## Excel Efficiency for Financial Modeling and Data Analysis includes

Excel Efficiency for Financial Modeling and Data Analysis

| skills-certificate

Excel Efficiency for Financial Modeling and Data Analysis

| Skills Certificate

9

Hours

40

Practical exercises

1

Exam

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.

Excel Introduction

58 video minutes

0 excel exercises

Video minutes 58

Excel Exercises 0

• Basic formatting
• Basic formulas and calculations
• More formulas and calculations
• Naming cells and referencing

23 video minutes

5 excel exercises

Video minutes 23

Excel Exercises 5

• 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 video minutes

4 excel exercises

Video minutes 15

Excel Exercises 4

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

Text and Date Functions

18 video minutes

6 excel exercises

Video minutes 18

Excel Exercises 6

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

Scenarios

28 video minutes

7 excel exercises

Video minutes 28

Excel Exercises 7

• 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 video minutes

8 excel exercises

Video minutes 24

Excel Exercises 8

• 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 video minutes

4 excel exercises

Video minutes 13

Excel Exercises 4

• Using data tables
• Data tables on different sheets to the assumptions

Goal Seek and Solver

6 video minutes

3 excel exercises

Video minutes 6

Excel Exercises 3

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

Database Analysis

69 video minutes

2 excel exercises

Video minutes 69

Excel Exercises 2

• Sorting and filtering data
• Pivot tables
• D functions
• Sumif function

Excel VBA and Macros Introduction

39 video minutes

1 excel exercises

Video minutes 39

Excel Exercises 1

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

## Wall Street Recognized Certification

Established on Wall Street, Financial Edge has taught at the biggest bulge-bracket firms since 2016, and now we offer that very same training online for you. It’s no secret that banking is fiercely competitive, which is why our Wall Street recognized certification is designed to let your employers know you have the skills to succeed.

This course is officially CPD certified

Continuing Professional Development (CPD) keeps a record of your increasing skills, knowledge and experience throughout your career, which now includes select Financial Edge certifications.

# Boost

£449
Billed annually.
Boost includes:
• 184+ hours of instructor-led learning
• Search across 350+ playlists, 3000+ videos and Q&As
• Role-focused pathways
• Expert instructor support

# Pro

Full Felix access including all learning content and data features.

£699
Billed annually.
Pro includes:
• Everything in the Boost plan
• Streamlined company data
• Current and historic filings for over 7000 companies
• Market and industry data
• Ready-to-use sector and transaction models

### Compare plans

Boost Pro
Completion certificates 38 38
Skills certificates 51 51
Micro-degrees 12 12
Searchable library of 350+ playlists, 3000+ videos and Q&As
10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
Expert instructor support
Practical exercises to work alongside videos and quick quizzes to test your understanding
Weekly live webinars
Streamlined company data (WACC. & EV bridge calculator, custom comparables)
Current and historic filings for over 4,000 US firms
Current and historic filings for over 7,000 firms globally
Link to, label and share data points in filings (limited to 10 for Free and Boost users, unlimited for Pro)
Regional and industry data sets
Boost £449 Billed annually
Pro £699 Billed annually

What tech do I need?

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?

Our online courses reflect the training new analysts receive at the leading financial organizations. They're challenging, but if you want to demonstrate you are as good as the best in the industry then this is the course for you. The top investment banks will recognize our micro-degree certifications, making them perfect for graduates looking to land a job or a professional preparing for a new role.

Are Financial Edge's courses credible?

The 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 the Excel Efficiency for Financial Modeling and Data Analysis help me get a job?

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

How long do I have to complete the Excel Efficiency for Financial Modeling and Data Analysis ?

Everyone works at their own pace so there's no restrictions, all you need is an active Felix plan for the course you are completing. All Felix plans renew annually.

Are there any hidden costs?

No. Everything you need is included, from instructor-led videos and Excel exercises to the exams.

What is CPD?

All of our online courses are CPD accredited. CPD stands for Continuing Professional Development and makes demonstrating your commitment to learning easy. Your institution or accrediting body may track CDP points through activities, units or hours. Check with the relevant party to find out how you should be monitoring your progress.

What support will I get along the way?

Our expert instructors are standing by to answer questions and help you develop a detailed understanding of finance complexities. Our technical support team are also ready to help with any system problems.