Excel Crash Course

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 Excel Crash Course

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 FMVA™ Certification

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Table of Contents

Introduction Excel layout Excel setup Basic financial

analysis setup

Advanced Basic functions Wrap-up

financial and formulas
analysis
setup

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CFI Instructors
Meet the global team of CFI instructors

Tim Vipond Justin Sanders Scott Powell

CEO & Instructor Instructor Director & Instructor
Vancouver London Vancouver

Lisa Dorian Ryan Spendelow

Director & Instructor Instructor
New York Hong Kong

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 Key Learning Objectives

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 About this course

Designed for financial analysts in investment banking, equity research,

FP&A, corporate development

Teaches Excel 2016, 2013 and 2010

Review of the basics

Advanced functions so experts will learn a lot too

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Session objectives

Follow industry best Dramatically speed up

practices your financial modeling

Make your analysis more Be a world class

powerful and dynamic financial analyst

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 Keyboard over the mouse

Professionals use the keyboard over the mouse to:

Save Move around more Its kind of

time easily fun too

IB training programs actually unplug your mouse

(Challenge yourself to unplug or not use your mouse)

Slower in short run; much faster in long run

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 Excel Layout

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Session objectives

Workbook Worksheets Cell name

Formula bar Ribbon

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Excel Layout Workbook

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Excel Layout

Worksheet

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Excel Layout

Cell name

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Excel Layout

Formula bar

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Excel Layout
Ribbon

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 Excel Settings

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Session objectives

Options Formatting Formulas

Advanced Protection

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 Basic Financial Analysis Setup

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Key learning objectives

Layout and structure is the most important part of financial modeling and analysis
(What separates great work from the rest?)

Clean formatting

Easy to follow and understand Easy to audit

Dynamic Detailed

Accurate Easy to make changes

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 Advanced Financial Analysis Setup

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Session objectives

Handle more complex Make your analysis more

situations dynamic

Make your analysis more Produce professional

detailed and precise grade output

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 Formulas & Functions

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Session objectives

Functions are a very Makes model more dynamic,

important and powerful more sophisticated, more
part of model building detailed

Don’t get overly Designed specifically for

complicated, still want an financial analysis and
overall simple model financial modeling

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 Advanced Formulas & Functions

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Session objectives

Create scenarios Dynamic data queries Automatic sorting

Finance specific What If Analysis and Goal

functions Seek

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 Charts & Graphs

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Session objectives

Create a separate Use charts to tell a story

dashboard area

What do you need to

Pick the most
communicate to the
appropriate graph
reader?

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 Macros

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Session objectives

Record a macro Speed up modeling More powerful

shortcuts

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 Keep Practicing

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Keep Practicing

Best courses to practice are:

Excel Modeling Building a Financial FP&A Rolling Cash

Fundamentals Model in Excel Flow Forecast

Startup / eCommerce Real Estate Financial

Sensitivity Analysis
Financial Model Model

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 More Advanced Models

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 FMVA™ Certification

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