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Business Mechanics

Excel Survival Kit

The exact Excel skills analysts use every day -built for speed and accuracy under real deal pressure.

Enroll Now — $105/lifetime Enroll Now — $69/year

“I love this course because it is a great example of being thorough and concise at the same time. I learned so much, but not too much to where I felt like it wasn't relevant to anything I'd be doing in finance.”

Grace D

Hours of lessons 3+

Lessons

Level Beginner

Practice questions

Sample lessons

Lesson 1

Lesson 2

Lesson 3

Curriculum Financeable vs Competitors FAQ

Certification Diagnostic

6 Min

Section 01. Welcome to the Course!

Course Introduction

Let’s Learn About You! :)

Will I Benefit From This Course?

Video Navigation Keyboard Shortcuts

14 Min

Section 02. Pre-Game Prep

Excel Settings

Excel Survival Kit – Exercises

Time For Excel: Adjusting Excel Settings

Time for Excel: Quick Access Toolbar

Finance|able Quick Access Toolbar Template

36 Min

Section 03. How to Use Your Keyboard

Introduction to Keyboard Shortcuts

Critical Shortcuts Overview

Gooey Cookies Case Intro

GC Case Excel: P&L Clean-Up – Part 1

GC Case Excel: P&L Clean-Up – Part 2

30 Min

Section 04. Clean up Data with Text Functions

Intro to Text Functions

Core Text Functions

Simple Exercise: Text Functions

GC Case Excel: Text Functions

29 Min

Section 05. Using Conditionals Categorize Customers

Intro to Conditionals

IF Statements

COUNTIFS + SUMIFS

GC Case Excel: Conditionals

12 Min

Section 06. Using VLOOKUP to Find Customer Data

Intro to VLOOKUP

Simple Exercise: VLOOKUP

GC Case Excel: VLOOKUP

29 Min

Section 07. Decoding Price Data with INDEX/MATCH

Intro to INDEX/MATCH

Simple Exercise: INDEX/MATCH

GC Case Excel: INDEX/MATCH

How are you feeling?

Take a Breather

24 Min

Section 08. Summarizing & Checking Customer Data

Intro to SUMPRODUCT

GC Case Excel: Summary Table

GC Case Excel: Summary P&L

14 Min

Section 09. Creating Cases with CHOOSE and OFFSET

Intro to CHOOSE + OFFSET

Simple Exercise: CHOOSE + OFFSET

GC Case Excel: CHOOSE + OFFSET

13 Min

Section 10. Using Data Tables to Sensitize Outputs

Intro to Data Tables

Simple Exercise: Data Tables

GC Case Excel: Data Tables

8 Min

Section 11. Formatting Your Analysis to Print

Print Formatting Fundamentals

GC Case Excel: Print Formatting

2 Min

Section 12. Wrap-Up

How are you feeling? – End of Course

Next Steps

Excel Shortcut Workout

Obstacle Courses: Conditionals + Lookups

Terms & Conditions

View Terms & Conditions

FINANCEABLE

The other guys

Reflects on-the-job data clean-up exercises.

One-off, isolated examples with zero explanation of how to apply formulas and functions on the job.

Detailed, animated Excel function walkthroughs.

Text-heavy slides that lead to confusion.

Focused content that you’ll regularly use on the job.

Laundry list of functions without clarity on what is most or least important.

Do I need a PC for this course?

This course is built for PC users because all Finance firms use PCs on the job. We do not recommend working through this course using the native Excel for Mac. With that said, if you have a Mac, you can use a program like Parallels, which allow you to emulate Windows on your Mac so you can learn the keyboard shortcuts that you will use on the job.

Is prior experience required?

This course assumes that you have a basic understanding of Excel. In other words, you know how to open Excel as well as the basics of navigating the ribbon and entering formulas. Beyond that, no prior knowledge is needed.

Will I learn keyboard shortcuts?

Absolutely! If you’re aiming for Investment Banking, Private Equity or Investment Management, you absolutely need to master Excel keyboard shortuts. In this course we teach you all of the most common shortcuts as well as a few tricks that many people in Finance aren’t even aware of.