Finx Academy LogoFinx Academy

Excel for Finance

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

47 graded exercises14 lessons

Course Content

Foundations

0/3 lessons
62 minutes total
0% complete

Mathematical Functions

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

15 min

Anchoring & the Grid

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

22 min

Logical FunctionsFull access

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

25 min

Lookup & Reference

0/4 lessons
98 minutes total
0% complete

Lookup FunctionsFull access

Master VLOOKUP and HLOOKUP for finding data.

20 min

Index & MatchFull access

Learn the powerful combination of INDEX and MATCH.

25 min

INDEX/MATCH CombinationsFull access

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

30 min

XLOOKUPFull access

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

23 min

Aggregation & Data Hygiene

0/2 lessons
66 minutes total
0% complete

Conditional AggregationFull access

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

35 min

Cleaning Analyst DataFull access

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

31 min

Model Mechanics

0/3 lessons
63 minutes total
0% complete

Named RangesFull access

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

24 min

Scenario SwitchingFull access

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

24 min

Sensitivity Without Data TablesFull access

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

15 min

Financial Functions

0/2 lessons
60 minutes total
0% complete

Financial Functions (NPV, IRR)Full access

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

30 min

Dynamic Ranges & Array FormulasFull access

OFFSET for ranges that resize themselves, and array formulas.

30 min

Course Info

47 graded exercises across 14 lessons
349 minutes of reading
2 students

What you'll learn:

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

Course news

Get an update when the next course or roadmap feature is released.

Learn and practise

  • Browse all courses
  • Timed modelling test
  • Speed drills

Finx Academy

  • Pricing and roadmap
  • Frequently asked questions
  • Affiliates
  • LinkedIn
© 2026 Finx Academy LLC. All rights reserved.
Privacy PolicyTerms of ServiceCookie Policy