· Interactive course

Excel for Finance

Master Excel from scratch. Learn key shortcuts, formulas, and functions essential for financial analysis and modeling.

  • 48 exercises
  • 161 graded cells
  • 349 minutes of practice
  • 2 free lessons
Start the free lesson

What you’ll learn to do

  • Foundations
  • Lookup & Reference
  • Aggregation & Data Hygiene
  • Model Mechanics
  • Financial Functions

Course syllabus

Foundations

0 of 3 lessons done
62 minutes of practice
0% complete

Mathematical FunctionsFree

Master basic math functions like SUM, AVERAGE, MIN, MAX, and ROUND functions.

6 exercises · 6 graded cells · 15 min

Anchoring & the GridFree

Write a formula once and copy it correctly - absolute, relative and mixed references.

4 exercises · 34 graded cells · 22 min

Logical FunctionsFull access

Master IF, AND, OR, and IFERROR functions for decision-making models.

4 exercises · 19 graded cells · 25 min

Lookup & Reference

0 of 4 lessons done
98 minutes of practice
0% complete

Lookup FunctionsFull access

Master VLOOKUP and HLOOKUP for finding data.

3 exercises · 3 graded cells · 20 min

Index & MatchFull access

Learn the powerful combination of INDEX and MATCH.

3 exercises · 3 graded cells · 25 min

INDEX/MATCH CombinationsFull access

Two-way lookups, two criteria joined into one key, and indexing a whole table at once.

3 exercises · 11 graded cells · 30 min

XLOOKUPFull access

Exact match by default, if_not_found instead of an IFERROR wrapper, and searching a log backwards.

3 exercises · 10 graded cells · 23 min

Aggregation & Data Hygiene

0 of 2 lessons done
66 minutes of practice
0% complete

Conditional AggregationFull access

SUMIFS, COUNTIFS and AVERAGEIFS - and the criteria that silently return zero.

4 exercises · 13 graded cells · 35 min

Cleaning Analyst DataFull access

TRIM, CLEAN, text splitting, text dates and duplicate flags - the export as it actually arrives.

4 exercises · 27 graded cells · 31 min

Model Mechanics

0 of 3 lessons done
63 minutes of practice
0% complete

Named RangesFull access

Defined names, the name box, and why this engine is stricter about capitals than Excel.

3 exercises · 9 graded cells · 24 min

Scenario SwitchingFull access

CHOOSE, IF and INDEX driven by one switch cell - the assumption block Course 3 is built on.

3 exercises · 9 graded cells · 24 min

Sensitivity Without Data TablesFull access

A 3x3 terminal-value grid written by hand - one formula, two half-anchors, nine cells.

2 exercises · 11 graded cells · 15 min

Financial Functions

0 of 2 lessons done
60 minutes of practice
0% complete

Financial Functions (NPV, IRR)Full access

Master NPV, IRR, XNPV, and XIRR for investment analysis.

4 exercises · 4 graded cells · 30 min

Dynamic Ranges & Array FormulasFull access

OFFSET for ranges that resize themselves, and array formulas.

2 exercises · 2 graded cells · 30 min

Guides for this course

Review a concept before your next exercise.

Keep practicing

Check your skills with the free financial modeling test, or explore a related course.

Included in full access

This course and every other on FinX, plus every course added later.

$99.99 USD · paid once

One-time payment. No recurring subscription. 30-day money-back guarantee. Review the final total at checkout.

Secure checkout by Paddle. Tax is added where it applies; you see the total before you pay.

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Before you start

Be comfortable working with formulas and reading financial statements. Review a foundation course if you need a refresher.

Use a laptop or desktop browser for the workbook. No Excel installation is needed.