The Business Toolkit
Want to learn how to make Microsoft Excel, Word, PowerPoint and Outlook work harder for you? Whether you’re a graduate looking to secure a job or perform more efficiently in your role, this course will teach you everything you need to boost your productivity and master the business fundamentals. Plus, get access to our new Python Fundamentals and Machine Learning Fundamentals skills certificates.
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3000+ students enrolled
28.5
Hours
37
Topics
75
Practical exercises
3
Exams
The Business Toolkit includes
- Menu and shortcut basics
- Basic formatting
- Basic formulas and calculations
- More formulas and calculations
- Naming cells and referencing
- Formatting styles
- Conditional formatting
- Data validation
- Number formatting
- Formatting codes
- Date formatting and functions: =DATE, =DAY, = YEAR, =MONTH, =EDATE
- Ensuring commas and decimal places line up
- UPPER, =LOWER. And =PROPER functions
- Concatenation
- F5 tips and tricks
- Camera tool
- Watch window
- Split windows
- Circularity issues
- Text and date functions
- Text and date best practices
- Working with pdfs
- DATE, YEAR, MONTH, DAY and EDATE functions
- Date formatting
- Allow assumptions and methodologies to be changed quickly in financial models using a number of different functions:
- Choose, Offset, Index, adding the Match function
- Data validation and form controls
- Conditional formatting
- Using data tables
- Summary tables and lookups
- Vlookup, Hlookup, Vlookup and Match, Index and Match, Offset and Match
- Working with multiple sheets
- Indirect, Named ranges
- Transposing data
- Transpose function, Offset, Row & Column, Offset & Match, Index & Match
- Using data tables
- Data tables on different sheets to the assumptions
- Advanced and flexible tables
- Uses of Goal Seek and Solver
- Goal Seek functionality
- Solver functionality
- Sorting and filtering data
- Pivot tables
- D functions
- Sumif function
- Macro recording basics
- Macro security
- Running macros
- The VBA editor
- Understanding the ribbon and the file tab
- Keyboard shortcuts and customizing the quick access toolbar
- Best practice when creating a new document
- Navigation, editing and selecting text
– Keyboard
– Mouse - Saving a document
- Paragraph
– Alignment
– Indentation
– Spacing
– Adjusting a whole document
– Bullets and numbering
– Changing the order of a list with Alt + Shift - The font menu
– Changing fonts
– Size, color and highlights
– Superscript and subscript
– Change case quickly - Styles
– Efficient use of styles
– Creating a style
– Using styles to reorder a document quickly
– Using styles to create an automatic table of contents - Headers and footers
– Page numbers
– Text
– Show file path for easy retrieval
– Inserting logos - Using comments when collaborating
- Complex mathematical equations
- Images from the web and other documents
– Resizing
– Cropping
– Wrapping text around images - Find (CTRL + F) and replace (CTRL + H)
- Spell check
– Autocorrect - Track changes
- Password protection
- Saving in Adobe Acrobat
- Creating a new document
- Understanding the ribbon and the Quick Access Toolbar (QAT)
- Useful Keyboard shortcuts
- Slide layouts and the slide master
– Standard view versus widescreen - Inserting
- Moving and nudging shapes
- Using guidelines
- Resizing and rotating
- Align and distribute
- Send backwards, send forwards
- Selecting multiple objects
– Group and ungroup - Formatting
- Adjusting internal margins in shapes
- Find and replace
- Changing the order of text in a list
- Shapes vs text boxes
- Start and end styles
- Linking objects
- Cropping
- Taking screenshots
– Print screen
– Snipping tool - Compressing pictures to reduce file size
- Simple PowerPoint charts
- Pasting charts as pictures from Excel
- Pasting dynamic charts from Excel
- Formatting
- Design and layout menus
- Lists
- Editing
- Converting text to SmartArt
- Building equations
- Building complex equations
- Animation pane controls
- Setting up and linking multiple email accounts
- Reviewing the types of data files which can be sent
- Composing a basic email with attachments
- Shortcuts to improve efficiency
- Setting up an ‘Out of Office’ notification and calendar events
- Creating and managing tasks
- What ‘effective communication’ means
- The effective communication cycle
- Using more powerful questions
- Understanding needs at a deeper level
- Becoming a more active listener
- The importance of summarising
- Planning, designing and delivering impactful, persuasive presentations
- Why business writing is important to performance and career success
- Considering your goal and principles for making your business writing stand out
- The 5 steps to business writing success
- The structure for persuasive business writing
- Using a thorough review process
- How to grab your audience’s attention when writing emails
- Using different influencing strategies
- Breaking up content and avoiding jargon
- Avoiding dilution language
- Understanding how to unlock your true reputation and career
- A review of the 3 critical career success factors
- Performance
- Image
- Exposure
- Understanding what you want your brand to be
- How to apply a ‘best version of you’ performance mindset
- Unlocking high impact behaviours
- Understand the steps to network strategically
- Build long-term mutually beneficial relationships
- Principles of reciprocity and rapport
- Downloading Anaconda
- Introducing Jupyter Notebook
- Mathematical Operators
- Text Outputs
- Dynamic Outputs
- Accessing List Objects
- Changing List Objects
- More List Functions
- Tuples
- Sets
- Using Sets to Remove
- Duplicates
- Set Operations
- Dictionaries
- Accessing Dictionary
Items - Creating Custom Functions
- Solution
- Adding Arguments
- For Loops
- Filing a List For
Loop - Conditional Logic
- Importing Libraries
- NumPy
- NumPy Arrays
- Multidimensional Arrays
- Reshape and Transpose
- Selecting Objects
- Array Calculations
- Array Functions
- The Random Module
- Setting a Random Seed
- Random Sampling with
- Generating Sequences
- Pandas
- Importing Data
- Import From
- Get to Know Your Dataframe
- Summary Statistics
- Series
- Series Functions
- Feature Engineering
- Boolean Masks
- Indicator Variables
- Segmenting with
- The ML Process
- Matplotlib and Seaborn
- A Few Quick Notes
- 5 countplot()
- Replace & Sparse Classes
- Spotting Outlier
- NaN Object
Dropping Null Values - Box Plots
- Saving Your Dataframe
- What are Regression Algorithms
- Real Relationships and Overfitting
- Regularizations
Decision Tree Ensemble Methods - Metadata
- Splitting Your Data
- Train_test_split()
- Unpacking Lists
- Progress Checkpoint
- Model Pipelines
- Progress Checkpoint
- Hyperparameter
- Tuning
- Aggregating Hyperparameter Grids
- Progress Checkpoints
- Cross Validation
- Creating Untrained Models
- Training and Tuning Models
- Model Evaluation
- Progress Checkpoint
- Visualizing Model Predictions
- Using Your Model
- Binary Classification
- Logistic Regression
- Decision Tree Classifiers
- Solution
- Metadata
- One Error
- Countplot of
- Investors
- Exploring Relationships
- Reviewing Your
- Results
- Feature Engineering
- Reviewing Tier Change
- Controlling for Demotions
- Analyzing Goldman Sachs
- Implot()
- Import Packages and Data
- Dummy Variables
- Remove Redundant Target
- Splitting Data
- Model Pipeline
- Validating Pipelines
- Hyperparameters
- Validating Hyperparameter Grids
- Cross Validation
- Fitting Untrainer Models
- AUROC
- Confusion Matrix
- Perfect AUROC
- Calculating AUROC
The Business Toolkit
| Micro-Degree
Excel Efficiency for Financial Modeling and Data Analysis
9
Hours
10
Topics
53
Practical exercises
1
Exam
Make Excel work harder for you. This course will improve your efficiency with spreadsheets by teaching you essential keyboard shortcuts and financial modeling best practices. Get to grips with Excel’s built-in functions and how to manipulate data quickly and efficiently.
Excel Introduction
111 video minutes
11 excel exercises
Video minutes 111
Excel Exercises 11
Advanced Formatting
23 video minutes
5 excel exercises
Video minutes 23
Excel Exercises 5
Exploring a Model
15 video minutes
4 excel exercises
Video minutes 15
Excel Exercises 4
Text and Date Functions
18 video minutes
6 excel exercises
Video minutes 18
Excel Exercises 6
Scenarios
28 video minutes
7 excel exercises
Video minutes 28
Excel Exercises 7
Data Extraction
30 video minutes
7 excel exercises
Video minutes 30
Excel Exercises 7
Sensitivity Data Tables
37 video minutes
7 excel exercises
Video minutes 37
Excel Exercises 7
Goal Seek and Solver
6 video minutes
3 excel exercises
Video minutes 6
Excel Exercises 3
Database Analysis
69 video minutes
2 excel exercises
Video minutes 69
Excel Exercises 2
Excel VBA and Macros Introduction
50 video minutes
1 excel exercises
Video minutes 50
Excel Exercises 1
Word Fundamentals for Professionals
2
Hours
If you have ever manually created your own table of contents, struggled to put figures and charts in the right place or spent time updating the same document dozens of times to send out a mailer, then this course is for you.
Word- Introduction
23 video minutes
0 excel exercises
Video minutes 23
Excel Exercises 0
Word - Formatting
27 video minutes
0 excel exercises
Video minutes 27
Excel Exercises 0
Word - Inserting
27 video minutes
0 excel exercises
Video minutes 27
Excel Exercises 0
Word - Common Tasks
31 video minutes
0 excel exercises
Video minutes 31
Excel Exercises 0
PowerPoint Fundamentals for Professionals
1.5
Hours
This course will take you through the tools available within PowerPoint to make building slide decks simple, efficient and effective.
PowerPoint - Introduction
13 video minutes
0 excel exercises
Video minutes 13
Excel Exercises 0
PowerPoint - Working with Basic Shapes
22 video minutes
0 excel exercises
Video minutes 22
Excel Exercises 0
PowerPoint - Working with Text
5 video minutes
0 excel exercises
Video minutes 5
Excel Exercises 0
PowerPoint - Lines and Connectors
20 video minutes
0 excel exercises
Video minutes 20
Excel Exercises 0
PowerPoint - Pictures
8 video minutes
0 excel exercises
Video minutes 8
Excel Exercises 0
PowerPoint - Charts and Tables
9 video minutes
0 excel exercises
Video minutes 9
Excel Exercises 0
PowerPoint - SmartArt Graphics
5 video minutes
0 excel exercises
Video minutes 5
Excel Exercises 0
PowerPoint - Equations and Animations
5 video minutes
0 excel exercises
Video minutes 5
Excel Exercises 0
Outlook Fundamentals for Professionals
1.5
Hours
This course will take you right from the initial setup of your email account, including the basics of sending and receiving emails and setting up folders, through to more advanced features such as mail merge.
Outlook - Introduction
80 video minutes
0 excel exercises
Video minutes 80
Excel Exercises 0
Communicating and Presenting Fundamentals
22
Minutes
Are you ready to unlock your presentation potential? Our instructor-led online course will help you shortcut your way to success by mastering the art of communication.
Fundamentals of Presentation and Communication
22 video minutes
0 excel exercises
Video minutes 22
Excel Exercises 0
Fundamentals of Effective Business Writing
15
Minutes
Understand how to develop your writing skills to communicate effectively with any audience and deliver high impact statements.
Developing Your Business Writing Effectiveness
8 video minutes
0 excel exercises
Video minutes 8
Excel Exercises 0
Managing Your Brand and Career
15
Minutes
Understand how to build your brand with a focused application on managing your career path.
Building Your Brand and Career
10 video minutes
0 excel exercises
Video minutes 10
Excel Exercises 0
Python Fundamentals
5
hours
5
Topics
11
Practical exercises
1
Exam
Python Fundamentals provides you with the foundational skills you will need to be able to apply Python in the world of finance. Build on your excel skills to develop core competency efficiently and prepare for the real deal, applied machine learning in the world of finance.
Introduction to Python
36 video minutes
2 excel exercises
Video minutes 36
Excel Exercises 2
Python Objects
54 video minutes
2 excel exercises
Video minutes 54
Excel Exercises 2
Custom Functions
35 video minutes
2 excel exercises
Video minutes 35
Excel Exercises 2
NumPy
39 video minutes
2 excel exercises
Video minutes 39
Excel Exercises 2
Pandas
31 video minutes
3 excel exercises
Video minutes 31
Excel Exercises 3
Machine Learning Fundamentals
4.5
hours
6
Topics
10
Practical exercises
1
Exam
Python Fundamentals provides you with the foundational skills you will need to be able to apply Python in the world of finance. Build on your excel skills to develop core competency efficiently and prepare for the real deal, applied machine learning in the world of finance.
Data Cleaning & Exploration
32 video minutes
3 excel exercises
Video minutes 32
Excel Exercises 3
Regression Algorithms
23 video minutes
0 excel exercises
Video minutes 23
Excel Exercises 0
Liquidity Regressor
55 video minutes
3 excel exercises
Video minutes 55
Excel Exercises 3
Classification Algorithms
6 video minutes
0 excel exercises
Video minutes 6
Excel Exercises 0
Investor Classifier in Python Part 1
29 video minutes
2 excel exercises
Video minutes 29
Excel Exercises 2
Investor Classifier in Python Part 2
24 video minutes
2 excel exercises
Video minutes 24
Excel Exercises 2
Skills & Learning Objectives in The Business Toolkit Micro-Degree
Learn from our expert instructors
Learn more about our full facultyRecognized by industry experts
Colin Evans
Managing Director at J.P. Morgan
Colin Evans is a Managing Director at J.P Morgan and leads the financial institutions coverage team globally for the Corporate Banking.
Dr. Bridget Lyons
Professor of Finance
Professor of Finance at the Jack Welch College of Business at Sacred Heart University and Associate Instructor.
Chris Bishko
CFO
CFO with over 25 years experience as an operator, investor and investment banker in technology and financial services.
Wall Street Recognized Certification
Established on Wall Street, Financial Edge has taught at the biggest bulge-bracket firms since 2016, and now we offer that very same training online for you. It’s no secret that banking is fiercely competitive, which is why our Wall Street recognized certification is designed to let your employers know you have the skills to succeed.
Complete a Micro‑degree to join our exclusive alumni
Sit beside the world’s best investment bankers on LinkedIn, and take advantage of exclusive must-have benefits for new and experienced analysts.
What Our Students Say
Get The Business Toolkit Micro-Degree
Single Course
- Lifetime access
- Expert instructor support
Boost Plan
Includes full access to all certified courses.
- 184+ hours of instructor-led learning
- Search across 350+ playlists, 3000+ videos and Q&As
- Role-focused pathways
- Expert instructor support
Pro Plan
Full Felix access including all learning content and data features.
- Everything in the Boost plan
- Streamlined company data
- Current and historic filings for over 7000 companies
- Market and industry data
- Ready-to-use sector and transaction models
Compare plans
| Single Course | Boost Plan | Pro Plan | |
|---|---|---|---|
| Completion certificates | 3 | 38 | 38 |
| Skills certificates | 6 | 51 | 51 |
| Micro-degrees | 1 | 12 | 12 |
| Lifetime access to course | |||
| Expert instructor support | |||
| Practical exercises to work alongside videos and quick quizzes to test your understanding | |||
| Searchable library of 370+ playlists, 3500+ videos and Q&As | |||
| 10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more | |||
| Weekly live webinars | |||
| Streamlined company data (WACC. & EV bridge calculator, custom comparables) | |||
| Current and historic filings for over 7,500 firms globally | |||
| Current and historic filings for over 4,000 US firms | |||
| Link to, label and share data points in filings (limited to 10 for Free and Boost users, unlimited for Pro) | |||
| Regional and industry data sets | |||
| Ready-to-use sector and transaction models | |||
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