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Advanced Excel Formulas & Functions

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Level 5

Approx 6.50h to complete

100% online and self-paced

Subscribe to get access to FMVA® and other programs

From $497/year

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Overview

Recommended Prep Courses

These preparatory courses are optional, but we recommend you to complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

  1. Excel Crash Course
  2. Building a 3 Statement Financial Model
  3. Scenario & Sensitivity Analysis 

Advanced Excel training 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 Crash Course and 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 Training Course screenshot

 

Content of the advanced Excel course

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


Advanced Excel tutorial image of course


What am I going to 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 training 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.


advanced Excel charts and graphs


Financial modeling & financial analyst training

From beginner to advanced, this advanced Excel modeling course is designed to teach you how to be a complete financial analyst. 

This class is one of the 9 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
Introduction
Course introduction FREE PREVIEW
Learning objectives FREE PREVIEW
Download Excel files and course notes
Excel Template Setup
Template setup learning objectives
Dynamic dates and time periods with IF statements FREE PREVIEW
Dynamic totals and averages with the OFFSET function FREE PREVIEW
IF statement and OFFSET function exercise FREE PREVIEW
Scenarios with the VLOOKUP and CHOOSE functions
Dynamic outputs with IF statements
Template formatting FREE PREVIEW
Interactive exercise 1
Financial Statements
Financial statements learning objectives
Debt schedule with PMT, IPMT, and IF functions
XNPV and XIRR with DATE and IF functions
Adding OFFSET to XNPV and XIRR
Formatting with sections and grouping
PMT, IPMT, XNPV and XIRR exercise
Financial Analysis
Financial analysis learning objectives
Summary data with VLOOKUP FREE PREVIEW
INDEX function
MATCH function
INDEX MATCH MATCH
Goal seek (what-if analysis)
Dynamic totals with INDIRECT and SUM functions
Interactive exercise 2
CELL function
COUNT and COUNTA functions
Creating table of contents with CELL function
RIGHT, CELL, LEN, and FIND functions FREE PREVIEW
Combining RIGHT, CELL, LEN, and FIND
Combining IF with AND, OR formulas
Interactive exercise 3
Tables
Tables in Excel learning objectives
Download pivot table files
Setting up a data table
Linking and formatting the data table
Setting up a pivot table
Pivot table field settings
Pivot table filters
Pivot table calculated fields
Pivot table slicer and timeline
Interactive exercise 4
Charts
Charts in Excel learning objectives
Combination column and line charts
Stacked column chart
IFERROR function
Dynamic charts
Dynamic charts continued
Learn more about charts
Additional Resource: Waterfall chart template download
Interactive exercise 5
Macros
Macros learning objectives
Recording macros
Form control
Interactive exercise 6
Final Product
Review of the final product FREE PREVIEW
Download the final product
Summary FREE PREVIEW
Qualified Assessment
Qualified assessment
Share Your Feedback
Course Completion

Become a certified Financial Modeling & Valuation Analyst (FMVA)®

Advanced Excel Formulas & Functions is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 30 courses.

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
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Path To Certification

Prerequisite Courses

7 courses from beginner to intermediate level.

01Optional

Core Courses

11 courses from beginner to intermediate level.

02Required

Elective Courses

Take 3 out of 11 courses at an advanced level.

03Required

Get Certified

Submit your FMVA® checklist and order your certificate.

04Required

Join Our Community

Get access to the Global Corporate Finance Society.

05Optional

How the Certification Works

FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (14 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified FMVA Certification will be emailed to you.

What Our Students Say

Advanced Excel formulas
This course helped me a lot in financial modeling at my job! Thank you

Gulshat Uspanova

Great training
This is a great course. The Instructor makes the course so simple to understand.

Constantine Burrell

CFI Advanced Excel course
I have learned a lot from this program. I really enjoyed all this information.

Pamela Isidori


Very Informative and engagive course enjoyed every bit of it. I Highly recommend the course

NDUNGU DAVID NJIHIA

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Frequently Asked Questions

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