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Word For Business & Finance

Create professional business reports and business documents in Microsoft Word with industry best practices.

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Taught by Instructors with Experience At

Overview

What you’ll learn

This course will teach you all the Word features, functions, and tools that you’ll need to create professional grade business documents in any business or finance role. We’ll start with the very basics, and gradually progress to fillable forms, corporate documents, internal business reports, and other advanced deliverables. Throughout the course, 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 of full-time working professional.

40+ High Quality Lessons

Downloadable Word and PDF Files

Ask us anything on the course discussion forum

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 professional business documents

Learn the Word tools and functions used to make industry grade business and finance documents. From a sample annual report page to a full internal business report, there are valuable lessons for everyone!

Learn using real-life business scenarios

Build on document creation fundamentals to make practical resumes, forms, reports, and other business documents that are applicable to any corporate role. Documents should be fit to send to managers, colleagues, clients, and other business stakeholders.

Made for current or aspiring business professionals

This course is tailored for current or aspiring professionals in any relevant business industry or corporate function. This includes financial analysts, investment bankers, management consultants, business analysts, product marketers, and sales associates among others.

Course Curriculum

Module 1: Course Introduction
  • Course Overview
  • Course Resource: Keyboard Shortcuts
Module 2: Basic Functions
  • Introduction to Microsoft Word
  • Ribbon Area
  • Layout Options
  • Header & Footer
  • Table of Contents
  • References (Footnotes, Citations, and more)
  • Case Study: Setting up a basic report layout
Module 3: Text Inputs
  • Basic Text Inputs
  • Hyperlinks
  • Word Shortcuts
  • Advanced Word Shortcuts
  • Case Study: Applying text features
Module 4: Visuals
  • Shapes
  • Icons, Images, and Media
  • SmartArt
  • Linking Excel Data to Word
  • Case Study: Creating an annual report page for McDonald’s
Module 5: Page Layout Features
  • Indents & Tab Stops
  • Line & Paragraph Spacing
  • Line & Page Breaks
  • Column Layouts
  • Table Layouts
  • Case Study: Formatting a Professional Resume / CV
Module 6: Advanced Functions
  • Adding Document Comments & Changes
  • Document Inspection & Protection
  • Fillable Forms
  • Mail Merge
Module 7: Nike Company Report
  • Company Report Introduction
  • Custom theme style for the report
  • Custom design for the table of contents
  • Report Cover Page
  • Report Header & Footer
  • Section 1: The Introduction
  • Section 2: Company Analysis
  • Section 3: Trend Analysis
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

Your instructors

Kenji Farre
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
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

Word for Business & Finance
Single Course
Was:
$79.00
Includes:
  • {yes} Access to Full Word Curriculum
  • {yes} Word Course Completion Certificate
  • {yes} Word Shortcuts Guidance Sheet
  • {yes} Case Study: McDonald’s Annual Report Page
  • {yes} Case Study: Professional Resume / CV
  • {yes} Case Study: Nike Internal Business Report
  • {no} Access to Full Excel Curriculum
  • {no} Access to Full PowerPoint Curriculum
  • {no} Access to Full Outlook Curriculum
  • {no} Excel, PowerPoint, Outlook Completion Certificate
Get started
The Complete Microsoft Office Bundle
Bundle
Was:
$349.00
Includes:
  • {yes} Access to Full Word Curriculum
  • {yes} Word Course Completion Certificate
  • {yes} Word Shortcuts Guidance Sheet
  • {yes} Case Study: McDonald’s Annual Report Page
  • {yes} Case Study: Professional Resume / CV
  • {yes} Case Study: Nike Internal Business Report
  • {yes} Access to Full Excel Curriculum
  • {yes} Access to Full PowerPoint Curriculum
  • {yes} Access to Full Outlook Curriculum
  • {yes} Excel, PowerPoint & Outlook Completion Certificates
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 3-4 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 from other Word courses?

Unlike most generic Word courses, our course is specifically tailored for elite level 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 creating industry grade business documents. That's why this course is based on real-life examples with the most notable being our Nike internal business report and McDonald's annual report page. Lastly, we're with you every step of the way through our interactive discussion forum.

What level of Word do I need for this course?

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

What are the prerequisites for this course?

All you need is a computer with Microsoft Office 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