Overview

Recommended Prep Courses

These preparatory courses are optional, but we arecommend you to complete the following course(s) or possess the equivalent knowledge before enrolling in this course:
  1. Excel Fundamentals – Formulas for Finance
  2. Building a 3 Statement Financial Model
  3. Scenario & Sensitivity Analysis 

Advanced Excel Formulas & Functions Course Overview

Learn the most advanced formulas, functions, and types of financial analysis to be an Excel power user. This advanced Excel training course builds on our free Excel Fundamentals – Formulas for Finance. It is designed specifically for spreadsheet users who are already proficient and looking to take their skills to an advanced level. This advanced tutorial will help you become a world-class financial analyst for careers in investment banking, private equity, corporate development, equity research, and FP&A.  By watching the instructor build all the formulas and functions right on your screen, you can easily pause, rewatch, and repeat exercises until you’ve mastered them. Advanced Excel Training Course screenshot

Advanced Excel Formulas & Functions Course Content

This advanced Excel training course starts with a blank spreadsheet and quickly dives into using combinations of functions and formulas to perform dynamic analysis. The main formulas & functions covered in this training course include:
  • INDEX and MATCH
  • IF with AND / OR
  • OFFSET combined with other functions
  • CHOOSE for creating scenarios
  • INDIRECT combined with other functions
  • XNPV and XIRR
  • CELL, COUNTA, and MID functions combined together
  • PMT, IPMT, and principal payment calculations
The main types of data analysis in this advanced tutorial include:
  • Data tables
  • Pivot tables
  • Column and line charts
  • Stacked column charts
  • Waterfall charts
  • Gauge charts
Advanced Excel tutorial image of course

What will I get from this advanced Excel training course?

  • Learn everything you need to be a world-class financial analyst
  • Received advanced Excel spreadsheet training
  • Master advanced formulas and functions
  • Create sophisticated outputs for financial analysis, including beautiful tables, charts, and graphs
  • Easy to follow video-based tutorials and lessons
For further CPE information, please read before purchasing: https://corporatefinanceinstitute.com/about/cpe-information/ Register now for our Advanced Excel Formulas & Functions course and become an Excel power user!  For anyone working in investment banking, equity research, corporate development, financial planning and analysis (FP&A), this class will give you the confidence you need to be a leader in performing financial analysis at your organization. advanced Excel charts and graphs

Financial modeling & Financial Analyst Training

From beginner to advanced, this Excel modeling course is designed to teach you how to be a complete financial analyst. This class is one of the nine required “Core” courses for CFI’s financial analyst training program, which grants the Financial Modeling & Valuation Analyst (FMVA) certification.

Advanced Excel Formulas & Functions

5

Level 3

Approx 4.5h to complete

100% online and self-paced

Get Started

What you'll learn

Lesson
Multimedia
Exams
Files

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA®) Certification

  • Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
  • Career Prep Investment banking and equity research, FP&A, corporate development

Financial Planning & Analysis (FP&A) Specialization

  • Skills Learned Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, and more.
  • Career Prep Financial Analyst, Project Evaluator, FP&A Manager and more

What Our Members Say

More to Excel than meets the eye
For the first time, I enjoyed using Microsoft Excel

Pule Molise

Very educative
It was a very amazing experience for me and has helped me improve my Excel capacity.

Soliana Berhe

Exciting
Tough and quite long, but worth the effort

Farai Taurai

Intense
Intense but great course

Queenette Anyadoh

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.
What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
If you haven’t found your answer from our FAQ, please send us a message.
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