Corporate Finance Institute
Excel Fundamentals – Formulas for Finance

Overview

Excel Fundamentals – Formulas for Finance Overview

Excel is a sophisticated piece of software, and it can be overwhelming to look through and work with the many available features.  CFI’s “Excel Fundamentals – Formulas for Finance” course will help you filter down through those features to focus on the ones that are the most common and useful within the finance industry. This course will help you learn the basic functions to perform statistical analysis on data sets in Excel 365.

Excel Fundamentals – Formulas for Finance Learning Objectives

  • Use basic Excel functions to perform statistical analysis on data sets.
  • Explore functions used to aggregate or summarize financial data in various ways.
  • Compare various lookup functions to understand their advantages and disadvantages.
  • Apply useful date functions for annual, quarterly, and monthly models.
  • Compare the basic NPV & IRR and the more advanced XNPV & XIRR functions.
  • Understand basic and advanced custom formatting for numbers and dates in Excel.

Who Should Take This Course?

This course is perfect for beginners, intermediate, and even advanced financial professional Excel users.  The course starts with the basics, but quickly advances so even more proficient users will learn something new and have a great refresher.

Excel Fundamentals - Formulas for Finance

4.9
Duncan McKeen
Led by Duncan McKeen

Level 2

Approx 3.5h to complete

100% online and self-paced

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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
Learn More

Commercial Banking & Credit Analyst (CBCA®) Certification

  • Skills Learned Financial Analysis, Credit Structuring, Risk Management
  • Career Prep Commercial Banking, Credit Analyst, Private Lending
Learn More

Capital Markets & Securities Analyst (CMSA®) Certification

  • 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
Learn More

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
Learn More

Financial Planning & Wealth Management Professional (FPWMP™) Certification

  • Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
  • Career Prep Financial Planner, Investment Advisor, Portfolio Manager
Learn More

FinTech Industry Professional (FTIP™)

  • Skills Learned Financial Technology Fundamentals, Data Science and Machine Learning, Cryptocurrencies and Blockchain
  • Career Prep Data Science and Machine Learning, Data Analyst, Business Analyst, Software Developer
Learn More

Business Essentials Certificate

  • Skills Learned Microsoft Excel, Word, PowerPoint, Business Communication, Data Visualization, Ethics
  • Career Prep Sales Skills, People Management Skills, Relationship Management Skills, Business Analysis Skills
Learn More

What Our Members Say

Awesome
Do it. It's good and informative. Well designed and delivered. Practically implementable.

Aashish Bansal

Concise
The modules are short and sweet! The exercises are practical and on the go, enhancing quick memory retention.

Mbithi Mercy

Nice training
I have an amazing journey through the course building from scratch. I have now a better understanding on the major formulas and also shortcuts in Excel. The flow of the course is also engaging.

Nebiyate Belete

The best course for Excel especially for beginners
The course is concise and clear with easy to understand examples. After completing the course, the students can see visible difference in their knowledge of Excel.

Waqas Muhammad Gulfam

See more

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.
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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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FinTech Industry Professional (FTIP)™
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