When you enroll in this course, you'll also be enrolled in this Specialization.
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There are 7 modules in this course
By the end of this course, learners will be able to apply core Excel functions, analyze financial datasets, build complete financial statements, evaluate investments using NPV and IRR, perform sensitivity testing, and visualize and audit financial models with confidence.
This comprehensive training program equips learners with the practical skills used by financial analysts, investment professionals, and decision-makers across industries. Through step-by-step lessons, learners explore Excel’s essential tools—from lookup functions and data validation to advanced analytical features like Goal Seek, Data Tables, and Scenario Manager. They will also construct fully linked Income Statements, Balance Sheets, and Cash Flow Statements, ensuring a deep understanding of model structure and financial relationships.
What makes this course unique is its integration of generative AI principles, real-world modeling workflows, and a progressive learning structure that mirrors professional financial modeling practices. Learners move from foundational Excel skills to advanced scenario analysis and visualization techniques, gaining the ability to build accurate, reliable, and audit-ready models. Whether preparing for a finance career or enhancing analytical capabilities, this course provides the tools needed to interpret data, forecast outcomes, and make informed financial decisions.
This module builds a strong foundation in Microsoft Excel for financial analysis, introducing essential interface navigation, core functions, and key statistical and lookup tools used throughout professional financial modeling workflows.
What's included
14 videos4 assignments
Show info about module content
14 videos•Total 85 minutes
Ms Excel for Finance Analysis•10 minutes
What is Financial Analysis•3 minutes
Why Excel for Financial Analysis•3 minutes
Excel Interface Refresher•6 minutes
Best Practices for Financial Modeling in Excel•5 minutes
IF - Conditional Logic•9 minutes
AND - OR - Combining Conditions•6 minutes
Handling Errors Gracefully•6 minutes
VLOOKUP Vertical LOOKUP•7 minutes
HLOOKUP Horizontal LOOKUP•4 minutes
XLOOKUP Modern•8 minutes
AVERAGE - MEDIAN - MODE - Central Tendency•5 minutes
Standard Deviation for Risk Assessment•8 minutes
Measuring Relationships Between Data Sets•5 minutes
4 assignments•Total 60 minutes
Getting Started with Excel for Finance•10 minutes
Core Excel Best Practices•10 minutes
Essential Lookup & Statistical Tools•10 minutes
Graded-Excel Foundations for Financial Analysts•30 minutes
Data Handling & Precision Techniques in Excel
Module 2•3 hours to complete
Module details
This module focuses on data integrity, precision control, and criteria-based calculations, equipping learners with the ability to clean, validate, and organize large datasets essential for accurate financial modeling.
What's included
14 videos4 assignments
Show info about module content
14 videos•Total 107 minutes
Summing Data Based on Criteria•9 minutes
Counting Data Based on Criteria•7 minutes
Controlling Precision•4 minutes
Current Date and Time•5 minutes
Calculating Future Past Dates•5 minutes
Data Validation - Ensuring Data Integrity•11 minutes
Conditional Formatting Part 1•9 minutes
Conditional Formatting Part 2•9 minutes
Conditional Formatting Part 3•9 minutes
Sorting and Filtering Part 1•9 minutes
Sorting and Filtering Part 2•11 minutes
Text to Columns - Remove Duplicates Part 1•6 minutes
Text to Columns - Remove Duplicates Part 2•7 minutes
Text to Columns - Remove Duplicates Part 3•6 minutes
4 assignments•Total 60 minutes
Working with Criteria-Based Functions•10 minutes
Time & Precision Tools•10 minutes
Data Integrity & Cleanup Essentials•10 minutes
Graded-Data Handling & Precision Techniques in Excel•30 minutes
Time Value of Money & Investment Mathematics
Module 3•3 hours to complete
Module details
This module explores the foundational mathematics behind financial decision-making, including discounting, compounding, loan calculations, and investment appraisal using NPV and IRR.
What's included
12 videos4 assignments
Show info about module content
12 videos•Total 92 minutes
Time Value of Money Functions•1 minute
Value of a Future Sum Today Part 1•5 minutes
Value of a Future Sum Today Part 2•10 minutes
Value of a Present Sum in the Future Part 1•8 minutes
Value of a Present Sum in the Future Part 2•8 minutes
Loan Annuity Payment Calculation•6 minutes
Number of Periods for an Investment•10 minutes
Interest Rate Per Period•8 minutes
Net Present Value•8 minutes
Internal Rate of Return•11 minutes
Net Present Value with Irregular Dates•8 minutes
Internal Rate of Return with Irregular Dates•8 minutes
4 assignments•Total 60 minutes
Time Value of Money Fundamentals•10 minutes
Loans, Investments & Interest Rates•10 minutes
Valuation Metrics: NPV & IRR•10 minutes
Graded-Time Value of Money & Investment Mathematics•30 minutes
Depreciation, Data Tools & Scenario Analysis
Module 4•2 hours to complete
Module details
This module introduces depreciation methods, Excel’s analytical toolset, and scenario analysis techniques, empowering learners to perform financial simulations and assess outcome variability.
PivotTables and PivotCharts for Financial Reporting Part 1•11 minutes
PivotTables and PivotCharts for Financial Reporting part 2•11 minutes
Goal Seek•12 minutes
Scenario Manager Part 1•6 minutes
Scenario Manager Part 2•8 minutes
Data Tables•6 minutes
3 assignments•Total 50 minutes
Depreciation Techniques•10 minutes
Excel’s Analytical Power Tools•10 minutes
Graded-Depreciation, Data Tools & Scenario Analysis•30 minutes
Building Full Financial Statements
Module 5•2 hours to complete
Module details
This module guides learners through constructing complete financial statements—including the Income Statement, Balance Sheet, and Cash Flow Statement—while applying best practices and ensuring accurate reconciliation.
What's included
11 videos4 assignments
Show info about module content
11 videos•Total 74 minutes
Introduction to Building Financial Models•3 minutes
Glossary and Importance•3 minutes
Best Practice and Input•6 minutes
Input Assumptions•5 minutes
Income Statement•9 minutes
Balance Sheet Part 1•8 minutes
Balance Sheet Part 2•11 minutes
Cash Flow Statement Part 1•8 minutes
Cash Flow Statement Part 2•5 minutes
Reconciliation Check and Story Telling•11 minutes
Conclusion•5 minutes
4 assignments•Total 60 minutes
Foundations of Financial Modeling•10 minutes
Income Statement & Balance Sheet•10 minutes
Cash Flow & Quality Checks•10 minutes
Graded-Building Full Financial Statements•30 minutes
Advanced Sensitivity Analysis
Module 6•2 hours to complete
Module details
This module provides an in-depth exploration of sensitivity analysis techniques, enabling learners to evaluate risk, test assumptions, and interpret variable impacts using Excel-based analytical tools.
What's included
10 videos3 assignments
Show info about module content
10 videos•Total 70 minutes
Introduction to Sensitivity Analysis•9 minutes
One-Variable Data Tables•8 minutes
Two-Variable Data Tables•10 minutes
Scenario Analysis Basics•6 minutes
Scenario Manager in Excel•5 minutes
Goal Seek for Financial Models•6 minutes
What-If Analysis Techniques•9 minutes
Impact Analysis on Profit & Revenue•5 minutes
Advanced Sensitivity Techniques•8 minutes
Sensitivity Analysis Summary•4 minutes
3 assignments•Total 50 minutes
Sensitivity Analysis Masterclass•10 minutes
Deep-Dive Sensitivity Extensions•10 minutes
Graded-Advanced Sensitivity Analysis•30 minutes
Visualization, Auditing & Reporting Excellence
Module 7•3 hours to complete
Module details
This module enhances financial storytelling through data visualization techniques and ensures model reliability using Excel’s auditing tools, preparing learners to deliver clear, accurate financial insights.
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What will I get if I subscribe to this Specialization?
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Is financial aid available?
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