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Excel Course for Financial Analyst

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

What will I learn?

Gain skills to create tidy price and return data sets, build portfolios, and compute vital metrics like annualised returns, volatility, Sharpe ratio, correlation, and beta. Develop clear summary reports, what-if analysis sheets, apply named ranges and structured references, and deliver precise data-backed recommendations with verifiable formulas.

Elevify advantages

Develop skills

  • Build accurate price and return datasets in Excel for practical portfolios.
  • Calculate portfolio returns, volatility, beta, and Sharpe ratios using reliable formulas.
  • Evaluate risks through correlation matrices, factor betas, and Excel visualisations.
  • Execute what-if scenarios in Excel to assess new stocks and ideal portfolio allocations.
  • Produce professional summary sheets and buy/sell recommendations in Excel.

Suggested summary

Before starting, you can change the chapters and 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

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet my boss's and the company's expectations.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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