Overview
Excel Fundamentals – Quick Start Guide Course Overview
Having strong Excel skills is critical for any job involving financial analysis or financial modeling. CFI’s “Excel Fundamentals – Quick Start Guide” course is designed specifically for Excel users who are looking to prepare for a career in finance or are already performing professional financial analysis and financial modeling. This course will review the basics of Excel 365, such as the layout and tools and functions. You will also learn how to effectively use keyboard shortcuts to increase your overall productivity.
Excel Fundamentals – Quick Start Guide Learning Objectives
Upon completing this course, you will be able to:- Identify the main parts of the Excel 365 interface and their purpose.
- Explain the advantage of using the keyboard and memorize basic shortcuts.
- Recommend Excel settings which are helpful for finance professionals.
- Setup the Quick Access Toolbar to improve speed and efficiency.
- Explain the most common Excel features used for financial analysis.
- Recommend more advanced Excel features used in the finance industry.
Who Should Take This Course?
This course is perfect for beginners, intermediate, and even advanced financial professional Excel users. The course starts off with the basics, but quickly advances so even more proficient users will learn something new and have a great refresher.Excel Fundamentals - Quick Start Guide
Get Started
Level 1
Approx 3.5h to complete
100% online and self-paced
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See All Certification ProgramsWhat you'll learn
Lesson
Multimedia
Exams
Files
Course Introduction
Course Summary
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
Excel Fundamentals – Quick Start Guide 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
Commercial Banking & Credit Analyst (CBCA)® Certification
Excel Fundamentals – Quick Start Guide is part of the Commercial Banking & Credit Analyst (CBCA)® certification, which includes 59 courses.
- Skills Learned Financial Analysis, Credit Structuring, Risk Management
- Career Prep Commercial Banking, Credit Analyst, Private Lending
All Capital Markets & Securities Analyst (CMSA)® Courses
Excel Fundamentals – Quick Start Guide is part of the Capital Markets & Securities Analyst (CMSA)® certification, which includes 42 courses.
- Skills Learned Trading strategies used in the finance and capital markets
- Career Prep Work in capital markets, whether on the buy-side or the sell-side
Business Intelligence & Data Analyst (BIDA)® Certification
Excel Fundamentals – Quick Start Guide 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
Financial Planning & Wealth Management (FPWM)™ Certification
Excel Fundamentals – Quick Start Guide is part of the Financial Planning & Wealth Management (FPWM)™ certification, which includes 28 courses.
- Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
- Career Prep Financial Planner, Investment Advisor, Portfolio Manager
What our students say
Excel fundamentals
Please attend the course and get excel fundamentals
Please attend the course and get excel fundamentals
Lydia Angolo Endjala
Very user friendly format courses for effective self study. Speakers give clear instruction and explanations. The course is structured into easily digest-able sections with very good, practical content.
Vikram Aggarwal
amazing
very interesting and useful
very interesting and useful
yousef kiewan
Beautiful fundamentals of Excel
When they say bring me the fundamentals of Excel, this is exactly what they mean. The instructor focused on the fundamentals, well explained, straight to the point and the importance was covered. The shortcuts may seem uncomfortable at the beginning, but once you master them, you find out it will save you so much time.
When they say bring me the fundamentals of Excel, this is exactly what they mean. The instructor focused on the fundamentals, well explained, straight to the point and the importance was covered. The shortcuts may seem uncomfortable at the beginning, but once you master them, you find out it will save you so much time.
