
Explore the key learning objectives for Excel in financial analysis, from basics to advanced functions across Excel 2010, 2013, and 2016, with a focus on keyboard efficiency.
Review excel's layout by differentiating a workbook from a worksheet. Identify top-left cell name, explore the formula bar and ribbon, rename sheets, add sheets, and search formulas with F X.
Master the Excel ribbon essentials, from home formatting and conditional formatting to insert charts, pivot tables, and hyperlinks. Learn data tools, formulas, auditing, and macro basics with the developer tab.
Master advanced financial analysis with best practices for handling larger data sets and making analyses dynamic. Deliver detailed, precise, professional-grade outputs through formatting and well-structured formulas and functions.
Master go to special to distinguish constants from formulas, then apply conditional formatting to highlight values below 10 percent or above thresholds such as net income and EBITA.
Learn to use min, max, small, and large in Excel to analyze expenses, rank top and bottom values, and perform dynamic sensitivity analysis.
Discover how to derive diverse charts from a stacked column and combined line chart, including column, line, and pie charts, to visualize revenue, net income, and costs.
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:
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.