Self-Paced Courses

Using Excel as a Decision Support System
Pricing: Member: $195 | Non-member: $295

Credits: FP&A 3.6 | CTP 3.6 | CPE 3.68 | CPE Field of Study: Computer Software & Applications (CSA)
Dates: June 13 & 15 1:00 - 2:30 PM ET

Course Description: 

Excel possesses tons of unique formulas and features that can bring your financial models to life. One of the most underutilized tools in Excel is Solver, even though it’s a feature that has been included within Excel for nearly 30 years. By tapping into this powerhouse, a finance professional can have Excel adjust multiple inputs in order to optimize a single output, such as cash flow, profit, or portfolio return. Join us for a few hours, as we tap into the world of Solver and teach you how to setup models to take advantage of this powerful add in.

Learning Objectives:

  1. Learn about the settings and application of the Solver plug-in within Excel
  2. Understand what business scenarios can be modeled using an optimization model
  3. Know how to setup an optimization problem with multiple constraints
  4. Learn how to interpret the model output and defend your methodology
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Sneak Peek


  1. What, Why and How of Solver
  2. Building a model with Solver in mind
  3. Running the optimization
  4. Model setup and Demonstration for the following scenarios:
    1. Profit Maximization
    2. Bond Portfolios
    3. Working Capital Optimization
    4. Product Mix
    5. Sudoku Puzzles
  5. How to save & load prior models