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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
  • Excel Shortcuts Refresher
  • Excel Formulas Refresher
  • Gridlines, Rows, and Columns
  • Removing Duplicates
  • Text Formatting
  • Find & Replace
  • Income Statement Formatting
  • Revenue Assumptions
  • Making the Income Statement Dynamic
  • Graphs & Visuals
  • Summary Financials
  • Grouping Sections
  • Navigation Bar
  • Data Validation, Adding Comments, & Protecting Sheets
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!

career principle certificate
Testimonials

What our students say

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Our Students Now Work At

Instructors

Meet Your Instructors

Kenji Farre

Senior Instructor
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!

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

Select the course or bundle that works best for you

Excel for Business & Finance
Single Course
Was:
$179.00
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: Dynamic Financial 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
Was:
$279.00
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: Dynamic Financial 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
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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.

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.

More questions?

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