Microsoft Excel Finance Courses

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Contributor, Benzinga
August 31, 2020

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Microsoft Excel finance courses can help you navigate the spreadsheet tool and its functions with ease. You can also apply the knowledge in the workplace to demonstrate your proficiency and position yourself for a raise or other employment opportunities. 

You can find options for all skill levels and budgets and you can complete the classes in record time. 

Let Benzinga help you identify Excel finance courses that best fit your skill level and budget. 

Quick Look: Best Microsoft Excel Finance Courses

Take a sneak peek at Benzinga’s top picks: 

What Makes a Microsoft Excel Finance Course Great?

You can choose from several Microsoft Excel finance courses but check out the following characteristics as you evaluate and narrow down your options and select the most suitable choice. 

Offers Hands-On Instruction

The most effective way to soar your Excel skills is to apply your knowledge through assignments and projects. You want a course that provides hands-on instruction for using formulas and executing commands throughout each video lecture. It’s also ideal if you can complete assignments and projects to sharpen your skills in a practice setting. 


Don’t spend more than you have to on an Excel finance course. Select an affordable option that doesn’t stretch your budget too thin or start with a free class if money’s tight.


Self-paced options allow you to work at your own pace. This prevents you from getting overwhelmed and rushing through a course to meet pressing deadlines. 

Our Top Picks

We’ve scoured the web to bring you the top Microsoft Excel finance courses. Our selections come from leading online learning providers, including edX, LinkedIn Learning, Skillshare and Udemy.

Below, you will find the classes organized by skill level — beginners, intermediate students and advanced students. We’ve also included a description and price point for each course to help you make an educated decision. 

Microsoft Excel Finance Courses for Beginners

Start with these introductory courses if you’re new to Excel. 

Beginner to Pro in Excel: Financial Modeling and Valuation

All Levels • 276 videos • 13.3 hours
Beginner to Pro in Excel: Financial Modeling and Valuation
securely through Beginner to Pro in Excel: Financial Modeling and Valuation's website

1. Beginner to Pro in Excel: Financial Modeling and Valuation by Udemy 

Who it's for: Beginners

Price: On sale 

Offered by 365 Careers, this Udemy bestseller takes you from a novice to a skilled financial modeling expert in record time. It’s ideal for graduate students who plan to pursue careers in investment banking, financial advising or consulting. You’ll also find this course useful if you’re a business or finance practitioner seeking ways to level up your Excel and financial modeling skills. 

Beginner to Pro in Excel: Financial Modeling and Valuation includes the following segments: 

  • Beginner to Pro in Excel: Financial Modeling and Valuation – Welcome! 
  • Introduction to Excel 
  • Useful Tips and Tools for Your Work in Excel
  • Keyboard Shortcuts in Excel
  • Excel’s Key Functions and Functionalities Made Easy
  • Update! SUMIFS – Exercise
  • Financial Functions in Excel 
  • Microsoft Excel’s Pivot Tables in Depth
  • Case Study – Building a Complete P&L From Scratch in Excel 
  • Introduction to Excel Charts
  • P&L Case Study continued – Let’s create some great-looking professional charts
  • Business analysis techniques applied in Excel
  • Case Study – Building an FMCG Model from Scratch
  • Financial Modeling Fundamentals 
  • Introduction to Company Valuation 
  • Introduction to Mergers and Acquisitions
  • Learn How to Build a Discounted Cash Flow Model in Excel 
  • Tesla Valuation – Complete Practical Exercise
  • Capital Budgeting – The Theory 
  • Capital Budgeting – A Complete Case Study 
  • Next Steps 

Register today for full lifetime access to 12.5 hours of on-demand video, 10 articles and 548 downloadable resources. You’ll also receive a certificate of completion when you finish the course. 

Enroll now

2. Introduction to Data Analysis Using Excel by edX 

Who it's for: Beginners

Price: Free

Learn how to perform data analysis using Excel in this 4-week course from Microsoft. It’s co-facilitated by Jonathan Sanito, senior content developer at Microsoft and Dany Hoter, solutions architect at DataRails. 

Introduction to Data Analysis Using Excel provides detailed instructions to help you: 

  • Create flexible data aggregations using pivot tables
  • Represent data visually using pivot charts
  • Calculate margins and other common ratios using calculation groups on pivot tables
  • Filter data using slicers in multiple pivot tables
  • Create aggregate reports using formula based techniques

It’s free to enroll, or you can upgrade your enrollment to get a verified certificate for only $99. 

Have a basic understanding of formula creation and cell referencing in Excel before you register. 

Enroll now.

3. Microsoft Excel: Build Income Statement and Calculate Depreciation of an Asset or Company by Skillshare 

Who it's for: Beginners

Price: Free

In a little over 2 hours, you can learn how to use Excel functions to create income statements or compute the depreciation of a company or asset. Microsoft Excel Instructor Mubeen Ali will show you how through 39 in-depth video lectures. 

He teaches you how to project the future value of sales or revenue using the linear or growth trend options, calculate the cost of research and development, compute sales and marketing expenses and more. You can find lessons on adding taxes to the income statement, straight line and declining balance depreciation, net present value and the rate of return. 

Enrollment is free with a Skillshare trial. 

Enroll now

Intermediate Microsoft Excel Finance Courses

Career professionals with experience using Excel will find these intermediate courses useful. 

Microsoft Excel for Financial Analyst Career

Beginner • 22 videos • 0.8 hours
Microsoft Excel for Financial Analyst Career
securely through Microsoft Excel for Financial Analyst Career's website

4. Microsoft Excel for Financial Analyst Career by Udemy 

Who it's for: Intermediate students 

Price: On sale

Microsoft Excel for Financial Analyst Career teaches you how to develop useful spreadsheets and manage extensive data reports using filtering options and the PivotTable tool. These are skills that you need to flourish as a financial analyst and this course allows you to master them in just 45 minutes. 

Here’s a glimpse at the 22 video lectures included with the course:

  • Introduction 
  • Fundamentals 1
  • Fundamentals 2
  • Navigations through the tables
  • Insert objects
  • Copy/Paste
  • Remove duplicates
  • Filter data
  • Sort data
  • Formulas fundamentals
  • Change signs in front of numbers
  • Sum amounts
  • Average value
  • Link cells
  • Concatenate
  • Round numbers
  • Left-right function
  • If function
  • Sum If function
  • Sum Ifs function
  • Vlookup function
  • Pivot tables 

Students also receive 13 downloadable resources to help facilitate their comprehension of the material. Materials are accessible 24/7 on a desktop, laptop, mobile phone or another electronic device. 

The class is led by Senior Financial Analyst Hrvoje Pavisic.  

Enroll now

5. Excel for Corporate Finance Professionals by LinkedIn Learning 

Who it's for: Intermediate students

Price: Included in the monthly membership 

Join Fairfield University Researcher and Finance Professor Michael McDonald as he covers Excel from a corporate finance perspective. He teaches you how to make projections while conducting capital budgeting, describe capital budgeting scenarios, manage unexpected events while capital budgeting, discuss considerations related to stock buybacks and more. 

Excel for Corporate Finance Professionals includes 6 segments: 

  • Introduction 
  • Critical Tasks in Corporate Finance
  • Project Selection in Excel
  • WACC and Capital Structure in Excel
  • Operational Budgeting in Excel 
  • Conclusion 

Instruction is delivered through a series of video lectures. You’ll also take 4 quizzes to assess your knowledge and identify areas where you should spend more time to master the material. 

The enrollment fee is included with a monthly LinkedIn membership. Not yet a member? You can grab a free seat in the class by signing up for a 1-month trial. 

Enroll now

6. Excel for Investment Professionals by LinkedIn Learning

Who it's for: Intermediate students 

Price: Included with the monthly membership

Also presented by Michael McDonald, this intermediate course sheds light on tools that can help investment professionals manage stock and securities portfolios more effectively. He also discusses significant tasks in the investment industry, ways to conduct single stock investment analysis and outlines how to calculate returns on stocks and portfolios and value bonds in Excel. 

Here’s a breakdown of the course: 

  • Introduction
  • Major Tasks in the Investments Industry 
  • Single Stock Investment Analysis
  • Investment Evaluation in Excel 
  • Investment Evaluation in Excel (continued)
  • Portfolio Performance Evaluation 
  • Conclusion

It’s free to enroll with a monthly LinkedIn membership, or you can get the course for free with a 1-month trial subscription.

Enroll now

Advanced Microsoft Excel Finance Courses

Consider these courses if you’ve mastered Excel and want to dive deeper into finance functions.

Microsoft Excel for Finance & Accounting

Expert • 24 videos • 1.7 hours
Microsoft Excel for Finance & Accounting
securely through Microsoft Excel for Finance & Accounting's website

7. Microsoft Excel for Finance and Accounting by Udemy 

Who it's for: Advanced students 

Price: On sale 

Join over 28,000 students who completed this highly rated course to master Excel finance and accounting functions. It is ideal for students and professionals and only requires 1 hour of your time and access to a computer with Excel 2010 or later to get started. 

Microsoft Excel for Finance and Accounting includes 10 video lectures: 

  • Introduction
  • Find and Replace
  • Sorting Data
  • Filters
  • Relative and Absolute Reference
  • Vlookup
  • Conditional Formatting
  • Pivot Table 
  • Subtotals 
  • Adding Tables 

Sign up today to get the course at a great price. Instruction is provided by Certified Chartered Accountant and PriceWaterhouseCoopers Alumnus Irfan Sharif. 

Enroll now

Advanced Microsoft Excel Formulas & Functions Course 2020

All Levels • 22 videos • 2 hours
Advanced Microsoft Excel Formulas & Functions Course 2020
securely through Advanced Microsoft Excel Formulas & Functions Course 2020's website

8. Advanced Microsoft Excel Formulas and Functions Course 2020 by Udemy 

Who it's for: Advanced students

Price: On sale 

Microsoft Office expert A.M.A.M. Mubeen brings you this advanced course on Excel formulas and functions that prepares you for classroom or career projects.

It is suitable for students who already use Excel and want to work more proficiently. You will also find the course useful if you are an accountant, auditor, financial analyst, information clerk, sales manager or student who frequently uses Excel in your role. 

Here’s what you can expect to learn in each section:

  • Introduction to the Advanced Microsoft Excel Formulas and Functions
  • Chapter 1: Absolute and relative reference, mixed reference and the multiplication table
  • Chapter 2: Adding zero to the front of 1 digit, generating automatic serial numbers and the convert function 
  • Chapter 3: Workday, rand and randbetween functions 
  • Chapter 4: Autosum, vlookup and hlookup functions 
  • Chapter 5: Choose, transpose and rank functions 
  • Chapter 6: Countblank and index and match functions, converting numbers to words and creating data entry forms

Get instant access to 2 hours of on-demand video, 1 article and 17 downloadable resources.

Enroll now

Microsoft Excel – Advanced Excel Formulas & Functions

All Levels • 107 videos • 8.1 hours
Microsoft Excel – Advanced Excel Formulas & Functions
securely through Microsoft Excel – Advanced Excel Formulas & Functions's website

9. Microsoft Excel – Advanced Excel Formulas and Functions by Udemy 

Who it's for: Advanced students

Price: On sale 

Do you want to boost your analytical thinking and business intelligence skills to use Excel more effectively and accelerate your career? Microsoft Excel – Advanced Excel Formulas and Functions is the perfect course for you. 

It features 8 hours of on-demand video segments divided into the following components: 

  • Getting Started
  • Excel Formulas 101
  • Conditional Statements and Logical Operators
  • Common Excel Statistical Functions
  • Lookup and Reference Functions
  • Text Functions
  • Date and Time Functions 
  • Formula-Based Formatting
  • Array Formulas 
  • Extra Bonus Functions 
  • Wrapping Up 

You’ll also get 5 articles and 3 downloadable resources when you sign up. Plus, the course comes with a 30-day money-back guarantee if you’re unsatisfied for any reason. 

Take advantage of the promotional pricing by enrolling today. 

Enroll now

Get Started with a Microsoft Excel Finance Course 

Now’s a great time to beef up your Microsoft Excel finance skills. Consider a course from our list of top options to get started for a price that won’t break the bank. Facilitated by Excel experts that offer hands-on instruction and bonus resources, these courses ensure you get the most from your online learning experience. 

Southern New Hampshire University Online

SNHU Online Offers:

  1. Flexible schedules
  2. Affordable tuition
  3. Online tutoring
  4. Access to electronic research materials
  5. Specialized academic advising
  6. Supportive online community

Learn more at SNHU.