Excel Crash Course Master Excel for Financial Analysis

Beginner to Advanced: Learn Excel Shortcuts, Formulas & Functions for Financial Modeling & Corporate Finance
File Size :
1.83 GB
Total length :
3h 38m



Scott Powell


Last update




Excel Crash Course Master Excel for Financial Analysis

What you’ll learn

Perform professional level financial analysis in Excel
At the end the course students will be able use industry best practices when building financial models in Excel

Excel Crash Course Master Excel for Financial Analysis


Excel 2007, 2010, 2013 or 2016 loaded on your computer.


Course Description
Learn all the tips, tricks, shortcuts, functions and formulas you need to be an Excel power user.  This course is designed specifically for Excel users who are performing professional financial analysis and financial modeling. We cover all levels – from beginner to advanced users.
Build a strong foundation in Excel for careers in:
Investment bankingPrivate equityCorporate developmentEquity researchFinancial Planning & Analysis (FP&A)
Learn industry leading best practices.  This course is based on first-hand investment banking training programs at global banks.  The quality of instruction you receive in this course will have you just as sharp as if you took an expensive, live Wall Street course.
Content and Overview  This course starts with the basics and quickly progresses to a level where even experts will learn something new.  We think it’s important to start at the bottom and build a solid base, which is why we review all the foundational skills you need.
In the second half of the course you’ll notice the functions and formulas getting more sophisticated and the quality of financial analysis and financial modeling becoming much higher.
What am I going to get from this course?
Learn everything you need to know about Excel for a career in corporate financeMaster shortcuts, functions, and formulas to save time speed up you modeling skillsFollow industry leading best practicesStand out in an interview or move up the ladder at work by dramatically boosting your Excel skills and confidence


Section 1: Introduction

Lecture 1 CFI Intro

Lecture 2 Welcome

Lecture 3 Table of contents

Lecture 4 Instructor biography

Lecture 5 Key learning objectives

Section 2: Excel Layout

Lecture 6 Layout overview

Lecture 7 Workbooks, worksheets, cells, & formula bar

Lecture 8 The ribbon

Section 3: Excel Settings

Lecture 9 Settings overview

Lecture 10 Changing your settings

Section 4: Basic Financial Analysis Setup

Lecture 11 Objectives

Lecture 12 Format, background, special numbers, column width, freeze panes

Lecture 13 Paste special, font colors, format numbers, sum

Lecture 14 Percentages, fill right, font colors, borders, view gridlines

Section 5: Advanced Financial Analysis Setup

Lecture 15 Objectives

Lecture 16 Structure, organization, duplicate sheets, grouping

Lecture 17 Anchoring cells, grouping

Lecture 18 Naming cells, tracing precedents & dependents, auditing

Lecture 19 Go to special, conditional formatting

Lecture 20 Dynamic titles & headers

Section 6: Basic Functions & Formulas

Lecture 21 Objectives

Lecture 22 Date fuctions and time periods

Lecture 23 Sum, average, sumproduct, median

Lecture 24 IF statements

Lecture 25 Rounding and absolute fuctions

Lecture 26 Min, max, small, large

Lecture 27 IFerror, find and replace

Section 7: Advanced Functions & Formulas

Lecture 28 Objectives

Lecture 29 Scenarios, choose, data validation

Lecture 30 Vlookup, hlookup, index, match

Lecture 31 Data tables and goal seek

Lecture 32 Sumif, countif, if + and

Lecture 33 Xirr and xnpv

Section 8: Charts & Graphs

Lecture 34 Objectives

Lecture 35 Stacked column and line chart combined

Lecture 36 Waterfall chart (Excel 2016)

Lecture 37 Column, line, and pie charts

Section 9: Macros

Lecture 38 Objectives

Lecture 39 Recording and using macros to seed up modeling

Section 10: Wrap Up

Lecture 40 Download completed file and keep practicing

This Excel course is meant for all levels from beginner to advanced. Power users should skip the earlier chapters. ,The content is geared towards financial modeling and financial analysis used in investment banking, equity research, private equity and more.

Course Information:

Udemy | English | 3h 38m | 1.83 GB
Created by: Scott Powell

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