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 navigate large data sets with speed and ease. 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
- 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
- Introduction
- Welcome
- Navigation and Data Workbook Part 1
- Navigation and Data Workbook Part 2
- 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
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.