Duncan McKeen – CFI Education – Excel Fundamentals – Quick Start Guide

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CFI Education – Excel Fundamentals – Quick Start Guide , Duncan McKeen – CFI Education – Excel Fundamentals – Quick Start Guide download

Duncan McKeen – CFI Education – Excel Fundamentals – Quick Start Guide

Excel Fundamentals – Quick Start Guide

In CFI’s “Excel Fundamentals – Quick Start Guide” course, you will learn all the basics of Excel 365, including set-up, layout, shortcuts, and the functions you need to be more productive and efficient in your finance role.

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.

What you’ll learn

Course Introduction
Introduction
Downloadable File
Learning Objectives
Instructor Biography
Keyboard Over the Mouse

Excel Layout
Downloadable Files
Layout Overview
Creating Formulas
Ribbon Home Section
Ribbon Insert Section
Other Sections
Keyboard Shortcuts
Interactive Exercise 1

Excel Settings
Settings Overview
General Settings
Formula Settings
Other Settings
Advanced Settings
Customize Ribbon
Quick Access Toolbar
Add Ins
Interactive Exercise 2

Basic Financial Setup
Objectives
Template Tour
Global Units
Border Control
Headings and Widths
Number Formats
AutoSum and Font Color
Adding Indents
Actual Calculations
Estimate Assumptions
Future Formulas
Interactive Exercise 3

Advanced Financial Setup
Freezing Panes
Create Section
Naming Cells
EBITDA Limit
Conditional Formatting
Dynamic Labels
Common Size
Percent Setup
Interactive Exercise 4
Percent Change
Navigational Column
Formula Auditing
Row Grouping
Print Settings
Print Preview
Interactive Exercise 5

Course Summary
Downloadable File
Summary
Qualified Assessment

Commonly Asked Questions:

  1. Business Model Innovation: Acknowledge the reality of a legitimate enterprise! Our approach involves the coordination of a collective purchase, in which the costs are shared among the participants. We utilize this cash to acquire renowned courses from sale pages and make them accessible to individuals with restricted financial resources. Our clients appreciate the affordability and accessibility we provide, despite the authors’ concerns.
  2. CFI Education – Excel Fundamentals – Quick Start Guide Course
  • There are no scheduled coaching calls or sessions with the author.
  • Access to the author’s private Facebook group or web portal is not permitted.
  • No access to the author’s private membership forum.
  • There is no direct email support available from the author or their team.
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