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Excel for Finance

Master Excel for finance — the essential skill for analysts, accountants, and finance professionals

New course3 learners
A

Created by Admin User

  • All levels
  • 2m total
  • 4 lectures
  • English
  • Updated October 2026
Excel for Finance
Complimentary

This course includes

  • 2m of on-demand video
  • 4 lectures
  • 90-day full access from enrolment
  • Learn on mobile, tablet and desktop
  • Verifiable certificate of completion

What you'll learn

  • Build financial models in Excel using advanced formulas including XLOOKUP, INDEX/MATCH, SUMIFS, and nested IF statements.
  • Create dynamic dashboards with PivotTables, slicers, and charts to analyse financial performance
  • Apply What-If analysis, Goal Seek, and Scenario Manager to support forecasting and decision-making
  • Automate repetitive finance tasks using Power Query and basic macros to improve reporting efficiency

About this course

Excel remains the backbone of finance and accounting work worldwide. In this hands-on course, you'll move beyond the basics and learn how to build robust financial models, automate reporting, and analyse data like a pro. Every lesson is grounded in real finance scenarios you'll encounter on the job.

Curriculum

4 sections · 4 lectures · 2m

Section 1 · Excel Foundations

1 lecture · 31s
  1. 1.1Shortcuts and core formulas (Video)0:31

Section 2 · Advanced Formulas

1 lecture · 35s
  1. 2.1Lookups and logic (Video)0:35

Section 3 · Dashboards

1 lecture · 31s
  1. 3.1PivotTables and charts (Video)0:31

Section 4 · Forecasting

1 lecture · 40s
  1. 4.1What-If and automation (Video)0:40

Enrol to unlock every lecture. Your progress saves automatically, so you can stop and resume on any device.

Your instructor

A
Admin User

7 published courses

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Access

Complimentary