Step 1.
For Individuals
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5 courses to earn the Excel Skills for Professionals Specialization certificate -
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Self-Paced & 100% Online -
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Get the full Excel Skills for Professionals Specialization, Community, & more with a CFI membership
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Get this program and CFI's full training catalog for your organization -
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Manage learning, create custom paths & measure progress -
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For teams of 2 or more learners
Excel Skills for Professionals Specialization Overview
Excel is one of the most widely used and in-demand tools in business and finance. CFI’s Excel Skills for Professionals Specialization equips you with practical skills to work confidently with data, build professional workbooks, and create impactful visualizations.
Through a guided learning path, you’ll strengthen your abilities in formulas, functions, formatting, and data visualization — progressing from foundational techniques to advanced capabilities like dynamic dashboards.
Along the way, you’ll apply proven best practices for workbook design and structure so your files remain efficient and accurate. You’ll also learn to prepare data effectively, use advanced functions to streamline workflows, and present findings in clear, compelling formats that support data-driven business decisions.
By the end of the program, you'll emerge with a verifiable certificate of completion and the confidence to harness Excel as a powerful tool for reporting and professional communication in any business or finance role.
What's in the Excel Skills for Professionals Specialization?
5 courses
5 courses and 332 lessons
20+
interactive exercises
Receive a Certificate
To verify your skills
500,000+ 5-star ratings
Best-in-class training, as rated by you
How the Program Works
Skills & Learning Objectives in Excel Skills for Professionals Specialization
1
45%
Excel
2
15%
Data Preparation
3
40%
Data Visualization
1
2
3
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1.45%Excel
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2.15%Data Preparation
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3.40%Data Visualization
What Our Students Say
Over 75% of CFI learners report improved productivity or competency within weeks.
I’ve transitioned from audit to FP&A. Not only did I transition to a new role, but it allowed me to pick up the new role fast and gain several spot bonuses.
Travis Bruns
Everything was explained clearly and carefully by the instructor which made things easy to understand.
Joss Atkinson
The skills are actual real-world skills (unlike most financial qualifications) that have already helped me land a new role.
Mark Wheeler
I would absolutely recommend CFI’s training for anyone who’s looking to rapidly increase their ability to add value through a certification program.
Anthony Santillanes
Taught by Industry Experts
Tim Vipond, FMVA
Tim is the Co-Founder and CEO of CFI Education with an extensive background in entrepreneurship, financial analysis, and investment banking.
Duncan McKeen
Duncan is the Executive Vice President, Financial Modeling at CFI. Since 2014, Duncan has been focused on designing courses and teaching financial modeling to employees working in accounting, valuation, investment banking, equity research, and private equity.
Careers in Excel
Over 85% of executives, supervisors, and HR professionals agree that certified individuals bring value, gain credibility, and are seen as top performers.
* Source
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![Data Analyst]()
Data Analyst
Data analysts collect and transform data, creating models and metrics for analysis. Microsoft Excel is their primary tool for this work. -
![Business Intelligence Specialist]()
Business Intelligence Specialist
Business intelligence specialists have diverse skills, including Microsoft Excel and data visualization. Microsoft Excel remains the preferred choice for quick calculations and testing ideas. -
![Financial Analyst]()
Financial Analyst
Financial analysts perform many of the same tasks as data analysts, but using finance specific data. Microsoft Excel is by a significant margin the most widely used analysis tool in finance. -
![Business Professionals]()
Business Professionals
Business professionals across industries rely on Excel to organize information, manage projects, and create reports that support decision-making. From managers to consultants, Excel is a versatile tool for driving efficiency and clarity in everyday business tasks.
Our Learners Work At:
Frequently Asked Questions
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