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Excel For Finance & Accounting: The All-In-One Guide
Published 7/2025
Created by Daanish Omarshah
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz, 2 Ch
Level: All | Genre: eLearning | Language: English | Duration: 47 Lectures ( 7h 5m ) | Size: 4.3 GB
The only Excel course you'll need for your finance & accounting career!
What you'll learn
Master the fundamentals of Microsoft Excel - including navigation, formatting and productivity shortcuts tailored for finance & accounting professionals.
Apply essential Excel functions such as SUM, AVERAGE, IF, VLOOKUP, INDEX & MATCH, PMT, and NPV to perform accurate financial calculations and analysis.
Build complete financial models from scratch - including income statements, depreciation schedules, and full three-statement models using real-world data.
Create compelling data visualizations using bar charts, line graphs, donut charts, sparklines, PivotTables, and scenario analysis to support financial decision-
Requirements
No prior Excel experience is required - this course is designed for complete beginners.
A computer or laptop with Microsoft Excel installed (preferably Excel 2016 or later for best compatibility).
Basic familiarity with finance or accounting terms is helpful but not mandatory.
Description
Are you ready to take control of your financial decision-making using one of the most powerful tools in the world?Welcome to "Excel for Finance and Accounting: Beginner to Advanced" - a comprehensive 7-hour training program designed to equip you with the Excel skills used by top analysts, accountants, CFOs, and financial modelers.Mastering Excel is a crucial skill for anyone working in finance, accounting, business analysis, or investment management. Whether you're a student entering the world of finance, a small business owner managing your accounts, or a professional looking to sharpen your analytical edge, this course will provide a complete, hands-on journey through Microsoft Excel tailored specifically for financial and accounting use cases.It starts with the basics and gradually builds into more advanced techniques and real-world financial modeling skills. By the end of the course, you'll not only understand the tools Excel provides, but you'll also be able to confidently build a three-statement financial model including income statements, balance sheets, and cash flow statements.The course begins with a comprehensive introduction to Microsoft Excel: what it is, why it's important, and how it has become an essential platform for financial professionals worldwide. You will learn how to install and set up Excel for optimal use, and how to navigate the interface including the ribbon, cells, formula bar, worksheets, and essential tabs.As you progress, you'll master the foundational elements of Excel: understanding the layout of workbooks, sheets, rows, and columns; entering and organizing data efficiently; formatting cells for numbers, currency, percentages, and dates; and applying conditional formatting to highlight key trends. You'll also learn how to use Excel's productivity tools to work faster and smarter, including freeze panes, split screens, shortcut keys, and custom toolbar configurations.Next, the course introduces you to core Excel functions that every finance and accounting professional must know. You'll gain fluency in mathematical and statistical formulas like SUM, AVERAGE, COUNT, MAX, MIN, and learn how to use cell referencing, AutoSum, and the Fill Handle to speed up your work.Building on this, you'll explore logical and conditional functions that are essential for real-world decision-making and reporting. This includes IF statements, nested IFs, SUMIF, AVERAGEIF, COUNTIF, and COUNTIFS. You'll also dive into text manipulation functions like LEFT, RIGHT, MID, and use Flash Fill to clean and structure data quickly.In the intermediate section, you'll work with financial formatting, validate data inputs, use dynamic and static date functions, and apply percentage-based calculations for financial statements. These tools are critical when preparing reports, dashboards, or investor-ready analysis.Lookup and reference functions form the backbone of advanced financial analysis. This course covers VLOOKUP in detail, including common pitfalls and best practices, and introduces more flexible alternatives using INDEX and MATCH. You'll also be introduced to XLOOKUP-Excel's newest and most powerful lookup function-offering dynamic, scalable lookup solutions that save time and reduce errors.One of the course's highlights is the in-depth coverage of financial functions such as PMT, IPMT, and PPMT, which are used to calculate loan payments, interest schedules, and principal repayments. You will also learn how to perform investment evaluations using Net Present Value (NPV) and Internal Rate of Return (IRR). These functions are explained with practical examples and case studies to reinforce understanding.To make your models dynamic, you'll be introduced to Excel's What-If Analysis tools including Goal Seek and Scenario Manager, both essential for forecasting and stress testing financial outcomes. You'll also be guided through creating loan amortization schedules using Excel templates-perfect for both business owners and finance professionals.Visualization is another key skill in finance, and this course provides comprehensive training in creating professional-quality charts. You'll learn how to create and customize bar charts, column charts, line charts, pie charts, donut charts, combo charts, and even multi-level donut charts for advanced dashboards. Best practices in design, layout, and interpretation are emphasized throughout, ensuring your visualizations communicate effectively with stakeholders.As the course progresses, you'll work with large data sets and master data organization through sorting, filtering, and dynamic slicers. You'll learn how to build PivotTables and PivotCharts from scratch, and how to use the Analyze Data feature-Excel's built-in AI tool-for quick insights. You'll also explore how to conduct regression analysis to model relationships between financial variables and test assumptions in your forecasts.For students and professionals seeking to go beyond analysis and into full-scale modeling, this course includes an optional add-on module on building a complete financial statement model. You'll work from a set of assumptions to build out projected revenues, costs of goods sold, operating expenses, depreciation schedules, loan interest schedules, and taxes. These are then linked together into a complete three-statement financial model with automated calculations and professional formatting.By enrolling in this course, you will
evelop confidence in using Excel as a tool for financial analysis and accountingUnderstand core functions, formulas, and techniques used in the real worldLearn how to structure financial models and reports that are dynamic and scalableGain hands-on experience through downloadable Excel templates and exercisesBuild dashboards and charts that communicate insights clearly and professionallyMaster Excel tools from VLOOKUP to PivotTables to Scenario ManagerComplete a real-world 3-statement model for a sample business caseNo prior Excel experience is required. This course is ideal for beginners looking to build a strong foundation and for professionals seeking to advance their Excel-based financial skills.Who this course is for
Business, finance, accounting, or economics students who want to build strong Excel skills for coursework, internships, or job readiness.
Junior accountants, analysts, auditors, or finance officers looking to streamline tasks, improve analysis, and boost productivity with Excel.
Non-finance founders and business owners who want to track budgets, analyze profits, plan investments, and make better decisions using Excel.
Anyone preparing for finance or analyst roles, or switching into accounting/finance from another field - this course gives practical, job-ready Excel skills.
If you already know the basics of Excel but want to apply it specifically to financial modeling, analysis, and accounting - this course is for you.
