Formatting & Style in Excel
Simplifying Excel for formatting and style: learn to use Excel like the pros in a few easy steps
Led by CFA charterholder Daniel Jassy View Instructor Bio
See what other students are sayingCourse Description
This online course is for beginners to get started using Excel to format and style data with professional best-practices. You’ll
- Benefit from expert advice, in simple language, from an accomplished financial analyst
- 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)
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 Urichko
Student at Florida State and Investment Management Intern
Course Curriculum
Welcome!
- Mac Shortcuts
- Goal Setting
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)
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.