most useful in a wealth management department of a bank when using excel 2007.

Mon 29 Jun 2009, 15:10 Trainer Amanda said...

RE: Wealth management

Hello Sebastian

Thank you for your question.

It is difficult for us to provide advice on how an application would be used specifically in a role or industry.

Generally I suppose formulas and functions; and what if analysis tools like data tables, scenarios, goal seek and solver.

Kind regards
Amanda

Mon 6 Jul 2009: Automatically marked as resolved.

Excel tip:

Display developer tab - Excel 2010

a. In Excel, click on the File tab
b. Select Options from left hand side
c. Choose the Customize Ribbon section
d. Click the box next to Developer in the list of tabs on the right hand side of the dialog box. When ticked the Developer tab will be visible.
e. Click OK to apply your changes

View all Excel hints and tips

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RE: Wealth management

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Excel tip:

Display developer tab - Excel 2010