Excel Crash Course: Master Excel for Financial Analysis (Udemy.com)

Beginner to Advanced: Learn Excel Shortcuts, Formulas & Functions for Financial Modeling & Corporate Finance

Created by: Scott Powell

Last updated November 2016

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What you will learn

  • Perform professional level financial analysis in Excel
  • At the end the course students will be able use industry best practices when building financial models in Excel

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Overall Score : 92 / 100

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Course Description

Course Description

Learn all the tips, tricks, shortcuts, functions and formulas you need to be an Excel power user.  This course is designed specifically for Excel users who are performing professional financial analysis and financial modeling. We cover all levels - from beginner to advanced users. 

Build a strong foundation in Excel for careers in:

  • Investment banking
  • Private equity
  • Corporate development
  • Equity research
  • Financial Planning & Analysis (FP&A)

Learn industry leading best practices.  This course is based on first-hand investment banking training programs at global banks.  The quality of instruction you receive in this course will have you just as sharp as if you took an expensive, live Wall Street course.

Content and Overview  This course starts with the basics and quickly progresses to a level where even experts will learn something new.  We think it's important to start at the bottom and build a solid base, which is why we review all the foundational skills you need.

In the second half of the course you'll notice the functions and formulas getting more sophisticated and the quality of financial analysis and financial modeling becoming much higher.

What am I going to get from this course?

  • Learn everything you need to know about Excel for a career in corporate finance
  • Master shortcuts, functions, and formulas to save time speed up you modeling skills
  • Follow industry leading best practices
  • Stand out in an interview or move up the ladder at work by dramatically boosting your Excel skills and confidence


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Instructor Details

Scott Powell

Scott Powell is Co-Founder and Chief Content Officer of Corporate Finance Institute® (CFI).

Now based in Vancouver, Scott spent a significant portion of his career in London, New York and Hong Kong. Scott has a passion for teaching with over 25 years of experience designing and delivering customized learning solutions for firms in the financial services industry including JP Morgan, Deutsche Bank, Bank of America Merrill Lynch, Credit Suisse, and HSBC, to name but a few.

Founded in 2016, CFI is the largest and most recognized finance training, certification, and skill development platform in the world. Powered by leading instructors, innovative curriculum designers, and proprietary technology, CFI provides the leading resource for finance professionals globally, including productivity tools, certification, and online training for financial modeling, valuation, lending, securities, capital markets, data science, business intelligence, cryptocurrencies, and more.

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Reviews

4.6

17590 total reviews

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By Otilio Peña Cabrera on 7/10/2026

Me ayuda en mi trabajo de excel, me interesa seguir porque he notado que hay funciones que tengo que desarrollar mas y esto me va a ayudar bastante

By Benjamin Alterman on 7/7/2026

I really like the way that it was taught. Excel can be daunting at times, but walking through a model step-by-step helps you realize that high-level analysis isn't as far away for you as you think it is.

By JORGE MAYEN on 5/28/2026

It's helping me a lot cuz, provides use cases examples for excel, and I can try them at the same that I'm seeing the training. :)

By Mthokozisi Ngubane on 3/4/2026

Not bad, learned a lot of useful Excel shortcuts and features, however I wish I learned more about financial analysis through Excel.

By Mengtian Wang on 11/24/2025

Absolutely fantastic course! The instructor breaks down every financial concept in a way that’s simple, engaging, and practical. I’ve become much more confident in financial analysis and Excel modeling thanks to the hands-on approach. This is easily one of the best learning experiences I’ve had.

By Glenys Bailey on 10/22/2025

After saying it is difficult to get used to the keyboard function the presenter went very quickly through the use of them. Sometime hard to follow.

By Hanna Mohamed Aboalnaga on 10/19/2025

yes is so interesting but the first part is a little bit boring and some of the things explained can be explained in an easier way

By Charles on 9/29/2021

This was well structured course, which built excel skills up both efficiently and effectively. I recommend any professional interested in financial modelling to take this course. Thanks CFI!!

By Cassandra C Narcisse on 1/5/2020

It was pretty tough, because I was mostly familiar with the basic functions but it helped me get better acquainted with the keyboard and advanced Excel functions. Now I am more at ease although I will replay some of the videos again for review

By Matthew Rieck on 8/25/2018

I am learning a LOT about how to become an efficient user of excel. I was able to get up to speed on formatting without a problem but when you jumped into the equations I wasn't as fast bc of lack of coding knowledge. One I learned the coding I able to follow no problem. It would help to slow down a little once you begin "if then" . Most users aren't familiar with the code I would imagine. Otherwise great course. Can't wait to get to the professional formatting.