Included courses

Excel Efficiency for Financial Modeling and Data Analysis

4.3 STARS

Star Rating
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About

Make Excel work harder for you. This course will improve your efficiency with spreadsheets by teaching you essential keyboard shortcuts and financial modeling best practices. Get to grips with Excel’s built-in functions and how to manipulate data quickly and efficiently.

Completion time

9 Hours

Level

Skills Certificate

About

Make Excel work harder for you. This course will improve your efficiency with spreadsheets by teaching you essential keyboard shortcuts and financial modeling best practices. Get to grips with Excel’s built-in functions and how to manipulate data quickly and efficiently.

Completion time

9 Hours

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

Excel Introduction

58

0

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Video minutes58

Excel Exercises0

  • Menu and shortcut basics
  • Basic formatting
  • Basic formulas and calculations
  • More formulas and calculations
  • Naming cells and referencing

Advanced Formatting

23

5

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Video minutes23

Excel Exercises5

  • Formatting styles
  • Conditional formatting
  • Data validation
  • Number formatting
  • Formatting codes
    • Date formatting and functions: =DATE, =DAY, = YEAR, =MONTH, =EDATE
    • Ensuring commas and decimal places line up
    • UPPER, =LOWER. And =PROPER functions
  • Concatenation

Exploring a Model

15

4

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Video minutes15

Excel Exercises4

  • F5 tips and tricks
  • Camera tool
  • Watch window
  • Split windows
  • Circularity issues

Text and Date Functions

18

6

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Video minutes18

Excel Exercises6

  • Text and date functions
  • Text and date best practices
  • Working with pdfs
  • DATE, YEAR, MONTH, DAY and EDATE functions
  • Date formatting

Scenarios

28

7

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Video minutes28

Excel Exercises7

  • Allow assumptions and methodologies to be changed quickly in financial models using a number of different functions:
    • Choose, Offset, Index, adding the Match function
  • Data validation and form controls
  • Conditional formatting
  • Using data tables

Data Extraction

24

8

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Video minutes24

Excel Exercises8

  • Summary tables and lookups
    • Vlookup, Hlookup, Vlookup and Match, Index and Match, Offset and Match
  • Working with multiple sheets
    • Indirect, Named ranges
  • Transposing data
    • Transpose function, Offset, Row & Column, Offset & Match, Index & Match

Sensitivity Data Tables

13

4

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Video minutes13

Excel Exercises4

  • Using data tables
  • Data tables on different sheets to the assumptions
  • Advanced and flexible tables

Goal Seek and Solver

6

3

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Video minutes6

Excel Exercises3

  • Uses of Goal Seek and Solver
  • Goal Seek functionality
  • Solver functionality

Database Analysis

69

2

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Video minutes69

Excel Exercises2

  • Building a database in Excel
  • Sorting and filtering data
  • Pivot tables
  • D functions
  • Sumif function

Excel VBA and Macros Introduction

39

1

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Video minutes39

Excel Exercises1

  • Macro recording basics
  • Macro security
  • Running macros
  • The VBA editor

Frequently Asked Questions

What tech do I need?

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Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

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We’ve taken the key skills we teach at the top investment banks and incorporated them into our Excel course. If you are a professional looking to increase your efficiency while financial modeling or you are starting a new job and need to brush up on your Excel knowledge, this is the course for you.

Are Financial Edge's courses credible?

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The 4 leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best analysts in the world, why not challenge yourself with the same content and certification with the same Wall Street instructors ready to answer your questions.

Will this course help me get a job in investment banking?

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Absolutely. Develop practical skills you can use to impress at interviews, whether you’re looking to break into banking or other finance roles.

How long do I have to complete the courses?

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We are delighted to announce that we now offer lifetime access on all online courses! Fit studying around your schedule. Learn at your own pace with on-demand video, practical examples to download and expert instructor support.

Are there any hidden costs?

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No. Everything you need to earn your skill certificate is included, from instructor-led videos and Excel exercises to the exam.

How do I join Financial Edge's alumni?

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Join our world-class alumni on LinkedIn by upgrading your skill certification to any one of our micro-degree’s. To unlock all alumni benefits, you will need to verify you have successfully passed all courses within the online program.

Want to Join Our Prestigious Alumni?

JOIN THE BEST

By completing any one of our micro-degree’s, you will be able to join our prestigious alumni on LinkedIn alongside hires at the top 4 investment banks. After becoming a member of this elite community, you can unlock exclusive benefits such as course discounts and more.

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