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Recommended prep courses

These preparatory courses are optional, but we recommend you to complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

  1. Accounting Fundamentals

Excel modeling fundamentals course overview

Learn the fundamentals of Excel modeling online from professional Wall Street trainers. This four-part Excel fundamentals course provides tips and tricks for Excel model builders, gives advice on how to audit your financial models, demonstrates how to use better formulas, and shows you how to monitor and handle uncertainty using scenarios planning.

Financial modeling fundamentals course excel

Excel tips and tricks

1 – Learn how to speed up your Excel modeling skills by using keystroke navigation
2 – Significantly improve how you can edit your worksheet by learning how to use editing shortcuts in Excel 2003, 2007 and 2010
3 – Develop the skills every model builder needs to edit and model your spreadsheet in mere minutes

financial modeling for beginners

Better formulas for financial modeling

1 – Build flexibility into financial forecasts
2 – Break down complex calculations
3 – Minimize errors in Excel models
4 – Understand Excel function syntax

Excel modeling course

Catering for uncertainty in the model

1 – Learn how to perform sensitivity analysis
2 – Understand how data tables and goal seek can facilitate your model building process
3 – Learn how to measure the impact of future uncertainty on cash flows and profit with scenario planning
4 – Learn how to use scenario and solver tools to see how certain inputs can impact your model

basics of how to build a model

Auditing a financial model

1 – Learn how to quickly and easily find errors and audit a spreadsheet
2 – Understand how the auditing toolbar can help make your spreadsheet error-free
3 – Learn how to use test data to uncover errors

Excel skills course for financial modeling

Included in this module is a PDF – Excel Shortcuts Reference Guide for both PC and Mac – that can be used while taking the course and downloaded to your computer for future reference.

More about the Excel financial modeling fundamentals course

This Excel modeling fundamentals course is designed for professionals working in equity research, investment banking, corporate development, financial planning and analysis (FP&A) and other areas of finance and accounting.

For further CPE information, please read before purchasing:


Note: This course does not offer a certificate. It is an optional prep for the Building a Financial Model in Excel course which will allow you to earn our Financial Modeling Certificate.

Excel Modeling Fundamentals


Level 1

Approx 2h to complete

100% online and self-paced

What you'll learn


What our students say

Excel Modeling Fundamentals
Very Good and Informative

Sheila Makone

very good

Camila Thais Higa Lopes

This was helpful
I have been trying to create more professional appearing documents for a while, and feel confident that now I have sealed the deal on it and the best practices that go with it. I love the truly decent amount of helpful tidbits given, and it is really great value for money.

Marco Pelser

Minor problems with exercise/instruction/solution excel sheets
Hi, I've just completed the "Excel Modelling Fundamentals" course. During the course, while completing the exercises I noticed that the instructions given often refer to cells that are out by 1 or 2 rows (maybe due to header rows being added after the content?). Most of the time I could compensate, but I could imagine someone less experienced with excel might get lost. The Tensel exercises were most affected by this, the other ones I've listed below were just slightly mis-aligned cell references (ie instructions said "C3 :C5" when the data was in C4:C6). Tensel Names NPV Goal Seek Data Tables Scenario It's just a small thing but I figured you guys would want to fix it as everything else you have done is so spot-on! By the way, the course is great . Thanks, Dorian.

Dorian Hill

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Frequently asked questions

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?
Depending on your enrollment type, you will either have two years, yearly, or monthly access to your courses. 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?
CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by 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?
No! 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. We accept debit/credit cards (Visa, Mastercard, Amex), PayPal, and wire transfers for one-time course payments. If you wish to proceed with a wire transfer from your bank, please see instructions here.
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.
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 help delve even deeper into the course concepts, please look into our free career resources library.
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 which 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.
What is the price of the subscription?
All Access Subscription is priced for $497 per year as Self-Study plan or $897 per year as Full Immersion plan.
What is included in the subscription?
All Access Subscription includes all courses from Financial Modeling & Valuation Analyst (FMVA)® Certification, Commercial Banking & Credit Analyst (CBCA)™ Certification, Capital Markets & Securities Analyst (CMSA)® Certification, Business Intelligence & Data Analyst (BIDA)™ Certification, Commercial Real Estate Finance Specialization and Environmental, Social & Governance (ESG) Specialization.
More Questions?
Please Email us and we'll be happy to answer any of your questions!
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