
Explore the complete financial analyst course from excel basics to advanced skills, including vlookup, pivot tables, and three-statement modeling, plus accounting, cash flow, capital budgeting, and PowerPoint presentation skills.
Explore how Excel functions translate theory into real life by calculating a monthly mortgage payment for a $300,000 house at 5% over 20 years using the PMT function.
Learn the best way to take this course with downloadable resources, lecture notes, exercises, and assignments, plus a four-part case study, Dropbox downloads, Q&A support, and a 50% milestone gift.
Master Microsoft Excel, the world's #1 office software for finance and accounting, from basic calculations to advanced functions like Vlookup, Index, Match, and Pivot tables that shape decisions.
Learn data entry techniques in Excel by entering, editing, and deleting text and numbers in cells, using enter, tab, escape, and F2 to manage data, including delete vs clear.
Format cells via the home tab and format cells to adjust font, size, borders, fill, and color (Arial, 12 pt, bold) for a professional spreadsheet.
Learn how to select, resize, insert, and delete rows and columns in Excel using mouse and keyboard shortcuts, and adjust sizes precisely with right-click commands.
Learn how to create Excel formulas using equals or plus signs, with direct numbers or cell references, perform addition, subtraction, multiplication, division, degree elevation, and parentheses for order of operations.
Learn how to insert and use Excel functions, from typing names to using function dialog. Explore the IF function with its three arguments: logical test, true result, and false result.
Format cells in Excel by applying number, currency, and date formats, using the home tab or format cells dialog, with ctrl+1 and options for decimals, 1000 separator, and color cues.
master efficient data editing in excel by using copy, cut, and paste commands with keyboard shortcuts (ctrl+c, ctrl+v, ctrl+x) and right-click options, including pasting into the top-left cell.
Learn to use paste special in Excel to paste only formulas or only values via the paste special dialog from the home tab.
Use alt+enter to insert a line break inside a single spreadsheet cell, moving the second part to a new line while staying in the same cell to save space.
Learn to split single-cell data into columns with Excel's text to columns, choosing delimited or fixed width, selecting space as the delimiter, previewing results, and finishing to organize data.
Learn to create easily printable Excel documents by setting and using the print area, organizing sheets and information flows, and selecting which parts to print in page layout.
Learn how to wrap text in Excel and automatically adjust a cell's row to fit long content, ensuring the text stays inside the cell borders.
Learn how to insert hyperlinks inside an Excel workbook to jump between sheets, using the insert tab and hyperlink dialog to link to a specific place within the document.
Learn how to use excel's freeze panes to keep column titles visible as you scroll through large datasets, including how to freeze and unfreeze the third row.
discover how the tell me what you want to do box helps you access Excel commands like freeze panes quickly, even after a month away from the program.
Learn how to create and customize an Excel pivot table to summarize volumes by year and product group, switching from count to sum for accurate totals.
Develop a professional-looking Excel sheet from the start by applying white cells, Arial 9 font, a narrower first column, and a bold blue title in cell B1.
Enable the developer tab and record a macro on a single sheet. Use the recorded formatting macro on new sheets to save time and ensure consistency.
Record and save macros in your personal macro workbook to reuse them across multiple workbooks, test them in new files, and run them via the developer tab.
Learn fast scrolling in Excel by using ctrl+arrow to jump to the last non-blank cell and ctrl+shift+arrow to quickly select large ranges.
Master the F5 + Enter trick to jump between a formula and its inputs in multi-sheet models by double-clicking, then return with F5; adjust Excel options if needed.
Learn how to fix cell references in spreadsheets using dollar signs to create absolute and relative references, ensuring formulas copy correctly when dragging across rows or columns.
Learn to use excel's 'select special' to find and select cells by blanks, formulas, constants, or comments, then paste NA into those blank cells.
Learn to create dynamic names in Excel by linking cells and text formulas, using functions like and to reference company names, so the model updates automatically when inputs change.
Name cell ranges to improve readability and use them in formulas for two-year sales totals. Create named ranges like sales 12 and sales 13, then sum them in a formula.
Create and apply custom formats in Excel to add a thousands separator, display negatives in brackets, convert zeros to dashes, and set red for negative values using the four-position template.
Learn to apply custom number formats in Excel to display numbers as multiples while preserving their numeric value. Format cells, choose custom, and enter 0.0 x so calculations remain possible.
Master data validation in Excel by creating a drop-down list for a product group column, selecting validation criteria, and configuring error alerts to enforce correct entries.
Learn how to sort multiple columns with a custom sort, ranking a table by volume by selecting the whole table and sorting largest to smallest for sales.
Master time-saving Excel shortcuts and quick access toolbar tricks to speed up data work. Use keyboard shortcuts, navigate the ribbon with Alt, and customize commands for quick one-click actions.
Identify and fix numbers stored as text in Excel by multiplying by one to reveal formatting issues, such as comma versus dot decimal separators, and quickly correct them.
Master find and replace in Excel to update formulas and references across workbooks. Choose scope: active sheet, selected area, or entire workbook, with exact or partial matches.
Use find and replace to apply uniform formatting across an Excel workbook, such as changing the totals' dark blue fill to white and adding borders by choosing format from cell.
Turn off Excel's background error checking to remove green flags and keep your spreadsheets clean and professional when sharing or presenting.
Discover beauty saving in Excel, the professional way to save files, by selecting A1 across all sheets so every sheet opens at A1 for tidy sharing.
Master the power of the F2 key to quickly edit formulas, view inputs highlighted in the worksheet, and edit directly in the formula bar without using the mouse.
Learn how to use conditional formatting in Excel to quickly visualize data with data bars, color scales, and icon sets, including traffic light rules and custom thresholds.
Master the if function in Excel by learning how to set a logical test, specify true and false outputs, and see how it underpins sumif, sumifs, countif, and countifs.
Enlarge the Excel formula bar to view long, nested functions by dragging the lower border or clicking the arrow, so you can see the entire function.
Master sum, sumif, and sumifs in Excel to add numbers in a range and sum only those meeting criteria, illustrated with country and Champions League examples.
Learn how Excel count functions tally cells: Count counts numbers, CountA counts non-empty cells, CountIf applies a single condition, and CountIfs handles multiple conditions.
Master how to use the average and averageif functions to compute the arithmetic mean, applying ranges and criteria to analyze team performance such as games played and Champions League points.
Master essential Excel text functions to extract and format text, including left, right, and mid. Convert case with upper, lower, and proper, and join strings with and, concatenate, and &.
Learn to add text in formulas using quotation marks, concatenate cells with ampersands, and manage spaces to join a country's name and its capital in Excel.
Explore max and min functions to find the highest and lowest values in a range, using an array of numbers to reveal Bayern Munich’s 90 points and Hamburger's 27.
Explore how Excel recognizes formulas when you start with either equals or plus, both signs triggering a function.
Apply the round function to round numbers in financial models to a chosen number of digits. Round cell values to decimals for precise modeling outcomes.
Discover how to use VLOOKUP and HLOOKUP to pull data from a source table by a lookup value, including exact and approximate matches, column or row indexes, and absolute references.
Explore how index and match work together to replace vlookup, using array references to locate exact positions and retrieve values from a table.
Discover how XLOOKUP replaces VLOOKUP and Index & Match in Office 365, using lookup value, lookup array, and return array to deliver exact or closest matches.
Master Excel's iferror function to trap spreadsheet errors when calculating the percentage of points earned out of the total points, and display not available when data is missing.
Rank a value within a range using the rank function, compare it to the range of cells, and dynamically link results to other sheets with VLOOKUP for flexible financial analysis.
Learn to use the choose function in Excel to build financial models and scenario analysis. Select from optimistic, base, and worst cases across multiple years by changing a single index.
Apply goal seek in Excel, a part of what-if analysis, to find inputs that yield a chosen target result. Set the target cell, the desired value, and the changing cell.
Explore how to perform sensitivity analysis with Excel data tables, varying interest rate and borrowing period to see how the repayment amount changes.
Explore discounting cash flows to present value and calculating net present value in Excel, including the initial investment, to assess project feasibility using manual calculations or the built-in NPV function.
learn to compute the internal rate of return (irr) in excel and interpret it as the discount rate that makes npv zero. compare irr to financing costs for investment decisions.
Compute a complete loan schedule with the pmt function, showing monthly payments, interest vs. principal, and remaining balance for a $300,000 loan at 3% over 10 years.
Learn date functions in Excel, including day, month, year, and date calculations; use EOMONTH and EDATE to compute last-day dates, maturity dates, and date differences for financial analysis.
Examine the data sources for a p&l, verify year-to-year alignment across FY16–FY18, and understand internal and external transactions and the sign convention for revenues and costs.
Order worksheet by adding column titles, applying filters, removing rows; align left, label B through F as p&l account, name of partner company, amounts, and account number for fy16.
Create a unique code by combining the P&L account and partner company using the and function, then paste values to organize data across three years for efficient analysis.
Learn to create a database by consolidating three years of codes into one sheet for P&L categorization, and remove duplicates with Excel to prevent double counting.
apply vlookup to populate the database sheet with p&l account, partner company number, and partner name across 2016–2018, fixing references and using exact match.
Apply the sumif function to fill a P&L database across FY16 to FY18, reversing signs for revenue and cost, and verify with a zero-sum check for net income.
Learn to use index and match as a substitute for VLOOKUP to look up codes on the right, with exact match and references across FY16, FY17, and FY18 P&L accounts.
XLOOKUP replaces VLOOKUP and INDEX&MATCH with a practical example that fixes references, defines lookup and return arrays, handles NA errors, and works when the lookup value is to the right.
Map sub items to macro p&l categories to create a readable statement. Complete the mapping exercise, then compare your results to the provided answers using only p&l categories shown.
Map subledger rows to general ledger categories to simplify a complex P&L, grouping revenues, costs, and operating expenses into 21 concise lines from 104.
Copy revenue categories, including net sales, from the database; remove duplicates, then structure the P&L with revenues, direct costs, gross margin, operating expenses, EBITDA, D&A, EBT, taxes, and net income.
Shows professional Excel formatting for a P&L with borders, blue title text, bold subtotals, and EBITDA emphasis across FY16–FY18.
Populate the P&L sheet with SUMIF, fix the criteria range to J and use B4 net sales, sum the F column, convert to millions, and verify results.
Use COUNTIF to verify the P&L against the database by testing if values exist in a range, locate unrecognized lines, and correct mappings like recharges.
Learn to calculate and format percentage variations and incidences on total revenues in Excel, using a universal growth-rate formula for clearer P&L visuals.
Apply sumifs with multiple conditions to calculate revenues by product group and financial period, then add store type for a three-way breakdown.
Learn to create and visualize numbers with Excel charts, exploring waterfall and tree map charts, sunburst, box and whisker, histograms, and combined charts easier in Excel 2016, starting from basics.
Select data, use the insert tab to choose a chart from recommended options, such as line, column, bar, or pie charts, and change chart types as needed.
Learn to customize Excel charts using chart tools, design styles, and format options, add chart elements like titles and data labels, and swap rows and columns to adjust data.
Learn to design professional Excel charts by using Arial 8, removing fill and borders, and fine-tuning grid lines, data series colors, and axis scale.
Create a bridge (waterfall) chart in Excel 2016 by selecting data and inserting via the insert tab a waterfall chart, then set the final data point as total.
Learn to create Excel 2016 tree map charts to visualize two categories, country and city, using tourists data; select data, insert tab, and interpret leading country and city.
Explore spark lines, tiny in-cell charts that visualize trends in sales data, and learn to insert line or column spark lines, adjust ranges, styles, and markers.
Apply Excel charting skills to a polished P&L presentation, creating professional, appealing visuals that effectively convey messages to decision makers.
Create a stacked column chart of revenues by year with a secondary axis for gross margin, then format colors and labels for a professional, publication-ready analysis.
Create a donut chart in Excel to show FY18 revenue breakdown, format with Aerial font, add data labels, set donut hole to 50%, and attach a total text box.
Create a two-dimensional area chart combining area and line for revenues and gross margin percentage, format grid lines, add a secondary axis, and include axis titles and a chart title.
Create a bridge (waterfall) chart in Excel to show how starting EBITDA from FY17 changes by revenues, variable costs, and opex to reach EBITDA FY18. Includes formatting tips.
* Updated for June 2026: New Hands-on Projects Added *
"If you’re trying to prepare for a career in finance, but are still looking to round out your knowledge of the subject, The Complete Financial Analyst Course might be a perfect fit for you" - Business Insider
"A financial analyst career is one of the top-paying entry-level jobs on the market.”
"Even in the toughest job markets, the best candidates find great positions." - Forbes
You simply need to find a way to acquire practical skills that will give you an edge over the other candidates.
But how can you do that?
You need the proper training, and you have never seen how analysts in large firms do their work ...
Stop worrying, please! We are here to help.
The Complete Financial Analyst Course is the most comprehensive, dynamic, and practical course you will find online.
It covers the following topics, fundamental for every aspiring financial analyst:
Microsoft Excel for beginner and intermediate users — become proficient with the world’s #1 productivity software
Accounting, financial statements, and ratios — making sense of debits and credits, profit and loss statements, balance sheets, liquidity, solvency, profitability, and growth ratios
Finance basics — interest rates, financial math calculations, loan calculations, time value of money, present and future value of cash flows
Business analysis — understanding what drives a business, essential items to be analyzed, the importance of industry cycles, important drivers for the business of start-up, growth, mature and declining companies, industry KPIs
Capital budgeting — decide whether a company's project is feasible from a financial perspective and compare different investment opportunities
Microsoft PowerPoint for beginner and intermediate users — The #1 tool for a visual representation of your work, a necessary skill for every financial analyst
This complete bundle ensures you receive the proper training for each critical aspect.
Here comes the fun part!
After covering each major roadblock, you will be asked to solve a challenge. You will:
Calculate a company’s sales in Excel
Register its bookkeeping entries, produce applicable financial statements and calculate financial ratios
Calculate a complete loan schedule for the company’s debt
Analyze the company’s business performance
Create a PowerPoint presentation based on the results
Receive personalized feedback
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Sounds interesting, right?
At the end of the challenge, you'll send us your work, and we'll reply with personalized feedback - creating an interactive student experience that optimizes what you'll learn from the course.
What makes this course different from other finance courses?
High-quality production, HD video and animations (not a collection of boring lectures)
Knowledgeable instructors with experience in such prominent companies like Pwc and Coca-Cola
Complete training covering all major topics and skills necessary to become a top-class financial analyst
Extensive case studies reinforcing everything you’ve learned
Course Challenge that creates an interactive experience
Excellent support for when you don’t understand a concept or want to drop us a line — you’ll receive an answer within one business day
Dynamic instructors who keep up a steady tempo throughout the course
Why should you consider a career as a financial analyst?
Salary. A financial analyst job typically leads to a well-paid career
Promotions. Financial analysts acquire valuable technical skills, making them the leading candidates for senior roles within a corporation
Secure Future. There's high demand for financial analysts on the job market; you won’t have to be concerned about finding a job
Growth. This isn’t a tedious job — you'll will face different challenges that will test your existing skills
This course comes with Udemy’s 30-day unconditional, money-back guarantee.
Take advantage of this opportunity to acquire the skills that will advance your career.