Excel for Business & Finance

Learn everything you need to know about Microsoft Excel from business and finance industry professionals.

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Taught by Instructors with Experience At

Overview

What you’ll learn

This course will teach you all the Excel formulas, charts, and shortcuts you need to stand out in any business or finance role. We’ll start with the very basics, and gradually progress to creating professional spreadsheets such as financial models, dynamic pivot tables, and interactive dashboards. Throughout the course modules, you’ll learn the theory, followed by 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.

100+ High Quality Lessons

Downloadable Excel and PDF Files

Four Real-Life Case Studies

Lifetime Access on Any Device

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.

Build a strong foundation for your career

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

Practical Excel lessons applicable to any business or finance role

Specifically tailored for current or aspiring professionals in business and finance oriented roles such as a financial analyst, management consultant, business analyst, investment banker or product marketer, among others.

Career focused lessons applicable to real business & finance opportunities

Our courses are specifically tailored to current or aspiring professionals in business, finance, or investment-oriented roles. These include financial analysts, investment bankers, management consultants, product marketers, or business analysts, among many others.

Course Curriculum

Module 1: Course Introduction
  • Course Overview
  • Excel Computer Settings
  • Course Resource: Excel Shortcuts
  • Course Resource: Excel Formulas Glossary
Module 2: Introduction to Excel
  • Overview of Excel Spreadsheets
  • Data Entry on Excel
  • Editing Rows and Columns
  • Saving, Closing, and Printing
Module 3: Formatting Data
  • Cell Borders, Colors, and Alignment
  • Formatting Numbers\Format Painter
  • Merge and Center
  • Conditional Formatting
  • Freeze Panes
  • Grouping
  • Excel Shortcuts
  • Quick Access Toolbar Shortcuts
  • Case Study: Putting it All Together
Module 4: Excel Formulas
  • Basic Formulas: COUNT, AVERAGE, MEDIAN, MIN, MAX, SUM
  • IF and IFERROR Formulas
  • SUMIF and SUMIFS
  • COUNT, COUNTA, COUNTIF, COUNTIFS
  • LEFT, RIGHT, MID
  • CONCATENATE
  • RANK and ROUND
  • Date and Time Formulas
  • Text Formulas
  • VLOOKUP, HLOOKUP, Data Validation
  • Index and Match
  • XLOOKUP
  • OFFSET
  • CHOOSE (Scenario Analysis)
  • GOAL SEEK
  • SENSITIVITY ANALYSIS
  • Case Study: Building an Income Statement using Excel Formulas
Module 5: Financial Formulas
  • Present Value & Future Value
  • Net Present Value (NPV)
  • XNPV & XIRR
  • Internal Rate of Return (IRR)
  • Loan Schedule
  • Loan Schedule Pt2: PPMT, IPMT, CUMIPMT
  • Case Study: Project Analysis and Loan Amortization Table
Module 6: Data Visualization
  • Bar Charts
  • Waterfall Charts
  • Football Field Charts
  • Pie and Doughnut Charts
  • Combo Charts
  • Area Chart
  • Pivot Tables
  • Pivot Tables Pt2: Design
  • Sorting and Filtering
  • Sparklines
  • Regression Analysis
  • Case Study: Building an Interactive Excel Dashboard
  • Course Reward: PowerPoint Course Discount
Module 7: Business Case Study
  • Excel Interview Test
  • Advanced Excel Interview Test Q1
  • Advanced Excel Interview Test Q2
  • Advanced Excel Interview Test Q3
Module 8: Advanced Business Case Study
  • Business Case Study Instructions
  • Business Case Study Introduction
  • Fixing Formatting
  • Fixing Formatting Pt 2
  • Linking ID with City Name
  • Working with Data Errors
  • Assumptions for Missing Data
  • Finding Insights from Data
  • Visualizing the Insights
Module 9: Finance Case Study
  • Finance Case Study Instructions
  • Building a Pricing Returns Calculator
  • Trading Chart
  • Pricing Variance Table
Module 10: Advanced Finance Case Study
  • 3 Statement Model Instructions
  • Case Study Introduction: 3 Statement Model
  • Gathering the Relevant Data
  • Setting up the Income Statement
  • Filling the Income Statement with Index Match
  • Setting up the Balance Sheet
  • Filling the Balance Sheet with Index Match
  • Income Statement Forecast
  • Income Statement Scenario Assumptions
  • Income Statement Forecast Assumptions
  • Building a Dynamic Model
  • Balance Sheet Format & Assumptions
  • Filling the Balance Sheet Forecast
  • Fixed Assets Assumptions & Forecast
  • Debt Schedule Assumptions & Forecast
  • Finishing the Balance Sheet
  • Cash Flow Statement
  • Cash Flow Statement Pt 2
  • Final Edits & Summary Output
Module 11: Next Steps
  • Excel Macros
  • Next Steps & Additional Resources
Get Certified!

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!

Get started
career principle certificate
Testimonials

What our students say

Real stories from real people

"Very thorough and comprehensive! The guidance I received from the senior instructors helps me in my everyday life as a financial analyst at Amazon."1

Well Done!

Isabella W.

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

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

"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 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

"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

"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

"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

"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

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

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

"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

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

Excellent

Bilal Kamara

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

Super Helpful!

Isabella West

"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

"Clear explanation with concrete examples."

Clear Explanations!

Russell Tankoua

"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

"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

"The case studies are just perfect!"

Perfect!

Murilo Cangueiro

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

Wonderful Course!

Ebenezer Anane

"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

"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

"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

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

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

"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 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

"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

"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

"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

"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

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

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

"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

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

Excellent

Bilal Kamara

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

Super Helpful!

Isabella West

"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

"Clear explanation with concrete examples."

Clear Explanations!

Russell Tankoua

"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

"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

"The case studies are just perfect!"

Perfect!

Murilo Cangueiro

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

Wonderful Course!

Ebenezer Anane

"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

"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

"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

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

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

"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 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

"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

"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

"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

"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

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

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

"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

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

Excellent

Bilal Kamara

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

Super Helpful!

Isabella West

"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

"Clear explanation with concrete examples."

Clear Explanations!

Russell Tankoua

"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

"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

"The case studies are just perfect!"

Perfect!

Murilo Cangueiro

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

Wonderful Course!

Ebenezer Anane

"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

"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

"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

Our Students Now Work At

Your instructors

instructor image
Kenji Farre
Senior Instructor

Hey there, I’m Kenji, a Cornell University graduate with work experience at companies like Amazon, Goldman Sachs, and PwC. In just a few months, our tutorials have helped 5M+ people level-up their Excel, Finance, and Business skills. I know exactly where the pain points are -I’ve lived them myself. Looking forward to getting started!

instructor image
Michael Quach
Senior Instructor

Aloha! I’m Michael, a Cornell University graduate born and raised in Honolulu, Hawaii. I’ve worked at companies like Tesla, Cushman & Wakefield, and IHG Hotels & Resorts. Throughout, I’ve experienced first-hand the importance of being proficient in Excel, finance, and valuation to perform in any business role. My hope is that our courses will help you take your career to the next level.

Course Pricing

Learn the skills you need to advance your career

Boost your productivity and gain confidence in your business and finance skills by selecting a course that works best for you.

Excel for Business & Finance
Single Course
$149.95
Includes:
  • {yes} Access to Full Excel Curriculum
  • {yes} Excel Course Completion Certificate
  • {yes} Excel Shortcuts Cheat Sheet (Windows + Mac)
  • {yes} Excel Formulas Guidance Sheet
  • {yes} Business Case Study: Excel Interview Test
  • {yes} Finance Case Study: Apple 3 Statement Model
  • {no} Access to Full Power BI Curriculum
  • {no} Power BI Course Completion Certificate
  • {no} Case Study: McDonald's Data Visualization Report
  • {no} Case Study: Nike P&L Dashboard
Get started
Excel + Power BI for Business Analytics
Bundle
$249.95
Recommended
Includes:
  • {yes} Access to Full Excel Curriculum
  • {yes} Excel Course Completion Certificate
  • {yes} Excel Shortcuts Cheat Sheet (Windows + Mac)
  • {yes} Excel Formulas Guidance Sheet
  • {yes} Business Case Study: Excel Interview Test
  • {yes} Finance Case Study: Apple 3 Statement Model
  • {yes} Access to Full Power BI Curriculum
  • {yes} Power BI Course Completion Certificate
  • {yes} Case Study: McDonald's Data Visualization Report
  • {yes} Case Study: Nike P&L Dashboard
Get started

FAQs

Frequently Asked Questions

How long will this course take me to complete?

The course is designed for students to complete around 2 modules per week, for a total of 4-5 weeks until course completion. However, the course can be completed at your own pace (faster or slower) and you'll have unlimited access to the materials.

Do you offer any corporate deals / bulk discounts?

Yes we do, please email us at info@careerprinciples.com with your details.

How is this course different to other Excel courses?

Unlike most generic Excel courses, our course is especially focused for business and finance roles using our internship and full-time experience at top tier companies such as Tesla, Amazon, and Goldman Sachs. Most other courses are too theoretical and disregard the practical applications of Excel on your day-to-day tasks as a working professional. That's why this course is based on real-life examples using the business offerings and financial statements of companies such as Apple. Lastly, we're with you every step of the way through our interactive discussion forum.

What level of Excel do I need?

This course is for all levels ranging from beginners to advanced users. If you're an advanced user, you might want to skip the first module!

What are the pre-requisites for this course?

You don't need any knowledge of business, finance, or excel concepts. All you need is a computer with Excel and a willingness to learn!

How long will I have the course materials for?

You will have lifetime access to the lessons and materials. The course can be taken on both smartphone and computer.

For other inquiries:

For any other general inquiries, please contact us at info@careerprinciples.com