This practical course transforms Excel into a powerful tool for financial modeling, analysis, and decision-making. It guides learners through essential formulas, lookup functions, pivot tables, dynamic ranges, and financial calculations used across corporate finance and investment analysis. Students also gain experience building models, organizing data, and presenting results professionally. Designed for analysts, accountants, and finance students, the course builds industry-relevant Excel skills that support accurate, efficient, and insight-driven financial work.
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Skills & learning objectives
There are 7 modules in this class
- Overview of ExcelUnlock this class to watch6m 8s
- Importance of Excel in FinanceUnlock this class to watch2m 12s
- Getting Started with ExcelUnlock this class to watch8m 39s
- Excel Shortcuts and Productivity TipsUnlock this class to watch1m 59s
- SUM and AVERAGEUnlock this class to watch8m 39s
- IF with OR & AND FunctionsUnlock this class to watch2m 10s
- PRICE FunctionUnlock this class to watch2m 22s
- Top Basic Financial Functions in ExcelUnlock this class to watch2m 37s
- Top Intermediate Excel Formula and FunctionsUnlock this class to watch9m 49s
- Why prepare financial statement analysis in Excel?Unlock this class to watch5m 45s
- Creating Financial Statements in ExcelUnlock this class to watch5m 57s
- Step by Step Guide for financial statementsUnlock this class to watch1m 47s
- Comparable Company AnalysisUnlock this class to watch3m 9s
- Trading multiplesUnlock this class to watch1m 28s
- Precedent Transaction AnalysisUnlock this class to watch2m 3s
- Discounted Cash Flow ValuationUnlock this class to watch2m 14s
- Data ValidationUnlock this class to watch2m 57s
- ClosingUnlock this class to watch6m 41s
This class is part of the following certifications
Certified Portfolio & Fund Manager (CPFM)
63 ClassesUnlimited interactive exercises
Unlock Certificate
Certificate in AI-Powered Financial Analysis (CAFA)
56 ClassesUnlimited interactive exercises
Unlock Certificate
ClassFAQs
The course aims to equip learners with essential Excel skills needed for financial analysis, modeling, data management, and building financial statements.
The course is designed for finance professionals and students who want to improve their analytical accuracy and productivity using Excel.
The module covers VLOOKUP, XLOOKUP, INDEX, and MATCH functions, helping learners manage and retrieve complex financial data more efficiently.
The course teaches learners how to construct and analyze income statements, balance sheets, and cash flow statements using Excel’s modeling features.
Learners will use PivotTables, data validation, What-If analysis, and other tools to perform deeper financial analysis and support decision-making.
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