- Basic formulae – sum/sumifs/count/countifs/vlookup/hlookup/index-match and others
- Understanding a Loan
- Different types of Loan – PIK/Cash-Pay/French Amortization
- Performing/Non-Performing Loans
- Mortgage-Backed Loans
- Creating a Loan Repayment Schedule
- Outputs – charts/tables
- Return Metrics – IRR/XIRR/WAL/MoIC etc
- Understanding a Loan Portfolio
- Stratifications of Loan Portfolio
- Dashboarding of the portfolio using charts and slicers
- Creating cashflows of the Loan Portfolio using VBA (Macros)
- Creating outputs and return metrics
- Introductions of Defaults/prepayments/voluntary repayments
- Modelling defaults and recoveries
- Applying a prepayment curve to outstanding loan balance
- Applying voluntary repayments to outstanding loan balance
- Presentation of output in an appealing as well as meaningful manner
- Support for Excel related queries post course completion
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