Excel finance courses can help you learn financial modeling, budgeting techniques, data analysis, and investment tracking. You can build skills in creating dynamic spreadsheets, forecasting financial outcomes, and interpreting complex datasets. Many courses introduce tools like Excel functions, pivot tables, and charts that enhance your ability to visualize financial data and make informed decisions.
Macquarie University
Skills you'll gain: Excel Formulas, Dashboard, Microsoft Excel, Spreadsheet Software, Excel Macros, Data Preprocessing, Data Literacy, Data Validation, Data Manipulation, Data Presentation, Data Storytelling, Data Analysis Software, Microsoft Office, Data Analysis Expressions (DAX), Business Analytics, Pivot Tables And Charts, Financial Forecasting, Data Modeling, Analytical Skills, Advanced Analytics
Beginner · Specialization · 3 - 6 Months

Skills you'll gain: Excel Formulas, Microsoft Excel, Data Cleansing, Data Analysis, Data Import/Export, Spreadsheet Software, Data Wrangling, Data Quality, Pivot Tables And Charts, Google Sheets, Data Manipulation, Data Science, Information Privacy
Beginner · Course · 1 - 3 Months

SkillsBooster Academy
Skills you'll gain: Excel Formulas, Microsoft Excel, Microsoft Copilot, Excel Macros, Microsoft Power Platform, Workflow Management, Microsoft Project, Microsoft 365, Microsoft Teams, Microsoft Office, Business Workflow Analysis, Microsoft Access, ChatGPT, Operational Excellence, Devops Tools, Project Accounting, Interactive Learning, Microsoft Windows, Software Development Tools, Test Tools
Beginner · Course · 1 - 3 Months

Skills you'll gain: Excel Formulas, Microsoft Excel, Data Cleansing, Spreadsheet Software, Data Validation, Data Analysis Software, Data Analysis, Statistical Analysis, Financial Analysis, Data Management
Beginner · Course · 1 - 4 Weeks

Skills you'll gain: Financial Statements, Microsoft Excel, Excel Formulas, Balance Sheet, Ledgers (Accounting), Financial Data, Bookkeeping, Financial Reporting, Financial Accounting, Profit and Loss (P&L) Management
Intermediate · Guided Project · Less Than 2 Hours

Johns Hopkins University
Skills you'll gain: Risk Modeling, Operations Research, Regression Analysis, Microsoft Excel, Business Analytics, Risk Analysis, Business Process Modeling, Business Modeling, Data Modeling, Resource Allocation, Analysis, Statistical Analysis, Mathematical Modeling, Process Optimization, Financial Analysis, Statistical Methods, Predictive Analytics, Transportation Operations, Complex Problem Solving, Linear Algebra
Intermediate · Course · 1 - 3 Months

University of Pennsylvania
Skills you'll gain: Financial Reporting, Return On Investment, Financial Acumen, Financial Data, Capital Budgeting, Financial Statements, Business Modeling, Mathematical Modeling, Finance, Regression Analysis, Financial Modeling, Statistical Modeling, Income Statement, Risk Analysis, Financial Analysis, Spreadsheet Software, Capital Expenditure, Excel Formulas, Microsoft Excel, Corporate Finance
Beginner · Specialization · 3 - 6 Months

Coursera
Skills you'll gain: Microsoft Excel, Excel Formulas, Spreadsheet Software, Microsoft Office, Data Entry, Microsoft 365
Intermediate · Guided Project · Less Than 2 Hours

Skills you'll gain: Excel Formulas, Spreadsheet Software, Microsoft Excel, Microsoft 365, Data Analysis, Gross Profit, Business Mathematics
Beginner · Guided Project · Less Than 2 Hours

Skills you'll gain: Microsoft Excel, Excel Formulas, Spreadsheet Software, Pivot Tables And Charts, Data Analysis, Data Manipulation, Microsoft Office, Data Mining
Intermediate · Guided Project · Less Than 2 Hours

Skills you'll gain: Budgeting, Microsoft Excel, Budget Management, Operating Budget, Excel Formulas, Spreadsheet Software, Financial Data, Microsoft Office
Intermediate · Guided Project · Less Than 2 Hours

University of Cambridge
Skills you'll gain: Cash Flow Forecasting, Financial Reporting, Cash Flows, Finance, Financial Management, Financial Acumen, Financial Statements, Risk Management, Return On Investment, Business Risk Management, Business Ethics, Stakeholder Management
Beginner · Course · 1 - 3 Months
Excel finance refers to the use of Microsoft Excel for financial analysis, modeling, and reporting. It is important because Excel is a widely used tool in the finance industry, enabling professionals to organize, analyze, and visualize financial data efficiently. Mastering Excel finance equips individuals with the skills to create budgets, forecasts, and financial models, which are essential for informed decision-making in business.‎
With skills in Excel finance, you can pursue various roles in the finance sector. Common job titles include financial analyst, budget analyst, investment analyst, and financial modeler. These positions often require proficiency in Excel to analyze data, create financial reports, and support strategic planning. Additionally, roles in corporate finance, accounting, and financial consulting also value Excel finance skills.‎
To succeed in Excel finance, you should develop a range of skills. Key competencies include advanced Excel functions (such as VLOOKUP, pivot tables, and macros), financial modeling, data analysis, and an understanding of financial statements. Familiarity with concepts like budgeting, forecasting, and valuation is also beneficial. These skills will empower you to analyze financial data effectively and contribute to financial decision-making.‎
Some of the best online courses for Excel finance include Project Finance & Excel: Build Financial Models from Scratch and the Finance Specialization. These courses provide practical knowledge and hands-on experience, helping you build essential skills in financial modeling and analysis using Excel."‎
Yes. You can start learning Excel Finance on Coursera for free in two ways:
If you want to keep learning, earn a certificate in Excel Finance, or unlock full course access after the preview or trial, you can upgrade or apply for financial aid.‎
To learn Excel finance, start by familiarizing yourself with the basics of Excel, including formulas and functions. Then, explore online courses that focus on financial modeling and analysis. Practice by working on real-world financial scenarios, such as creating budgets or forecasts. Engaging with community forums and study groups can also provide support and enhance your learning experience.‎
Excel finance courses typically cover a variety of topics, including financial modeling, data analysis techniques, budgeting, forecasting, and the use of Excel functions for financial calculations. You may also learn about creating charts and dashboards to visualize financial data effectively. These topics equip you with the knowledge to analyze and present financial information clearly.‎
For training and upskilling employees in Excel finance, consider courses like the Finance Specialization and AI-Powered Finance: Forecasting, Planning & Reporting Specialization. These programs are designed to enhance financial skills and improve analytical capabilities, making them ideal for workforce development.‎