Excel For Finance Courses

Self-paced professional training to learn Microsoft Excel for the finance world. Master formatting, formulas, data analysis, and financial modeling one Excel course at a time, or you can purchase the whole set

Led by Chartered Financial Analyst Daniel Jassy View Instructor Bio

After taking the Excel course, I’m faster at my job and I’m able to work with a lot of data at once. Looking forward to my next Academy course!

Bonnie Wu
M&A Analyst, Private Equity

The “Excel for Finance” course delivered easy to follow lessons that provided me with a practical skill-set, advancing me quickly in my current internship, and preparing me for an upcoming career.

Isaac Urichko
Student at Florida State and Investment Management Intern

I mentioned the course during a job interview with a private bank. The hiring manager was an avid Investopedia user, and being able to talk about the course definitely helped me in the interview.

Alexey Efimov
"Excel for Finance" graduate

After taking the Excel course, I’m faster at my job and I’m able to work with a lot of data at once. Looking forward to my next Academy course!

Bonnie Wu
M&A Analyst, Private Equity

Having lost a bunch of money day trading on my own self-taught knowledge, I needed a course that would provide me with a strategic and consistent way to trade. Investopedia’s ‘Become a Day Trader’ course provided significant value because I learned a proven and profitable day trading strategy.

Carter Chapman
Engineer

I needed an entry-level understanding of the markets, and this course provided me with the crisp and clear information I was after. Most courses and sites make trading very complex, but David Green laid out his strategy in a very easy and straightforward manner. David aligned the content of the course perfectly with his day trading strategy; he could be an outstanding Business School Professor too.

Simon Joseph
Engineer

Excel For Finance Bundles

Excel for Finance Beginner Course Bundle

You'll Get

  • Four beginner-level Excel courses
  • Shortcuts, formatting tips, financial formulas, charting, and more
  • Interactive exercises and video instruction
Excel for Finance Intermediate Course Bundle

You'll Get:

  • Real-world best practices through two case studies:
    • Visa financial modeling
    • Apple data mining
  • Professional templates you can put to work immediately

You'll Get:

  • All the courses from the Beginner and Intermediate bundles and save
  • All tutorials, case studies, exercises and solution videos
  • Professionally designed, ready-to-use templates
  • Certificate of Completion

Excel For Finance Beginner Courses

Navigation & Data in Excel

Simplifying Excel for navigation and data: learn to use Excel like the pros in a few easy steps

Formatting & Style in Excel

Simplifying Excel for formatting and style: learn to use Excel like the pros in a few easy steps

Formulas & Conditionals in Excel

A point and click path to formulas and conditionals in Excel for Finance

Charts in Excel

Simplifying Excel for charts: learn to use Excel like the pros in a few easy steps

Excel for Finance Beginner Course Bundle

You'll Get

  • Four beginner-level Excel courses
  • Shortcuts, formatting tips, financial formulas, charting, and more
  • Interactive exercises and video instruction

Excel For Finance Intermediate Courses

Visa Income Statement Case Study in Excel

Create actionable financial data using Excel with a Visa income statement study

Apple Data Mining Case Study in Excel

Mine and model data like an expert with real-world applications

Excel for Finance Intermediate Course Bundle

You'll Get:

  • Real-world best practices through two case studies:
    • Visa financial modeling
    • Apple data mining
  • Professional templates you can put to work immediately

About the Instructor

Daniel Jassy
Daniel Jassy CFA

Daniel Jassy, CFA, worked on idea generation, due diligence and modeling as a portfolio manager for a long-only equity fund. He attended the Charles W. Lamden School of Accountancy at San Diego State University. Daniel was awarded the Chartered Financial Analyst® designation in August of 2016 after passing levels I, II and III of the CFA ® exam. He currently designs and develops trading-analysis software, which provides an edge to portfolio managers by lowering execution costs.