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Financial Functions in Excel
Financial Functions in Excel
Practical Financial Calculations and Analysis Using Microsoft Excel
Created byBISP Solutions
Last updated 12/2025
English
What you'll learn
- Understand and apply core financial functions
- Analyze investment and financing decisions
- Build accurate financial models and schedules
- Interpret and communicate financial results effectively
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Course content
9 sections • 9 lectures • 1h 29m total length
Requirements
- Basic knowledge of Microsoft Excel, including familiarity with worksheets, cells, formulas, and common functions (such as SUM and AVERAGE).
- Foundational understanding of financial concepts such as interest, cash flows, loans, and investments is helpful but not mandatory.
- Foundational understanding of financial concepts such as interest, cash flows, loans, and investments is helpful but not mandatory.
- Access to Microsoft Excel (Excel 2016 or later recommended) on a desktop or laptop for hands-on practice.
- Willingness to practice with real-world financial examples to reinforce learning and improve proficiency.
Description
The course “Financial Functions in Excel” is designed to provide learners with a practical and hands-on understanding of how Microsoft Excel can be used to perform essential financial calculations and analysis. Excel is one of the most widely used tools in finance, accounting, and business, and this course focuses on building strong skills in applying its built-in financial functions to real-world scenarios.
Throughout the course, learners will explore key financial concepts such as the time value of money, loan and investment analysis, cash flow evaluation, and return calculations. The course covers commonly used Excel financial functions including PV, FV, PMT, NPER, RATE, NPV, IRR, and related tools, enabling participants to analyze loans, mortgages, savings plans, and investment opportunities with confidence. Step-by-step examples and practical exercises help learners understand not only how to use each function, but also when and why to apply them.
In addition to individual calculations, the course emphasizes building structured financial models such as loan amortization schedules, investment comparison sheets, and cash flow forecasts. Learners will also gain skills in validating results, handling assumptions, and interpreting outputs to support informed financial decision-making. By the end of the course, participants will be able to transform raw financial data into meaningful insights using Excel.
This course is ideal for students, professionals, entrepreneurs, and anyone who wants to improve their financial analysis capabilities using Excel. No advanced finance background is required—only basic Excel knowledge and a willingness to practice with real-life financial examples.
Who this course is for:
- ideal for students in finance, accounting, commerce, and business management who need practical Excel skills to support academic projects and career preparation.
- well suited for working professionals, including accountants, financial analysts, bankers, business analysts, consultants, and managers, who regularly deal with loans, investments, budgets, or financial decision-making and want to improve accuracy and efficiency in their work.
- entrepreneurs and small business owners who manage cash flows, evaluate investment opportunities, or plan financing can benefit from learning how to use Excel’s financial functions effectively.