Advanced Excel for Financial Modeling
IDFI

Hands-on Training from Experts Live Online

Strengthen your financial modeling skills by mastering advanced Excel functions used by finance professionals. You’ll work with tools like VLOOKUP, INDEX-MATCH, Pivot Tables, and macros, while building models such as discounted cash flow and leveraged buyouts. This course is ideal for those with a solid Excel foundation.

This course includes

  • 6 hours of live, project-based training from experts
  • Learn from a Microsoft Certified Trainer
  • Access to class recordings (30 days)
  • Verified digital certificate of completion
  • Learn at an accredited institution
  • Small class sizes

Master the advanced Excel tricks, techniques, and tools used by financial analysts to build and audit financial models. By the end of this course, you’ll know how to create efficient, flexible formulas, perform sensitivity analysis, and fully leverage Excel’s finance-specific features.

  • Begin working with cash flow modeling and projections in Excel
  • Master Excel shortcuts and techniques for financial modeling, including navigation, formula writing, and working without the mouse
  • Audit financial models and write efficient, flexible formulas
  • Use advanced analytical tools for sensitivity analysis
  • Apply financial functions for NPV, IRR, Bond Yields, and Mortgage Payments
  • Master advanced functions essential for analysts: Nested functions, VLOOKUP-MATCH, INDEX-MATCH

This course does not require or cover corporate valuation or financial accounting concepts. Its focus is on mastering Excel’s features. For in-depth instruction on financial modeling concepts and building full financial models on real-world companies, see our Financial Modeling Bootcamp.

This course is included as the first day of our Financial Modeling Bootcamp. In the Bootcamp, you’ll build a valuation model on a public company while analyzing its financial statements and creating meaningful projections. The Bootcamp also reviews financial accounting, corporate finance, and corporate valuation concepts and includes smaller projects in LBO modeling and integrated 3-statement modeling.

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This course has a prerequisite

Prior financial experience is helpful, but not required. 

Excel proficiency equivalent to Intermediate Excel for Business is required, including VLOOKUP, Pivot Tables, and IF statements.

Schedule & Enrollment: Advanced Excel for Financial Modeling

  • 6 Hours
  • Full tuition: $350
  • Live Online
  • Expert instructors
  • Small classes

  • August 20
    Wednesday 10–5pm
    Registration closing soon
    Enroll

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