A working knowledge in Excel is crucial to successfully complete the course goals outlined in the syllabus.
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.
- Mac Shortcuts
Navigation and Data
- Navigation and Data Workbook
- 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
- Conclusion to Navigation & Data
Formatting & Style
- 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 & Conditionals
- 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
- Asking IF Twice
- Formula Error
- COUNT, COUNTA, COUNTIF
- INDEX and MATCH
- Cell Color
- Custom Formulas
- Hidden Values
- 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 Cahrts
- Customize Your Chart Part 1
- Customize Your Chart Part 2
- Football Field Part 1
- Football Field Part 2
- Charts Exercises
- Conclusion to Charts
- Charts (Answers)
About the Instructor
Bojan IlievskiPhD and Associate Professor in Economics and Finance
Bojan is an Associate Professor of Economics and Finance. He has a Ph.D in Economics. He has publications in The Quarterly Review of Economics and Finance, Applied Finance, Banking and others.
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...
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.
I love Investopedia Academy. After taking the Excel course, I’m faster at my job and I’m able to work with a lot of data at once. Even though I already had a defined skillset in Excel, I found a great deal of value in the beginner material as well. 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.
I love the way Investopedia designed their courses. The Academy allows me to have complete on demand access to each course I purchase. Investopedia Academy was perfect in that it allowed me to take the courses at my own pace and I could rewatch any lessons I wanted.
Investopedia Academy provided me the tools to expand my financial analysis skills with a fun and easy to understand course.