Basics of Excel for Finance

Basics of Excel for Finance: Build Core Excel Skills for Financial Analysis, Reporting, and Decision-Making

What you'll learn

✓ Use Excel confidently for finance tasks using correct cell referencing, naming ranges, and structured formulas
✓ Apply logical, date, and text functions to solve real-world financial problems and models
✓ Retrieve financial data efficiently using LOOKUP, INDEX, and MATCH functions
✓ Analyze data faster using Pivot Tables and conditional formatting techniques
✓ Improve accuracy and control in spreadsheets using data validation and Excel productivity tools

Requirements

● A stable internet connection to access course content
● Access to Microsoft Excel
● A laptop, desktop, or compatible device for watching the videos

Description

This course contains the use of artificial intelligence.
Basics of Excel for Finance is a practical, beginner-friendly course designed for anyone who wants to build strong Excel fundamentals specifically for finance, accounting, and analytical roles. This course focuses on real-world business scenarios rather than generic Excel theory, helping you understand how Excel is actually used in finance teams.
You will start by learning essential Excel concepts such as logical functions, including IF, AND, OR, nested IF, and IFS, applied through loan approval and financial decision-making examples. The course then moves into date functions like DATE, TODAY, EDATE, and EOMONTH, which are critical for financial models, accounting schedules, and reporting timelines.
You will also learn how to combine and clean data efficiently using ampersand and CONCATENATE, followed by powerful lookup techniques using MATCH and INDEX to retrieve financial metrics dynamically. As the course progresses, you will master VLOOKUP, conditional formatting for performance analysis, pivot tables for summarizing large datasets, and productivity tools like the Quick Access Toolbar to speed up your workflow.
A major highlight of this course is advanced data validation, where you will learn how to control data accuracy using real HR-style datasets. You will apply text, number, date, time, dropdown lists, duplicate checks using COUNTIF, and custom error messages to ensure clean and reliable data entry, a crucial skill in finance and operations.
This course is ideal for finance students, working professionals, accountants, analysts, and anyone looking to strengthen their Excel foundation before moving to advanced financial modeling or Power BI.
Enroll now and start building strong Excel skills for finance roles today.

Who this course is for

■ Finance students who want to build strong Excel fundamentals for careers in accounting, banking, or analysis
■ Working professionals looking to improve speed and accuracy in financial reporting using Excel
■ Beginners in Excel who want a finance-focused learning path instead of generic Excel training
■ MBA, CFA, FRM, or finance certification aspirants needing practical Excel skills
■ Anyone aiming to move into finance roles that require daily Excel-based analysis

Homepage

https://www.udemy.com/course/basics-of-excel-for-finance

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