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
As suas aulas são perfeitas. Adquiri o pacote de um ano e, finalmente, tenho a oportunidade de acompanhar diversos temas do meu interesse sem precisar mudar de plataforma... agradeço por tudo o que fazem, já recomendei vocês a outras pessoas...

Giulio CarloAluno de Marketing Digital
Eu gosto de como as lições são direto ao ponto e como eu consigo alterar capítulos e pular conteúdos que não preciso.

Mariana FerresAluna de Fotografia
Gosto do conteúdo e do modo de apresentação e transcrição de vídeos, o que acelera o processo!

Luciana AlvarengaAluna de Design de Unhas
A plataforma é rápida, simples de usar. A diversidade de conteúdo e os vídeos complementares ajudam muito no aprendizado.

Giulio CarloAluno de Engenharia de Prompt
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