Excel Survival Kit
A one-of-a-kind Excel course designed for Financial Analysts. Work through true-to-life exercises to boost your speed by 2-4x+ and perform like a pro from day one.

Terms & Conditions

Course Introduction

Let's Learn About You! :)

Will I Benefit From This Course?

Video Navigation Keyboard Shortcuts

Excel Settings

Excel Survival Kit - Exercises

Time For Excel: Adjusting Excel Settings

Time for Excel: Quick Access Toolbar

Finance|able Quick Access Toolbar Template

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

Intro to Text Functions

Core Text Functions

Simple Exercise: Text Functions

GC Case Excel: Text Functions

Intro to Conditionals

IF Statements

COUNTIFS + SUMIFS

GC Case Excel: Conditionals

Intro to VLOOKUP

Simple Exercise: VLOOKUP

GC Case Excel: VLOOKUP

Intro to INDEX/MATCH

Simple Exercise: INDEX/MATCH

GC Case Excel: INDEX/MATCH

How are you feeling?

Take a Breather

Intro to SUMPRODUCT

GC Case Excel: Summary Table

GC Case Excel: Summary P&L

Intro to CHOOSE + OFFSET

Simple Exercise: CHOOSE + OFFSET

GC Case Excel: CHOOSE + OFFSET

Intro to Data Tables

Simple Exercise: Data Tables

GC Case Excel: Data Tables

Print Formatting Fundamentals

GC Case Excel: Print Formatting

How are you feeling? - End of Course

Next Steps

Excel Shortcut Workout

Obstacle Courses: Conditionals + Lookups

Certification Diagnostic
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.
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.
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.
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.
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.