Excel Fundamentals - Formulas for Finance

In CFI’s “Excel Fundamentals – Formulas for Finance” course, you will learn all the basic functions to perform statistical analysis on data sets in Excel 365, including aggregation, date functions, and lookup functions. - Explore the Excel 365 interface and focus on the features that are the most common within the finance industry. - Compare various financial analysis functions to understand their advantages and disadvantages. - Practice using tools and shortcuts improve your speed and accuracy with the keyboard.

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Overview

Excel Fundamentals – Formulas for Finance Overview

Excel is a sophisticated piece of software, and it can be overwhelming to look through and work with the many available features. CFI’s “Excel Fundamentals – Formulas for Finance” course will help you filter down through those features to focus on the ones that are the most common and useful within the finance industry. This course will help you learn the basic functions to perform statistical analysis on data sets in Excel 365.

Excel Fundamentals – Formulas for Finance Learning Objectives

Use basic Excel functions to perform statistical analysis on data sets.
Explore functions used to aggregate or summarize financial data in various ways.
Compare various lookup functions to understand their advantages and disadvantages.
Apply useful date functions for annual, quarterly, and monthly models.
Compare the basic NPV & IRR and the more advanced XNPV & XIRR functions.
Understand basic and advanced custom formatting for numbers and dates in Excel.

Who Should Take This Free Excel Tutorial?

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 - Formulas for Finance

Led by Duncan McKeen

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Level 2

Approx 3.5h to complete

100% online and self-paced

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What you'll learn

Lesson

Multimedia

Exams

Files

Introduction

Pricing Data

Pricing Data Overview

Basic Functions

Rounding

Large & Small

Interactive Exercise 1

Aggregation

Interactive Exercise 2

Lookups

Interactive Exercise 3

Dates

Interactive Exercise 4

Returns

Interactive Exercise 5

Summary

Course Summary

Downloadable Files

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

Excel Fundamentals – Formulas for Finance 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

Learn More

Commercial Banking & Credit Analyst (CBCA)® Certification

Excel Fundamentals – Formulas for Finance 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

Learn More

All Capital Markets & Securities Analyst (CMSA)® Courses

Excel Fundamentals – Formulas for Finance 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

Learn More

Business Intelligence & Data Analyst (BIDA)® Certification

Excel Fundamentals – Formulas for Finance 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

Learn More

Financial Planning & Wealth Management (FPWM)™ Certification

Excel Fundamentals – Formulas for Finance 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

Learn More

FinTech Industry Professional (FTIP)™

Skills Learned Financial Technology Fundamentals, Data Science and Machine Learning, Cryptocurrencies and Blockchain
Career Prep Data Science and Machine Learning, Data Analyst, Business Analyst, Software Developer

Learn More

What our students say

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Excel Fundamentals Formulas for Finance
This is my first experience with financial data and terminology, so I felt this class was very challenging and has definitely increased my knowledge in the area. It would be nice to have access to the transcripts of the lessons.

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