Excel for Finance Beginner Course Bundle

A self-paced, online step-by-step guide in using Excel like top financial professionals

Led by CFA charterholder Daniel Jassy View Instructor Bio

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$49.95 $49.95 USD
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Excel for Finance Beginner Course Bundle

A self-paced, online step-by-step guide in using Excel like top financial professionals

$49.95 $49.95 USD

Course Description

This online course is for beginners to get started using Excel to format, calculate and model data like financial professionals. You’ll

  • Benefit from expert advice, in simple language, from an accomplished financial analyst
  • Save hours every week by mastering keyboard shortcuts for formatting and navigation
  • Learn formatting best practices to share quality, easy-to-follow work with colleagues
  • Discover which Excel functions financial experts use daily (and which ones they don’t)
  • Create charts and dashboards to make financial info easily understood

Course Curriculum

  • Mac Shortcuts
  • Goal Setting
  • Welcome
Navigation & 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)
Follow up Survey
  • Follow up Survey

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.