The Financial Analyst’s Complete Guide to Excel

Use Excel to advance your career in finance and accounting! Finance functions, financial modeling, analysis, and more!

Created by: Philip Handke, CFA | Analyze Finance
Financial and Data Analytics

What Will I Learn?

• Excel techniques & functions used in banking, private equity, real estate, corporate finance & more
• Gain EXTREME confidence in your ability to use Excel to perform financial analysis
• Learn the basics of financial modeling and how a financial analyst builds custom models
• Build a loan amortization table from scratch. Take this one to the bank!
• Advanced search & lookup functions including VLOOKUP, INDEX/MATCH & more
• Create macros to automate everyday, mundane tasks
• Pivot tables and other data analysis tools
• Keyboard shortcuts and keyboard movement
• Conditional formatting
• Logical operator functions
• and more!

Requirements

• Excel 2010 or newer
• A basic working knowledge of Excel is required.
• Basic knowledge of finance is a plus but is not necessary. You will learn a lot about finance in this course.

Target audience

• New and experienced financial professionals looking to improve in Excel
• Job seekers seeking a career in finance, banking, private equity, real estate, or data analysis
• Excel beginners looking to improve their skills while learning some finance along the way
• Anyone who wants to get better at Excel. Financial experience is a plus but is not necessary.
• Anyone looking to learn about finance