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Overview

Excel Fundamentals – Formulas for Finance Course Overview

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. Take CFI’s Excel crash course now to advance your career! Build a strong foundation in Excel for careers in:
  • Investment banking
  • Private equity
  • Corporate development
  • Equity research
  • Financial Planning & Analysis (FP&A)
Free Excel Crash Course

Excel Tutorial on Best Practices

Learn industry-leading best practices. 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. Free Excel Course and training Online (screenshot)

Excel Tutorial & Training Details

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 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 becomes much higher. This half of the course focuses on finance-specific formulas that you would use as an analyst performing financial analysis. Excel Tutorial and lessons

What Am I Going to Get From This Free Excel Course?

  • Learn everything you need to know about Excel spreadsheets for a career in corporate finance and investment banking
  • Master keyboard shortcuts, functions, and formulas to save time and speed up your modeling skills
  • Follow industry-leading best practices; simulate on-the-job analyst training
  • Stand out in an interview or move up the ladder at work by dramatically boosting your MS Excel skills and confidence
  • Get an Excel Fundamentals – Formulas for Finance certificate of completion
Excel course for finance professionals

Who Should Take This Free Excel Tutorial?

This free Excel tutorial is perfect for beginners, intermediate, and advanced users.  The tutorial starts with the basics, but the training quickly advances, so even power users will learn something new and have a great refresher. Start this Excel crash course now!

Excel Fundamentals - Formulas for Finance

Get Started Enroll For Free

Level 2

Approx 3.5h to complete

100% online and self-paced

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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
Commercial Banking & Credit Analyst (CBCA)™ Certification
  • Skills Learned Financial Analysis, Credit Structuring, Risk Management
  • Career Prep Commercial Banking, Credit Analyst, Private Lending
All Capital Markets & Securities Analyst (CMSA)® Courses
  • Skills Learned Trading strategies used in the finance and capital markets
  • Career Prep Work in capital markets, whether on the buy-side or the sell-side
Business Intelligence & Data Analyst (BIDA)™ Certification
  • Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
  • Career Prep Business intelligence analyst, data scientist, data visualization specialist
Financial Planning & Wealth Management (FPWM)® Certification
  • Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
  • Career Prep Financial Planner, Investment Advisor, Portfolio Manager
Business Essentials Certificate
  • Skills Learned Microsoft Excel, Word, PowerPoint, Business Communication, Data Visualization, Strategy, Ethics, Sales, Client Management, Consulting & Advisory, Business Analysis, People Management

What our students say

Awesome and informative!
The materials shared are very helpful in understanding ALL the elements of financial analysis.

Gaga Kprazeon

Excellent Course
This course is brilliant in many ways. Firstly, the modules are broken down excellently. They're concise and comprehensive. Secondly, the course is generally short and you're sure to be pretty skilled in Microsoft Excel in just under four hours. A third benefit for me was the self-paced nature of the course. I could access it anywhere and anytime convenient for me. It's made me more confident in my self and I cannot wait to start implementing all what I've learned.

John Otori

It's been very educative, and full of insight into advanced Excel
This course will give you invaluable skills to handle day-to-day data and financial analysis, which will not only improve your speed but also, enhance how you present your information.

Hilary Odhiambo

Valuable course
Detailed Explanation, Just enjoyed it.

Degaramsai Taliyakula

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Frequently asked questions

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
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