Word For Business & Finance

Create professional business reports and business documents in Microsoft Word with industry best practices.

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Taught by Instructors with Experience At

Overview

What you’ll learn

This course will teach you all the Word features, functions, and tools that you’ll need to create professional grade business documents in any business or finance role. We’ll start with the very basics, and gradually progress to fillable forms, corporate documents, internal business reports, and other advanced deliverables. Throughout the course, 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 of full-time working professional.

40+ High Quality Lessons

Downloadable Word and PDF Files

Ask us anything on the course discussion forum

Lifetime Access on Any Device

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.

Build professional business documents

Learn the Word tools and functions used to make industry grade business and finance documents. From a sample annual report page to a full internal business report, there are valuable lessons for everyone!

Learn using real-life business scenarios

Build on document creation fundamentals to make practical resumes, forms, reports, and other business documents that are applicable to any corporate role. Documents should be fit to send to managers, colleagues, clients, and other business stakeholders.

Made for current or aspiring business professionals

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: Keyboard Shortcuts

Module 2: Basic Functions

Introduction to Microsoft Word
Ribbon Area
Layout Options
Header & Footer
Table of Contents
References (Footnotes, Citations, and more)
Case Study: Setting up a basic report layout

Module 3: Text Inputs

Basic Text Inputs
Hyperlinks
Word Shortcuts
Advanced Word Shortcuts
Case Study: Applying text features

Module 4: Visuals

Shapes
Icons, Images, and Media
SmartArt
Linking Excel Data to Word
Case Study: Creating an annual report page for McDonald’s

Module 5: Page Layout Features

Indents & Tab Stops
Line & Paragraph Spacing
Line & Page Breaks
Column Layouts
Table Layouts
Case Study: Formatting a Professional Resume / CV

Module 6: Advanced Functions

Adding Document Comments & Changes
Document Inspection & Protection
Fillable Forms
Mail Merge

Module 7: Nike Company Report

Company Report Introduction
Custom theme style for the report
Custom design for the table of contents
Report Cover Page
Report Header & Footer
Section 1: The Introduction
Section 2: Company Analysis
Section 3: Trend Analysis

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

The materials are well organized and thought through. Definitely recommend it!

Definitely recommend it!

Arif Rashid

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

Awesome practice with real life case study

Awesome Practice

Rupali Kapadia

"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

"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 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

Pretty good. Compiled and comprehensive. Good excel exercises and good to work with real examples! You might have to have some knowledge to make sense of everything presented here. This is not a course for finance. It is a course in using excel for financial modelling and so its helpful to have finance knowledge.

Pretty Good

Raghav Wasan

Great content! Highly recommend for refresh accounting skills

Great Content!

Naseef Kamal

Lesson material is extremely relevant, intuitive, and easy to follow. I've learned everything from Microsoft Excel, Power BI to MySQL.

Easy to follow

Michael Dos Santos

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

Recommend to those in finance

Aditiya Kusuma

Well Organized and very practica course... congratulations..

Well Organized

Hyascar Jesus Vargas Zelada

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 course provided valuable insights and was worth every penny. I highly recommend it.

Worth Every Penny

Molly Dadzie

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

"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

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

Thank you for a great course. Whether you're a beginner looking to grasp the fundamentals or an intermediate user aiming to enhance your skills, this course provides a solid foundation and practical insights into the world of Power BI. I highly recommend this course to anyone seeking to unlock the full potential of data visualization and analysis in their professional journey.

Thank you

Evelyn Tah

Very well structured course. I've been working with Excel for over 10 years, but I still learned a lot of neat shortcuts and functions that's applicable to my role as a business analyst.

Very well structured course

Will

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

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

Awesome learning Power BI

Jim Brooks

Course is very well paced and easy to follow

Well paced

Reeta Sooknah

Kenji has done a superb work. Pls add also more cases or pitch deck. However, full program is well designed for MBA students to Proferssionals.

Superb Work

Johnny Chowdhury

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

Clear, concise instruction

Matt Pounch

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

The course is very easy to understand as it's very precise, short, and direct to the point. I learned a lot from this excel course and will definitely help me elevate my accounting skills. Great course!

Great course!

Cristine Ramos

Excellent videos, walkthroughs, and explanations!

Excellent

Joseph Daher

Very beginner friendly course with step by step instruction and practices in between. I am enjoying it!

Enjoying it!

Yuling Zheng

I recently concluded an online financial course and found it an excellent learning experience. Meticulously organized, the class offered clear explanations and relatable examples to simplify intricate financial concepts. Additionally, including practical exercises and case studies enabled me to apply these concepts in real-life situations. Consequently, this course has given me a heightened confidence in my financial knowledge and abilities. I highly recommend this course to individuals seeking to enhance their financial literacy.

Excellent Learning Experience

Dinah Fojas

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

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

I grow tremendously

Antonio Newman

"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

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

"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

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

Wonderful Course!

Ebenezer Anane

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

"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

"The case studies are just perfect!"

Perfect!

Murilo Cangueiro

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

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

I have been enjoying learning SQL with Career Principles. Thank you, so much. This course covered SQL from basis till advanced. I could understand SQL better. I wish all the best to all the team members of Career Principles!

Thank you, so much.

Katia Rues

"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

"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

"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

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

"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

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

The courses are exceptionally helpful and thorough, teaching practical applications of theoretical knowledge, which is exactly what I've been seeking. They're easy to follow, though a solid foundation in finance and accounting is necessary for full comprehension.

Exceptionally Helpful

Garay

I highly recommend investing some courses from Career Principles. You'll not only learn the skills that you'll need to succeed in your business career, but also a brush up on some important skills that might be useful for your job.

Highly Recommend

J Lee

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 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

I LOVE THE TRAINING PROGRAM. EASY TO UNDERSTAND AND CAN RERUN AS NEED FOR CLARITY. I LIKED IT SO MUCH I PURHCASED THE ENTIER OFFERING!

I LOVE THE TRAINING PROGRAM

George Taylor

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

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

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

Very engaging and informative.

Engaging

Justin Risin

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

The Power BI course is outstanding! The pace is perfect, the content is business relevant, and the instructor does a great job explaining concepts. This course is a game changer for me and I'm excited to apply the new skills that I've learned!

Outstanding!

Linda Fligg

Very thorough and informative no matter your excel skill level.

Informative

Tam Tran

Great course on SQL. I really learned a lot! I would recommend this course for anyone interested in learning more about SQL.

Great Course on SQL

K R

I thoroughly enjoyed this Power BI course! The content was clear, well-structured, and incredibly helpful for improving my skills. The examples and case studies provided valuable insights and made the learning experience more engaging and practical. I recommend this course to anyone looking to enhance their Power BI proficiency. Thank you for such an informative and enriching experience.

Thoroughly Enjoyed Power BI

Selina Chee

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

Excellent

Bilal Kamara

"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

Top experience, top professors and top material. I'm waiting for more powerful finance and Excel courses. Congratulations!

Top Experience

Guillem Bigordà Freixas

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.

Wise Decision to Purchase

Jamaal T

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

Super Helpful!

Isabella West

"Clear explanation with concrete examples."

Clear Explanations!

Russell Tankoua

"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

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Word For Business & Finance

What you’ll learn

Who are these courses for?

University Students

Working Professionals

Career Switchers

Build professional business documents

Learn using real-life business scenarios

Made for current or aspiring business professionals

Course Curriculum

Impress recruiters with your resume

What our students say

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Meet Your Instructors