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