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

Description

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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