Led by CFA charterholder Daniel Jassy View Instructor Bio
See what other students are sayingCourse Description
This online course is for Excel users of all levels: learn to format, calculate and model data, and hone skills with real-world case studies. You’ll
- Benefit from real-world practices used by professionals serving Fortune 100s
- Save hours every week by mastering keyboard shortcuts for formatting and navigation
- Create financial models that analyze multiple scenarios simultaneously
- Learn formatting best practices to share quality, easy-to-follow work with colleagues
- Discover actionable ideas by mining data like an expert analyst
- Create charts and dashboards to make financial info easily understood
This course includes:
- Over 5 hours of on demand video, exercises, and interactive content
- Lifetime access to every one of the videos in this course
Certificate of Enrollment
Receive an Investopedia Academy Certificate of Enrollment with this course
Course Curriculum
- Mac Shortcuts
- Introduction
- Welcome
- Navigation and Data Workbook Part 1
- Navigation and Data Workbook Part 2
- Introduction to Navigation & Data
- A Glimpse into Your Life as an Excel Pro
- Navigation, Arrow Keys, SHIFT & CTRL
- Inserting & Editing Cells, Rows and Columns
- Deleting Cells & Commenting
- Freezing Rows & Splitting the Screen
- Special Paste: Your New Best Friend
- Sorting
- Filtering
- Conclusion to Navigation & Data
- Formatting and Style Workbook
- Introduction to Formatting & Style
- Formatting Walkthrough
- The Five Rules for Financial Modeling
- Cell Dimensions
- Styling Fundamentals
- Styling Practice
- Special Paste Review
- Applying Special Paste to the Model
- Best Practices for Number Formatting
- Forward Multiples
- Negative Numbers & Percentages
- Go To Special
- Grouping Data
- Conclusion to Formatting & Style
- Formatting and Styling Workbook (Answers)
- Formulas and Conditionals Workbook
- Introduction to Formulas & Conditionals
- Best Practices for Formulas and Conditionals
- Relative and Absolute Values Part 1
- Relative and Absolute Values Part 2
- Sum, Max, Min, Average
- Median, Rank, Percentile, Bonus
- Concatenation Part 1
- Concatenation Part 2
- IF
- Asking IF Twice
- Formula Error
- AND
- OR
- SMALL
- SUMIF
- SUMPRODUCT
- COUNT, COUNTA, COUNTIF
- COUNTIFS
- INDIRECT
- INDEX
- MATCH
- INDEX and MATCH
- Cell Color
- Custom Formulas
- Hidden Values
- Test
- Formulas and Conditionals Exercises
- Conclusion to Formulas & Conditionals
- Formulas and Conditionals (Answers)
- Charts Workbook
- Introduction to Charts
- Best Practices for Charts
- The Basics
- Selecting Data In Column Charts
- Customize Your Chart Part 1
- Customize Your Chart Part 2
- Line
- Columns
- Football Field Part 1
- Football Field Part 2
- Charts Exercises
- Conclusion to Charts
- Charts (Answers)
- Visa Income Statement Model and Scenario Workbook
- Visa FY Estimates
- Visa Reuters Estimates
- Visa Y Charts Estimates
- introduction to Visa Income Statement
- Walkthrough
- Creating the Operating Scenario
- Validating Information
- Base Case and Best Case
- Blended Case
- Freeding the Model
- Bull Scenario
- Bear Scenario
- Introduction to Waterfall Charts
- Setting Up the Data
- Creating the Chart
- Visa Income Statement Model adn Scenario (Answers)
- Apple Data Mining Chart
- Introduction to Apple Dynamic Data Mining
- Finding Release Dates
- Backward Return
- Forward Return Part 1
- Forward Return Part 2
- Populating Dates
- Preparing Data for the Infographic
- Building the Infographic
- Review
About the Instructor
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.
Students are Saying...
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.
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!
After serving 25 years as a Naval Officer, I transitioned careers to banking. With no prior Excel skills or experience, this course quickly allowed me to feel competent when using Excel in my new position.
As I look to transition my career to a role in finance, Investopedia Academy offered an Excel course that was a great value for my money, and helped me learn the skills I needed to change careers.
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