Excel Book

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Excel Book – Beginner, Intermediate, Advanced Excel

CFI’s Excel Book is free and available for anyone to download as a pdf. Learn about the most important Excel shortcuts and functions to succeed in your career!

Complete the form below to download CFI’s Excel Ebook.

Welcome to the official Excel Book from the Corporate Finance Institute. In this 206-page summary, we walk through all the most important and useful Excel functionalities that will advance your career in financial services. From logical functions such as IFERROR to calculating the yield of a bond, CFI’s Excel eBook provides you with numerous examples and key shortcuts! We hope you find this book useful in reaching your future goals.

CFI’s book on Excel is divided into four chapters. Below is a detailed breakdown of what’s included in each chapter.

Excel Book Cover

CFI’s Excel Book – Excel Shortcuts for PC and Mac (Chapter 1)

  • Editing Shortcuts
  • Formatting Shortcuts
  • Navigation Shortcuts
  • File Shortcuts
  • Ribbon Shortcuts
  • Paste Special Shortcuts
  • Clear Shortcuts
  • Selection Shortcuts
  • Data Editing Shortcuts
  • Data editing (inside a cell) Shortcuts
  • Other Shortcuts
  • Reasons to use Excel Shortcuts
  • Free Excel Course

Basic Excel Formulas (Chapter 2)

  • Basic Terms in Excel
  • Five Time-saving Ways to Insert Data in Excel
  • Seven Basic Excel Formulas For Your Workflow

CFI’s Excel Book – Advanced Excel Formulas (Chapter 3)

  • INDEX MATCH
  • IF combined with AND / OR
  • OFFSET combined with SUM or AVERAGE
  • CHOOSE 92 XNPV and XIRR
  • SUMIF and COUNTIF
  • PMT and IPMT
  • LEN and TRIM
  • CONCATENATE
  • CELL, LEFT, MID, and RIGHT functions

Most Useful Excel functions For Financial Modeling (Chapter 4)

  • Date and Time
    • DATE
    • EOMONTH
    • TODAY
    • YEAR
    • YEARFRAC
  • Financial
    • DURATION
    • NPV
    • PMT
    • PPMT
    • XIRR
    • XNPV
    • YIELD
  • Information
    • TYPE
    • ISBLANK
  • Logical
    • AND
    • IF
    • IFERROR
    • IFS
    • OR
    • CHOOSE
    • HLOOKUP
    • INDEX
    • MATCH
    • OFFSET
    • VLOOKUP
  • Math
    • ABS
    • SUMIF
  • Statistical
    • AVERAGE
    • CORREL
    • COUNT
    • COUNTA
    • COUNTIF
    • RANK
    • SMALL

Excel Book Review

Below is one of many reviews CFI received from satisfied readers of the Principles of Excel Book:

“This Excel book gave me all the shortcuts, formulas, and functions I needed to become a power user! Thanks, CFI.”  – Colis

Additional Resources

The CFI Excel book is a great way to jumpstart your spreadsheet knowledge. Whether you are a beginner or intermediate student, this book is a great way to get a lot of information in one highly organized format. And the best part is…it’s 100% free!

To learn more and advance your career, check out these additional free CFI resources:

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