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.