Excel for finance

Within the financial services industry, Microsoft Excel is an essential daily tool for most people. Increasing your proficiency will boost your career prospects and increase your productivity. This course is designed to help you develop the essential skills you need to become an expert in Excel. The course begins at a very basic level and slowly moves to quite an advanced level so ultimately no prior knowledge of Excel is required. The only prerequisite for this course is to have access to Excel so that you can not only open some of the resources available but also so that you can practice what you will learn.

  • Overview
  • Modules
  • Target audience

What You’ll Learn

Learning Objectives

By the end of this course, you will be able to

  • Master tips, tricks and shortcuts to enhance your productivity in Excel
  • Use a range of formatting techniques to make your data more presentable
  • Extract, analyse and interpret key data using filters, pivot charts, data tools and a range of built in functions
  • Learn the basics of Excel VBA to begin to automate workbooks

Who Should Take This Course?

This course is ideal for anyone who wants to learn Excel from basics to advanced level. Excel is a key tool for finance professionals and this course helps professionals learn to extract, analyse and interpret financial data.

This course is ideal for anyone who wants to learn Excel from basics to advanced level. Excel is a key tool for finance professionals and this course helps professionals learn to extract, analyse and interpret financial data.
  • Flexible Learning
  • Develop Sector-Specific Skills
  • Designed By Industry Experts

Take a look at our CareerBuddy videos and decide the industry best Learning Pathway for you!

Watch Now

Related topics

    Economics for investment banking

    Understanding how the economy works, and its impact on financial markets, is hugely beneficial for a wide range of roles within investment banking.

    5 Hours 3,500
    Equities overview

    An ideal introduction to equities and equity markets for anyone working in the financial services sector, learn about how companies are funded, how equities trade in the market, and the returns which can be earned.

    4 Hours 0

    The currency market is the largest and most liquid market in the world. This course is specifically designed to equip you with the key skills to understand the jargon and the mechanics of this market.

    3 Hours 0
    Bundle Pathways

    Bundle pathway will give you access to Fmi's 3 pathways:

    • Investment Banking Learning Pathway
    • Asset Management Pathway
    • Global Markets Pathway.

    100+ Hours 10,000
    Maths for financial markets

    Financial mathematics focuses on the mathematical concepts, theories, and principles that describe financial markets' behavior and how investors measure risk and return.

    5 Hours 2,000
    Options – COMING SOON!

    This course is a deep dive into the options market, covering the topics needed to become an expert in this market.

    Hours 4,500
    Introduction to investment banking

    This course reviews the products and services offered by a global investment bank, including capital raising, M&A, and structured finance.

    5 Hours 3,500
    Financial analysis

    This course gives you the key knowledge you need to interpret financial accounts and start to perform meaningful financial analysis on real companies

    4 Hours 4,500
    Fixed income analytics

    An advanced fixed income course where you will build Excel models, reconciling them to Bloomberg, resulting in building a deep technical proficiency in the fixed income markets.

    5 Hours 4,500

    This course is a comprehensive review of the interest rate swap market, incorporating recent changes as the global swap market prepares for life after LIBOR.

    6 Hours 4,500
    Lifecycle of a trade

    If you want to work in the Global Markets division of an investment bank, there are many advantages that come from understanding step-by-step the trade lifecycle.

    5 Hours 4,500
    Global markets overview

    Explore the roles within the front, middle and back offices of the global markets division of global investment banks, learn who their clients are, and understand the products and services they provide.

    5 Hours 5,500
    Asset management overview

    Learn about the roles of asset managers, research analysts, and traders, and how they develop and implement investment strategies. Explore how funds are structured, developed, marketed and distributed.

    5 Hours 5,500
    Fixed income overview

    This course is a great primer for anyone interested in the fixed income markets. The course covers the mechanics of the products and markets from the perspective or issuers, investors and brokers.  

    4 Hours 3,000
    Interview Preparation Bundle

    Learn everything you need to know to crack the financial interview.

    100+ Hours 100 for 1 week
    Introduction to derivative markets

    This course demystifies what derivatives contracts are and how the derivative market works. It introduces and explains all four types of contracts; futures, forwards, options and swaps.

    3 Hours 3,000

Take advantage of our free resources and start learning now…

View Resources

FAQ Questions

  • Will Fmi’s Learning Pathway help me land a dream job at top banks?
    Absolutely, our pathways are structured to bridge the gap between theory and the practical knowledge and skills you need to start your career in finance. Our Learning Pathways have been carefully designed to provide a cost-effective way to learn key skills aligned to specific roles andcareers. Our simulations which are often used by prestigious financial institutions all over the world as part of their intern and graduate development programs, which will enable you to gain practical, real-world skills and insights that you will be able to utilize in your job applications,interviews and also in your early career in financial services. You can also take advantage of our mentor services to boost your application process.
  • How will Fmi’s Learning Pathway boost my career opportunities?
    Our Learning Pathways are designed to boost your career opportunities by helping you gain the skills and knowledge financial institutions are looking for right now. Fmi online is a recognized name in financial services training across globe. Upon completion, candidates are eligible for a certificate which is accredited by LIBF. We also pass successful candidate details to recruiters at the most prestigious financial institutions.
  • Are Fmi’s Learning Pathways credible?
    Fmi's Learning Pathways have been accredited by The London Institute of Banking & Finance. Our Learning Pathways have been designed by Industry experts with practical skills & tools to boost your career opportunities. So far, we have successfully trained 100k+ learners in prestigious financial institutions for over 33 years.
  • Do we offer corporate plans?
    Yes. Please get in touch and we will tailor a package that meets your needs. Fmi is part of the MDA Training Group. MDA Training specialize in corporate training solutions and so we'd be delighted to explore your needs and put together a solution.
  • What payment methods do you accept?
    We accept all major debit and credit cards (Visa, Mastercard, etc) and Paypal. Please get in touch should you need to organize payment via an alternative platform - we'd be happy to help.
  • Are there any hidden fees or contract obligations?
    Absolutely not. The fees for our Learning Pathways and courses are clearly displayed and there are no hidden fees. There are also no contract obligations or auto-renew agreements with Fmi.
  • Do you offer any discounts?
    Our Learning Pathways offer best value compared to individual courses, so do check these out. On occassion we also run promotions that offer discounts on our Learning Pathways and Courses - so do sign up to our Fmi Learners Community to stay up-to-date on our latest offers.

Sign up to the Fmi learner's community

Boost your career opportunities with

FMI - The Best Financial Course Online