Excel for Business & Finance
Learn everything you need to know about Microsoft Excel from business and finance industry professionals.
Taught by Instructors with Experience At
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
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
- Course Overview
- Excel Computer Settings
- Course Resource: Excel Shortcuts
- Course Resource: Excel Formulas Glossary
- Overview of Excel Spreadsheets
- Data Entry on Excel
- Editing Rows and Columns
- Saving, Closing, and Printing
- 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
- 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
- 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
- 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
- Excel Interview Test
- Advanced Excel Interview Test Q1
- Advanced Excel Interview Test Q2
- Advanced Excel Interview Test Q3
- 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
- Finance Case Study Instructions
- Building a Pricing Returns Calculator
- Trading Chart
- Pricing Variance Table
- 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
- Excel Macros
- Next Steps & Additional Resources
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!
Excellent Experience!
David Rodrigues
Makes sense!
Ikmareka Hunt
I love that it's interactive
Ashley Thompson
Exceeded my expectations
Khin Yaminn
Exceptional Training Solution!
Michael Penna
Extremely Impressed
Josh McDonald
The Best!
Jasmine Akujobi
Amazing Course!
Erik Reznicek
Highly Recommend!
Yakuphan Alptekin
Very Valuable
Robert Remondino
Amazing, Detailed and Realistic!
Ishaan Mathur
Great Explanations!
Jamie Forschner
Just What I was Looking For!
Rashed Al-Romaithi
Thank you!
Keith Aul
Excellent
Bilal Kamara
Very, very helpful!
Marco Horn
I like this course and recommend it
Tom Munt-Davies
Great job!
Marco Franceschini
Super Helpful!
Isabella West
Cheers!
Marvel Tanudjaja
Clear Explanations!
Russell Tankoua
Worth the Money!
Jamaal Tobias
A Very Complete Course!
Teo Ballbe
Perfect!
Murilo Cangueiro
Wonderful Course!
Ebenezer Anane
Awesome Course!
Andy Giro
Just What I Needed!
Daniel Mwabila
Well Done!
Tristan Chiu
Great Content!
Naseef Kamal
Informative
Tam Tran
Keep up the good work!
Jennifer Ng
Awesome learning Power BI
Jim Brooks
Great stuff!
David H
Excellent
Joseph Daher
This course is worth it!
Selasi Kwame
Clear, concise instruction
Matt Pounch
I cannot recommend their courses highly enough!
Justin Galczynski
Well paced
Reeta Sooknah
I do recommend it!
Vladimir Sobur
Beginner friendly
Julian Mascio
Engaging
Justin Risin
Recommend to those in finance
Aditiya Kusuma
I grow tremendously
Antonio Newman
Very detailed
Steven Huang
Great course
Tim Lorentz
Learned a lot
Hai Nguyen
Our Students Now Work At
Your instructors
Hey there, I’m Kenji, a Cornell University graduate and Microsoft MVP with work experience at companies like Amazon, Goldman Sachs, and PwC. Over the past year, our tutorials have helped 15M+ people level up their Excel, Business, and Data skills. I know exactly where the pain points are -I’ve lived them myself. Looking forward to getting started!
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.
Learn the skills you need to advance your career
Select the course or bundle that works best for you
- {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
- {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
FAQs
Frequently Asked Questions
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.
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.
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!
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!
You will have lifetime access to the lessons and materials. The course can be taken on both smartphone and computer.
For any other general inquiries, please contact us at info@careerprinciples.com