Outlook for Business & Finance

Learn to effectively manage your work communications with Outlook features such as email, calendar, and a to-do list.

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Taught by Instructors with Experience At

Overview

What you’ll learn

This course will teach you how to use Outlook emails, contacts, calendars, and other features to communicate effectively in any business or finance role. We'll start with the very basics, and gradually progress to more advanced work management tools that you can use to organize your work day. Throughout the course, you'll learn the theory, followed by practical exercises in the form of case studies to replicate the real work scenarios you'll encounter as an intern of full-time working professional.

40+ High Quality Lessons

Downloadable Support Files

Ask us anything on the course discussion forum

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Overview Student Profiles Curriculum Testimonials Instructors Pricing FAQs

Student Profiles

Who are these courses for?

University Students

If you're a college student looking to secure an internship or full-time job in a top tier business, finance, or investment firm, these courses are for you.

Working Professionals

If you're a working professional looking to level up your technical career skills, these courses are for you.

Career Switchers

If you're looking to boost your technical skills to better your chances of switching into a business or finance role, this course is for you.

Learn email best practices for the workplace

This course walks you through the tools and techniques you'll use to communicate effectively with managers, colleagues, and clients. This includes both email functions and email writing etiquette.

Learn to optimize work management

Transform your actionable work tasks and email requests into organized calendar events and to-do list tasks. Prioritize your key meetings and tasks with grouping, sorting, reminders, and more.

Practical lessons applicable to real work scenarios

This course is tailored for current or aspiring professionals in any relevant business industry or corporate function. This includes financial analysts, investment bankers, management consultants, business analysts, product marketers, and sales associates among others.

Course Curriculum

Module 1: Course Introduction

Course Overview
Course Resource: Outlook Shortcuts

Module 2: Email Fundamentals

Outlook Overview
Preparing an Email
Sending an Email
Advanced Email Features
Creating a Professional Signature
Adding Visuals
Scheduling & Recalling Emails
Outlook Shortcuts
Advanced Outlook Shortcuts
Case Study: Sending a Professional Email

Module 3: Email Etiquette

Email Subject Line
Email Body Part 1
Email Body Part 2
Email Best Practices

Module 4: Organizing Your Inbox

Marking as Read / Unread
Categorizing and Flagging
Reading Pane
Editing View Options
Sorting & Grouping Emails
Managing Email Threads
Cleaning Up Emails
Creating Folders & Archives
Case Study: Managing Your Inbox

Module 5: Managing Your Contact List

Creating a Contact
Creating a New Contact From an Email
Managing Contact Folders
Importing a List of Contacts
Finding Contacts
Sharing Contacts

Module 6: Outlook Calendar

Calendar View & Navigation
Adding a New Calendar
Creating Appointments
Creating Meetings (with Scheduling Assistant)
Proposing & Accepting Meeting Times
Case Study: Getting to Know Your Team

Module 7: Advanced Outlook Functions

Search Bar
Advanced Search
Creating Tasks
Task Controls & Navigation
Creating an Automated Out of Office Email
Sending Bulk Custom Emails with Mail Merge

Module 8: Case Study

Real Workday Simulation

Get Certified!

Impress recruiters with your resume

Upon completion of all course lessons, you will receive a digital certificate with your credentials. Furthermore, you can add it to your LinkedIn to show your skills to recruiters!

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Testimonials

What our students say

I'm currently taking the Power BI online course. The instructors break down the teaching to bite size videos. The demos are easy to follow and gives me the confidence to build my own dashboards. Really thankful to have discovered this course. Keep up the good work!

Keep up the good work!

Jennifer Ng

"This course has given me the opportunity to strengthen my accounting foundations, learn how to build a dynamic 3-statement model, conduct a complex DCF, Comps and Precedent Transactions valuation, and create a stock pitch deck to present to target clients."

Cheers!

Marvel Tanudjaja

"I've seen a lot of Excel courses out there, but this one is definitely the best. It covers a lot of topics and gives great explanations for all of them. Plus you get to do real-world exercises at the end to put into practice what you've learned. I highly recommend."

Great Explanations!

Jamie Forschner

Great Excel and Power BI courses. Lots of interesting and interesting things I've learnt. I do recommend it!

I do recommend it!

Vladimir Sobur

Very much so I started as a true beginner , Now I feel like I grow tremendously.

I grow tremendously

Antonio Newman

As an investment club president, I wholeheartedly recommend the Finance & Valuation Module for people who want to develop their technical finance skills. The digestible lessons, straightforward content, and hands-on walkthroughs helped our new members secure finance internships as freshmen.

Exceptional Training Solution!

Michael Penna

"Semi-retired physician doing this for fun. Wish I had this knowledge in Med School as it would have been very valuable for expanding business knowledge and maybe entrepreneurship."

Very Valuable

Robert Remondino

Very thorough and informative no matter your excel skill level.

Informative

Tam Tran

Clear, concise instruction. If you enjoy Kenji's videos you will be more than happy with your purchase

Clear, concise instruction

Matt Pounch

Course is very well paced and easy to follow

Well paced

Reeta Sooknah

"The case studies are just perfect!"

Perfect!

Murilo Cangueiro

I have been using Excel to keep track of assignments for years. It wasn't until I decided to shift career paths that I found this course and realized just how powerful Excel is! This course does an amazing job of breaking down concepts, formulas, functions, visualizations, dashboards, you name it, this course explains it! I love Kenji's YouTube channel, and this course is like an extension of the videos he produces. Great stuff!

Great stuff!

David H

This course is worth it! I would entreat anybody who wants to advance their knowledge in Excel to take this course. My commendation and respect to the Career Principles Team, Kenji, and Co. Well done, guys.

This course is worth it!

Selasi Kwame

"Very thorough and practical, definitely recommend for those who want to level up their Excel skills."

Excellent

Bilal Kamara

Very detail analysis to financial ratios and the three financial statements, do recommend to any beginners who are looking to go to banking and financial services!

Very detailed

Steven Huang

"Really enjoyed the practical case studies that made it feel like a real scenario I could encounter at work."

Super Helpful!

Isabella West

"The course delivered as promised. It had the right balance of theory and practical exercises with downloadable resources to further my learning. Great job!"

Awesome Course!

Andy Giro

"Very thorough and comprehensive! The guidance I received from the senior instructors helps me in my everyday life as a financial analyst at Amazon."

Well Done!

Tristan Chiu

"Clear explanation with concrete examples."

Clear Explanations!

Russell Tankoua

Excellent videos, walkthroughs, and explanations!

Excellent

Joseph Daher

Very engaging and informative.

Engaging

Justin Risin

Very creative and informative, and I enjoyed learning the course. They cover all the small detailed points and explain each small point with its relation to other points in all the lectures. This is done with high-quality resolution videos. Thank you and good luck to the Career Principles team!

Just What I was Looking For!

Rashed Al-Romaithi

I've taken multiple courses with Career Principles and some of them I'm still going through. The way the material is presented in each course has been clear and easy to understand with the many examples. The key to effective training is the real world application of key concepts and projects. In other words, how can this training be used in real world projects that you would need in your career. Thank You!

Thank you!

Keith Aul

"The course was extremely helpful, it has allowed me to build my Excel finance skills from the ground up, the course is perfect for anyone looking to strengthen their knowledge of Excel and finance. Amazing Work!"

A Very Complete Course!

Teo Ballbe

Yes, well done. Great job! Bring you step by step accross solving problems you usually find at work. With downloading file can practise at the same time and so easily memorize and get it. Thanks.

Great job!

Marco Franceschini

At first I was a bit worried that having to remember the different shortcut keys, would slow down my progress. However, after applying them to the exercises a few times, I now try to do the case studies on my own first, then watch the videos to see if my approach makes sense.

Makes sense!

Ikmareka Hunt

"It was a wise decision to purchase this course. As an analyst, I'm learning a lot and applying what I've learned to my current position."

Worth the Money!

Jamaal Tobias

This excel course for finance is very useful, I recommend it to those who work in finance

Recommend to those in finance

Aditiya Kusuma

"This course is the best. It's packed with informational and realistic examples. I love the downloads that are available for you to practice what's being taught. This course has really enhanced my skills."

The Best!

Jasmine Akujobi

This is handy and good. I like the explanations and clarity when formulas and the theory around the formulas are explained. I also like the keyboard cheat sheet and the fact he uses the keyboard shortcuts in the videos.

I like this course and recommend it

Tom Munt-Davies

I just randomly encountered Kenji on his Youtube videos. As a finance lover, I decided to pay for this course and learned a lot from what he and his team taught me. I hope I would be able to connect them on LinkedIn some days.

Learned a lot

Hai Nguyen

Great course. One issue for me is I am not a fan of keyboard shortcuts, I wish more of the alternative navigation to input was explained

Great course

Tim Lorentz

Great content! Highly recommend for refresh accounting skills

Great Content!

Naseef Kamal

"The senior instructors have really helped me develop the skills I needed to perform at the level of a finance professional. These practical skills have carried me a long way in my banking career!"

Just What I Needed!

Daniel Mwabila

"This course managed to reactivate the knowledge from my university studies 15 years ago and, above all, to translate it into a practical context. The Excel skills taught along the way are at least as valuable to me. Thank you Kenji & Team ."

Very, very helpful!

Marco Horn

The online Power BI course exceeded my expectations with its comprehensive content and expert instruction. Highly recommended for anyone looking to master Power BI skills. The course platform is better experienced on a laptop than an iPad.

Exceeded my expectations

Khin Yaminn

Amazing course, with the essential things that you might need in future workplace + the case studies are really good to test yourself.

Amazing Course!

Erik Reznicek

Awesome learning Power BI and Kenji's' explanations are very clear and easy to follow.

Awesome learning Power BI

Jim Brooks

This course is extremely beginner friendly, and teaches you all the necessary formulas, concepts, and shortcuts necessary. The end of each module provides a case study allowing you to practice what you've learned.

Beginner friendly

Julian Mascio

"The best Excel course. My Excel skills have improved significantly. Thank you guys for creating such a wonderful course."

Wonderful Course!

Ebenezer Anane

"The lessons are structured, clear, and concise. They even have downloadable files that you can practice on! When you complete the courses, you can add them easily to your LinkedIn and reap the benefits! In addition, the team is quick to respond and happy to help."

Extremely Impressed

Josh McDonald

Everything about Career Principles' courses are top-notch. They take you through from beginning to end very quickly, and give you fantastic resources to learn. I cannot recommend their courses highly enough!

I cannot recommend their courses highly enough!

Justin Galczynski

"Kenji & Michael's teachings are practical and focus almost entirely on giving the student the tools to succeed in real life business and finance scenarios. After finishing the course, I feel like I am no longer missing out on something that is so essential for my career."

Highly Recommend!

Yakuphan Alptekin

"I took this course before starting my job as an investing banking analyst, not being from a hardcore finance background, this course helped in solidifying my basic concepts as well building real life excel skills that are required for my job."

Amazing, Detailed and Realistic!

Ishaan Mathur

The course was presented in a way that was easy to access and understand. What really stood out to me were the informative tools that were provided to help make my skills and work easier, more professional, and stand out from others. These tools were incredibly helpful and I was able to apply them to my work immediately.

Excellent Experience!

David Rodrigues

I love that it's interactive I learn best when I am doing the work not just watching. The instructors answer your questions so quickly. Better than LinkedIn courses by a long shot.

I love that it's interactive

Ashley Thompson

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Outlook for Business & Finance

What you’ll learn

Who are these courses for?

University Students

Working Professionals

Career Switchers

Learn email best practices for the workplace

Learn to optimize work management

Practical lessons applicable to real work scenarios

Course Curriculum

Impress recruiters with your resume

What our students say

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Meet Your Instructors

Kenji Farre

Michael Quach

Learn the skills you need to advance your career

FAQs