The Financial Analyst’s Complete Guide to Excel [2022]

Learn how to use Excel for financial analysis and financial modeling! Real world exercises from a CFA charterholder.

What is this class all about?

What you’ll learn

  • Excel techniques and functions used in banking, private equity, real estate & more.
  • Gain EXTREME confidence in your abilities to use Excel to solve financial problems.
  • Create your own custom financial models from scratch.
  • Build a loan amortization table from scratch. Take this one to the bank!.
  • Advanced search & lookup functions including VLOOKUP, INDEX/MATCH & more.
  • Creating macros to automate everyday, mundane tasks.
  • Pivot tables and other data analysis tools.
  • Keyboard shortcuts and keyboard movement.
  • Conditional formatting.
  • Logical operator functions.
  • and more!.

Course Content

  • Introduction and Instructor Bio –> 4 lectures • 10min.
  • Efficiency First –> 4 lectures • 14min.
  • Keyboard Shortcuts & Formatting –> 6 lectures • 26min.
  • Lookup & Reference Functions –> 12 lectures • 47min.
  • “IF” Functions (Logical Operators) –> 6 lectures • 28min.
  • Summation, Counting, and Rounding –> 6 lectures • 22min.
  • Financial Functions –> 5 lectures • 27min.
  • Conditional Formatting –> 4 lectures • 13min.
  • Data Analysis Tools –> 4 lectures • 17min.
  • Macros –> 1 lecture • 7min.
  • Capstone: Loan Amortization Schedule –> 2 lectures • 16min.

The Financial Analyst's Complete Guide to Excel [2022]


  • Excel 2010 or newer.
  • A basic working knowledge of Excel is required..
  • Basic knowledge of finance is a plus but is not necessary. You will learn a lot about finance in this course..

What is this class all about?

This class is for financial professionals who want to quickly go from ordinary to extraordinary Excel users! This course is packed with functions, techniques, and best practices that will take your Excel abilities to the next level.


What will I learn?

Whether you’re a total rookie or an experienced analyst, this class will help you become an Excel expert and will teach you a lot about the industry along the way.  With over 50 lectures and over a dozen downloadable resources, you’ll learn formulas & techniques that are commonplace in finance, how to build dynamic financial models, advanced search & lookup functions, keyboard shortcuts, pivot tables and other data analysis tools, macros, and more. Each lesson contains a real-world, practical exercise to prepare you for the tasks performed by financial analysts.  I’ve also included a keyboard shortcut PDF to print out and keep at your desk!


Why are you qualified to teach me?

I’m a CFA charterholder and have been a financial analyst since 2015.  I spend every workday (and some of my weekends 🙂 in Excel and have built dozens of financial models that are used to make daily investment decisions. I currently work at a small business lender and previously worked at a public REIT with some very smart people who were great with Excel and showed me the ropes. I take great pride and enjoyment in teaching, and I’ve spent a lot of time perfecting these lessons to be easily digested and applied in the real world.


What else can you tell me?

Being proficient with Excel is an essential part of being a good financial analyst and can greatly boost your marketability in this industry. If you aren’t truly proficient with Excel, you could be missing out on career and/or advancement opportunities in your field. This class comes with a 30-day money-back guarantee so if you aren’t satisfied for any reason, contact me for a refund.  It’s that easy!

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