Excel for Finance

Finance Excel Classes NYC

Excel for Finance is a unique course that blends core financial concepts and Excel techniques commonly used by finance professionals, including investment banking, private equity, hedge funds, real estate, and asset management.

  • Gain an understanding of integral concepts such as financial instruments (stocks, bonds, options), accounting (financial statements and ratios), present value, IRR, DCF modeling, LBOs, and mortgages
  • Build a simple DCF model using advanced Excel techniques, including Data Validation, Nested IFs, Data Tables, and more
  • Project future cash flows and derive a value per share for the company based on the projections. We'll also show you how to utilize crucial Excel tricks such as Paste Special and Go To Special when building and auditing a financial model

This class relies heavily on real-world examples for its exercises; attendees will pull data from public company financials throughout the day.

Intermediate Excel proficiency equivalent to Intermediate Excel for Business is required. This course is the first day of our Financial Modeling Bootcamp.

  • Small classes
  • Hands-on training
  • Book included
  • Free retake

Course information

$3508 Hours185 Madison Avenue, NYC

Register for a class

Oct 169am–5pm
Dec 189am–5pm

Corporate training available

Call 212-658-1918 or email us

What You'll Learn

  • Finance concepts: stocks, bonds, options, NPV & IRR
  • Accounting concepts: financial statements, ratios, working capital
  • Advanced Excel techniques: What-if analysis, advanced formulas & functions
  • DCF modeling: Create a simple valuation model in Excel