Excel for finance courses
Easy to use, self-paced courses loaded with shortcuts, real-world examples, and professional instruction to immediately improve how you use Excel for finance.
Led by CFA Charterholder Daniel Jassy Instructor Bio
Sort, filter, manipulate, and navigate large data sets with speed and ease
Format, calculate and model data like the pros
Review relative and absolute values, concatenation, conditionals, logical, count, and location functions
Display findings beautifully with sparklines, column and football charts
Analyze an income statement, create models for real-life scenarios, and display findings
Pull raw data from multiple sources, build dynamic tables, and chart results
After serving 25 years as a Naval Officer, I transitioned careers to banking. With no prior Excel skills or experience, this course quickly allowed me to feel competent when using Excel in my new position.Greg Curl Project Manager of Algorithmic Lending
I mentioned the course during a job interview with a private bank. The hiring manager was an avid Investopedia user, and being able to talk about the course definitely helped me in the interview.Alexey Efimov "Excel for Finance" graduate
As I look to transition my career to a role in finance, Investopedia Academy offered an Excel course that was a great value for my money, and helped me learn the skills I needed to change careers.Bhimsen Sonanwane "Excel for Finance" graduate
The "Excel for Finance" course delivered easy to follow lessons that provided me with a practical skill-set, advancing me quickly in my current internship, and preparing me for an upcoming career.Isaac Urichko Student/Investment Firm Intern
I love Investopedia Academy. After taking the Excel course, I’m faster at my job and I’m able to work with a lot of data at once. Even though I already had a defined skillset in Excel, I found a great deal of value in the beginner material as well. Looking forward to my next Academy course!Bonnie Wu Mergers and Acquisitions Analyst, Private Equity
Daniel Jassy, CFA, worked on idea generation, due diligence and modeling as a portfolio manager for a long-only equity fund. He attended the Charles W. Lamden School of Accountancy at San Diego State University. Daniel was awarded the Chartered Financial Analyst® designation in August of 2016 after passing levels I, II and III of the CFA ® exam.
He currently designs and develops trading-analysis software, which provides an edge to portfolio managers by lowering execution costs.