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Excel Course for Financial Analyst

Excel Course for Financial Analyst
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

This Excel Course for Financial Analyst teaches you to build clean price and return datasets, construct portfolios, and calculate key metrics such as annualised return, volatility, Sharpe ratio, correlation, and beta. You will create clear summary, reporting, and what-if sheets, use named ranges and structured references, and present concise, data-driven recommendations supported by robust, auditable formulas.

Elevify advantages

Develop skills

  • Build clean price and return datasets in Excel for real-world portfolios.
  • Compute portfolio return, volatility, beta, and Sharpe ratio with robust formulas.
  • Analyse risk with correlation matrices, factor betas, and clear Excel visuals.
  • Run Excel what-if scenarios to test new stocks and optimal portfolio weights.
  • Create professional summary sheets and written buy/sell recommendations in Excel.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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