Overview
Excel Fundamentals – Quick Start Guide Course Overview
Having strong Excel skills is critical for any job involving financial analysis or financial modeling. CFI’s “Excel Fundamentals – Quick Start Guide” course is designed specifically for Excel users who are looking to prepare for a career in finance or are already performing professional financial analysis and financial modeling. This course will review the basics of Excel 365, such as the layout and tools and functions. You will also learn how to effectively use keyboard shortcuts to increase your overall productivity.
Excel Fundamentals – Quick Start Guide Learning Objectives
Upon completing this course, you will be able to:- Identify the main parts of the Excel 365 interface and their purpose.
- Explain the advantage of using the keyboard and memorize basic shortcuts.
- Recommend Excel settings which are helpful for finance professionals.
- Setup the Quick Access Toolbar to improve speed and efficiency.
- Explain the most common Excel features used for financial analysis.
- Recommend more advanced Excel features used in the finance industry.
Who Should Take This Course?
This course is perfect for beginners, intermediate, and even advanced financial professional Excel users. The course starts off with the basics, but quickly advances so even more proficient users will learn something new and have a great refresher.Excel Fundamentals - Quick Start Guide
Led by
Duncan McKeen
Level 1
Approx 3.5h to complete
100% online and self-paced
Get StartedWhat you'll learn
Lesson
Multimedia
Exams
Files
Course Summary
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
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
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
What Our Members Say
Extremely Useful
Very Detailed and Well Structured. Bensen Alex
Very clear and easy to understand
This special course is provided in a manner that everyone, whether an Excel expert or beginner would understand how Microsoft Excel is a fundamental tool to analyze a well-articulated financial analysis. It is also provided in a clearer and easy-to-understand form. The instructor (Duncan M) is an expert of the software. Thank you for your invaluable service! Atinafu Asefa
grate learning
I can honestly say it was one of the most valuable learning experiences I've had. Samrawit Gebreyesus
Brilliant
Go for it and you won't regret it. Nebojša Vukov
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