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Finance & Excel for Beginners: Analyst Skills for Jobs & MBA (Udemy.com)

Learn Finance Fundamentals & Microsoft Excel step-by-step to think like a Financial Analyst — no prior experience needed

4.5
108 reviews

Created by: Amey K

Last updated December 2025

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What you will learn

  • Understand core finance concepts used by financial analysts
  • Read and analyze income statements, balance sheets, and cash flows
  • Apply time value of money, NPV, IRR, and DCF concepts
  • Learn working capital and cost of capital fundamentals
  • Use Excel confidently for financial analysis from scratch
  • Apply formulas, lookup functions, pivot tables, and charts
  • Analyze real financial data using Excel tools
  • Build a strong foundation for financial modeling and valuation
  • Make better personal and professional financial decisions using Excel

How it compares

Against the other 376 rated Udemy courses in Finance & Accounting on CourseDuck:

  • Rating4.5 out of 5higher than 47% of them
  • Reviews108#334 of 377 by number of reviews
  • Length6 hourslonger than 57% of them
  • Last updatedDecember 2025more recently than 58% of them

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Course Description

Start Your Analyst Journey: Finance & Excel for Beginners

This Finance & Excel course for beginners is designed to help you build the essential skills required for a career in financial analysis. If you are preparing for jobs, internships, or an MBA—and have little or no background in finance or Excel—this course provides a clear, structured starting point.

You will learn finance fundamentals such as financial statements, valuation basics, and time value of money, while simultaneously building strong Excel skills used by finance professionals in real-world scenarios.


What You’ll Learn

  • Finance fundamentals made simple — income statements, balance sheets, cash flows, and valuation basics explained step‑by‑step.

  • Excel for finance mastery — formulas, charts, pivot tables, and real‑world datasets to sharpen your skills.

  • Time value of money in action — calculate NPV, IRR, and valuation multiples directly in Excel.

  • Get ready to learn modelling — gain the essential skills every analyst needs before moving into learning financial modelling.

Who This Course Is For

  • Students and professionals preparing for finance roles, internships, or MBA programs.

  • Beginners with no prior background in finance or Excel.

  • Non‑finance professionals who want to understand financials and make smarter decisions.

  • Anyone eager to build confidence in finance through simple, structured learning.

Why Take This Course

  • No jargon, no fluff — just practical, job‑ready skills that help you think like an analyst.

  • Learn by doing — with real examples, datasets, and guided walkthroughs.

  • Build your foundation — the skills that power every successful career in finance.

Start your finance journey today — and gain the confidence and capabilities that set you apart
Read More Beginner Beginner Level product length iconTime: 6h

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Instructor Details

Amey K

Amey is a seasoned corporate finance leader with about two decades of experience spanning fund raising, financial planning, M&A and strategic initiatives. He has been mentoring young finance professionals for over a decade. 

Amey has spearheaded landmark transactions: raising over $3.5 billion in bonds and over $ 2 billion in foreign-currency monies. Amey’s notable contributions include securing over $ 1 billion of liquidity during COVID, arranging sustainability-linked loans and bonds tied to ESG metrics, and leading his organization to obtain an above sovereign credit rating. He was involved in executing a $1 billion worth of equity share buyback, $1.5 bn worth of IT acquisitions and in raising long-term project finance for challenging sectors and companies, consistently reducing borrowing costs and enhancing value.

Amey was recognized by BusinessWorld magazine as Finance 40 under 40, for a track record of executing complex strategic deals that are one of its kind in the industry. Before starting his career in finance, Amey took up a non-finance Bachelors degree in Engineering where he ranked first in the University of Mumbai and then went on to pursue an MBA in Finance.

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Reviews

4.5

108 ratings on Udemy

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By Patrick Aveni on 11/18/2025

Very good content all throughout, although it might be useful to update this course for the modern era of Microsoft Excel, since things might have changed since then.

By Srinivas Suriya on 10/18/2025

I've just begun, but found the course content very simple to understand so far.... look forward to more such learning. ..more than half way through the course now and liked it a lot. It's a plain vanilla, simple yet effective course to really build your foundation very well. Comprehensive finance and excel learning...

By Hilary Dcosta on 5/6/2025

The course is explaining the concepts of financial statements in a very layman friendly manner. So far I'm liking it. After going through the excel basics, I can say it is definitely a nice course for someone keen on learning from scratch.

By Gagan R on 5/2/2025

Very good match - content is pretty much what it should be for a beginner like me ! Just begun but going good. I hold this even after going through a good part of the excel functionality. Definitely recommended for beginners keen on learning finance and excel.

By Kartik Kumar on 5/1/2025

I enjoyed the course content so far, starting with the basics of financial statements. I'm yet to get to learning excel but so far I liked it. After going through significant part of excel learning I can say this is a good course for anyone starting from scratch and wanting to learn.

By Spruha Joshi on 4/28/2025

Very good match to what I wanted. Very basic understanding of financial statements starting from scratch. This fits the bill. I'm yet to go to the excel portion. Updated -The excel section is equally simple and easy and I'd definitely recommend the course to someone keen on learning finance and excel from scratch

By Ira Dsouza on 4/28/2025

I was looking for something which assumes no understanding of finance. While I have gone thru only the initial lectures, I find this course beginner friendly. The concepts have been made easy to understand. So far I have liked this course. In fact after going through half of excel basics videos as well, I can say this is recommended for anyone really looking to learn excel and finance from scratch.

By Kranti Patki on 4/27/2025

As such I consider myself a beginner and yet I'm able to understand the concepts explained very clearly. The videos are plain vanilla but explanations are super simple. That's what I am looking for. I'm just getting started, but so far so good. More than half way through the course now, and I'm glad I'm going through this course. Definitely recommended for anyone who is a beginner and is keen on learning finance and excel.

By Sameer Jeeva on 4/25/2025

As a complete beginner, I loved the starting of this course. I have no background but it's still easy for me to understand the contents. The videos are not fancy, but simple and easy. That's what I wanted. I'm now mid way through the excel concepts after finishing finance concepts and I'd say this is good for anyone looking to get a foundation in finance an excel.

By Ridan on 4/20/2025

Explains the Concepts of Finance in a manner that is very simple and easy to comprehend. Looks pretty good for someone needing a foundation on the topic. I'm yet to go over the excel concepts and application section which is the next one.

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Overall Score : 90 / 100

Finance & Excel for Beginners: Analyst Skills for Jobs & MBA
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  • Video Duration: icon 6h
  • Price: $10.99
  • Provider: icon Udemy
  • Updated: icon December 2025
  • Level: Beginner Beginner
  • Language: icon English
  • Certificate: icon Yes
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