Excel for Finance

Build and enhance proficiencies in Excel for finance through tutorials and case studies

Led by CFA charterholder Daniel Jassy View Instructor Bio See what other students are saying

Course Description

This 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
  • 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

Welcome
  • Mac Shortcuts
  • Goal Setting
  • Welcome
Navigation & Data
  • 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 & 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 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)
Case Study: Visa Income Statement
  • 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)
Case Study: Apple Data Mining
  • 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

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.

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.

Isaac U. Student at Florida State and Investment Management Intern

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 C. 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 Sonanwane "Excel for Finance" graduate