Led by CFA charterholder Daniel Jassy View Instructor Bio
See what other students are sayingCourse Description
This course is for intermediate Excel users: take your Excel skills to the next level using a professional Apple case study. You’ll
- Benefit from real-world practices used by professionals serving Fortune 100s
- Employ industry best practices to ensure your work is easily auditable by executives, stakeholders, and colleagues
- Discover actionable ideas by mining data like an expert analyst
- Display your findings clearly in beautifully designed charts
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!
Course Curriculum
- Mac Shortcuts
- Goal Setting
- 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 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.