Advanced Excel Techniques for Trading & Investment

Course Details

Topic 1 Excel Primer

Explore Excel Interface
Format Cell
Working with Data
Referencing Cell
Filtering and Sorting Data
Create Charts
Logical Functions
Lookup Functions

Topic 2 Applications to Trading Strategies

Working with OHLCV Data
Understanding Adjusted Close
Computing Adjusted Prices
Computing Daily and Cumulative Returns
Computing Moving Averages
Moving Average Crossover Trading Strategy
Volume Weighted Average Price (VWAP) Trading Strategy
Relative Strength Indicator (RSI) Trading Strategy

Topic 3 Statistical Analysis on Investment

Probability for Single and Multiple Events
Conditional Probability and Bayes' Theorem
Expected Value
Mean and Standard Deviation
Covariance and Correlation Coefficient
Capital Asset Pricing Model
Probability Distributions
Linear Regression
Volatility and Beta
Hypothesis Testing

Topic 4 Time Series Modeling

Random Walk Model for Stock Prices
Monte Carlo Simulation
VaR and Expected Shortfall

Course Info

Prerequisite

This course is for beginner. No prior knowledge on Excel or investment is required.

HRDF Funding

Please refer to this video https://youtu.be/Kzpd-V1F9Xs

1- HRD Corp Grant Helper

How to submit grant applications for HRD Corp Claimable Courses

2- Employers are required to apply for the grant at least one week before training commences.

Employers must submit their applications with supporting documents, including invoices/quotations, trainer profiles, training schedule and course content.

3- First, Login to Employer’s e-TRIS account -https://etris.hrdcorp.gov.my

Second, Click Application

4- Click Grant on the left side under Applications

5- Click Apply Grant on the left side under Applications

6- Click Apply

7- Choose a Scheme Code and select HRD Corp Claimable Courses: Skim Bantuan Latihan Khas. Then, click Apply

8- Scheme Code represents all types of training that suit the requirements provided by HRD Corp. Below are the list of schemes offered by HRD Corp:

9- Select your Immediate Officer and click Next

10- Select a Training Provider, then click Next

11- Please select a training programme from the list, then key in all the required details and click Next

Select your desired training programme.

Give an explanation on why the participant is required to attend the training. E.g., related to their tasks/ career development, etc.

Explain the background and objective of this training.

Select a relevant focus area. For Employer-Specific Courses, select ‘Not Applicable’.

12- If the training programme is a micro-credential programme, you are required to complete these 3 fields. Save and click Next

Insert MiCAS Application number

13- Based on the nine (9) pillars listed below, HRD Corp Focus Area Courses are closely tied to support government initiatives towards nation building. As such, courses offered through the HRD Corp Focus Areas are designed to provide the workforce with skills required for current and future demands. Details of the focus areas are as follows:

14- Please select a Course Title and Type of Training

15- Select the correct type of training according to the actual type of training, or as mentioned in the training brochure:

16- Please key in the Training Location and click Next

17- Please select the Level of Certification and click Next

18- Please follow the instructions and key in trainee details

19- Click Add Batch, then click Save

20- Click Add Trainee Details

21- Please key in all the required details, then click Add

22- Click Add if there are more participants. Once done, click Save

23- Click Next

24- Please key in the course fees and allowance details, then click Save

25- Estimated cost includes the course fees/external trainer fees, allowances, and consumable training materials. Please comply with the HRD Corp Allowable Cost Matrix.

26- Select Upfront Payment to Training Provider and key in the percentage from 0% to 30%. Then, click Save and Next

27- Complete the declaration form and select a desired officer

28- Add all the required documents, then click Add Attachment. Then, click Save and Submit Application

29- Once the New Grant Application is successfully submitted, the Grant Officer will evaluate the application accordingly. The application may be queried if additional information is required.

The application status will be updated via the employer’s dashboard, email, and the e-TRiS inbox.

Job Roles

Data Analyst
Business Analyst
Financial Analyst
Operations Manager
Marketing Analyst
HR Metrics Specialist
Sales Operations Specialist
Report Developer
Project Manager
Management Accountant
Product Manager
Supply Chain Analyst
Performance Metrics Specialist
Market Researcher
Business Intelligence Coordinator

Trainers

Dr. Muhammed Siraj is an accomplished IT and data specialist with over 20 years of experience in academia, ICT leadership, and professional training, with a strong focus on data analytics and Excel-based solutions. He has developed and delivered specialized training programs on Statistical Data Analysis with Excel and Visual Basic for Applications (VBA) for Excel, equipping learners with advanced data manipulation, automation, and reporting skills. His expertise extends to automating institutional reporting systems, where he successfully streamlined academic records management through Excel-based tools, integrating macros and automation to improve efficiency and accuracy.

As a trainer and consultant, Dr. Siraj has taught Excel to diverse audiences—including university staff, administrative teams, and professionals in banking, security, and education—ensuring they can apply Excel for decision-making, statistical modeling, and process automation. His practical mastery of Excel is complemented by his deep knowledge of office automation and ICT project management, making him a highly sought-after trainer in data analysis and productivity tools. With his blend of hands-on technical expertise and instructional experience, Dr. Siraj stands out as a credible authority in leveraging Excel to drive organizational efficiency and data-driven strategies