Excel Fundamentals - Formulas for Finance at CFI Overview
Duration | 4 hours |
Mode of learning | Online |
Credential | Certificate |
Excel Fundamentals - Formulas for Finance at CFI Highlights
- Earn a certificate of completion from Corporate Finance Institute
- Prepare a role for Investment banking, Private equity, Corporate development, Equity research, Financial Planning & Analysis (FP&A)
Excel Fundamentals - Formulas for Finance at CFI Course details
- For beginners, intermediate, and even advanced users
- In this free Excel tutorial, you will learn all the tips, tricks, shortcuts, functions and formulas you need to be an Excel power user
- This free Excel course is designed specifically for spreadsheet users who are already performing professional financial analysis and financial modeling or are looking to prep for a wall street career
- This free Excel course is based on real investment banking training programs at global banks
- The quality of instruction you receive in this course will have you just as sharp as if you took an expensive, live Wall Street course
- This free spreadsheet training course starts with the Excel basics and quickly progresses to a more advanced level where even experts will learn something new
- We believe it is important to start at the bottom and build a solid base, which is why we review all the foundational skills you need before building more advanced spreadsheets
- In this Excel tutorial, you will learn to leave behind the mouse and use keyboard shortcuts to dramatically improve and speed up your spreadsheet building skills
- In the second half of the Excel crash course, you’ll notice that the functions and formulas get more sophisticated and the quality of financial analysis and financial modeling become much higher
- This half of the course focuses on finance-specific formulas that you would use as an analyst performing financial analysis on the job
Excel Fundamentals - Formulas for Finance at CFI Curriculum
Introduction
Course introduction
Instructor biography
Key learning objectives
Keyboard over the mouse
Excel Layout
Download files - Excel template and course notes
Layout overview
Workbooks, worksheets, cells, & formula bar
The ribbon - home
The ribbon- insert page, layout, formulas, data review, view, help
Keyboard shortcuts to navigate the ribbon
Interactive exercise 1
Excel Settings
Excel settings overview
Excel general settings
Excel formulas settings
Excel data proofing, save language, ease of access settings
Excel advanced settings, customize ribbon, quick access toolbar
Excel add-ins
[Optional] Macabacus Excel Add-in
Interactive exercise 2
Basic Financial Analysis Setup
Objectives
Format background, special numbers, column width
[Optional] Special Formatting Using Macabacus
Page break preview, orientation, freeze panes
Paste special, format numbers, subtotals
Font colors with paste special
[Optional] Autocolor and Blue-Black Toggle Using Macabacus
Assumptions, percentages, decimal places
Fill right, borders, view gridlines
Interactive exercise 3
Advanced Financial Analysis Setup
Objectives
Structure, organization, duplicate sheets, grouping
Anchoring, formatting, and grouping cells
Editing multiple sheets, naming cells
Interactive exercise 4
Tracing precedents and dependents
Go to special, conditional formatting
Dynamic titles and headers
Interactive exercise 5
Functions & Formulas
Objectives
Date functions and time periods
Yearfrac function
Sum, average, sumproduct, median
Interactive exercise 6
IF statements
Rounding, and absolute functions
Min, max, small, large functions
Interactive exercise 7
IFERROR function
[Optional] Error Wrap Using Macabacus
Find and replace
Wrap Up
Download completed Excel files from the course
Summary
Other courses offered by CFI
Student Forum
Anything you would want to ask experts?
Colleges in Delhi - OtherCorporate Finance InstituteCoursesExcel Fundamentals - Formulas for FinanceExcel Fundamentals - Formulas for Finance at CFI Contact Information
2E/25, Jhandewalan Extension, Block E 2, Jhandewalan, Delhi,
New Delhi
Delhi - Other ( Delhi)