Excel For Finance: From Basics To Advanced
Published 3/2026
Created by Upsurge Club
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz, 2 Ch
Level: Beginner | Genre: eLearning | Language: English | Duration: 49 Lectures ( 5h 13m ) | Size: 9.7 GB
✓ Understand the Excel interface, layout, and essential settings for financial work
✓ Build a structured financial setup in Excel for analysis and modeling
✓ Use basic Excel functions like IF, SUMPRODUCT, and CONCATENATE
✓ Master advanced functions such as VLOOKUP, INDEX-MATCH, OFFSET, and CHOOSE
✓ Create charts and dynamic dashboards for financial data visualization
✓ Perform financial data analysis using Pivot Tables, Goal Seek, Solver, and scenario analysis
✓ Understand the time value of money and calculate EMI using Excel functions
✓ Learn to automate tasks using Macros
✓ Get introduced to VBA basics for advanced Excel automation
✓ Perform regression analysis in Excel for data-driven decision making
Requirements
● No prior experience in financial modeling or advanced Excel is required
Description
You will start by understanding the Excel interface, layout, and essential settings, helping you create an efficient workspace for financial tasks. As you progress, you will build a strong foundation by learning basic functions such as IF, SUMPRODUCT, and CONCATENATE, followed by advanced functions like VLOOKUP, INDEX-MATCH, OFFSET, and more.
The course then focuses on financial data analysis, where you will learn to use tools like Pivot Tables, Goal Seek, Solver, and scenario analysis to make data-driven decisions. You will also learn to create charts and dynamic dashboards, allowing you to present financial insights clearly and effectively.
A key part of the course is understanding the time value of money, where you will learn how to perform financial calculations such as EMI and other essential financial metrics using Excel.
To take your skills further, the course introduces Macros and VBA, enabling you to automate repetitive tasks and improve efficiency. You will also learn how to perform regression analysis in Excel, helping you analyze trends and make informed financial decisions.
Throughout the course, the focus is on practical learning, with step-by-step explanations and real-world applications to ensure you can confidently apply what you learn.
By the end of this course, you will be able to use Excel for financial analysis, build structured models, automate workflows, and make better data-driven decisions.
Whether you are a beginner starting your Excel journey or a professional looking to enhance your financial analysis skills, this course will provide you with the tools and confidence to work efficiently with Excel.
Who this course is for
■ Beginners who want to learn Excel for finance and data analysis
■ Students and professionals aiming to improve their Excel and analytical skills
■ Finance and stock market learners who want to use Excel for financial modeling
■ Individuals interested in learning advanced Excel functions, macros, and VBA
■ Anyone looking to build a strong foundation in Excel for practical applications
Excel For Finance: From Basics To Advanced
