Excel Fundamentals – Formulas for Finance Overview

Excel is a sophisticated piece of software, and it can be overwhelming to look through and work with the many available features.  CFI’s “Excel Fundamentals – Formulas for Finance” course will help you filter down through those features to focus on the ones that are the most common and useful within the finance industry. This course will help you learn the basic functions to perform statistical analysis on data sets in Excel 365.

 

Excel Fundamentals – Formulas for Finance Learning Objectives

 

• Use basic Excel functions to perform statistical analysis on data sets.
• Explore functions used to aggregate or summarize financial data in various ways.
• Compare various lookup functions to understand their advantages and disadvantages.
• Apply useful date functions for annual, quarterly, and monthly models.
• Compare the basic NPV & IRR and the more advanced XNPV & XIRR functions.
• Understand basic and advanced custom formatting for numbers and dates in Excel.