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Basic Financial Concepts & Calculations - Europe


Description
THE INFORMATION IN THIS COURSE CURRENTLY APPLIES TO EUROPE ONLY.

-Understand basic financial concepts and calculations.
-Identify the dynamic of the formula functions in excel for solving problems (PV, FV, PMT, NPER, RATE, Arrears/Advance).
-Look at the different terminology applications and understand the concepts.
-Clarify the important concepts in pricing calculations and what is considered margin on the Primary term for CSI.
-Understand what could impact our margin positive and negatively.

At the bottom of this itinerary you will find a section named “Files” where you can find relevant downloadable material that you can either print or save in your computer for further reading later. Click on the file and it will automatically download into your computer. We recommend to have the materials easily accessible as they can be helpful for the assessment tests at the end of each module. We recommend to have all materials easily accessible, such as paper, pencil and Excel, as they can be helpful for the assessment tests at the end of each module.

If you have any further questions you would like to clarify after completing this training, please address them with your manager first. In case you need even further clarifications, you can contact the SUBJECT MATTER EXPERT FOR THIS TRAINING: CATALINA GOMEZ.
Content
  • Introduction
  • Key words
  • Key words and CSI's basic calculations
  • 1. Finance transactions
  • 1.1 General financial calculations
  • 1.2 Amortization
  • 1.3 Amortizing loans
  • 2. Excel Functions
  • 2.1 Excel functions for pricing calculations
  • 3. Amortizing loans
  • 3.1 Amortizing loans - arrears
  • 3.2 Amortizing loans-advance, leases
  • 4. Rate function
  • 4.1 Rate function
  • 5. LRF concept
  • 5.1 LRF Concept
  • 6. Margin
  • 6.1 Commissionable margin
  • 6.1.1 Commissionable margin exercises
  • 6.2 Margin - interim rents/stubs
  • 6.2.1 Margin -interim rents/stubs exercises
  • 6.3 Additional costs
  • 7. Value
  • 7.1 Future and present value
  • 8. Number of periods
  • 8.1 Number of periods function
  • Exercises: Basic financial concepts
  • Course feedback
  • Assessment
Completion rules
  • You must complete the test "Assessment"
  • Leads to a certificate with a duration: Forever