Advance Excel Formulas & Functions

Learn advanced Excel formulas and functions for financial analysis

Overview

Recommended Prep Courses

These preparatory courses are optional, but we arecommend you to complete the following course(s) or possess the equivalent knowledge before enrolling in this course:

Advanced Excel Formulas & Functions Course Overview

Learn the most advanced formulas, functions, and types of financial analysis to be an Excel power user. This advanced Excel training course builds on our free Excel Fundamentals – Formulas for Finance. It is designed specifically for spreadsheet users who are already proficient and looking to take their skills to an advanced level. This advanced tutorial will help you become a world-class financial analyst for careers in investment banking, private equity, corporate development, equity research, and FP&A. By watching the instructor build all the formulas and functions right on your screen, you can easily pause, rewatch, and repeat exercises until you’ve mastered them.

Advanced Excel Formulas & Functions Course Content

This advanced Excel training course starts with a blank spreadsheet and quickly dives into using combinations of functions and formulas to perform dynamic analysis. The main formulas & functions covered in this training course include:

INDEX and MATCH
IF with AND / OR
OFFSET combined with other functions
CHOOSE for creating scenarios
INDIRECT combined with other functions
XNPV and XIRR
CELL, COUNTA, and MID functions combined together
PMT, IPMT, and principal payment calculations

The main types of data analysis in this advanced tutorial include:

Data tables
Pivot tables
Column and line charts
Stacked column charts
Waterfall charts
Gauge charts

What will I get from this advanced Excel training course?

Learn everything you need to be a world-class financial analyst
Received advanced Excel spreadsheet training
Master advanced formulas and functions
Create sophisticated outputs for financial analysis, including beautiful tables, charts, and graphs
Easy to follow video-based tutorials and lessons

For further CPE information, please read before purchasing: https://corporatefinanceinstitute.com/about/cpe-information/ Register now for our Advanced Excel Formulas & Functions course and become an Excel power user! For anyone working in investment banking, equity research, corporate development, financial planning and analysis (FP&A), this class will give you the confidence you need to be a leader in performing financial analysis at your organization.

Financial modeling & Financial Analyst Training

From beginner to advanced, this Excel modeling course is designed to teach you how to be a complete financial analyst. This class is one of the nine required “Core” courses for CFI’s financial analyst training program, which grants the Financial Modeling & Valuation Analyst (FMVA) certification.

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

Financial Planning & Analysis (FP&A) Specialization

Skills Learned Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, and more.
Career Prep Financial Analyst, Project Evaluator, FP&A Manager and more

Learn More

What Our Members Say

More to Excel than meets the eye

For the first time, I enjoyed using Microsoft Excel

Pule Molise

Very educative

It was a very amazing experience for me and has helped me improve my Excel capacity.

Soliana Berhe

Exciting

Tough and quite long, but worth the effort

Farai Taurai

Intense

Intense but great course

Queenette Anyadoh

great

Some students actually repost the same questions, not feeling comfortable

Michael Kifworo

One in a million course

Very profitable and eye opening

Jackline Tumwebaze

Cool course

Upgrade your knowledge with this course

Ebo Krampah

Great

very practical and understanding

Christopher Osei Amoasi

Wonderful

The experience is massive and I’m learning as I’m progressing

Edet Asuquo

I had a lot of intresting moment here. Working with Excel is really intresting.

Excel is one major tool/application an analyst should know.

Habila David

Great complexity

Great buildup of extensive and advanced techniques in excel and modelling

Erick Karani

EXCITING

Course content is exciting

Onni Joseph Yusuf

Too Long a chapter

This section was a bit too long

Leslie Gokah

great experience

hands-on experience for a valued skill

stephen Usang

You're the best

Thank you so much cfi team

Kyagulanyi Francis

Tasking

Practical but tasking

Karyn Ukong

Challenging and interesting

The macros option really stood out for me during this course especially working with the developer which made it a lot easier to come up with personal excel shortcut keys.

Anjeline Marungs

Amazing experience

Everything was to a high standard.

Makwena Machaba

practical

the sessions are very engaging

Winnie Ongiri

LIFE CHANGING EXPERIENCE

PLS GIVE THIS A TRIAL

Kemfon Ekong

great learning

Life changing experience with advanced Excel Formulae

Frank Mutiti

Its invlolivng and time consuming

Its involving and time consuming

Immanuel Peter

Challenging but Fun

Great content and insights and interactive exercises

Sindano Karemera

Intriguing, educating though tasking

ALX Financial Analyst course is a good platform of learning for any student who wants to launch something great in the field of finance.

Abiola Babayemi

Great Course

This course changes MS Excel dynamics.

Oreoluwa Oludiya

Frequently Asked Questions

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

Contact Us

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.

Advance Excel Formulas & Functions

Recommended Prep Courses

Advanced Excel Formulas & Functions Course Overview

Advanced Excel Formulas & Functions Course Content

What will I get from this advanced Excel training course?

Financial modeling & Financial Analyst Training

Advanced Excel Formulas & Functions

What you'll learn

Introduction

Excel Template Setup

Financial Statements

Financial Analysis

Tables

Charts

Macros

Final Product

Qualified Assessment

This Course is Part of the Following Programs

Financial Modeling & Valuation Analyst (FMVA®) Certification

Financial Planning & Analysis (FP&A) Specialization

What Our Members Say

Pule Molise

Soliana Berhe

Farai Taurai

Queenette Anyadoh

Michael Kifworo

Jackline Tumwebaze

Ebo Krampah

Christopher Osei Amoasi

Edet Asuquo

Habila David

Erick Karani

Onni Joseph Yusuf

Leslie Gokah

stephen Usang

Kyagulanyi Francis

Karyn Ukong

Anjeline Marungs

Makwena Machaba

Winnie Ongiri

Kemfon Ekong

Frank Mutiti

Immanuel Peter

Sindano Karemera

Abiola Babayemi

Oreoluwa Oludiya

Frequently Asked Questions