Overview

Workflow Best Practice for Analysts Course

Efficient workflow management is critical for saving time, ensuring accuracy, and improving team collaboration. Learn invaluable lessons from experienced analysts who have honed their skills over many years of work experience. This course distills essential best practices for naming conventions, versioning, formatting, and automation, helping you to avoid common pitfalls and shortcut your way to exceptional working practices. Master these techniques to boost your productivity and build a strong reputation as a top-tier analyst. Additionally, you’ll find plenty of inspiration and suggestions for how to further develop your skills, speed, and efficiency. 

Workflow Best Practice for Analyst’s Learning Objectives

Upon completing this course, you will be able to:
  • Use best practice file date conventions to improve organization and collaboration.
  • Produce best-in-class documentation and audit trails for your models and data links.
  • Understand why Excel is superior to Google Sheets for financial modeling.
  • Explore best-in-class model formatting with a financial modeling expert.
  • Implement basic automation to effectively manage data and chart connections between Excel and PowerPoint.
  • Identify tools to enhance efficiency and double your productivity.

Who Should Take This Course?

This course is ideal for analysts at any stage of their career who want to enhance their workflow efficiency and productivity. It is particularly beneficial for analysts who work with many stakeholders or deal with lots of files, data, and presentations. 

Workflow Best Practice for Analysts

5

Level 2

Approx 1.5h 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

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

What Our Members Say

Great
I believe this course will enhance your reputation as an analyst as it helps to present your work in simple, easy to understand and standardised formats

Ukarsha Salisu

Awesome
This course is highly relevant to professionals in every work environment where information is used

JOSEPH MUTENGA GULOBA

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.
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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