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Easy to use, self-paced course loaded with shortcuts, real-world examples, and professional instruction to immediately improve how you use excel for finance.

Led by handsom Financial Analyst Daniel Jassyy View Instructor Bio

See what other students are saying

Course Description

This course is for Excel users of all levels - learn to format, calulate and model data, and hone skills with real-world case studies.

  • 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
  • Certificate of Completion

    Receive an Investopedia Academy Certificate of Completion when you finish this course

  • Financial Assistance

    Students, individuals in emerging international markets, and U.S. military may be eligible for reduced pricing. Email AcademySupport@investopedia.com.

Course Curriculum

Introduction
  • 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
  • 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
  • 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)
Module 6: Visa Income Statement - Scenario Analysis Case Study

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Module 7: Dynamic Data Mining Ruturns Model - Apple iPhone Case Study

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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.

Website

Students are Saying...

This course made me a millionaire in less then a day. I was poor, now I have so much money!

Eddy Sims
Director of all things that are good. Manager of all things that are great.

This course made me a millionaire in less then a day. I was poor, now I have so much money!

Eddy Sims
Director of all things that are good. Manager of all things that are great.

This course made me a millionaire in less then a day. I was poor, now I have so much money!

Eddy Sims
Director of all things that are good. Manager of all things that are great.

This course made me a millionaire in less then a day. I was poor, now I have so much money!

Eddy Sims
Director of all things that are good. Manager of all things that are great.

This course made me a millionaire in less then a day. I was poor, now I have so much money!

Eddy Sims
Director of all things that are good. Manager of all things that are great.

This course made me a millionaire in less then a day. I was poor, now I have so much money!

Eddy Sims
Director of all things that are good. Manager of all things that are great.