Beginner to Pro in Excel: Financial Modeling and Valuation (Udemy.com)
Financial Modeling in Excel that would allow you to walk into a job and be a rockstar from day one!
Created by: 365 Careers
Last updated August 2026
Our take
Based on the ratings of 61,653 students, a sample of their written reviews and the syllabus, as the course stood in August 2026. No course pays to be reviewed.
This is a long, Excel-heavy route into financial modeling. The first half covers basics, shortcuts, key functions, pivot tables and charts. A P&L case study and an FMCG model follow. The second half moves into DCF, a Tesla valuation, multiples, an LBO and capital budgeting. It runs 20.7 hours across 373 lectures and 36 sections, so it is a real commitment. The syllabus says no deep prior experience is needed, and it is pitched at graduates and finance staff.
Reviewers like the short lectures, the downloadable files and the practice exercises. Two say 365 Careers explains functions clearly, step by step, and one seasoned Excel user still picked up new tricks. The complaints are fair, though. A few say explanations get unclear, one calls parts dated and redundant, and another wanted more finance and less spreadsheet teaching. Two reviewers hit video playback errors. Still, most of the sample is 4 or 5 stars.
With 263,206 students and 61,653 ratings averaging 4.5, it has a long track record, and it was last updated in August 2026. The syllabus also lists a ChatGPT data-analysis bonus, while the Excel 2010 appendix is there for old versions. It is a good pick for beginners who want structure and finished models to show for it. Confident Excel users may find the early Excel sections slow and could skip ahead to the DCF sections.
Pros
- Short lectures plus downloadable files and exercises for each topic keep it practical
- Builds real models: a P&L, an FMCG model, a DCF, a Tesla valuation and an LBO
- Reviewers call the step-by-step explanations of Excel functions clear
- Updated August 2026, with a ChatGPT data-cleaning bonus section
Cons
- About 20.7 hours, and the Excel basics take up much of the first half
- Some reviewers say explanations get unclear or the content feels dated and redundant
- One reviewer felt Excel got more attention than the finance topics
I tried hundreds of courses, and as someone who can only learn from a VERY structured approach, this course is OP, recommend 100%.
Listed for all levels. Best for Excel beginners to intermediates; it starts at the basics and builds up to LBO work.
What you will learn
- Master Microsoft Excel and its advanced features
- Become a top Excel users on your team
- Execute regular tasks quicker
- Build P&L statements from a raw data extraction
- Acquire financial modeling skills
- Learn how to value a company
- Build valuation models from scratch
- Create models with multiple scenarios
- Design professional advanced charts
- Become a proficient user with Excel functions, pivot tables, visualizations, and advanced features
Course content
36 sections · 373 lectures · 21 hours of video 21 quizzes, 1 practice test, 5 assignments, 10 articles
- 1Beginner to Pro in Excel: Financial Modeling and Valuation - Welcome! 2 free previews4 lectures · 12 min
- 2Introduction to Excel12 lectures · 4 quizzes · 33 min
- 3Assignment 11 quiz
- 4Useful tips and tools for your work in Excel 3 free previews30 lectures · 7 quizzes · 56 min
- 5Assignment 21 quiz
- 6Keyboard shortcuts in Excel2 lectures · 5 min
- 7Excel's key functions and functionalities made easy 1 free preview22 lectures · 6 quizzes · 1.1 hours
- 8Update! SUMIFS - Exercise 1 free preview2 lectures · 8 min
- 9Assignment 31 quiz
- 10Financial functions in Excel4 lectures · 22 min
- 11Microsoft Excel's Pivot Tables in depth6 lectures · 19 min
- 12Case study - Building a complete P&L from scratch in Excel20 lectures · 55 min
- 13Introduction to Excel charts6 lectures · 15 min
- 14P&L Case Study continued - Let's create some great-looking professional charts 1 free preview7 lectures · 1 quiz · 33 min
- 15Business analysis techniques applied in Excel6 lectures · 35 min
- 16Case Study - Building an FMCG Model from Scratch 1 free preview13 lectures · 1 quiz · 37 min
- 17Financial modeling fundamentals 1 free preview12 lectures · 3 quizzes · 42 min
- 18Introduction to Company Valuation11 lectures · 43 min
- 19Introduction to Mergers & Acquisitions1 lecture
- 20Learn how to build a Discounted Cash Flow model in Excel31 lectures · 1.4 hours
- 21Tesla valuation - Complete practical exercise 2 free previews30 lectures · 1.8 hours
- 22How to value a company with multiples13 lectures · 1.1 hours
- 23Comprehensive LBO valuation30 lectures · 2 hours
- 24Capital budgeting - The theory9 lectures · 29 min
- 25Capital Budgeting - A complete Case study14 lectures · 1 quiz · 42 min
- 26Next steps1 lecture · 1 min
- 27BONUS - Data Analysis with ChatGPT - Intro2 lectures · 5 min
- 28BONUS - Data Analysis with ChatGPT - Exploratory Data Analysis (EDA)5 lectures · 20 min
- 29BONUS - Data Analysis with ChatGPT - Deal with Inconsistent Data5 lectures · 14 min
- 30BONUS - Data Analysis with ChatGPT - Organize Messy Data4 lectures · 11 min
- 31BONUS - Data Analysis with ChatGPT - Working with Functions5 lectures · 13 min
- 32BONUS - Data Analysis with ChatGPT - Clean Text Data7 lectures · 16 min
- 33BONUS - Data Analysis with ChatGPT - Dates and Time Data4 lectures · 7 min
- 34BONUS - Data Analysis with ChatGPT - Complete Practical Example5 lectures · 24 min
- 35APPENDIX - Microsoft Excel 2010 - Introduction to Excel9 lectures · 29 min
- 36APPENDIX - Microsoft Excel 2010 - Useful tips and tricks6 lectures · 10 min
Who it is for
The instructor says it suits
- Graduate students who aspire to become investment bankers, financial advisory professionals, consultants etc.
- Business and finance practitioners who are eager to improve their Excel and Financial Modeling skills
What you need before you start
- Microsoft Excel 2010, 2013, 2016, 2020, or Microsoft Excel 365
How it compares
Against the other 355 rated Udemy courses in Excel on CourseDuck:
- Rating4.5 out of 5higher than 39% of them
- Reviews61,653#7 of 356 by number of reviews
- Length20.7 hourslonger than 91% of them
- Last updatedAugust 2026more recently than 92% of them
Course Description
*Updated for August 2026*
Do you want to learn how to use Excel in a real working environment?
Are you about to graduate from a university and look for your first job?
Would you like to become your team's go-to person for financial modeling in Excel?
Join over 250,000+ successful students taking this course.
Your instructor possesses the following extensive experience in financial modeling:
Financial advisory unit of a top-tier consulting firm
Experience in M&A transactions executed in the UK, Italy, Germany, Switzerland, and Poland
Employed in the in-house Mergers & Acquisitions department of a large multinational corporation
A financial advisor in multiple M&A deals ranging from €2 million to €5 billion
Worked on company valuations, due diligence analysis, impairment tests, bankruptcy proceedings, cash flow analysis, and more.
Learn the subtleties of financial modeling from someone who has walked the same path. Beat the learning curve and stand out from your colleagues with this course today.
A comprehensive guide to financial modeling in Excel:
Become an Excel expert
Build sound financial models in Excel
Gain an in-depth understanding of the mechanics of company valuation
Create professionally formatted files
Demonstrate superior Excel skills at work
Prepare before employment in investment banking, financial advisory, corporate finance, or consulting
What We Offer:
Well-designed and easy-to-understand materials
Detailed explanations with comprehensible case studies based on real situations
Downloadable course materials
Regular course updates
Professional chart examples used by major banks and consulting firms.
Real-life, step-by-step examples
Upon completing this course, you'll be able to do the following:
Work comfortably with Microsoft Excel and many of its advanced features
Become a the top Excel users on your team
Perform regular tasks quicker
Develop a P&L statement from a raw data extraction
Build a cash flow statement
Value a company
Produce a valuation model from scratch
Create a model with multiple scenarios
Design professional and advanced charts
Acquire Excel proficiency by learning advanced functions, pivot tables, visualizations, and Excel features
About the course:
Unconditional 30-day money-back guarantee
No significant previous experience necessary to understand the course and benefit
Unlimited lifetime access to all course materials
Emphasis on learning by doing
Take your Microsoft Excel and financial modeling skills to the next level
Make an investment that is rewarded in career prospects, positive feedback, and personal growth.
This course is suitable for graduates aspiring to become investment bankers as it includes a well-structured DCF model with its theoretical concepts. Moreover, it motivates you to be more confident with daily tasks and gives you the edge over other candidates vying for a full-time position.
People with basic knowledge of Excel who go through the course will dramatically increase their Excel skills.
Take advantage of this opportunity to acquire the skills that will advance your career and get an edge over other candidates. Don't risk your future success.
Instructor Details
- 4.5 Rating
61,653 Reviews
365 Careers
365 Careers is the #1 best-selling provider of business, finance, data science and AI courses on Udemy. The company’s courses have been taken by more than 4,000,000 students in 210 countries. People working at world-class firms like Apple, PayPal, and Citibank have completed 365 Careers trainings.
Currently, 365 focuses on the following topics on Udemy: 1) Finance – Finance fundamentals, Financial modeling in Excel, Valuation, Accounting, Capital budgeting, Financial statement analysis (FSA), Investment banking (IB), Leveraged buyout (LBO), Financial planning and analysis (FP&A), Corporate budgeting, applying Python for Finance, Tesla valuation case study, CFA, ACCA, and CPA
2) Data science – Statistics, Mathematics, Probability, SQL, Python programming, Python for Finance, Business Intelligence, R, Machine Learning, TensorFlow, Tableau, the integration of SQL and Tableau, the integration of SQL, Python, Tableau, Power BI, Credit Risk Modeling, and Credit Analytics, Data literacy, Product Management, Pandas, Numpy, Python Programming, Data Strategy
3) Entrepreneurship – Business Strategy, Management and HR Management, Marketing, Decision Making, Negotiation, and Persuasion, Tesla's Strategy and Marketing
4) Office productivity – Microsoft Excel, PowerPoint, Microsoft Word, and Microsoft Outlook
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Reviews
By Foo Yuen Jin on 8/25/2026
The course content fits the title perfectly. Even as a seasoned Excel user, i have learned new formulas/refresh existing formulas eg Macros, naming of column, using Find & Replace function on formatting.
By Surbhi Tyagi on 8/9/2026
This course is fantastic ! The practice exercise are super helpful, and i feel much more confident using excel work now. Also the instructor explains complex Excel functions in a very clear , step-by-step way.
By Aswin M Kumar on 6/26/2026
The course provided me greater insights to the world of financial modelling, company valuation, DCF modelling, etc. The assignments were of greater help to polish the concept and the pace of learning was composed. Looking forward for other relevant courses for me, provided by 365 careers.
By Loveena Singaluri on 6/17/2026
Its truly amazing how the concepts, formulas and the best ever part is the resources provided for each lecture, in order to practice !!!! A VERY BIG THANK YOU, FOR MAKING OUR LEARNING SO ENJOYABLE AND FRUITFUL!!!
By Saksham Sharma on 6/7/2026
Dated and many redundant topics.
By Nikolajs Pasesnikovs on 4/14/2026
Great course as it not only teaches excel formulas, but also showing how those formulas are used in real life modeling examples. Also it is well structured and easy to understand and follow. Thanks N Krastev
By Konakalla Sai Surendra on 4/2/2026
A very good experience when you get more deeper into the course the technicalities and the process was so nice and provides you a good scope for learning new concepts that links finance with excel, Amazing experienc Worth it.
By Rohit Sah Teli on 3/14/2026
So far so good. THere are only a few videos where it was so fast and i was unable to catch up with the video. I had to re-watch it multiple times in order to figure out what's going on. But in most of the cases, It has been great so far
By Kaustav Debnath on 1/22/2026
Superb! I did Ecxel Beginner to Advanced through Udemy as well, which taught me VBA & Macros but it was more about data filtering than what a financial professional would be dealing with. This course was way way better and gives you a glimpse of what actually happens in finance! I have also done Excel in finance module through CFA institute, but this course had to offer a lot of new info which will help me professionally.
By Christiane Adejoro on 12/20/2025
I am very satisfied with the course. I think as a beginner in the corporate world, everyone should take this course. It teaches you all the fundamentals you need to succeed in your carrer. I totally recommend it
Quality Score
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Overall Score : 90 / 100












