Excel for Business & Finance
Learn everything you need to know about Microsoft Excel from business and finance industry professionals.
Taught by Instructors with Experience At
What you’ll learn
This course will teach you all the Excel formulas, charts, and shortcuts you need to stand out in any business or finance role. We’ll start with the very basics, and gradually progress to creating professional spreadsheets such as financial models, dynamic pivot tables, and interactive dashboards. Throughout the course modules, you’ll learn the theory, followed by practical exercises in the form of case studies to replicate the type of work you may encounter as an intern or full-time working professional.
100+ High Quality Lessons
Downloadable Excel and PDF Files
Four Real-Life Case Studies
Lifetime Access on Any Device
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.
Build a strong foundation for your career
Learn the Excel best practices used at top Fortune 500 institutions across the globe. Whether you're a complete Excel beginner, or you're an advanced user, there's valuable lessons for everyone.
Practical Excel lessons applicable to any business or finance role
Specifically tailored for current or aspiring professionals in business and finance oriented roles such as a financial analyst, management consultant, business analyst, investment banker or product marketer, among others.
Career focused lessons applicable to real business & finance opportunities
Our courses are specifically tailored to current or aspiring professionals in business, finance, or investment-oriented roles. These include financial analysts, investment bankers, management consultants, product marketers, or business analysts, among many others.
Course Curriculum
- Course Overview
- Excel Computer Settings
- Course Resource: Excel Shortcuts
- Course Resource: Excel Formulas Glossary
- Overview of Excel Spreadsheets
- Data Entry on Excel
- Editing Rows and Columns
- Saving, Closing, and Printing
- Cell Borders, Colors, and Alignment
- Formatting Numbers
- Format Painter
- Merge and Center
- Formatting Exercise
- Conditional Formatting
- Freeze Panes
- Grouping
- Excel Navigation Shortcuts
- Excel General Shortcuts
- Excel Formatting Shortcuts
- Excel Alt Key & QAT Shortcuts
- Excel Shortcuts Exercise
- Formula Setup & Cell Referencing
- Basic Math Formulas
- IF statement
- IF AND OR
- SUMIF & SUMIFS
- RANK & ROUND
- Math Formulas Exercise
- LEFT MID RIGHT
- CONCATENATE
- Text Cleaning Formulas
- Text Formulas Exercise
- Date & Time Formulas
- SEQUENCE
- Date Differences
- Date & Time Exercises
- VLOOKUP & HLOOKUP
- XLOOKUP
- INDEX MATCH
- Case Study: Building an Income Statement
- UNIQUE
- CHOOSE & Data Validation
- Goal Seek
- Sensitivity Analysis
- Excel Interview Test
- Present Value & Future Value
- Net Present Value (NPV)
- XNPV & XIRR
- Internal Rate of Return (IRR)
- Loan Schedule
- Loan Schedule Pt2: PPMT, IPMT, CUMIPMT
- Case Study: Project Analysis and Loan Amortization Table
- Data Visualization Essentials
- Bar & Column Charts
- Waterfall Charts
- Football Field Charts
- Pie and Doughnut Charts
- Combo Charts
- Area Chart
- Sparklines
- Advanced Charts
- Excel Tables
- Pivot Tables Part 1
- Pivot Tables Part 2
- Sort & Filter
- Data Types
- Regression Analysis
- Case Study Dashboard
- Excel Interview Test Q1
- Excel Interview Test Q2
- Excel Interview Test Q3
- Business Case Study Instructions
- Business Case Study Introduction
- Fixing Formatting
- Fixing Formatting Pt 2
- Linking ID with City Name
- Working with Data Errors
- Assumptions for Missing Data
- Finding Insights from Data
- Visualizing the Insights
- Excel Shortcuts Refresher
- Excel Formulas Refresher
- Gridlines, Rows, and Columns
- Removing Duplicates
- Text Formatting
- Find & Replace
- Income Statement Formatting
- Revenue Assumptions
- Making the Income Statement Dynamic
- Graphs & Visuals
- Summary Financials
- Grouping Sections
- Navigation Bar
- Data Validation, Adding Comments, & Protecting Sheets
- New TEXT Functions
- VSTACK & HSTACK
- TOCOL & TOROW
- TAKE & DROP
- Image Functions
- Expand Funciton
- SUM FILTER
- SUM OFFSET
- Advanced INDEX MATCH
- SUMIF Wildcard
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!
What our students say
Outstanding!
Linda Fligg
I grow tremendously
Antonio Newman
Keep up the good work!
Jennifer Ng
Exceptional Training Solution!
Michael Penna
Thank you
Evelyn Tah
Great course
Tim Lorentz
Engaging
Justin Risin
Pretty Good
Raghav Wasan
Learned a lot
Hai Nguyen
Great Course on SQL
K R
Easy to follow
Michael Dos Santos
Highly Recommend!
Yakuphan Alptekin
Superb Work
Johnny Chowdhury
Well Done!
Tristan Chiu
Wonderful Course!
Ebenezer Anane
Great stuff!
David H
Enjoying it!
Yuling Zheng
Extremely Impressed
Josh McDonald
Worth the Money!
Jamaal Tobias
Excellent Experience!
David Rodrigues
Highly Recommend
J Lee
I love that it's interactive
Ashley Thompson
Definitely recommend it!
Arif Rashid
Great Explanations!
Jamie Forschner
Excellent
Joseph Daher
Wise Decision to Purchase
Jamaal T
Informative
Tam Tran
The Best!
Jasmine Akujobi
Just What I was Looking For!
Rashed Al-Romaithi
Very, very helpful!
Marco Horn
Worth Every Penny
Molly Dadzie
Awesome Course!
Andy Giro
Excellent
Bilal Kamara
Great Content!
Naseef Kamal
Very well structured course
Will
Top Experience
Guillem Bigordà Freixas
I cannot recommend their courses highly enough!
Justin Galczynski
I LOVE THE TRAINING PROGRAM
George Taylor
Excellent Learning Experience
Dinah Fojas
Awesome Practice
Rupali Kapadia
Cheers!
Marvel Tanudjaja
Awesome learning Power BI
Jim Brooks
Clear Explanations!
Russell Tankoua
Beginner friendly
Julian Mascio
Amazing, Detailed and Realistic!
Ishaan Mathur
Great course!
Cristine Ramos
Great job!
Marco Franceschini
Thoroughly Enjoyed Power BI
Selina Chee
Very detailed
Steven Huang
Makes sense!
Ikmareka Hunt
Very Valuable
Robert Remondino
Thank you, so much.
Katia Rues
Well paced
Reeta Sooknah
Recommend to those in finance
Aditiya Kusuma
I do recommend it!
Vladimir Sobur
Thank you!
Keith Aul
Exceeded my expectations
Khin Yaminn
Amazing Course!
Erik Reznicek
Well Organized
Hyascar Jesus Vargas Zelada
Exceptionally Helpful
Garay
This course is worth it!
Selasi Kwame
Clear, concise instruction
Matt Pounch
A Very Complete Course!
Teo Ballbe
I like this course and recommend it
Tom Munt-Davies
Perfect!
Murilo Cangueiro
Just What I Needed!
Daniel Mwabila
Super Helpful!
Isabella West
Our Students Now Work At
Meet Your Instructors
Kenji Farre
Michael Quach
Learn the skills you need to advance your career
Select the course or bundle that works best for you
- {yes} Access to Full Excel Curriculum
- {yes} Excel Course Completion Certificate
- {yes} Excel Shortcuts Cheat Sheet (Windows + Mac)
- {yes} Excel Formulas Guidance Sheet
- {yes} Business Case Study: Excel Interview Test
- {yes} Finance Case Study: Dynamic Financial Model
- {no} Access to Full Power BI Curriculum
- {no} Power BI Course Completion Certificate
- {no} Case Study: McDonald's Data Visualization Report
- {no} Case Study: Nike P&L Dashboard
- {yes} Access to Full Excel Curriculum
- {yes} Excel Course Completion Certificate
- {yes} Excel Shortcuts Cheat Sheet (Windows + Mac)
- {yes} Excel Formulas Guidance Sheet
- {yes} Business Case Study: Excel Interview Test
- {yes} Finance Case Study: Dynamic Financial Model
- {yes} Access to Full Power BI Curriculum
- {yes} Power BI Course Completion Certificate
- {yes} Case Study: McDonald's Data Visualization Report
- {yes} Case Study: Nike P&L Dashboard
FAQs
Frequently Asked Questions
The course is designed for students to complete around 2 modules per week, for a total of 4-5 weeks until course completion. However, the course can be completed at your own pace (faster or slower) and you'll have unlimited access to the materials.
Unlike most generic Excel courses, our course is especially focused for business and finance roles using our internship and full-time experience at top tier companies such as Tesla, Amazon, and Goldman Sachs. Most other courses are too theoretical and disregard the practical applications of Excel on your day-to-day tasks as a working professional. That's why this course is based on real-life examples using the business offerings and financial statements of companies such as Apple. Lastly, we're with you every step of the way through our interactive discussion forum.
This course is for all levels ranging from beginners to advanced users. If you're an advanced user, you might want to skip the first module!
Yes, this course is accredited by the CPD Certification Service. Career Principles is a certified CPD member.
You don't need any knowledge of business, finance, or excel concepts. All you need is a computer with Excel and a willingness to learn!
You will have lifetime access to the lessons and materials. The course can be taken on both smartphone and computer.
For any other general inquiries, please contact us at info@careerprinciples.com