Excel for Business & Finance
Learn everything you need to know about Microsoft Excel from business and
finance industry professionals.
This course is available and delivery within a few hours!
File Size: 2.12 GB
Kenji Farre & Michael Quach – Excel for Business & Finance
What you’ll learn
This course will teach you all the Excel formulas, charts, and shortcuts you need to stand out in any business or finance role. We’ll start with the very basics, and gradually progress to creating professional spreadsheets such as financial models, dynamic pivot tables, and interactive dashboards. Throughout the course modules, you’ll learn the theory, followed by practical exercises in the form of case studies to replicate the type of work you may encounter as an intern or full-time working professional.
- 100+ High Quality Lessons
- Downloadable Excel and PDF Files
- Four Real-Life Case Studies
- Lifetime Access on Any Device
Who are these courses for?
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University Students
If you’re a college student looking to secure an internship or full-time job in a top tier business, finance, or investment firm, these courses are for you.
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Working Professionals
If you’re a working professional looking to level up your technical career skills, these courses are for you.
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Career Switchers
If you’re looking to boost your technical skills to better your chances of switching into a business or finance role, this course is for you.
Build a strong foundation for your career
Learn the Excel best practices used at top Fortune 500 institutions across the globe. Whether you’re a complete Excel beginner, or you’re an advanced user, there’s valuable lessons for everyone.
Practical Excel lessons applicable to any business or finance role
Specifically tailored for current or aspiring professionals in business and finance oriented roles such as a financial analyst, management consultant, business analyst, investment banker or product marketer, among others.
Career focused lessons applicable to real business & finance opportunities
Our courses are specifically tailored to current or aspiring professionals in business, finance, or investment-oriented roles. These include financial analysts, investment bankers, management consultants, product marketers, or business analysts, among many others.
Course Curriculum
- Course Overview
- Excel Computer Settings
- Course Resource: Excel Shortcuts
- Course Resource: Excel Formulas Glossary
- Overview of Excel Spreadsheets
- Data Entry on Excel
- Editing Rows and Columns
- Saving, Closing, and Printing
- Cell Borders, Colors, and Alignment
- Formatting Numbers\Format Painter
- Merge and Center
- Conditional Formatting
- Freeze Panes
- Grouping
- Excel Shortcuts
- Quick Access Toolbar Shortcuts
- Case Study: Putting it All Together
- Basic Formulas: COUNT, AVERAGE, MEDIAN, MIN, MAX, SUM
- IF and IFERROR Formulas
- SUMIF and SUMIFS
- COUNT, COUNTA, COUNTIF, COUNTIFS
- LEFT, RIGHT, MID
- CONCATENATE
- RANK and ROUND
- Date and Time Formulas
- Text Formulas
- VLOOKUP, HLOOKUP, Data Validation
- Index and Match
- XLOOKUP
- OFFSET
- CHOOSE (Scenario Analysis)
- GOAL SEEK
- SENSITIVITY ANALYSIS
- Case Study: Building an Income Statement using Excel Formulas
- Present Value & Future Value
- Net Present Value (NPV)
- XNPV & XIRR
- Internal Rate of Return (IRR)
- Loan Schedule
- Loan Schedule Pt2: PPMT, IPMT, CUMIPMT
- Case Study: Project Analysis and Loan Amortization Table
- Bar Charts
- Waterfall Charts
- Football Field Charts
- Pie and Doughnut Charts
- Combo Charts
- Area Chart
- Pivot Tables
- Pivot Tables Pt2: Design
- Sorting and Filtering
- Sparklines
- Regression Analysis
- Case Study: Building an Interactive Excel Dashboard
- Course Reward: PowerPoint Course Discount
- Excel Interview Test
- Advanced Excel Interview Test Q1
- Advanced Excel Interview Test Q2
- Advanced Excel Interview Test Q3
- Business Case Study Instructions
- Business Case Study Introduction
- Fixing Formatting
- Fixing Formatting Pt 2
- Linking ID with City Name
- Working with Data Errors
- Assumptions for Missing Data
- Finding Insights from Data
- Visualizing the Insights
- Finance Case Study Instructions
- Building a Pricing Returns Calculator
- Trading Chart
- Pricing Variance Table
- 3 Statement Model Instructions
- Case Study Introduction: 3 Statement Model
- Gathering the Relevant Data
- Setting up the Income Statement
- Filling the Income Statement with Index Match
- Setting up the Balance Sheet
- Filling the Balance Sheet with Index Match
- Income Statement Forecast
- Income Statement Scenario Assumptions
- Income Statement Forecast Assumptions
- Building a Dynamic Model
- Balance Sheet Format & Assumptions
- Filling the Balance Sheet Forecast
- Fixed Assets Assumptions & Forecast
- Debt Schedule Assumptions & Forecast
- Finishing the Balance Sheet
- Cash Flow Statement
- Cash Flow Statement Pt 2
- Final Edits & Summary Output
- Excel Macros
- Next Steps & Additional Resources
Impress recruiters with your resume
Upon completion of all course lessons, you will receive a digital certificate with your credentials. Furthermore, you can add it to your LinkedIn to show your skills to recruiters!
Course Features
- Lectures 0
- Quizzes 0
- Duration 10 weeks
- Skill level All levels
- Language English
- Students 24
- Assessments Yes
