Excel Fundamentals – Quick Start Guide

In CFI’s “Excel Fundamentals – Quick Start Guide” course, you will learn all the basics of Excel 365, including set-up, layout, shortcuts, and the functions you need to be more productive and efficient in your finance role.

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Corporate Finance Institute

Overview

Excel Fundamentals – Quick Start Guide Course Overview

Having strong Excel skills is critical for any job involving financial analysis or financial modeling. CFI’s “Excel Fundamentals – Quick Start Guide” course is designed specifically for Excel users who are looking to prepare for a career in finance or are already performing professional financial analysis and financial modeling. This course will review the basics of Excel 365, such as the layout and tools and functions. You will also learn how to effectively use keyboard shortcuts to increase your overall productivity.

Excel Fundamentals – Quick Start Guide Learning Objectives

Upon completing this course, you will be able to:

Identify the main parts of the Excel 365 interface and their purpose.
Explain the advantage of using the keyboard and memorize basic shortcuts.
Recommend Excel settings which are helpful for finance professionals.
Setup the Quick Access Toolbar to improve speed and efficiency.
Explain the most common Excel features used for financial analysis.
Recommend more advanced Excel features used in the finance industry.

Who Should Take This Course?

This course is perfect for beginners, intermediate, and even advanced financial professional Excel users. The course starts off with the basics, but quickly advances so even more proficient users will learn something new and have a great refresher.

What you'll learn

Lesson

Multimedia

Exams

Files

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA®) Certification

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

Commercial Banking & Credit Analyst (CBCA®) Certification

Skills Learned Financial Analysis, Credit Structuring, Risk Management
Career Prep Commercial Banking, Credit Analyst, Private Lending

Learn More

Capital Markets & Securities Analyst (CMSA®) Certification

Skills Learned Trading strategies used in the finance and capital markets
Career Prep Work in capital markets, whether on the buy-side or the sell-side

Learn More

Financial Planning & Wealth Management Professional (FPWMP™) Certification

Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
Career Prep Financial Planner, Investment Advisor, Portfolio Manager

Learn More

What Our Members Say

Extremely Useful

Very Detailed and Well Structured.

Bensen Alex

Very clear and easy to understand

This special course is provided in a manner that everyone, whether an Excel expert or beginner would understand how Microsoft Excel is a fundamental tool to analyze a well-articulated financial analysis. It is also provided in a clearer and easy-to-understand form. The instructor (Duncan M) is an expert of the software. Thank you for your invaluable service!

Atinafu Asefa

grate learning

I can honestly say it was one of the most valuable learning experiences I've had.

Samrawit Gebreyesus

Brilliant

Go for it and you won't regret it.

Nebojša Vukov

Highly Useful

Concise and relevant information for anyone wishing to learn Excel

Daniel Rawlinson

Highly Recommended to anyone looking for improving skills in Excel for accounting and finance careers.

Iyad Masoud

Great Course

I found this course very exciting and educative. I really feel empowered. I've learnt so much even though it's a foundations course. No matter your level of Excel use, there is something in it for everyone. Give it a try.

Alexander Frempong Tabi

Best Experience

CFI is the best platform for Finance students and professionals. Thank you CFI.

Yaseen Ghori

Beautiful fundamentals of Excel

When they say bring me the fundamentals of Excel, this is exactly what they mean. The instructor focused on the fundamentals, well explained, straight to the point and the importance was covered. The shortcuts may seem uncomfortable at the beginning, but once you master them, you find out it will save you so much time.

Linda Etuhole Nakasole

amazing

very interesting and useful

yousef kiewan

Very user friendly format courses for effective self study. Speakers give clear instruction and explanations. The course is structured into easily digest-able sections with very good, practical content.

Vikram Aggarwal

Excel fundamentals

Please attend the course and get excel fundamentals

Lydia Angolo Endjala

Amazing

I reccomend this course 100%.

Alejandro Ruiz Bustamante

Very good

The videos are short but very good

Gabriel Tomaz

Superb Content

Even if you're already proficient, you need to check out this one, you will be amazed. There's always something new to add to your portfolio.

EPHRAIM OWUOR

Insightful

It was refreshing and awesome.

UMAR-FAROUK IDRIS SANNI

Strongly recommend the Excel Fundamentals Course

Although I am proficient, I still learnt a lot and is in the process of apply them to improve my efficiency and effectiveness.

Samantha Robinson

Amazing course and the instructor is so impressive.

Wolde Wajino

Clear recommendation

The course exceeded my expectations since all the shortcuts and tipps were way more useful and brought up my excel skills to the next level. Awesome work CFI, thank you!

Hendrik Nattler

Great online excel cousre

Duncan was a great presenter!

Mark D'Souza

Great

It is worth my time!

Olachi Deborah Azino

Best platforms, teachers and resources ever

Andrea Ximena Rueda Sepúlveda

Great Refresher in Excel

I enjoyed this course. It provided me with a fresh perspective on how to use Excel to my benefit and find shortcuts.

Mike Maher

Great Class

Even for someone who has used Excel for multiple years I got a TON out of this class. I have even shared some of the shortcuts with my coworkers.

Christopher Putra

lovely and confidentially skill developed

your is much more better for basic level to advance also

jinal prajapati

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

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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?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

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?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

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.

Excel Fundamentals – Quick Start Guide

Excel Fundamentals – Quick Start Guide Course Overview

Excel Fundamentals – Quick Start Guide Learning Objectives

Who Should Take This Course?

Excel Fundamentals - Quick Start Guide

What you'll learn

Course Introduction

Excel Layout

Excel Settings

Basic Financial Setup

Advanced Financial Setup

Course Summary

This Course is Part of the Following Programs

Financial Modeling & Valuation Analyst (FMVA®) Certification

Commercial Banking & Credit Analyst (CBCA®) Certification

Capital Markets & Securities Analyst (CMSA®) Certification

Financial Planning & Wealth Management Professional (FPWMP™) Certification

What Our Members Say

Bensen Alex

Atinafu Asefa

Samrawit Gebreyesus

Nebojša Vukov

Daniel Rawlinson

Iyad Masoud

Alexander Frempong Tabi

Yaseen Ghori

Linda Etuhole Nakasole

yousef kiewan

Vikram Aggarwal

Lydia Angolo Endjala

Alejandro Ruiz Bustamante

Gabriel Tomaz

EPHRAIM OWUOR

UMAR-FAROUK IDRIS SANNI

Samantha Robinson

Wolde Wajino

Hendrik Nattler

Mark D'Souza

Olachi Deborah Azino

Andrea Ximena Rueda Sepúlveda

Mike Maher

Christopher Putra

jinal prajapati

Frequently Asked Questions