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UdemyFinance & AccountingPaid courseIntermediate levelCertificate

Finance Optimization with Excel Solver (Udemy.com)

Master complex optimization problems to maximize business profit and corporate return

4.8
156 reviews

Created by: Rolf Moes

Last updated July 2025

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What you will learn

  • Understand optimization problems and how they relate to financial planning and decision making
  • Use Excel Solver to define optimization and solve optimization problems
  • Learn how to maximize profit or minimize costs under constrained conditions
  • Solve hands-on problems in working capital management, capital budgeting, inventory management and product manufacturing mix optimization
  • Frameworks and financial model templates for business problem optimization

How it compares

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

  • Rating4.8 out of 5higher than 96% of them
  • Reviews156#294 of 377 by number of reviews
  • Length2 hoursshorter than 80% of them
  • Last updatedJuly 2025more recently than 51% of them

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Course Description

This course brings together the worlds of computational math and finance to develop next-level proficiency in financial business planning and decision making optimization - all within Excel.

Mathematical optimization (rather than process or engineering optimization) allows us to maximize profit under nearly any type of constraint such as budget, capital availability, production capacity, materials availability, and scheduling times.

In this course, you will not only learn how optimization is applied in finance and how to use and master optimization solvers, but also how to lay out a well-structured financial model in any scenario.

In each of the hands-on practice sessions, we spend time covering all the financial concepts used as well as laying out the right quantitative model fit. These practice examples cover capital allocation across investments, working cash management, manufacturing input scheduling, and inventory order management.

The course comes with 7 great downloadable resources, including 6 Excel financial models as well as a helpful Solver debugging PDF. You'll use these resources while working through the examples in the course but can also re-use and modify them for your own optimization needs.

Once you have completed this course, you will be able to manage and model any of these domains with skill and insight, and maximize profit or minimize cost accordingly.

Read More Intermediate Intermediate Level product length iconTime: 2h

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Instructor Details

Rolf Moes

In my Udemy courses I am passionate about developing clarity in fundamentals first, ensuring the learner's pattern discovery emerges naturally thereafter. My approach balances opinion and insight with no-nonsense analysis and in that way, the skills learnt are rooted in understanding rather than anecdote. My focus here tends to be on applied business and financial skills.

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Reviews

4.8

156 ratings on Udemy

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By Yreri Niño Mora on 10/30/2024

Estoy aprendiendo herramientas que no había utilizado de excel

By Andres Munoz on 5/6/2024

Good explanations, professional speaking and good knowledge of subject as well as nice Excel resources very useful

By Kenny Salmon on 1/2/2023

simple explanation. practical examples. definitely a useful course to learn for daily business optimization.

By Raj Hiteshkumar Gandhi on 11/20/2021

After watching you tube video for Excel solver I know the tool, but couldn't use it. After completing this course, I was provided with an overview of investment and inventory management.

By Ashis Gosh on 1/23/2021

Apart from brushing up on the concepts learned earlier, this really gives us a new perspective on optimization.

By Thomas M on 1/11/2021

A clear presenter that builds up your understanding. The investment and capital budgeting examples are simple yet are exactly the basis I am looking for. Inventory and operations examples are less relevant for me, but I learnt something anyway.

By Ricky Cloete on 1/9/2021

Never knew that you could do this kind of thing. The basics are laid out well and there's loads I picked up in the examples on how to improve profit in operations, as well as debt and equity mix. Great job!

By John Kildare on 1/7/2021

I like the clear explanations, can't easily find this subject material elsewhere. The course helps me optimise our business cashflow situation.

By Leigh-Ann Gowland on 1/5/2021

For a small business owner I found these tools useful in considering day to day management decision making and exploring potential opportunities. Optimisation is not something I do every day therefore it was valuable to spend additional time considering specific examples in my field immediately to properly understand how to integrate this in management of operations. The tools are easy to use and the guiding videos are clear.

By Evelyn Thorpe on 1/4/2021

I've been looking for a course like this for a while. So happy I found this one! Great course ... delivered everything that I needed to know. The instructor shows you everything that you need in a way that's super easy to follow. The hands on exercises are really helpful too because you can follow along exactly with the instructor in the workbook. Once you finish with all the different applications and examples, you feel like a real pro. I'd highly recommend

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Overall Score : 96 / 100

Finance Optimization with Excel Solver
Visit course on Udemy Write a review
  • Video Duration: icon 2h
  • Price: $59.99
  • Provider: icon Udemy
  • Updated: icon July 2025
  • Level: Intermediate Intermediate
  • Language: icon English
  • Certificate: icon Yes
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