# Advanced Excel for Financial Modeling

Canonical URL: <https://www.creativelive.com/classes/excel-for-finance>

## Overview

Master the advanced Excel tricks, techniques, and tools that financial analysts use to build and audit financial models. By the end of this course, you will know how to write efficient and flexible formulas, create sensitivity analysis, and make the most of Excel's features for finance.

- Get started with cash flow modeling and projections in Excel
- Master Excel shortcuts and techniques for financial modeling, including navigation, formula writing, and working without the mouse
- Audit financial models and write efficient, flexible formulas
- Learn advanced analytical tools for sensitivity analysis
- Learn financial functions for NPV, IRR, bond yields, and mortgage payments
- Conquer advanced functions financial analysts rely on: nested functions, VLOOKUP-MATCH, and INDEX-MATCH

This course does not require or cover corporate valuation or financial accounting concepts. The goal is to master Excel's features. For in-depth coverage of financial modeling concepts as well as building comprehensive financial models on real-world companies, see our [Financial Modeling Bootcamp](/classes/financial-modeling-bootcamp).

This course is included as the first day of our Financial Modeling Bootcamp. In the Bootcamp, you will build a valuation model on a public company while learning how to analyze its financial statements and create meaningful projections. The Bootcamp reviews financial accounting, corporate finance, and corporate valuation concepts and includes smaller projects in LBO modeling and integrated three-statement modeling.

## What you'll learn

- Financial functions: NPV, IRR, XNPV, and XIRR
- Advanced database functions: VLOOKUP-MATCH, & INDEX-MATCH
- Create Data Tables to show outputs based on various scenarios
- Use Goal Seek's powerful calculation tools
- Create financial projections based on historical data
- Learn Hot Keys to work in Excel without the mouse
- Master Excel with a variety of shortcuts finance professionals need

## Prerequisites

Prior financial experience is helpful, but not required. 

Excel proficiency equivalent to [Intermediate Excel for Business](/classes/intermediate-excel-classes) is required, including VLOOKUP, Pivot Tables, and IF statements.

## Curriculum

### Advanced techniques to Expedite Workflow

#### Efficient formula writing

#### Formula & model auditing

#### Advanced cell locking

#### Hot Keys to work without the mouse

#### Windows & work with multiple applications

#### Go To Special

#### Paste Special

### Project #1: Revenue build-up by store count and same store sales growth

#### Learn different methods for projecting company revenues

#### Apply advanced Excel techniques to quickly build out projections

### Advanced Analytical Tools & Sensitivity Analysis

#### Goal Seek

#### Data Tables

#### Scenario Manager

### Project #2: Cash flow modeling & sensitivity analysis

#### Project revenues and expenses

#### Discount cash flows to the present value

#### Run a sensitivity analysis for valuation based on revenue growth and gross margin

### Database Functions for Finance

#### Advanced SUMIFS

#### VLOOKUP-MATCH

#### INDEX-MATCH

### Functions for Financial Modeling

#### Financial functions

#### Date functions

#### Nested IF statements

#### IF Statements with AND/OR

#### CHOOSE function

#### Weighted average calculations

#### IFERROR

### Projects #3: Loan amortization model

#### Model cash flows from an amortizing loan

#### Use advanced functions to aggregate the data

## Schedule
- Jun 17, 2026 10:00am–5:00pm — Live Online

## Pricing

**Tuition:** $350