Excel for Finance Training (15 Courses, 4+ projects)

This Excel for Finance Course is a bundle of 15+ courses with 72+ hours of video tutorials and Lifetime Access.

Topics include Microsoft Excel, Charts & Graphs, Power Excel, Financial Functions In Excel, Microsoft Excel for Financial Analysis, Power Pivot, Excel Simulations, Excel Reports

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What you get in this Excel for Finance Training?

Online Classes

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Technical Support

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Mobile App Access

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Case Studies

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About Excel for Finance Course

Courses No. of Hours
1 Microsoft Excel Course – Beginners 3h 8m
2 Microsoft Excel – Advanced 6h 06m
3 Microsoft Excel Charts and SmartArt Graphics 6h 52m
4 Power Excel Training 5h 27m
5 Microsoft Excel Reports 8h 35m
6 Project – Microsoft Excel Simulations Training 2h 18m
7 Financial Functions In Excel – Microsoft Excel 2013 Course 2h 4m
8 Pivot Table for Beginners 1h 29m
9 Pivot Tables Hands-on! 2h 22m
10 Project – Analysis with Pivot Tables 4h 6m
11 Power Pivot in Microsoft Excel 2016 3h 34m
12 Advanced Excel 2016 – Some Important Features 3h 26m
13 Microsoft Excel Solver Tutorial 1h 23m
14 Mastering Microsoft Excel Date and Time 2h 54m
15 Date and Time Functions Microsoft Excel Training 2h 39m
16 Project – Building Dynamic Heat Map in Microsoft Excel 2016 1h 17m
17 Microsoft Excel for Financial Analysis 1h 26m
18 Comprehensive VBA and Macros Training 11h 8m
19 Project on VBA – Financial Modeling using VBA 3h 9m

Course Summary

Course NameOnline Excel for Finance Course Bundle
DealYou get access to all the 15 courses. You do not need to purchase each course separately.
Hours72+ Video Hours
Core CoverageMicrosoft Excel, Charts & Graphs, Power Excel, Financial Functions In Excel, Microsoft Excel for Financial Analysis, Power Pivot, Excel Simulations, Excel Reports
Course ValidityLifetime Access
EligibilityAnyone who is serious about learning Excel for finance
Pre-RequisitesBasic knowledge of Excel
What do you get?Certificate of Completion for each of the 15 courses
Certification TypeCourse Completion Certificates
Verifiable Certificates?Yes, you get verifiable certificates for each course with a unique link. These link can be included in your Resume/Linkedin profile to showcase your enhanced skills
Type of TrainingVideo Course – Self Paced Learning
System Requirement1 GB RAM or higher
Other RequirementSpeaker / Headphone

Excel for Finance Course Curriculum

In this Excel for Finance Course, you will learn to look at finance differently. Imagine that you know finance, but never get around how to use MS Excel or look objectively at a complex spreadsheet, would you be able to become an accomplished financial analyst?

You would need to know how to MS Excel like a master. And that’s what we have made easy for you. In this Excel for Finance Course, we would teach you how to master MS Excel at a level that you would easily be able to generate reports, create complex models, and make your mark in your organization.

Before we talk about the prerequisites, the target audience, FAQs, and career benefits, let’s look at the curriculum of the Excel for Finance Course briefly –

Sr. No.Course NameNo. of HoursCourse Description
1Microsoft Excel Course – Beginners3This is the first module of the course. In this course, you will learn the fundamentals of MS Excel course. This is important if you’re learning MS Excel for the first time. You will learn about functions, formulas, charts, pivot tables, freeze, split, Count-If, Sum-If etc. You need to watch 30 videos to cover the module.
2Microsoft Excel – Advanced6This is the extension of the previous module. In this module, you will learn about a few useful excel functions, data function, What If Analysis, arrays, names & dynamic range, form controls, advanced charts etc. You need to watch 61 videos in total to cover the whole module.
3Microsoft Excel Charts and SmartArt Graphics7In this Excel for Finance Course, you will enter the nitty-gritty of how a financial analyst should know about MS Excel. In this module, you will learn about pictures, clip arts, excel chart, data table, pie chart in excel, line charts, bubble chart, surface chart, pyramid charts, aspects of scatter plot, etc. You need to watch 51 videos in total to cover the module.
4Power Excel Training5In this module, you will learn about functions, VLookUp, future value function, business information, database information, data comparison & filter, pivot chart, power view etc. You need to watch 47 videos to cover the module.
5Microsoft Excel Reports9This Excel for Finance Course module is dedicated to how you can create a report using MS Excel. You will learn the shortcut functions, excel functions, vertical lookups, financial function, and average if function. You need watch 56 videos in total to cover the module.
6Microsoft Excel Simulation Training2In this Excel for Finance Course, you will learn about data simulation. You will learn in length about data simulation, goal-seek, table simulations, data validation, macro filters, and Monte Carlo simulations. You need to watch 19 videos to cover the whole module.
7Financial Functions in Excel2In this Excel for Finance Course, you will learn the nitty-gritty of financial functions. You will learn about future value, Si, Ci, PV, NPer, Rate, the value of an investment with multiple cash flows, calculating the rate of return, analyzing loans and payments, and bond valuation. You need to watch 23 videos in total to cover the entire module.
8Pivot Table1In this module, you will learn about the features, layouts, and updating data in Pivot. You will also learn about pivot tables, formatting multiple files etc. You need to watch 9 videos in total.
9Power Pivot in Microsoft Excel 20163In this Excel for Finance Course, you will learn about the power pivot GUI, data import, formatting, pivot chart example, pivot table example, and inserting slicer. You need to watch 21 videos to cover the whole module.
10Advanced Excel 2016 – Some Important Features4In this module, you will learn a brief overview of the advanced features of MS Excel. We will also talk about the shortcuts, excel control, cell comments, named ranges, and also advanced formulas. You need to watch 19 videos to cover the entire module.
11Microsoft Excel Solver Tutorial1In this short module, you will learn about the introduction to excel solver and about describe solver. Then, we will go through a solver example and discuss the solver in excel for simultaneous and minimizing shipping. You need to watch 7 videos in total to cover the entire module.
12Mastering Microsoft Excel Date and Time3As we always start a module, we will start with a brief introduction. Then, you will learn about the date value, time value in the excel, and date & time formats. Finally, we will discuss functions related to MS excel date & time like timed-if, dated-if. You need to watch 31 videos in total to cover the module.
13Date and Time Functions Microsoft Excel Training3This Excel for Finance Course is focused on date & time functions of MS Excel. First, we will start with a brief overview and then, we will talk about date format & function, and day function. You need to watch 15 videos in total to cover the whole module.
14Building Dynamic Heat Map in Microsoft Excel 20161In this module, we will start with a brief introduction to a heat map, an example, and formatting rules for the dynamic heat map in excel. Then, we will discuss how to create a heat map using sales data and how to display data using a channel. This entire module will need you to watch 9 videos.
15Microsoft Excel for Financial Analysis1In this last module, you will get the crux of this entire Excel for Finance Course. You will learn the basics of financial analysis – NPV & PV function. You will also learn about IRR, Max-Min, Sum If, and also about loan schedule. You need to watch 6 videos in total to cover this module.
 Total Duration72 Hours 
Industry Growth Trend

The wealth management platform market was valued at USD 1.52 Billion in 2016 and is projected to reach USD 3.20 Billion by 2022, at a CAGR of 13.4% during the forecast period. The base year considered for this report is 2016, and the forecast period is 2017–2022.
[Source – MarketsandMarkets]

Average Salary

Average Salary

$90,321 per year

Salary estimates are based on 5,836 salaries submitted anonymously to Indeed by Finance Manager employees, users. The typical tenure for a Finance Manager is 2-4 years.
[Source – Indeed]

Certificate of Course Completion  – Excel for Finance

What tangible skills will I learn?

You would learn a lot of skills in this course. We’re mentioning the most important ones in this section –

  • MS Excel (Basic and Advanced): By doing this course, the first thing you will master is MS Excel. You will not only complete the basics of MS Excel, but you will also learn the advanced level formulas and functions. And these functions and formulas will help you analyze the financial statements and do the financial analyses.
  • Generating Excel Reports: When you would look at the financial statements and analyze them by using MS Excel, it’s not enough. You need to know how to produce reports that you can present to the top management. In this Excel for Finance Course, you will also learn how to produce reports using MS Excel.
  • Financial Functions & Formulas: You would learn a lot of advanced financial functions and also many formulas that you would be able to use while analyzing the financial data for an organization.
  • Willingness to do the course: Not everybody would be ready to do an MS Excel course on Finance. If you’re not from a finance background, you may choose an MS Excel course on HR or marketing. But until you’re willing and committed in doing this course, you won’t be able to get the best value out of it.
  • Basic knowledge of finance: The Excel for Finance Course is designed in such a way that even a beginner can do this course. But considering that you’re coming from a finance background, it would definitely help if you have a basic knowledge of finance. That way you would know where to use MS Excel and as a result, you would be able to know how to use MS Excel for the maximum benefit.
Target Audience
  • Students of Finance: If you’re a student of finance (no matter what – graduate or undergraduate), this Excel for Finance Course would be the perfect one for you. And we encourage you to do it before you apply for any job. Doing this course will allow you to have an edge over others and you would master spreadsheets for finance.
  • Finance Professionals: If you have been running the show in finance for a long time (or maybe for a few years), you know what role MS Excel plays in getting things right. If you do this Excel for Finance Course, this may act as a refresher and you also may learn a thing or two about the spreadsheet management.
  • Entrepreneurs: When you’re starting out a business, spreadsheet is your friend. And by all means, you need to make sure that your numbers are right so that you can raise the money for your venture. Doing this course would be a critical step toward making things right and as a new entrepreneur you would learn a lot about getting the numbers right through MS Excel.

FAQs – General Questions

Our counter-question is why shouldn’t you do this course? If you’re still doubtful, you can have a look at the curriculum. This course is one of the best courses you would ever find on MS Excel for finance professionals.

You may, but we don’t encourage you. It’s better to choose a Excel for Finance Course that’s related to your domain. You can have a look at the other courses that we have and learn MS Excel through and through.

Sample Previews

Understanding Npv and Irr

Pmt Functions Continues
Table Simulations
Career Benefits
  • You would be way ahead in your career: There would certainly be a difference between doing this course and not doing this course. Doing this Excel for Finance Course would help you go ahead in your career by directly showing your capacity to the top management. And not doing the course would let someone else get the promotion.
  • You will be directly benefiting the organization reap benefits: Learning this course would help you directly benefit the organization in generating revenue. If you learn MS Excel, you would be able to present the data quite well. More clarity will bring better decisions. As a result, your organizations will make better profits.

Course Reviews / Testimonials

Bharath R

This Excel for Finance Course is very unique, simple and easy to understand and I’m damn sure it will be very helpful in my career. This course is particularly for a person who wants to learn financial functions practically. I definitely recommend this course to my friends.

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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.