Excel Fundamentals - Formulas for Finance (2024)

Excel Fundamentals – Formulas for Finance Overview

Excel is a sophisticated piece of software, and it canbe overwhelming to look through and work with the many available features. CFI’s “ExcelFundamentals – Formulas for Finance” course will help you filter down through those features to focus on theones that are the most common and useful within the finance industry. Thiscourse will help you learn the basic functions to performstatistical analysis on data sets in Excel 365.

Excel Fundamentals – Formulas for Finance Learning Objectives

• Use basic Excel functions toperform statistical analysis on data sets.
• Explore functions used to aggregate or summarizefinancial data in various ways.
• Compare various lookup functions to understand theiradvantages and disadvantages.
• Apply useful date functions for annual, quarterly, andmonthly models.
• Compare the basic NPV & IRR and the more advancedXNPV & XIRR functions.
• Understand basic and advanced custom formatting fornumbers and dates in Excel.

Who Should Take This Free Excel Tutorial?

This courseis perfect for beginners, intermediate, and even advanced financialprofessional Excel users. The course starts off with the basics, butquickly advances so even more proficient users will learn something new andhave a great refresher.

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

More Questions?

You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions