Led by CFA charterholder Daniel Jassy View Instructor Bio
See what other students are sayingCourse Description
This online course is for intermediate Excel users to take Excel skills to the next level using a professional Visa Case Study. 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
- Display your findings clearly in beautifully designed charts
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!
Course Curriculum
- Mac Shortcuts
- Goal Setting
- Visa Income Statement Model and Scenario Workbook
- Visa FY Estimates
- Visa Reuters Estimates
- Visa Y Charts Estimates
- Introduction to Visa Income Statement
- Walkthrough
- Creating the Operating Scenario
- Validating Information
- 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)
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.