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Excel for Accounting & Finance: Fundamentals Masterclass (Udemy.com)

Module 1: Starting from zero, master Excel step by step. Learn functions, formulas, tips, tricks, and best practices.

4.5
4,605 reviews

Created by: Irfan Sharif ACA ACCA

Last updated July 2025

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What you will learn

  • Basics like cells, rows, and columns
  • Adding/deleting rows and columns
  • Cell formats
  • Basic Mathematical functions
  • Keyboard shortcuts
  • Data cleaning
  • Data analysis
  • Dashboards
  • Learn everything you need to start working on Excel!

How it compares

Against the other 355 rated Udemy courses in Excel on CourseDuck:

  • Rating4.5 out of 5higher than 39% of them
  • Reviews4,605#71 of 356 by number of reviews
  • Length11.9 hourslonger than 77% of them
  • Last updatedJuly 2025more recently than 65% of them

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Course Description

Microsoft Excel is one of the most essential tools in the accounting and finance world. Whether you're preparing financial reports, analyzing budgets, or managing business data, Excel is the foundation that supports every financial professional’s workflow.

This course is the starting point of our 4-part Excel Specialization designed specifically for accounting and finance professionals. In this first module, you’ll build a strong foundation in Excel — from the absolute basics to the key tools that every accountant, analyst, and finance professional needs.

You’ll not only learn how to use Excel but how to think in Excel — gaining confidence in using formulas, functions, formatting tools, and data handling techniques that are directly relevant to real-world financial tasks.

What You Will Learn

  • Understand the Excel interface and build comfort with key tools and navigation

  • Learn and apply essential formulas and functions used in accounting and finance

  • Organize, clean, and analyze data using filtering, sorting, and formatting techniques

  • Create structured spreadsheets for financial tracking, reporting, and analysis

  • Build a strong Excel foundation to prepare for advanced topics like financial modeling and automation (covered in later modules)

Why This Course Is Right for You

  • Designed for accounting, finance, and business professionals — no fluff, just relevant tools

  • Step-by-step instruction with real-world financial examples

  • Focuses on the actual Excel skills used daily by accountants, analysts, and managers

  • Taught by a Chartered Accountant and former PwC professional with 100,000+ students worldwide

Who Should Enroll

  • Accounting and finance students or graduates preparing for the workplace

  • Professionals looking to sharpen their Excel skills for financial roles

  • Entrepreneurs and small business owners managing their own finances

  • Anyone aiming to build a career in finance, accounting, or data analysis

Prerequisites
No prior Excel experience required. This course is beginner-friendly and builds up gradually.

30-Day Money-Back Guarantee
Your satisfaction is our priority. If the course doesn’t meet your expectations, you can request a full refund within 30 days—no questions asked.

Start Here — Build the Excel Skills That Power Your Finance Career

Join thousands of learners and begin your journey to Excel mastery. This course is your foundation — everything else in finance builds from here.
Read More All Levels All Levels product length iconTime: 11.9h

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Instructor Details

Irfan Sharif ACA ACCA

Chartered Accountant with 16 years experience in Accounting, Finance, and Business Intelligence. 

I am a Chartered Accountant from ICAEW (Institute of Chartered Accountants of England and Wales) and a Chartered Certified Accountant from ACCA (Association of Chartered Certified Accountants in England) . I also have a Bachelors degree in Commerce. 

I started my professional career with PwC as a Functional Consultant, later moved to at FTSE 100 FMCG as a Finance Manager, then working a General Manager developed an outsourcing hub 'Excelsious' for US and UK accounting firms, and finally cofounded Receipt Bot - an accounting automation company which is automating some tedious aspects of Accounting for clients from 21 countries.

Right from the beginning of my career, my role has been to improve the Accounting and Reporting systems. From automating data entry and bookkeeping to the preparation of interactive business analysis dashboards for the senior management, I have led multiple assignments.

Over my professional career of 16 years, I have been teaching several programs of Accounting and BI at some reputed institutes. Over this time, I have trained 20,000+ students from 50+ countries.

I am absolutely delighted to share my skills and experience with you on the Udemy platform!

Read More

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Reviews

4.5

4,605 ratings on Udemy

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Write a review

By Abdullah Hamze on 10/3/2024

This course is a comprehensive Excel Tutorial It started from the basics then it gradually progressed to more advanced functionalities. The most important features were clearly explained. This course is a showcase of Excel's true potential. Thank you so much for this amazing experience, and I'm looking forward to completing other courses by Irfan Sharif!

By Mayuresh Sanjeev Hari on 8/23/2023

It was a fabulous course. In the end I couldn't find satisfied in term of quantity of material as teacher is so good that he didn't make me realize that he taught about whole excel and pivot table including power pivot table concept in very generic manner that we don't need to memorize all shortcuts. Great Work!!! A must buy

By Maria Tayo on 2/20/2023

This course was really good. I love the way it literally went from beginner to advanced. I was a bit hesitant at first to purchase this course because of some of the reviews but by section 2 I really started to get into the course. There was some music and low volume at the beginning but luckily it was not throughout the whole course. Things were explained really well and I have now found some easier ways to do some of the things I already knew how to do!

By Ankita Roy on 8/27/2022

Very well explained! The instructor has created and designed this course very nicely. He has really put efforts to explain every possible questions that one may have during the course. It's a great course for those who are running small scale businesses!

By Emmanuel Imoleayo Kehinde on 2/14/2022

Please take this course if you want to learn some cool tricks in excel data analysis. The values embedded in the course are rich. One of the best courses I have taken on excel so far. I had to add to my favorite course. I will recommend 100%.

By Sangat Kumar Tamang on 10/13/2021

Just starting with Basic

By Marvin Gorospe on 9/29/2021

The course is great for beginners going into data analysis, shows how powerful Excel is. It would be great to have more chart samples and dashboard for the power pivot chapter. Also, I can't seem to get any reply from questions I posted. Other than that, course is great.

By Ghaith Ahmed Al Zubairi on 6/3/2021

The instructor has beautifully designed this course with short videos and getting straight to the point for each title. Every section was explained well and I have learnt things about excel that I did not know about before, and useful for data analysis. Thank you so much Mr Irfan for making this course and sharing the knowledge.

By Param Gandhi on 4/15/2021

The course was good. Really appreciate the effort the instructor put on creating the course. I felt there were few more topics which could be taught in detail. One of them is working with excel dashboards and making them more interactive and visually appealing. Only 30 mins are spent on building dashboards in the course. Moreover if powerpivot could be explained more clearly, it would have been great..

By Subhamkar Tiwari on 1/2/2021

This was really helpful for me,as am preparing for data scientist so i wanted to just brush up my excel knowledge one again,and the course actually helped me achieve it. In fact i learned many new and amazing stuffs.

By Akhil Gupta on 11/22/2020

super course . very well explained in easy language. the way of teaching & explaining is very good. please provide some tasks . overall 5 on 5 . thanks a lot to educator.

By Kiran B S on 11/22/2020

I feel this course is great and must do course for beginners . The Instructor is audible and has planned the course contents neatly . All the examples are attached with the course for solving on our own which makes learning and following the course sort of fun . Thanks

Showing 12 of 302 reviews

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Overall Score : 90 / 100

Excel for Accounting & Finance: Fundamentals Masterclass
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  • Video Duration: icon 11.9h
  • Price: $15.99
  • Provider: icon Udemy
  • Updated: icon July 2025
  • Level: All Levels All Levels
  • Language: icon English
  • Certificate: icon Yes
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