Title
The Financial Analyst's Complete Guide to Excel
Use Excel to advance your career in finance and accounting! Finance functions, financial modeling, analysis, and more!

What you will learn
Excel techniques & functions used in banking, private equity, real estate, corporate finance & more
Gain EXTREME confidence in your ability to use Excel to perform financial analysis
Learn the basics of financial modeling and how a financial analyst builds custom models
Build a loan amortization table from scratch. Take this one to the bank!
Advanced search & lookup functions including VLOOKUP, INDEX/MATCH & more
Create 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!
Why take this course?
π Course Title: The Financial Analyst's Complete Guide to Excel πβ¨
Course Headline: Use Excel to advance your career in finance and accounting! Finance functions, financial modeling, analysis, and more!
What is this class all about? π€ Unlock Your Excel Potential! Embark on a transformative journey from an ordinary user to an extraordinary Excel master within just 4 hours. No prior experience required β this course is designed for beginners and seasoned finance professionals alike, ensuring that everyone can elevate their Excel skills to new heights.
What will I learn? ππ
- Master the Essentials: From formulas and techniques to industry-specific knowledge, this course covers a broad spectrum of Excel functions used in finance.
- Financial Modeling Basics: Gain an introduction to financial modeling, a critical skill for making informed investment decisions.
- Advanced Tool Proficiency: Learn search & lookup functions, keyboard shortcuts (complete with a downloadable PDF!), pivot tables, and more data analysis tools.
- Macro Mastery: Understand how to automate tasks using macros to save time and increase productivity.
- Real-World Applications: Each lesson is paired with practical exercises to simulate real-world financial analyst tasks.
Why are you qualified to teach me? π Led by Philip Handke, CFA, this course benefits from over 8 years of professional experience in finance. As a daily Excel user and the builder of numerous financial models, Philip's expertise is not just theoretical β it's honed through practical application in high-stakes environments like a small business lender and a public REIT. Philip's passion for teaching shines through his detailed lesson plans, designed to be both digestible and applicable in real-world scenarios.
What else can you tell me? ππ‘ Becoming proficient with Excel is a game-changer for financial analysts. It's an essential skill that can significantly enhance your career opportunities and advancement within the finance industry. With this course, you'll be equipped with the knowledge and tools to stand out in your field. Plus, we back our course with a 30-day money-back guarantee because we're confident you'll find it invaluable β but if for any reason it doesn't meet your expectations, we're here to offer a full refund.
Join us and transform the way you approach finance with Excel! πβοΈ With Philip Handke, CFA as your guide, you'll navigate through the complexities of financial analysis and emerge with newfound confidence and expertise in Excel β a skill that will set you apart in the competitive world of finance. Don't miss this opportunity to elevate your career; enroll now and become an Excel pro! πβ¨
Enroll today and take the first step towards becoming an indispensable financial analyst tomorrow! πΌβ
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Our review
Overall Course Review
The online Excel course has garnered a high global rating of 4.60, with all recent reviews being positive. The course is well-received for its applicability to finance professionals and its ability to enhance efficiency and utility within an organization. It is also noted for its clear explanations and real-world examples that boost user confidence in their Excel skills. Below are the detailed pros and cons based on the recent reviews:
Pros:
- Ease of Understanding: The course content is designed to be easily understood, catering well to novices who can skip over basic content they're already familiar with.
- Responsive Instructor: The instructor, Phil Handke, is commended for his responsiveness and providing quick replies when contacted by students.
- Real-World Applicability: The lessons are practical and highly applicable to finance professionals, with a focus on efficiency and data analysis tools.
- Efficiency Improvement: The course has helped users transition to using keyboard shortcuts exclusively, significantly increasing their Excel efficiency.
- Clear Instruction: Philip Handke's teaching style is clear and concise, delivering content in easily digestible pieces that enhance knowledge of Excel.
- Comprehensive Overview: The course offers a broad overview of advanced Excel features such as nesting IF statements, keyboard shortcuts, and the latest data analysis tools.
- Recommended for Finance Professionals: The course is particularly recommended for those in finance who perform tasks like financial modeling.
- Great for Beginners and Rusty Users: It's suitable for both beginners and users who have learned Excel many years ago, as it covers new tools introduced in recent versions of Excel.
- Well-Presented Material: The course material is very well presented, making it an excellent resource for everyone in the finance industry.
- High Quality Content: The quality of content and instruction is praised as amazing, with clear explanations that are easy to understand.
- Efficiency and Performance Improvement: Users report a noticeable improvement in their Excel skills and performance after completing the course.
Cons:
- Basic Skips May Be Confusing for Beginners: Some users found that the course skipped over basic content, which could be confusing for true beginners or those who need a refresher on the basics.
- Focus on Rote Memorization: At least one user felt the course relied too heavily on rote memorization rather than focusing on understanding the logic behind formulas and Excel functions.
- Advanced Financial Formulas Minimized: The course was criticized for not dedicating enough time to advanced financial formulas, which some users felt were essential for a comprehensive finance course.
- Need for Proper Explanation: Some users preferred a more in-depth explanation of Excel functions rather than just shortcuts, suggesting that a focus on understanding is equally important as efficiency.
Recommendations:
- For those new to Excel or those looking for a refresher, this course is highly recommended for its clear explanations and practical application in finance.
- Users seeking a deeper understanding of financial formulas may want to supplement this course with additional resources or courses focused on that aspect.
- Beginners who struggle with formula logic might consider a different course that emphasizes foundational concepts before moving on to shortcuts and advanced features.
Final Thoughts:
Overall, the Excel course is a valuable resource for finance professionals and anyone looking to improve their Excel skills. It receives high marks for its practicality, efficiency-focused content, and clear instruction. However, potential students should consider their current skill level and needs when deciding whether this course aligns with their learning objectives.
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