Excel Fundamentals – Quick Start Guide
Level 1
2h 33min
100% online and self-paced
Field of Study: Finance
Overview
Excel Fundamentals – Quick Start Guide Course Overview
Having strong Excel skills is critical for any job involving financial analysis or financial modeling. CFI’s “Excel Fundamentals – Quick Start Guide” course is designed specifically for Excel users who are looking to prepare for a career in finance or are already performing professional financial analysis and financial modeling. This course will review the basics of Excel 365, such as the layout and tools and functions. You will also learn how to effectively use keyboard shortcuts to increase your overall productivity.

Excel Fundamentals – Quick Start Guide Learning Objectives
Upon completing this course, you will be able to:
- Identify the main parts of the Excel 365 interface and their purpose.
- Explain the advantage of using the keyboard and memorize basic shortcuts.
- Recommend Excel settings which are helpful for finance professionals.
- Setup the Quick Access Toolbar to improve speed and efficiency.
- Explain the most common Excel features used for financial analysis.
- Recommend more advanced Excel features used in the finance industry.
Who Should Take This Course?
This course is perfect for beginners, intermediate, and even advanced financial professional Excel users. The course starts off with the basics, but quickly advances so even more proficient users will learn something new and have a great refresher.
Prerequisite Skills
Recommended skills to have before taking this course.
- Basic Math
- Logical thinking
- Basic computer skills


