Excel + Finance & Valuation Bundle

In this bundle you'll master Excel alongside the core finance and valuation concepts that are essential to becoming a financial analyst.

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Taught by Instructors with Experience At

Overview

What you’ll learn

This bundle will teach you everything you need to know to become a competitive candidate for any finance or investment role. Both courses start with the basics and gradually progress to advanced models and deliverables. The Excel course will include dynamic pivot tables, interactive dashboards, and Excel interview tests. The finance and valuation course will include a built-from-scratch discounted cash flow model (DCF), comparable companies model, and precedent transactions model. Both courses use practical exercises in the form of case studies to replicate the type of work you may encounter as an intern or full-time working professional.

150+ High Quality Lessons

Downloadable Excel and PDF Files

Exercises Based on Our Real-Life Experiences

Lifetime Access on Any Device

Overview Student Profiles Curriculum Testimonials Instructors Pricing FAQs

Student Profiles

Who are these courses for?

University Students

If you're a college student looking to secure an internship or full-time job in a top tier business, finance, or investment firm, these courses are for you.

Working Professionals

If you're a working professional looking to level up your technical career skills, these courses are for you.

Career Switchers

If you're looking to boost your technical skills to better your chances of switching into a business or finance role, this course is for you.

Become Proficient in Excel

Learn the best Excel practices used at top Fortune 500 institutions across the globe. Whether you're a complete Excel beginner, or you're already comfortable with the application, there's valuable lessons for everyone.

Become Proficient in Finance & Valuation

Learn the fundamental valuation techniques used at the top Fortune 500 institutions across the globe. Ranging from the comparable companies and precedent transactions analysis to a full built-from-scratch discounted cash flow analysis, there are valuable lessons for everyone!

Practical lessons applicable to real business & finance opportunities

This course is specifically tailored for current or aspiring professionals in business, finance, or investment oriented roles. This includes investment bankers, financial analysts, management consultants, or business analysts among others.

Course Curriculum

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Impress recruiters with your resume

Upon completion of all course lessons, you will receive a digital certificate with your credentials. Furthermore, you can add it to your LinkedIn to show your skills to recruiters!

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Testimonials

What our students say

Great overview. They use excel and I'm used to google sheets, but I think the rest of the world is on excel so it's worth understanding. Clear instruction and pretty easy to follow, even for a person who isn't "a numbers person". Thanks!

Great Overview

Amanda Osmer

Top experience, top professors and top material. I'm waiting for more powerful finance and Excel courses. Congratulations!

Top Experience

Guillem Bigordà Freixas

"It was a wise decision to purchase this course. As an analyst, I'm learning a lot and applying what I've learned to my current position."

Worth the Money!

Jamaal Tobias

Yes, well done. Great job! Bring you step by step accross solving problems you usually find at work. With downloading file can practise at the same time and so easily memorize and get it. Thanks.

Great job!

Marco Franceschini

"I took this course before starting my job as an investing banking analyst, not being from a hardcore finance background, this course helped in solidifying my basic concepts as well building real life excel skills that are required for my job."

Amazing, Detailed and Realistic!

Ishaan Mathur

There is a lot of great information and details in these courses, however, sometimes it can be overwhelming if a lot of modules are done back to back. Kenji does a great job of explaining and giving details.

Great Information and Details

Chris Sticklett

Clear, concise instruction. If you enjoy Kenji's videos you will be more than happy with your purchase

Clear, concise instruction

Matt Pounch

Everything about Career Principles' courses are top-notch. They take you through from beginning to end very quickly, and give you fantastic resources to learn. I cannot recommend their courses highly enough!

I cannot recommend their courses highly enough!

Justin Galczynski

The course was presented in a way that was easy to access and understand. What really stood out to me were the informative tools that were provided to help make my skills and work easier, more professional, and stand out from others. These tools were incredibly helpful and I was able to apply them to my work immediately.

Excellent Experience!

David Rodrigues

I have been enjoying learning SQL with Career Principles. Thank you, so much. This course covered SQL from basis till advanced. I could understand SQL better. I wish all the best to all the team members of Career Principles!

Thank you, so much.

Katia Rues

Very beginner friendly course with step by step instruction and practices in between. I am enjoying it!

Enjoying it!

Yuling Zheng

"The course was extremely helpful, it has allowed me to build my Excel finance skills from the ground up, the course is perfect for anyone looking to strengthen their knowledge of Excel and finance. Amazing Work!"

A Very Complete Course!

Teo Ballbe

Thank you for a great course. Whether you're a beginner looking to grasp the fundamentals or an intermediate user aiming to enhance your skills, this course provides a solid foundation and practical insights into the world of Power BI. I highly recommend this course to anyone seeking to unlock the full potential of data visualization and analysis in their professional journey.

Thank you

Evelyn Tah

I'm currently taking the Power BI online course. The instructors break down the teaching to bite size videos. The demos are easy to follow and gives me the confidence to build my own dashboards. Really thankful to have discovered this course. Keep up the good work!

Keep up the good work!

Jennifer Ng

"This course is the best. It's packed with informational and realistic examples. I love the downloads that are available for you to practice what's being taught. This course has really enhanced my skills."

The Best!

Jasmine Akujobi

Very thorough and informative no matter your excel skill level.

Informative

Tam Tran

Very creative and informative, and I enjoyed learning the course. They cover all the small detailed points and explain each small point with its relation to other points in all the lectures. This is done with high-quality resolution videos. Thank you and good luck to the Career Principles team!

Just What I was Looking For!

Rashed Al-Romaithi

Very detail analysis to financial ratios and the three financial statements, do recommend to any beginners who are looking to go to banking and financial services!

Very detailed

Steven Huang

This a great course to take to learn more about various levels of excel features. Instructors are easy to follow and understand. Highly recommended.

Easy to Follow

Oscar Pessoa Rivero

I have been using Excel to keep track of assignments for years. It wasn't until I decided to shift career paths that I found this course and realized just how powerful Excel is! This course does an amazing job of breaking down concepts, formulas, functions, visualizations, dashboards, you name it, this course explains it! I love Kenji's YouTube channel, and this course is like an extension of the videos he produces. Great stuff!

Great stuff!

David H

Course is very well paced and easy to follow

Well paced

Reeta Sooknah

Great course on SQL. I really learned a lot! I would recommend this course for anyone interested in learning more about SQL.

Great Course on SQL

K R

Comprehensive and great for beginners and intermediate. I strongly recommend this course

Strongly Recommend

Robert Wirima

This course is worth it! I would entreat anybody who wants to advance their knowledge in Excel to take this course. My commendation and respect to the Career Principles Team, Kenji, and Co. Well done, guys.

This course is worth it!

Selasi Kwame

I recently concluded an online financial course and found it an excellent learning experience. Meticulously organized, the class offered clear explanations and relatable examples to simplify intricate financial concepts. Additionally, including practical exercises and case studies enabled me to apply these concepts in real-life situations. Consequently, this course has given me a heightened confidence in my financial knowledge and abilities. I highly recommend this course to individuals seeking to enhance their financial literacy.

Excellent Learning Experience

Dinah Fojas

"The course delivered as promised. It had the right balance of theory and practical exercises with downloadable resources to further my learning. Great job!"

Awesome Course!

Andy Giro

"Very thorough and practical, definitely recommend for those who want to level up their Excel skills."

Excellent

Bilal Kamara

"This course has given me the opportunity to strengthen my accounting foundations, learn how to build a dynamic 3-statement model, conduct a complex DCF, Comps and Precedent Transactions valuation, and create a stock pitch deck to present to target clients."

Cheers!

Marvel Tanudjaja

I LOVE THE TRAINING PROGRAM. EASY TO UNDERSTAND AND CAN RERUN AS NEED FOR CLARITY. I LIKED IT SO MUCH I PURHCASED THE ENTIER OFFERING!

I LOVE THE TRAINING PROGRAM

George Taylor

"The case studies are just perfect!"

Perfect!

Murilo Cangueiro

This course is extremely beginner friendly, and teaches you all the necessary formulas, concepts, and shortcuts necessary. The end of each module provides a case study allowing you to practice what you've learned.

Beginner friendly

Julian Mascio

I love that it's interactive I learn best when I am doing the work not just watching. The instructors answer your questions so quickly. Better than LinkedIn courses by a long shot.

I love that it's interactive

Ashley Thompson

"Really enjoyed the practical case studies that made it feel like a real scenario I could encounter at work."

Super Helpful!

Isabella West

I highly recommend investing some courses from Career Principles. You'll not only learn the skills that you'll need to succeed in your business career, but also a brush up on some important skills that might be useful for your job.

Highly Recommend

J Lee

"I've seen a lot of Excel courses out there, but this one is definitely the best. It covers a lot of topics and gives great explanations for all of them. Plus you get to do real-world exercises at the end to put into practice what you've learned. I highly recommend."

Great Explanations!

Jamie Forschner

Awesome practice with real life case study

Awesome Practice

Rupali Kapadia

Lesson material is extremely relevant, intuitive, and easy to follow. I've learned everything from Microsoft Excel, Power BI to MySQL.

Easy to follow

Michael Dos Santos

Well Organized and very practica course... congratulations..

Well Organized

Hyascar Jesus Vargas Zelada

I've taken multiple courses with Career Principles and some of them I'm still going through. The way the material is presented in each course has been clear and easy to understand with the many examples. The key to effective training is the real world application of key concepts and projects. In other words, how can this training be used in real world projects that you would need in your career. Thank You!

Thank you!

Keith Aul

"The best Excel course. My Excel skills have improved significantly. Thank you guys for creating such a wonderful course."

Wonderful Course!

Ebenezer Anane

"Very thorough and comprehensive! The guidance I received from the senior instructors helps me in my everyday life as a financial analyst at Amazon."

Well Done!

Tristan Chiu

Pretty good. Compiled and comprehensive. Good excel exercises and good to work with real examples! You might have to have some knowledge to make sense of everything presented here. This is not a course for finance. It is a course in using excel for financial modelling and so its helpful to have finance knowledge.

Pretty Good

Raghav Wasan

Great content! Highly recommend for refresh accounting skills

Great Content!

Naseef Kamal

Very engaging and informative.

Engaging

Justin Risin

The course provided valuable insights and was worth every penny. I highly recommend it.

Worth Every Penny

Molly Dadzie

The courses are exceptionally helpful and thorough, teaching practical applications of theoretical knowledge, which is exactly what I've been seeking. They're easy to follow, though a solid foundation in finance and accounting is necessary for full comprehension.

Exceptionally Helpful

Garay

This course is also good for all users: Encourage everyone to enroll and see the treasure that was hidden within... Go for it

Good for All Users

Tooma Tawita

I just randomly encountered Kenji on his Youtube videos. As a finance lover, I decided to pay for this course and learned a lot from what he and his team taught me. I hope I would be able to connect them on LinkedIn some days.

Learned a lot

Hai Nguyen

"Semi-retired physician doing this for fun. Wish I had this knowledge in Med School as it would have been very valuable for expanding business knowledge and maybe entrepreneurship."

Very Valuable

Robert Remondino

At first I was a bit worried that having to remember the different shortcut keys, would slow down my progress. However, after applying them to the exercises a few times, I now try to do the case studies on my own first, then watch the videos to see if my approach makes sense.

Makes sense!

Ikmareka Hunt

Kenji has done a superb work. Pls add also more cases or pitch deck. However, full program is well designed for MBA students to Proferssionals.

Superb Work

Johnny Chowdhury

As an investment club president, I wholeheartedly recommend the Finance & Valuation Module for people who want to develop their technical finance skills. The digestible lessons, straightforward content, and hands-on walkthroughs helped our new members secure finance internships as freshmen.

Exceptional Training Solution!

Michael Penna

Very well structured course. I've been working with Excel for over 10 years, but I still learned a lot of neat shortcuts and functions that's applicable to my role as a business analyst.

Very well structured course

Will

This is handy and good. I like the explanations and clarity when formulas and the theory around the formulas are explained. I also like the keyboard cheat sheet and the fact he uses the keyboard shortcuts in the videos.

I like this course and recommend it

Tom Munt-Davies

Amazing learning platform! Course modules are well organized, which makes it so easy for learning new skills. Additionally, you can add projects to your portfolio after you complete a course. Really enjoy learning with Career Principles!

Amazing Learning Platform

Samantha Li

Awesome learning Power BI and Kenji's' explanations are very clear and easy to follow.

Awesome learning Power BI

Jim Brooks

Amazing course, with the essential things that you might need in future workplace + the case studies are really good to test yourself.

Amazing Course!

Erik Reznicek

"Kenji & Michael's teachings are practical and focus almost entirely on giving the student the tools to succeed in real life business and finance scenarios. After finishing the course, I feel like I am no longer missing out on something that is so essential for my career."

Highly Recommend!

Yakuphan Alptekin

Great course. One issue for me is I am not a fan of keyboard shortcuts, I wish more of the alternative navigation to input was explained

Great course

Tim Lorentz

"The senior instructors have really helped me develop the skills I needed to perform at the level of a finance professional. These practical skills have carried me a long way in my banking career!"

Just What I Needed!

Daniel Mwabila

The Power BI course is outstanding! The pace is perfect, the content is business relevant, and the instructor does a great job explaining concepts. This course is a game changer for me and I'm excited to apply the new skills that I've learned!

Outstanding!

Linda Fligg

I thoroughly enjoyed this Power BI course! The content was clear, well-structured, and incredibly helpful for improving my skills. The examples and case studies provided valuable insights and made the learning experience more engaging and practical. I recommend this course to anyone looking to enhance their Power BI proficiency. Thank you for such an informative and enriching experience.

Thoroughly Enjoyed Power BI

Selina Chee

Great Excel and Power BI courses. Lots of interesting and interesting things I've learnt. I do recommend it!

I do recommend it!

Vladimir Sobur

This excel course for finance is very useful, I recommend it to those who work in finance

Recommend to those in finance

Aditiya Kusuma

"Clear explanation with concrete examples."

Clear Explanations!

Russell Tankoua

Very much so I started as a true beginner , Now I feel like I grow tremendously.

I grow tremendously

Antonio Newman

The course is very easy to understand as it's very precise, short, and direct to the point. I learned a lot from this excel course and will definitely help me elevate my accounting skills. Great course!

Great course!

Cristine Ramos

"The lessons are structured, clear, and concise. They even have downloadable files that you can practice on! When you complete the courses, you can add them easily to your LinkedIn and reap the benefits! In addition, the team is quick to respond and happy to help."

Extremely Impressed

Josh McDonald

This is my first Excel course and I honestly love it. As a former educator looking to upskill, I can honestly say the lessons are SUPER easy to follow along and have an incredible amount of information. Highly recommend for anyone looking to sharpen up their Excel skills.

I Honestly Love It

Mitch Saffle

The materials are well organized and thought through. Definitely recommend it!

Definitely recommend it!

Arif Rashid

The course is more than I expected, I like the way of teaching, and I want to highlight that it was nice to find practice by the end of each module. All that I need to know, I found it here ..

More than I Expected

Nour Eldin

"This course managed to reactivate the knowledge from my university studies 15 years ago and, above all, to translate it into a practical context. The Excel skills taught along the way are at least as valuable to me. Thank you Kenji & Team ."

Very, very helpful!

Marco Horn

The online Power BI course exceeded my expectations with its comprehensive content and expert instruction. Highly recommended for anyone looking to master Power BI skills. The course platform is better experienced on a laptop than an iPad.

Exceeded my expectations

Khin Yaminn

It was a wise decision to purchase this course. As an analyst, I'm learning a lot and applying what I've learned to my current position.

Wise Decision to Purchase

Jamaal T

Excellent videos, walkthroughs, and explanations!

Excellent

Joseph Daher

Loving it...I am learning a lot but PRACTICE, PRACTICE, PRACTICE. There is a lot of information. I am very excited to complete it, but I will make sure I get it 100% before I complete it.

Loving It...

Peggy Martes

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Excel + Finance & Valuation Bundle

What you’ll learn

Who are these courses for?

University Students

Working Professionals

Career Switchers

Become Proficient in Excel

Become Proficient in Finance & Valuation

Practical lessons applicable to real business & finance opportunities

Course Curriculum

Impress recruiters with your resume

What our students say

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