Excel Course for Financial Analyst
Master Excel for financial analysis by building clean price and return datasets, calculating key metrics including returns, volatility, beta, and Sharpe ratios, constructing portfolios, running what-if scenarios, and producing professional summary sheets with actionable investment recommendations.

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.What our students say
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