FIN 300 - Business Finance I - Excel for Finance Summer 2018
Build and enhance your proficiencies in Excel for finance through online tutorials and exercises

Led by Daniel Jassy & Ben Woodruff View Instructor Bios

$39.95 $39.95 USD
Lifetime Access
  • Self-paced online course, lifetime access
  • Interactive content and downloadable materials
  • One-time payment: no additional fees

Course Description

This online 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
  • Get 5 hours of on demand video, exercises, and interactive content

Certificate of Enrollment

Receive an Investopedia Academy Certificate of Enrollment with this course

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
  • 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)
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 Instructors

Ben Woodruff
Ben Woodruff Assistant Professor of Finance

Ben Woodruff is the track lead for the finance programs and an Assistant Professor of Finance at Eastern Kentucky University’s College of Business and Technology. Professor Woodruff’s primary research interests are in risk management, decisions under risk, and catastrophic risk. He teaches Risk Management, Corporate Finance, Investments, Financial Valuation, and Derivative Securities.

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...

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

After taking the Excel course, I’m faster at my job and I’m able to work with a lot of data at once. 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
Load More

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