Overview
Recommended Prep Courses
These preparatory courses are optional, but we arecommend you to complete the following course(s) or possess the equivalent knowledge before enrolling in this course:- Excel Fundamentals – Formulas for Finance
- Building a 3 Statement Financial Model
- Scenario & Sensitivity Analysis
Advanced Excel Formulas & Functions Course Overview
Learn the most advanced formulas, functions, and types of financial analysis to be an Excel power user. This advanced Excel training course builds on our free Excel Fundamentals – Formulas for Finance. It is designed specifically for spreadsheet users who are already proficient and looking to take their skills to an advanced level. This advanced tutorial will help you become a world-class financial analyst for careers in investment banking, private equity, corporate development, equity research, and FP&A. By watching the instructor build all the formulas and functions right on your screen, you can easily pause, rewatch, and repeat exercises until you’ve mastered them.
Advanced Excel Formulas & Functions Course Content
This advanced Excel training course starts with a blank spreadsheet and quickly dives into using combinations of functions and formulas to perform dynamic analysis. The main formulas & functions covered in this training course include:- INDEX and MATCH
- IF with AND / OR
- OFFSET combined with other functions
- CHOOSE for creating scenarios
- INDIRECT combined with other functions
- XNPV and XIRR
- CELL, COUNTA, and MID functions combined together
- PMT, IPMT, and principal payment calculations
- Data tables
- Pivot tables
- Column and line charts
- Stacked column charts
- Waterfall charts
- Gauge charts
What will I get from this advanced Excel training course?
- Learn everything you need to be a world-class financial analyst
- Received advanced Excel spreadsheet training
- Master advanced formulas and functions
- Create sophisticated outputs for financial analysis, including beautiful tables, charts, and graphs
- Easy to follow video-based tutorials and lessons
Financial modeling & Financial Analyst Training
From beginner to advanced, this Excel modeling course is designed to teach you how to be a complete financial analyst. This class is one of the nine required “Core” courses for CFI’s financial analyst training program, which grants the Financial Modeling & Valuation Analyst (FMVA) certification.Advanced Excel Formulas & Functions
Get Started
Level 3
Approx 4.5h to complete
100% online and self-paced
Get Recognized With CFI
See All Certification ProgramsWhat you'll learn
Lesson
Multimedia
Exams
Files
Excel Template Setup
Template setup learning objectives
Free Preview
Dynamic dates and time periods with IF statements
Free Preview
IF statement exercise
Free Preview
Dynamic totals and averages with the OFFSET function
Free Preview
OFFSET function exercise
Scenarios with the VLOOKUP and CHOOSE functions
Dynamic outputs with IF statements
Template formatting
Interactive exercise 1
Financial Analysis
Financial analysis learning objectives
Summary data with VLOOKUP
INDEX function
MATCH function
INDEX MATCH MATCH
Goal seek (what-if analysis)
Dynamic totals with INDIRECT and SUM functions
Interactive exercise 2
CELL function
COUNT and COUNTA functions
Creating table of contents with CELL function
RIGHT, CELL, LEN, and FIND functions
Combining RIGHT, CELL, LEN, and FIND
Combining IF with AND, OR formulas
Interactive exercise 3
Final Product
Qualified Assessment
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Financial Modeling & Valuation Analyst (FMVA)® Certification
Advanced Excel Formulas & Functions is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 42 courses.
- Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
- Career Prep Investment banking and equity research, FP&A, corporate development
Business Intelligence & Data Analyst (BIDA)® Certification
Advanced Excel Formulas & Functions is part of the Business Intelligence & Data Analyst (BIDA)® certification, which includes 25 courses.
- Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
- Career Prep Business intelligence analyst, data scientist, data visualization specialist
What our students say
I believe working with the advance formulas and the automation was great. I would like more examples to use these with Cap IQ. I use Cap IQ all the time at work.
Juan Quijano
Advanced Excel
The course is well designed and summarized into meaningful concepts as well as practical demostration. Its really worth to attend.
The course is well designed and summarized into meaningful concepts as well as practical demostration. Its really worth to attend.
Umar Siddique
Very useful Excel Function
Provide many excel functions that help to make the model become more dynamic.
Provide many excel functions that help to make the model become more dynamic.
Minh Tuong
FMVA
Almost done the all the courses to complete the final exam and everything has been very clear and informative. More catered to publicly traded companies but can take all of the concepts and apply most to private companies too.
Almost done the all the courses to complete the final exam and everything has been very clear and informative. More catered to publicly traded companies but can take all of the concepts and apply most to private companies too.
