fbpx
Free preview

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

Subscribe to get access to FMVA and other programs

From $497/year

Learn More

What you'll learn

Lesson
Multimedia
Exams
Files
Qualified Assessment

Become a certified Financial Modeling & Valuation Analyst (FMVA)® Certification

Excel Fundamentals – Formulas for Finance is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 38 courses.

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

Path to certification

Prerequisite courses

7 courses from beginner to intermediate level.

01 Optional

Core courses

11 courses from beginner to intermediate level.

02 Required

Elective courses

19 courses at an advanced level.

03 Required

Get Certified

Submit your FMVA® checklist and order your certificate.

04 Required

Join our community

Get access to the Global Corporate Finance Society.

05 Optional

How the certification works

FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (14 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified FMVA Certification will be emailed to you.

What our students say

.
.

AHMAD GHUNAIM

Nice
Nice excel crash course

Stanley Olejeme

Educative
I learnt a lot

Kindness Chisimdirindu Amadi

Educating
Very Educating

Oluwatoyin Olatunji

See more

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
0 search results for ‘