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  • Excel Finance

Excel Finance Courses

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.


Popular Excel Finance Courses and Certifications


  • Status: Free Trial
    Free Trial
    M

    Macquarie University

    Excel Skills for Business

    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

    4.9
    Rating, 4.9 out of 5 stars
    ·
    63K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    IBM

    Excel Basics for Data Analysis

    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

    4.7
    Rating, 4.7 out of 5 stars
    ·
    11K reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    L

    Logical Operations

    Data Analysis and Visualization with Microsoft Excel

    Skills you'll gain: Data Storytelling, Data Analysis Expressions (DAX), Excel Formulas, Data Transformation, Data Presentation, Microsoft Excel, Data Visualization, Sampling (Statistics), Dashboard, Data Visualization Software, Spreadsheet Software, Report Writing, Pivot Tables And Charts, Data Analysis, Statistical Analysis, Data Cleansing, Microsoft Office, Geospatial Mapping, Microsoft 365, Productivity Software

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Preview
    Preview
    S

    SkillsBooster Academy

    Microsoft Excel: From Basics to AI-Powered Workflows

    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

  • Status: Free Trial
    Free Trial
    P

    PwC

    Problem Solving with Excel

    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

    4.7
    Rating, 4.7 out of 5 stars
    ·
    5.5K reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Getting Started with Microsoft Excel

    Skills you'll gain: Microsoft Excel, Excel Formulas, Spreadsheet Software, Microsoft Office, Data Entry, Microsoft 365

    4.6
    Rating, 4.6 out of 5 stars
    ·
    14K reviews

    Intermediate · Guided Project · Less Than 2 Hours

What brings you to Coursera today?

  • C

    Coursera

    Introduction to Data Analysis using Microsoft Excel

    Skills you'll gain: Microsoft Excel, Excel Formulas, Spreadsheet Software, Pivot Tables And Charts, Data Analysis, Data Manipulation, Microsoft Office, Data Mining

    4.7
    Rating, 4.7 out of 5 stars
    ·
    4.5K reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Next level skills. New Year savings.

    Save on Coursera Plus
  • C

    Coursera

    Create a Financial Statement using Microsoft Excel

    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

    4.5
    Rating, 4.5 out of 5 stars
    ·
    832 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Data Cleaning with Python for Finance

    Skills you'll gain: Data Cleansing, Pandas (Python Package), Financial Data, Data Wrangling, Data Transformation, Data Preprocessing, Data Quality, Data Manipulation, Data Validation, Jupyter, Data Integrity, Exploratory Data Analysis, Data Import/Export, Descriptive Statistics

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Using Basic Formulas and Functions in Microsoft Excel

    Skills you'll gain: Excel Formulas, Spreadsheet Software, Microsoft Excel, Microsoft 365, Data Analysis, Gross Profit, Business Mathematics

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.5K reviews

    Beginner · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Cambridge

    Foundations of Finance

    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

    4.6
    Rating, 4.6 out of 5 stars
    ·
    35 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    J

    Johns Hopkins University

    Business Analytics with Excel: Elementary to Advanced

    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

    4.8
    Rating, 4.8 out of 5 stars
    ·
    4K reviews

    Intermediate · Course · 1 - 3 Months

What brings you to Coursera today?

Searches related to excel finance

excel for finance
project finance & excel: build financial models from scratch
1234…165

In summary, here are 10 of our most popular excel finance courses

  • Excel Skills for Business: Macquarie University
  • Excel Basics for Data Analysis: IBM
  • Data Analysis and Visualization with Microsoft Excel: Logical Operations
  • Microsoft Excel: From Basics to AI-Powered Workflows: SkillsBooster Academy
  • Problem Solving with Excel : PwC
  • Getting Started with Microsoft Excel: Coursera
  • Introduction to Data Analysis using Microsoft Excel: Coursera
  • Create a Financial Statement using Microsoft Excel: Coursera
  • Data Cleaning with Python for Finance: Coursera
  • Using Basic Formulas and Functions in Microsoft Excel: Coursera

Frequently Asked Questions about Excel Finance

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:

  1. Preview the first module of many Excel Finance courses at no cost. This includes video lessons, readings, graded assignments, and Coursera Coach (where available).
  2. Start a 7-day free trial for Specializations or Coursera Plus. This gives you full access to all course content across eligible programs within the timeframe of your trial.

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.‎

This FAQ content has been made available for informational purposes only. Learners are advised to conduct additional research to ensure that courses and other credentials pursued meet their personal, professional, and financial goals.

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