Learn Microsoft Excel: Corporate Training & Finance Certification

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Being adept in Excel is incredibly important and beneficial for both current and aspiring finance professionals. CFI's Excel courses are taught 100% online and completely self-paced. All courses leverage proprietary technology to enhance learning and retention and to prepare you for a future in finance.

World-class courses

Consisting of over 3370+ lessons

210+ interactive exercises

Learn by doing with guided simulations

Expert instructors

Learn from the very best

New courses monthly

On need-to-know subject matter

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Start Your Excel Learning Path

CFI's library of Excel courses covers a wide array of topics applicable to careers in accounting, valuation, business intelligence, commercial lending, and more. Aspiring analysts and seasoned finance professionals alike can bolster their Excel skills while earning CPE credits. Courses can also be applied to CFI’s certifications, including the Financial Modeling & Valuation Analyst (FMVA)® program, to advance your career.

Top Excel Courses

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Excel Model Design for FP&A Professionals

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5 Headcount Forecasting Errors and How to Fix Them

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Why Naming Conventions Matter in Financial Analysis (And How to Get Them Right)

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10 Common Causes of Imbalance in 3-Statement Models (And How to Fix Them)

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How to Choose the Best Excel Certification Course for Finance Professionals

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How to Adjust Column Width in Excel

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Mastering Excel 365 Center Across Selection for Perfect Formatting

Create centered text without the complications of merging cells
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What-If Analysis

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Workflow Efficiency for Financial Analysts: Best Automation and Productivity Tools

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Excel vs. Google Sheets for Financial Modeling

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Why Learn Excel with CFI?

As one of the leading providers of online finance certification programs, CFI helps current and aspiring finance professionals reach their career goals. All of our Excel courses are designed by professional trainers with decades of experience training Excel at global financial institutions.

We offer comprehensive finance education that combines theory with application to build real-world skills for a future in finance. All programs are online and self-paced, so you can learn in your free time and develop your skill set anytime, from anywhere.

Over 75% of CFI learners report improved productivity or competency within weeks.

With our Excel training, you'll learn how to:

Master Excel keyboard shortcuts to build models faster
Leverage Excel functions and formulas to save time
Perform sensitivity and scenario analysis in Excel
Make Excel results presentation-ready
Use data visualization to create professional Excel dashboards

Who is online Excel training for?

Excel is ubiquitous in the world of finance and banking and is a vital skill in roles ranging from accounting to investment banking. Part of Excel’s appeal is its adaptability — it can be tailored to each individual’s, team's, or organization’s specific needs.

Investment professionals

Management consultants

Financial analysts

Registered Provider: National Association of State Boards of Accountancy

All courses are accredited by the Better Business Bureau (BBB), CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the US. Most courses qualify for verified CPE credits for CPA charterholders.

Courses include video lessons, templates, quizzes, and final assessments.

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.
What is Microsoft Excel?

Microsoft Excel is a software program that uses spreadsheets to organize, format, and calculate data using formulas and functions. Many organizations around the world use Excel as their primary tool for financial analysis.

What is Excel used for in finance?

Excel is used to organize data for financial analysis. It may be used for data management, data entry, accounting, charting and graphing, time management, financial modeling, and other tasks.

In finance, Excel is extensively used for finance and accounting tasks, budgeting, forecasting, and more.

Why should my team learn Microsoft Excel?

Microsoft Excel is a powerful platform for financial modeling, data analysis, and automation. Training your employees in Excel helps:

  • • Automate repetitive tasks using formulas, Power Query, and macros.
  • • Improve decision-making with Pivot Tables, dashboards, and scenario analysis.
  • • Enhance data accuracy through built-in validation and structured modeling functions.
  • • Standardize reporting for consistency across teams and departments.
  • • Boost career growth by equipping employees with in-demand financial skills.
What does CFI’s Microsoft Excel corporate training cover?

Our Excel training is designed for finance teams and includes:

  • Fundamentals: Keyboard shortcuts, data formatting, and key formulas (XLOOKUP, INDEX-MATCH).
  • Intermediate skills: Pivot tables, Power Query, and conditional formatting.
  • Advanced finance applications: Financial modeling, automation with VBA, and scenario analysis.
  • Data visualization: Interactive dashboards and executive-level financial reports.
  • Collaboration & workflow optimization: Version tracking, security settings, and cloud-based workbooks.
How is CFI’s Microsoft Excel corporate training delivered?
  • • 100% online & self-paced: Teams can train at their convenience.
  • • Hands-on learning: Interactive exercises, guided simulations, and real-world case studies.
  • • Expert instruction: Courses designed by finance professionals with global training experience.
  • • Certification: Earn a CFI-endorsed credential to validate Excel expertise.
How can Excel training improve team productivity?

CFI’s training helps finance teams:

  • • Reduce manual errors in financial models and reports.
  • • Automate data processing, improving efficiency.
  • • Make faster, data-driven business decisions.
  • Improve collaboration with standardized reporting techniques.
If you haven’t found your answer from our FAQ, please send us a message.
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