Advanced Excel & Financial Modeling — Professional

What you'll learn

Course modules

1. 01

   Excel foundations for financial modeling — the discipline before the formulas

   Financial modeling lives or dies on structure. Before lookups and DCFs, you need impeccable foundations: cell reference discipline, named ranges, data validation, sheet layout conventions, and the formatting standards used in investment banking and corporate finance.

   ~450min
2. 02

   Advanced functions — XLOOKUP, INDEX/MATCH, SUMIFS, INDIRECT, dynamic arrays

   Real financial models use a small set of powerful functions repeatedly. This module covers the formulas that handle 90% of modeling logic: lookups, conditional aggregation, dynamic ranges, and the modern dynamic-array functions transforming Excel.

   ~450min
3. 03

   Financial functions and time value of money — NPV, IRR, PMT, and the math of valuation

   Time value of money is the foundation of finance. A dollars today is worth more than a dollars tomorrow. This module covers the financial functions that quantify this — NPV, IRR, PMT family, XNPV, XIRR, MIRR, and the calculations behind every investment decision.

   ~450min
4. 04

   Three-statement integrated financial model — IS, BS, CF tied together

   The three-statement model is the foundation of corporate finance modeling. Income Statement, Balance Sheet, Cash Flow Statement — all linked, all reconciled. This module covers how to build one professionally from drivers through outputs.

   ~450min
5. 05

   Valuation models — DCF, comparable companies, precedent transactions, LBO

   Valuation is finance's central question: what is something worth? This module covers the four standard valuation approaches: DCF, comparable companies, precedent transactions, and LBO — and when to use each.

   ~450min
6. 06

   Sensitivity analysis, scenarios, and Monte Carlo simulation

   A static model is a single answer. A dynamic model with sensitivity, scenarios, and simulation is a decision tool. This module covers Data Tables, Scenario Manager, Goal Seek, Solver, and Monte Carlo techniques.

   ~450min
7. 07

   Power Query and Power Pivot — modern Excel for large data and complex models

   Power Query (data ETL) and Power Pivot (in-memory data modeling with DAX) transformed Excel into a real BI tool. This module covers when to use them, how to use them, and how they integrate with financial modeling.

   ~450min
8. 08

   Best practices, model audit, and dashboard design

   What separates a junior model from a senior one isn't formulas — it's discipline. This module covers the practices that make models survive scrutiny: structure standards, audit techniques, error checking, dashboard design, and career paths from financial modeling.

   ~450min