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 write financial formulas like the pros. You’ll
- Benefit from expert advice, in simple language, from an accomplished financial analyst
- Write formulas that finance experts use on the job for calculations, counting, and location
- 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.
Course Curriculum
- Mac Shortcuts
- Goal Setting
- 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)
About the Instructor

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.