The Financial Analyst's Complete Guide to Excel [2022]

Use Excel to advance your career in finance, accounting, and other fields! Functions, modeling, analysis, and more!

What you'll learn:
Excel techniques and functions used in banking, private equity, real estate & more
Gain EXTREME confidence in your abilities to use Excel to solve financial problems
Learn financial modeling and how to build your own custom financial models from scratch
Build a loan amortization table from scratch. Take this one to the bank!
Advanced search & lookup functions including VLOOKUP, INDEX/MATCH & more
Creating macros to automate everyday, mundane tasks
Pivot tables and other data analysis tools
Keyboard shortcuts and keyboard movement
Conditional formatting
Logical operator functions
and more!

Requirements:
Excel 2010 or newer
A basic working knowledge of Excel is required.
Basic knowledge of finance is a plus but is not necessary. You will learn a lot about finance in this course.

Description:
What is this class all about?
This class is for those who want to quickly go from ordinary to extraordinary Excel users! This course is packed with functions, techniques, and best practices that will take your Excel abilities to the next level.  These materials are tailored towards financial professionals, but anyone looking to improve in Excel can benefit from this course.

What will I learn?
Whether you're a total rookie or an experienced analyst, this class will help you become an Excel expert and will teach you a lot about the industry along the way.  With over 50 lectures and over a dozen downloadable resources, you'll learn formulas & techniques that are commonplace in finance, how to build dynamic financial models, advanced search & lookup functions, keyboard shortcuts, pivot tables and other data analysis tools, macros, and more. Each lesson contains a real-world, practical exercise to prepare you for the tasks performed by financial analysts.  I've also included a keyboard shortcut PDF to print out and keep at your desk!

Why are you qualified to teach me?
I'm a CFA charterholder and have been a financial analyst since 2015.  I spend every workday (and some of my weekends :) in Excel and have built dozens of financial models that are used to make daily investment decisions. I currently work at a small business lender and previously worked at a public REIT with some very smart people who were great with Excel and showed me the ropes. I take great pride and enjoyment in teaching, and I've spent a lot of time perfecting these lessons to be easily digested and applied in the real world.

What else can you tell me?
Being proficient with Excel is an essential part of being a good financial analyst and can greatly boost your marketability in this industry. If you aren't truly proficient with Excel, you could be missing out on career and/or advancement opportunities in your field. This class comes with a 30-day money-back guarantee so if you aren't satisfied for any reason, contact me for a refund.  It's that easy!  

Who this course is for:
New and experienced financial professionals looking to improve in Excel
Job seekers seeking a career in finance, banking, private equity, real estate, or data analysis
Excel beginners looking to improve their skills while learning some finance along the way
Anyone who wants to get better at Excel. Financial experience is a plus but is not necessary.
Anyone looking to learn about finance

More Info