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Excel Intermediate

Excel Financial Functions: PMT, IPMT, NPV, XNPV, IRR, XIRR & RATE

FV, PV, PMT, IPMT/PPMT amortisation, RATE, NPER, NPV vs XNPV, IRR vs XIRR vs MIRR, depreciation, EFFECT/NOMINAL and an investment dashboard: 8 hands-on labs at one company, every cell checked instantly.

8 lessons 8 labs 2.5 h Certificate

  • One-time payment
  • 14-day money-back guarantee
  • Secure checkout with Stripe

What you'll build

What you will be able to do

Each lab ends with a concrete result that you build yourself and the checker confirms, cell by cell.

  • Project Juniper Roast's savings plan with FV, compare end- and start-of-month deposits, and find the lump sum needed today with PV.
  • Calculate the monthly payment on Juniper's roaster loan, split the first year into interest and principal, roll the balance forward and get year-2 interest with CUMIPMT.
  • Uncover the real interest rate behind a van financing offer (with and without a balloon) and find how many months a credit line takes to repay.
  • Value Juniper's planned café with NPV, rebuild XNPV by hand from the real dates and see why the two results differ.
  • Calculate the café's return three ways: IRR on yearly periods, XIRR on the real dates and a modified IRR that reinvests the cash at a realistic rate.
  • Build a depreciation schedule for Juniper's new roaster with four Excel methods and chart how they spread the cost over six years.
  • Compare three cash-reserve offers on their effective rate, convert a target effective rate back to a nominal rate and see how the day-count basis changes the interest on a short loan.
  • Compare two growth projects for Juniper Roast on NPV, IRR and profitability index, pick one with a formula and chart the cash flows.

About this course

Excel's financial functions are powerful but easy to misuse, and a wrong sign or wrong date can change a decision. You start with FV, PV and the sign convention that trips up most users, then build an amortisation table with PMT, IPMT and PPMT. RATE and NPER solve for the interest rate or the number of periods. You compare NPV with XNPV on dated cash flows and see how IRR, XIRR and MIRR differ when cash flows are irregular or reinvested. Depreciation is calculated with SLN, DB, DDB and SYD, and EFFECT and NOMINAL convert between interest rate conventions with a look at day counts. The capstone compares investments on a dashboard. For finance students, analysts and accountants.

Curriculum

Course content

8 lessons · 8 labs · 2.5 h · final exam

  1. FV, PV and Excel's Sign ConventionLab15 min4 checked tasks
    Unlocked when you buy the course
  2. PMT, IPMT, PPMT and an Amortisation TableLab20 min4 checked tasks
    Unlocked when you buy the course
  3. RATE and NPER: Solve for the Rate and the TermLab15 min4 checked tasks
    Unlocked when you buy the course
  4. NPV vs XNPV: Discounting Dated Cash FlowsLab20 min4 checked tasks
    Unlocked when you buy the course
  5. IRR vs XIRR vs MIRRLab20 min4 checked tasks
    Unlocked when you buy the course
  6. Depreciation: SLN, DB, DDB and SYDLab20 min4 checked tasks
    Unlocked when you buy the course
  7. EFFECT, NOMINAL and Day-Count BasicsLab15 min4 checked tasks
    Unlocked when you buy the course
  8. Capstone: Investment Comparison DashboardLab25 min4 checked tasks
    Unlocked when you buy the course
  9. Final exam12 questions, 75% to pass, unlimited retries.

Certificate

Finish with a certificate you can verify

Complete every lesson and pass the final exam to receive a certificate of completion for this course, with a unique credential ID and a public verification page.

  • Names the course, your score and the date of issue
  • A verification link for your CV or LinkedIn profile
  • 12 questions, 75% to pass, unlimited retries.

A Tutorvo certificate confirms that you completed a course. It is not an official or professional qualification.

Illustration. Your certificate shows your own name, course and credential ID.

Before you buy

Questions about this course

Is this a subscription?

No. You pay $9.99 once for this course. There is no subscription and nothing renews automatically. Prices are in US dollars; taxes may be added where required.

What exactly do I get?

All lessons and labs of this course, the final exam and the certificate, including later updates to the course, for as long as Tutorvo offers it. Access is personal and tied to your account.

Can I get a refund?

Yes. If you are not satisfied, email hello@tutorvo.com within 14 days of buying and we refund the course in full via Stripe. The guarantee does not apply once a certificate for the course has been issued to you, or where there are signs of abuse.

When can I start?

Right after payment. Access starts immediately at your request; for consumers in the EU/EEA the statutory right of withdrawal therefore ends once access has begun, while our 14-day money-back guarantee applies regardless.

Do I need Excel or other software?

No. The labs run in a spreadsheet inside your browser on a laptop, tablet or phone. Function names and syntax follow Excel.

Is the certificate an official qualification?

No. It confirms that you completed all lessons of the course and passed its final exam. It is not an official, state-recognised or professional qualification. The name is taken from your profile when the certificate is issued.

Full details are in our Terms · hello@tutorvo.com

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