Excel for Financial Modeling and Data Analysis

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Learn the same Excel skills we teach at the top 4 global investment banks. Start navigating your worksheet efficiently, boost productivity with keyboard shortcuts, and learn to use the powerful built-in functions every finance professional should know.

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Hours to Complete

Topics

Practical exercises

Excel Efficiency for Financial Modeling and Data Analysis includes

Excel Efficiency for Financial Modeling and Data Analysis

| skills-certificate

Excel Efficiency for Financial Modeling and Data Analysis

| Skills Certificate

Hours

Practical exercises

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

Menu and shortcut basics
Basic formatting
Basic formulas and calculations
More formulas and calculations
Naming cells and referencing

Advanced Formatting

23 video minutes

5 excel exercises

Video minutes 23

Excel Exercises 5

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

Exploring a Model

15 video minutes

4 excel exercises

Video minutes 15

Excel Exercises 4

F5 tips and tricks
Camera tool
Watch window
Split windows
Circularity issues

Text and Date Functions

18 video minutes

6 excel exercises

Video minutes 18

Excel Exercises 6

Text and date functions
Text and date best practices
Working with pdfs
DATE, YEAR, MONTH, DAY and EDATE functions
Date formatting

Scenarios

28 video minutes

7 excel exercises

Video minutes 28

Excel Exercises 7

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

Data Extraction

30 video minutes

7 excel exercises

Video minutes 30

Excel Exercises 7

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

Sensitivity Data Tables

37 video minutes

7 excel exercises

Video minutes 37

Excel Exercises 7

Using data tables
Data tables on different sheets to the assumptions
Advanced and flexible tables

Goal Seek and Solver

6 video minutes

3 excel exercises

Video minutes 6

Excel Exercises 3

Uses of Goal Seek and Solver
Goal Seek functionality
Solver functionality

Database Analysis

69 video minutes

2 excel exercises

Video minutes 69

Excel Exercises 2

Sorting and filtering data
Pivot tables
D functions
Sumif function

Excel VBA and Macros Introduction

50 video minutes

1 excel exercises

Video minutes 50

Excel Exercises 1

Macro recording basics
Macro security
Running macros
The VBA editor

Learn from our expert instructors

Alastair Matchett

–

Ex-J.P. Morgan

Andrea Ward

–

Ex-Lehman Brothers

Gerard Kelly

–

Ex-Ernst & Young

Deborah Taylor

–

Ex-Barclays director

Petter Ljunggren

–

Ex-Goldman Sachs

Jonathan Rugg

–

Ex-Lloyds private banking

Andrew Jones

–

Ex-Standard Bank

Learn more about our full faculty

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.

Learn more about our certification

What Our Students Say

Get Excel Efficiency for Financial Modeling and Data Analysis Skills Certificate

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184+ hours of instructor-led learning
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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

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	Single Course	Boost Plan	Pro Plan

Completion certificates		38	38
Skills certificates	1	51	51
Micro-degrees		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

	Single course £109 Start learning	Boost ~~£449~~ £269 Expand skills	Pro ~~£699~~ £419 Maximize potential

Frequently Asked Questions

What tech do I need?

Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

Our online courses reflect the training new analysts receive at the leading financial organizations. They're challenging, but if you want to demonstrate you are as good as the best in the industry then this is the course for you. The top investment banks will recognize our micro-degree certifications, making them perfect for graduates looking to land a job or a professional preparing for a new role.

Are Financial Edge's courses credible?

The leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best analysts in the world, why not challenge yourself with the same content and certification with the same Wall Street instructors ready to answer your questions.

Will the Excel Efficiency for Financial Modeling and Data Analysis help me get a job?

Absolutely. Develop practical skills you can use to impress at interviews, whether you’re looking to break into finance or change roles.

How long do I have to complete the Excel Efficiency for Financial Modeling and Data Analysis ?

Everyone works at their own pace so there's no restrictions, all you need is an active Felix plan for the course you are completing. All Felix plans renew annually.

Are there any hidden costs?

No. Everything you need is included, from instructor-led videos and Excel exercises to the exams.

What support will I get along the way?

Our expert instructors are standing by to answer questions and help you develop a detailed understanding of finance complexities. Our technical support team are also ready to help with any system problems.

What is the difference between a Felix subscription and buying a single course?

Purchasing a single course gives you lifetime access to that one program. Purchasing a yearly Boost or Pro Felix subscription gives you access to our full library of 50+ certifications for the duration of your subscription. With a Pro plan, you’ll also be able to access our streamlined company and market data alongside productivity tools.

Visit our FAQ page for more