Excel for Finance Course

Master Excel for Finance and take your Financial Analysis skills to the next level!

4.91 (121 ratings)
Introduction to the course EFF

What Will You Learn?

  • Naming Cells and Range
  • Basic Maths
  • Absolute & Relative Cell referencing
  • Logical Functions
  • Date Functions
  • Ampersand & Concatenate
  • Excel Shortcuts
  • Index & Match Functions
  • LOOKUP & HLOOKUP Functions
  • Sensitivity Analysis (One variable and two variable)
  • Goal Seek & Solver
  • Basic Conditional Formatting
  • Pivot Table 
  • Computation of PV, FV, PV of annuity, RATE, NPER function
  • NPV & IRR 
  • Personal Finance calculations like EMI calculation, PV of future cash flows etc.
  • Loan and Mortgage Payments
  • Calculation of Nominal and Effective Interest Rates
  • Cell Styles
  • Quick Access Toolbar
  • Data Validation
  • Page Break & Freeze Panes

This Course Includes

6+ hours of video tutorials

10+ downloadable excel

Certificate of completion

Course Summary

Excel for Finance is an indispensable training program that empowers individuals with essential skills and knowledge to unlock the full potential of Microsoft Excel in the realm of finance. 

In today’s financial landscape, where data-driven decision-making is paramount, mastering Excel is crucial for finance professionals, aspiring analysts, and business owners. This comprehensive course establishes a strong foundation in utilizing Excel for financial analysis, modeling, and critical decision-making processes.

CourseOnline Excel for Finance Course
Hours6+ Video Hours
Core CoverageNaming Cells and Range
Absolute & Relative Cell referencing
Logical Functions and Excel Shortcuts
Index & Match Functions, VLOOKUP & HLOOKUP Functions
Sensitivity Analysis, Goal Seek & Solver
Basic Conditional Formatting
Pivot Table
Computation of PV, FV, PV of annuity, RATE, NPER function, NPV & IRR
Personal Finance calculations like EMI calculation
PV of future cash flows etc.
Loan and Mortgage Payments
Calculation of Nominal and Effective Interest Rate
Cell Styles, Quick Access Toolbar, Data Validation, etc.
Excel Templates Downloadable?Yes, Excel templates are downloadable.
Online Basic Excel Course ValidityUnlimited access to the online Excel for Finance Course videos for 1 year
EligibilityAnyone with a basic knowledge of the fundamentals of Finance.
Pre-RequisitesBasic knowledge of Excel and Accounting
What Do You get?Certificate of Completion
Certification TypeOnline Certificate
Verifiable Certificates?Yes
Type of TrainingSelf-Paced Video Course on Excel for Finance
Software RequiredExcel

Course Content

Course Description

The Excel for Finance course aims at equipping Finance and Accounting users with the fundamental functions that are most relevant to their work with business data. 

In this Excel for Finance course, you will acquire a comprehensive understanding of the essential tips, tricks, shortcuts, functions, and formulas that will empower you to become an Excel power user. This course is meticulously crafted to meet your specific needs for individuals engaged in professional financial analysis, financial modeling, or those aspiring to pursue a career in finance.

What We Offer:

  • Comprehensive Curriculum: Our course curriculum is meticulously designed courses cover a wide range of finance topics, from basic financial calculations to advanced financial modeling. Whether you’re a beginner or an experienced professional, our courses cater to all skill levels.
  • Hands-on Approach: With this course you will learn by solving practical finance-related problems. Our course provides real-world examples and case studies, allowing you to apply your newly acquired Excel skills to relevant financial scenarios.
  • Industry Experts as Instructors: Our instructors are seasoned finance professionals with extensive experience in using Excel for finance. They’ll guide you through the course, sharing valuable tips, tricks, and best practices along the way.
  • Flexible Learning: Our course enables you to study at your own pace and on your own schedule. The Excel for Finance Course is available online, allowing you to access the materials whenever and wherever you prefer. Fit your learning around your busy lifestyle.
  • Career Advancement: On successful completion of Excel for Finance course, you enhance your job prospects by unlocking the doors to lucrative finance and consulting opportunities.
  • Certification: After successfully finishing the course, you will be awarded a certification that demonstrates your proficiency in Finance as well as in Excel.

Certificate Sample

Who Is Eligible?

  • Accounting and Finance graduates
  • Finance professionals
  • Entrepreneurs and Business Owners with Finance knowledge
  • Investors with Finance knowledge
  • Candidates from technical background like Diploma, B. Tech or Engineering who wants to make a career in finance

Frequently Asked Questions (FAQs)

The Excel for Finance course is designed for individuals who want to enhance their finance skills using Microsoft Excel. It caters to beginners as well as experienced professionals looking to improve their financial analysis and modeling abilities.

No prior knowledge of Excel or finance is required. The course starts with the basics and gradually progresses to more advanced topics. However, a basic understanding of Excel and finance concepts can be beneficial.

The Excel for Finance course is curated in a step-by-step manner, covering essential concepts, practical exercises, and case studies. The course covers a wide range of topics starting from basic Excel set-up to financial calculations. You’ll gain practical skills applicable to various finance-related tasks.

This is a 6+ hour  self-paced course, allowing you to complete it at your convenience within a reasonable timeframe. Once taken, you will get 1 year validity to the course materials, enabling you to revisit the content whenever needed.

Yes. Upon successful completion of the course, you will receive a certificate of completion. This certificate can be a valuable addition to your professional portfolio and enhance your career prospects.

You can pay using different payment methods including credit cards, debit cards as well as Paypal.

Yes. Every course will conclude with MCQ-style quizzes to test your learnings throughout the course. You will be provided with a certification once you score the minimum marks required from the assessment.

Yes. Anyone from anywhere, irrespective of their geographical location, can enroll in the course.

Yes. We do offer limited-time and special occasion discounts.

You may contact us at [email protected] for course related inquiries.

Finance for Excel is your gateway to financial excellence. Start your journey today!

Course Reviews / Testimonials

Emily Scott

“Enrolling in the Excel for Finance course was the best decision I made for my professional growth. The course content was specifically tailored for finance professionals, covering topics such as financial functions, data validation, and sensitivity analysis. The course’s practical approach has directly translated into improved efficiency in my finance role. I highly endorse this course for anyone working in the finance industry.”

V. Sudarsana

“I recently completed the Excel for Finance course, and I can’t express how valuable it was. The course covered a wide range of financial concepts and their practical applications in Excel. This course is a must for anyone looking to start their career in financial analysis and excel the art of decision-making.”

David Mario

The instructor’s deep knowledge of both finance and Excel made the learning experience exceptional. The course materials were comprehensive, and the practical exercises allowed me to apply what I learned. I now feel more confident in handling financial data and making informed decisions.


Excel sheets provided are very helpful in practising the functions at the end of each module. Add a pdf document comprising of all the Financial Functions that had been taught in the Excel for Finance Course.It is very educational and I enjoyed every bit of it and recommend this course 100%.

Lucia Lopez Otal

This was a very informative course on financial functions in Excel that introduces formulas to determine Future Value, Present Value, Simple Interest, Compound Interest, NPER, Interest Rate, Multiple and Discounted Cash Flows, Rate of Return, PMT, and Bond Valuation among other Excel features. I appreciated the instructor’s pace as well as the inclusion of multiple practice exercises.

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Created By WallStreetMojo Team

Course Director

Dheeraj Vaidya, CFA, FRM

  • ex-JPMorgan, CLSA Equity Analyst
  • CFA, FRM Chaterholder
  • 18+ years of Training Experience