# Templates

Hit the ground running with our ready-made and easy to use financial Excel templates, models and formula sheets!

###### IF AND Excel – Template

IF AND Excel template demonstrating the use of IF&AND functions in Excel for logical analysis and decision-making.

###### CFA Study Planner – Template

Prepare for your CFA Level 1 Exam with our FREE CFA Study Planner, fully customizable and adaptable for your needs. Down...

###### CHOOSECOLS – Excel Template

The Excel CHOOSECOLS is a powerful function that allows you to retrieve specified columns from an array or range in...

###### Calculate Enterprise Value (EV) – Excel Template

The enterprise value (EV) is a measure of a firm’s total worth. It equals the sum of the market value...

###### EV to EBITDA – Excel Template

The EV/EBITDA is a financial ratio that compares a firm’s enterprise value (EV) to its earnings before interest, taxes...

###### Two-Stage Dividend Discount Model – Excel Template

The two-stage dividend discount model is used to value growth companies that experience two growth phases. In the first ...

###### Gordon Growth Model – Excel Template

The Gordon growth method is an extension of the dividend discount model and assumes that the stream of future dividends....

###### Three-Stage Dividend Discount Model – Excel Template

The three-stage dividend discount model is used to value growth companies and assumes that those experience three distin...

###### Return on Equity (ROE) – Excel Template

The return on equity (ROE) ratio measures the rate of return shareholders receive on their shares. To calculate the ROE,...

###### Jensen’s Alpha – Excel Template

Jensen’s alpha calculates the difference between the portfolio actual return and the required return by the Capital As...

###### Treynor Ratio – Excel Template

The Treynor Ratio is a portfolio performance measure that illustrates the excess return per unit of systematic risk. It ...

###### M Squared Ratio – Excel Template

M squared (M²) is a risk-adjusted performance measure that evaluates the performance of an investment portfolio. The id...

###### FILTER – Excel Template

FILTER is one of the most popular functions in Excel. It allows you to filter a range of data, based...

###### SORTBY Function – Excel Template

The SORTBY function in Excel allows you to sort one range or array, based on the values of a corresponding...

###### UNIQUE Function – Excel Template

In large datasets, you often find duplicate values—data entries that occur more than once. You must handle those caref...

###### RANDARRAY Function – Excel Template

The Excel RANDARRAY function generates an array of random numbers that can be whole or decimal. The new dynamic array...