BA 325 - Portfolio Management - Excel For Finance

Build and enhance proficiencies in Excel for finance through tutorials

Led by CFA charterholder Daniel Jassy and Bojan Ilievski View Instructor Bio

See what other students are saying

A working knowledge in Excel is crucial to successfully complete the course goals outlined in the syllabus.

Course Curriculum

  • Mac Shortcuts
  • Welcome
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
  • Sorting 
  • Filtering
  • 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
  • IF
  • Asking IF Twice
  • Formula Error
  • AND
  • OR
  • 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 Cahrts
  • 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)

About the Instructor

Bojan Ilievski

Bojan Ilievski

PhD 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

Daniel Jassy


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.

Alexey Efimov
"Excel for Finance" graduate

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!

Bonnie Wu
M&A Analyst, Private Equity

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.

Greg Curl
Project Manager of Algorithmic Lending

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.

Bhimsen Sonawane
"Excel for Finance" graduate

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. 

Samy Abouseda
Student at HEG, Bachelor in Business Administration

Investopedia Academy provided me the tools to expand my financial analysis skills with a fun and easy to understand course.

Greg Curl
Project Manager of Algorithmic Lending