Excel for Finance Intermediate Course Bundle
Master Excel like top financial professionals through real-world case studies

Led by CFA charterholder Daniel Jassy View Instructor Bio

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$49.95 $49.95 USD
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  • Self-paced online course, lifetime access
  • Interactive content and downloadable materials
Excel for Finance Intermediate Course Bundle

Course Description

This online course is for intermediate users who want to take Excel skills to the next level using real-world, professional case studies. You’ll

  • Benefit from real-world practices used by professionals serving Fortune 100s
  • Create complex financial models that analyze multiple scenarios simultaneously
  • Employ industry best practices to ensure your work is easily auditable by executives, stakeholders, and colleagues
  • Discover actionable ideas by mining data like an expert analyst
  • Display your findings clearly in beautifully designed charts

Course Curriculum

  • Mac Shortcuts 
  • Goal Setting
Case Study: Visa Income Statement
  • Visa Income Statement Model and Scenatio Workbook
  • Visa FY Estimates
  • Visa Reuters Estimates
  • Visa Y Charts Estimates
  • Introduction to Visa Income Statement 
  • Walkthrough 
  • Creating the Operating Scenatio
  • Validating Information
  • Base Case and Best Case
  • Blended Case
  • Feeding the Model
  • Bull Scenario
  • Bear Scenario 
  • Introduction to Waterfall Charts
  • Setting Up the Data
  • Creating the Chart
  • Visa Income Statement Model and 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 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.

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