Excel Crash Course: Master Excel for Financial Analysis
4.5 (800 ratings)
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Excel Crash Course: Master Excel for Financial Analysis

Beginner to Advanced: Learn Excel Shortcuts, Formulas & Functions for Financial Modeling & Corporate Finance
4.5 (800 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
8,592 students enrolled
Created by Tim Vipond
Last updated 11/2016
English
English [Auto-generated]
Current price: $10 Original price: $45 Discount: 78% off
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 3.5 hours on-demand video
  • 2 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Perform professional level financial analysis in Excel
  • At the end the course students will be able use industry best practices when building financial models in Excel
View Curriculum
Requirements
  • Excel 2007, 2010, 2013 or 2016 loaded on your computer.
Description

Course Description

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:

  • Investment banking
  • Private equity
  • Corporate development
  • Equity research
  • Financial Planning & Analysis (FP&A)

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.

What am I going to get from this course?

  • Learn everything you need to know about Excel for a career in corporate finance
  • Master shortcuts, functions, and formulas to save time speed up you modeling skills
  • Follow industry leading best practices
  • Stand out in an interview or move up the ladder at work by dramatically boosting your Excel skills and confidence


Who is the target audience?
  • This Excel course is meant for all levels from beginner to advanced. Power users should skip the earlier chapters.
  • The content is geared towards financial modeling and financial analysis used in investment banking, equity research, private equity and more.
Compare to Other Excel Courses
Curriculum For This Course
40 Lectures
03:38:25
+
Excel Settings
2 Lectures 09:40
Settings overview
00:36

Changing your settings
09:04
+
Basic Financial Analysis Setup
4 Lectures 27:14
Objectives
01:09

Format, background, special numbers, column width, freeze panes
08:53

Paste special, font colors, format numbers, sum
07:04

Percentages, fill right, font colors, borders, view gridlines
10:08
+
Advanced Financial Analysis Setup
6 Lectures 35:33
Objectives
00:34

Structure, organization, duplicate sheets, grouping
05:54

Anchoring cells, grouping
07:30

Naming cells, tracing precedents & dependents, auditing
11:16

Go to special, conditional formatting
05:48

Dynamic titles & headers
04:31
+
Basic Functions & Formulas
7 Lectures 43:49
Objectives
00:58

Date fuctions and time periods
08:39

Sum, average, sumproduct, median
06:33

IF statements
11:07

Rounding and absolute fuctions
04:42

Min, max, small, large
04:34

IFerror, find and replace
07:16
+
Advanced Functions & Formulas
6 Lectures 51:52
Objectives
00:31

Scenarios, choose, data validation
10:35

Vlookup, hlookup, index, match
20:13

Data tables and goal seek
10:56

Sumif, countif, if + and
04:33

Xirr and xnpv
05:04
+
Charts & Graphs
4 Lectures 23:11
Objectives
00:43

Stacked column and line chart combined
09:26

Waterfall chart (Excel 2016)
08:46

Column, line, and pie charts
04:16
+
Macros
2 Lectures 07:38
Objectives
00:21

Recording and using macros to seed up modeling
07:17
+
Wrap Up
1 Lecture 00:51
Download completed file and keep practicing
00:51
About the Instructor
Tim Vipond
4.5 Average rating
1,020 Reviews
11,752 Students
2 Courses
CEO at Corporate Finance Institute | 20,000+ students

Tim is CEO of the Corporate Finance Institute. 

CFI's mission is to help you advance your career. Our courses give you practical skills and tools to move up the finance ladder. We pick up where business school leaves off to teach you on-the-job aspects of corporate finance, investment banking, corporate development, FP&A, treasury, and accounting.

Tim has over 10 years of experience in capital markets across a wide range of transactions including mergers, acquisitions, divestitures, and capital raising totaling more than $3 billion.  

His professional experience includes investment banking, investment management, corporate development, strategy and corporate finance.