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Excel Course for Financial Analyst

Excel Course for Financial Analyst
flexible workload of 4 to 360h
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 annualized 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.
  • Analyze 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

Your lessons are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... I appreciate everything you do, and I've already recommended you to others...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons get straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the extra videos really help with learning.
Giulio Carlo
Giulio CarloPrompt Engineering Student

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