Excel Crash Course: Master Excel for Financial Analysis from Udemy

Course Description

Learn all the tips, tricks, shortcuts, functions and formulas you need to be an Excel power user. This course is designed specifically for Excel users who are performing professional financial analysis and financial modeling. We cover all levels - from beginner to advanced users.

Build a strong foundation in Excel for careers in:

Investment banking
Private equity
Corporate development
Equity research
Financial Planning & Analysis (FP&A)

Learn industry leading best practices. This course is based on first-hand investment banking training programs at global banks. The quality of instruction you receive in this course will have you just as sharp as if you took an expensive, live Wall Street course.

Content and Overview This course starts with the basics and quickly progresses to a level where even experts will learn something new. We think it's important to start at the bottom and build a solid base, which is why we review all the foundational skills you need.

In the second half of the course you'll notice the functions and formulas getting more sophisticated and the quality of financial analysis and financial modeling becoming much higher.

What am I going to get from this course?

Learn everything you need to know about Excel for a career in corporate finance
Master shortcuts, functions, and formulas to save time speed up you modeling skills
Follow industry leading best practices
Stand out in an interview or move up the ladder at work by dramatically boosting your Excel skills and confidence

What's inside

Learning objectives

Perform professional level financial analysis in excel

At the end the course students will be able use industry best practices when building financial models in excel

Perform professional level financial analysis in excel
At the end the course students will be able use industry best practices when building financial models in excel

Syllabus

Understand what this course covers and what you'll learn

CFI Intro

Welcome

Table of contents

Instructor biography

Key learning objectives

Understand how Excel is laid out to maximize your speed and efficiency

Layout overview

Workbooks, worksheets, cells, & formula bar

The ribbon

Understand how optimize your Excel setting to maximize your speed and efficiency

Settings overview

Changing your settings

Learn how to setup a worksheet to perform financial anlaysis

Objectives

Format, background, special numbers, column width, freeze panes

Paste special, font colors, format numbers, sum

Percentages, fill right, font colors, borders, view gridlines

Learn how professionals setup a worksheet to perform advanced financial anlaysis

Structure, organization, duplicate sheets, grouping

Anchoring cells, grouping

Naming cells, tracing precedents & dependents, auditing

Go to special, conditional formatting

Dynamic titles & headers

Learn the basic functions and formulas required for financial modeling and anlaysis

Date fuctions and time periods

Sum, average, sumproduct, median

IF statements

Rounding and absolute fuctions

Min, max, small, large

IFerror, find and replace

Learn the professional functions and formulas required for advanced financial modeling and anlaysis

Scenarios, choose, data validation

Vlookup, hlookup, index, match

Data tables and goal seek

Sumif, countif, if + and

Xirr and xnpv

Learn how to create powerful charts and graphs to output your results

Stacked column and line chart combined

Waterfall chart (Excel 2016)

Column, line, and pie charts

Learn how to record Macros to speed up your financial modeling

Recording and using macros to seed up modeling

Keep practicing

Download completed file and keep practicing

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Teaches candidates how to utilize Excel, which holds a prominent and indispensable place in corporate finance

Makes use of best practices prevalent in the industry for building financial models

Enhances candidates' capabilities in Excel, giving them a competitive advantage in job applications or career promotions

Designed for individuals starting their career in corporate finance, this course provides a comprehensive foundation in Excel skills

Covers both fundamental and advanced Excel concepts, assuring that even experienced users will benefit from the instruction

Utilizes examples and scenarios that align with real-world scenarios in finance, making the learning experience more practical and engaging

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Excel Crash Course: Master Excel for Financial Analysis with these activities:

Review Basic Excel Functions

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Review basic Excel functions to ensure a strong foundation for advanced topics covered in this course.

Browse courses on Excel Functions

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Go through online tutorials on basic Excel functions.
Practice using these functions in a practice workbook.

Join a Study Group

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Collaborate with peers to clarify concepts, share insights, and enhance understanding through group discussions.

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Identify and join a study group.
Participate actively in group discussions.

Attend Industry Events

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Engage with industry professionals, learn about current trends, and expand your professional network.

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Identify relevant industry events.
Prepare and attend these events to connect with others.

Four other activities

Expand to see all activities and additional details

Show all seven activities

Follow Excel Best Practices

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Follow industry-leading best practices to enhance Excel skills and align with professional standards.

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Identify and review industry best practices for Excel.
Incorporate these best practices into your own Excel projects.

Practice Financial Modeling Techniques

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Sharpen financial modeling skills through repetitive practice, improving accuracy and efficiency.

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Identify relevant financial modeling exercises.
Complete these exercises multiple times to reinforce techniques.

Contribute to Open Source Excel Projects

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Engage with the Excel community by contributing to open source projects, expanding knowledge and showcasing skills.

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Explore open source Excel projects.
Identify areas where you can contribute.
Make meaningful contributions to the project.

Develop a Financial Model

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Apply course concepts to create a robust financial model, showcasing understanding and practical application.

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Choose a financial modeling project.
Gather necessary data and assumptions.
Build the financial model using Excel.
Validate and analyze the model.

Career center

Learners who complete Excel Crash Course: Master Excel for Financial Analysis will develop knowledge and skills that may be useful to these careers:

Investment Banker

Investment bankers assist institutions and governments in raising capital by underwriting and issuing securities. They may also advise on mergers and acquisitions, or help restructure a company's finances. Professionals in this role need excellent financial modeling and analysis skills. This course can help develop these skills to a level where you can perform professional level financial analysis in Excel, and understand the functions and formulas required for advanced financial modeling.

See salaries and explore the career path for Investment Banker

Private Equity Associate

Private equity firms invest in companies that are not publicly traded. These professionals research and evaluate companies for potential investment and then manage those investments. Private equity associates often come from an investment banking background, and they typically need strong financial modeling skills. This course can help build a foundation for this by teaching you the functions and formulas needed for modeling as well as industry best practices.

See salaries and explore the career path for Private Equity Associate

Equity Research Analyst

Equity research analysts provide research and analysis on companies to help investors make informed investment decisions. They typically specialize in a particular industry or sector and need strong financial modeling skills to understand and evaluate a company's financial performance. This course can help you understand the functions and formulas required for advanced financial modeling, which is highly desirable for equity research analysts.

See salaries and explore the career path for Equity Research Analyst

Corporate Development Analyst

Corporate development analysts evaluate and implement strategies for growth and expansion. They may also work on mergers and acquisitions, or help a company enter new markets. These analysts need good financial modeling skills to understand and evaluate the financial implications of strategic decisions. This course can help you build these skills, including the basics of Excel as well as more advanced functions and formulas.

See salaries and explore the career path for Corporate Development Analyst

Financial Planning & Analysis (FP&A) Analyst

FP&A analysts provide financial analysis and support to help companies make informed decisions about their operations and investments. They typically work in the finance department and need strong financial modeling skills to build and maintain financial models. This course can help you learn the basics of Excel as well as more advanced functions and formulas, which are essential for success in this role.

See salaries and explore the career path for Financial Planning & Analysis (FP&A) Analyst

Financial Analyst

Financial analysts provide financial analysis and advice to individuals and organizations. They may work in a variety of settings, including investment banks, asset management firms, and corporations. Financial analysts typically need strong financial modeling skills to understand and evaluate financial data. This course can help you build these skills, including the basics of Excel as well as more advanced functions and formulas.

See salaries and explore the career path for Financial Analyst

Management Consultant

Management consultants help organizations improve their performance by providing advice on strategy, operations, and technology. They typically work on a variety of projects, and they need strong financial modeling skills to understand and evaluate the financial implications of their recommendations. This course can help you learn the basics of Excel as well as more advanced functions and formulas, which are essential for success in this role.

See salaries and explore the career path for Management Consultant

Operations Research Analyst

Operations research analysts use mathematical and analytical techniques to help organizations improve their operations. They may work on a variety of projects, including supply chain management, logistics, and scheduling. Operations research analysts typically need strong financial modeling skills to understand and evaluate the financial implications of their recommendations. This course can help you learn the basics of Excel as well as more advanced functions and formulas, which are essential for success in this role.

See salaries and explore the career path for Operations Research Analyst

Data Analyst

Data analysts collect, clean, and analyze data to help organizations make informed decisions. They may work in a variety of industries, including finance, healthcare, and retail. Data analysts need strong financial modeling skills to be able to understand and evaluate data, and this course can help you learn the basics of Excel as well as more advanced functions and formulas.

See salaries and explore the career path for Data Analyst

Risk Analyst

Risk analysts identify and assess financial risks for organizations. They may work in a variety of industries, including banking, insurance, and healthcare. Risk analysts typically need strong financial modeling skills to be able to understand and evaluate financial data. This course can help you learn the basics of Excel as well as more advanced functions and formulas, which are essential for success in this role.

See salaries and explore the career path for Risk Analyst

Statistician

Statisticians collect, analyze, and interpret data to help organizations make informed decisions. They may work in a variety of industries, including finance, healthcare, and education. Statisticians typically need strong financial modeling skills to be able to understand and evaluate data, and this course can help them learn the basics of Excel as well as more advanced functions and formulas.

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Budget Analyst

Budget analysts develop and manage budgets for organizations. They may work in a variety of industries, including government, healthcare, and education. Budget analysts typically need strong financial modeling skills to be able to understand and evaluate financial data. This course may be useful for learning the basics of Excel, and it covers some functions and formulas that could be helpful in this role.

See salaries and explore the career path for Budget Analyst

Financial Advisor

Financial advisors provide financial advice and guidance to individuals and families. They may also help clients with investment planning and retirement planning. Financial advisors typically need strong financial modeling skills to be able to understand and evaluate financial data. This course may be useful for learning the basics of Excel, and it covers some functions and formulas that could be helpful in this role.

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Tax Accountant

Tax accountants prepare and file tax returns for individuals and businesses. They may also advise clients on tax planning and compliance. Tax accountants typically need strong financial modeling skills to be able to understand and evaluate financial data. This course may be useful for learning the basics of Excel, and it covers some functions and formulas that could be helpful in this role.

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Auditor

Auditors examine and evaluate financial records to ensure accuracy and compliance with regulations. They may work in a variety of industries, including accounting, finance, and government. Auditors typically need strong financial modeling skills to be able to understand and evaluate financial data. This course may be useful for learning the basics of Excel, and it covers some functions and formulas that could be helpful in this role.

See salaries and explore the career path for Auditor