Excel for Finance
The formulas every finance job uses, practised in a live spreadsheet that checks your work.
Catalog
Courses
Every course ends with a final exam and a verifiable certificate. The first lesson is always free.
Excel
The spreadsheet skills every finance job assumes — formulas, lookups, clean models.
Excel Essentials: Beginner to Advanced
From your first formula to lookups, text, dates and SUMIFS: 10 hands-on labs, every cell checked instantly.
Data & Analytics
Analyse data in Excel: KPIs, pivot-style summaries, statistics, regression and forecasting.
Business Analytics in Excel
KPIs, pivot-style summaries, rankings, Pareto, trends, statistics, forecasts and cohorts: 8 labs on realistic business data.
Business Statistics & Regression in Excel
Standard error, confidence intervals, hypothesis tests, two-group comparisons, correlation and regression: 8 labs on realistic business data.
Accounting
Bookkeeping from the first journal entry to consolidation, plus audit and VAT — every entry checked.
Accounting & Bookkeeping Fundamentals
Learn double-entry bookkeeping by doing it: journal entries, ledgers, trial balance and financial statements in a live spreadsheet.
Managerial & Cost Accounting
Cost behaviour, CVP, job, process and activity-based costing, relevant-cost decisions and variances, practised in graded labs, not quizzes.
VAT & Sales Tax Fundamentals
Learn how VAT and US-style sales tax really work: net and gross, multi-rate invoices, the VAT return, journal entries, partial exemption and reverse charge, all in a live spreadsheet.
Bookkeeping in Practice: Bank, Receivables, Inventory & Assets
The real bookkeeping jobs after the basics: bank reconciliation, receivables ageing, payables and discounts, inventory costing, depreciation, disposals, petty cash and payroll, all on live auto-graded spreadsheets.
Advanced Accounting: Leases, Deferred Tax & Consolidation
Leases, deferred tax, revenue allocation, foreign currency and group accounts with goodwill, intercompany eliminations and non-controlling interest, on live auto-graded spreadsheets.
Audit & Forensic Analytics in Excel
Set materiality, run analytical procedures, size and select a sample, match POs, catch duplicates, run Benford's law and test journal entries, on live auto-graded spreadsheets.
Corporate Finance & Valuation
Financial statements, modelling, valuation, M&A, treasury and credit — practised on real numbers.
Financial Statements & Ratio Analysis
Read an income statement and balance sheet, then calculate the ratios analysts use, on a live spreadsheet.
Financial Modeling & DCF Valuation
Build a forecast, free cash flows, WACC, terminal value and a full DCF with sensitivity table, every cell checked live.
Budgeting & Cash-Flow Forecasting (FP&A)
Build a full master budget, a cash budget and a 13-week forecast, then explain the variances, every cell checked as you go.
Corporate Finance & Time Value of Money
Price loans, bonds and projects yourself: FV, PV, PMT, effective rates, NPV, IRR, payback, WACC and incremental cash flows, every cell checked live.
Investment Banking Modeling: LBO & M&A
Value a company with trading comps and precedents, build an LBO from sources & uses to IRR, and test M&A accretion and synergies, every cell checked live.
Credit & Risk Analysis
Score a borrower, calculate leverage, DSCR and debt capacity, test covenants, build a borrowing base and price the risk, on live auto-graded spreadsheets.
Banking & Insurance Math
Calculate net interest margin, price a loan, run a rate-shock gap analysis, compare APYs, weight assets for capital, price insurance risk and reserve claims with the chain ladder, on live auto-graded spreadsheets.
Fixed Income & Bond Analytics
Price bonds from their cash flows, solve yields, accrued interest, spot and forward rates, duration, convexity and immunisation in a live spreadsheet, every cell checked. Educational only, not investment advice.
Three-Statement Financial Model in Excel
Build one company model from historicals to drivers, schedules, income statement, balance sheet and cash flow, with a scenario switch, every cell checked live.
Private Equity & Venture Capital Math
Value start-ups with the VC method, model dilution, liquidation preferences, notes and SAFEs, then fund fees, carry, DPI/TVPI, XIRR and the J-curve, every cell checked live.
Treasury, Cash & FX Risk Management
Cash positions, short-term forecasts, working capital, cash pooling, FX exposure, forwards, options and interest-rate swaps, practised in graded labs.
Investing & Personal Finance
Personal finance, portfolios, options, bonds and real estate — the maths behind your money decisions.
Personal Finance in Excel
Budget, track spending, pay off debt and plan savings, investing and retirement in a live spreadsheet that checks your work.
Investing & Portfolio Analysis in Excel
Measure returns, risk, diversification, beta and value, with every formula checked on a live spreadsheet. Educational only, not investment advice.
Real Estate Investment Analysis
Analyse a 12-unit apartment building from NOI to IRR, plus rent vs buy, with every formula checked on a live spreadsheet. Educational only, not investment advice.
Options & Derivatives Basics in Excel
Price forwards, chart option payoffs and strategies, test put-call parity, build binomial trees, run Black-Scholes, the Greeks and implied volatility in a live spreadsheet, every cell checked. Educational only, not trading advice.
Real Estate Development & Equity Waterfalls
Take a 120-unit apartment project from land bid and budget through construction loan, lease-up and sale to the investor waterfall, every formula checked live. Educational only, not investment advice.
Business & Operations
Projects, supply chain, sales, startups and people — the numbers behind running a business.
Project Management with Excel
Plan, schedule, budget and track one real project end to end: PERT estimates, workday schedules, critical path, S-curve, earned value, risk register and RAG status in 8 labs.
Operations & Supply Chain in Excel
Inventory KPIs, ABC, EOQ, safety stock, forecasting, capacity, landed cost and Lean metrics: 8 labs on one distributor's real-looking data.
Startup Finance & SaaS Metrics
Work out unit economics, MRR, churn, LTV:CAC, runway, a seed-round cap table and scenarios the way founders and investors do, with every cell checked as you go.
Sales & Marketing Analytics in Excel
Measure funnels, campaign ROI, pipeline forecasts, commissions, discounts, RFM segments, A/B tests and shop KPIs in real spreadsheets, with every cell checked as you go.
HR & People Analytics in Excel
Turn HR data into answers: headcount and FTE, turnover, tenure bands, pay analysis, payroll, recruiting and absence KPIs, every cell checked as you go.
Economics for Business in Excel
Supply and demand, elasticity, costs and profit, market power, inflation, interest rates, GDP and exchange rates: 8 labs that turn economics into numbers.
Pricing & Profitability Analysis
Price-volume trade-offs, price waterfalls, value-based pricing, elasticity, product and customer profitability, promotions and tiered pricing, in graded labs.
Valuing & Buying a Small Business
Value a $3.2m plumbing business from normalised SDE to multiples, working-capital peg, deal structure, DSCR, earn-out and a DCF cross-check, every formula checked live. Educational only, not investment advice.
Industry Finance
The numbers of specific industries: e-commerce, restaurants and hotels, construction, nonprofits and more.
E-commerce & Online Seller Finance
Work out landed cost, marketplace fees, ACOS and TACOS, returns, reorder quantities, cash cycle, free-shipping thresholds and a SKU-mix P&L in real spreadsheets, with every cell checked as you go.
Restaurant & Hotel Finance
Cost recipes, price menus, control prime cost, run menu engineering, find break-even covers, explain food cost variance and manage hotel KPIs and rates in real spreadsheets, with every cell checked as you go.
Excel VBA
Automate Excel with macros: from your first Sub to classes, APIs and reporting.
VBA Basics
Open the editor, write your first working macro, and understand every line of it.
Ranges & Cells
Point your code at exactly the right cells and read or write them without ever clicking.
Logic & Loops
Make your macros decide for themselves and repeat work across thousands of rows.
Macro Recorder & Cleanup
Record what Excel does, read the code it produces, and rewrite it into something fast and reliable.
Worksheets & Workbooks
Point your code at the right sheet and the right file, every single time.
Errors & Debugging
Find out what your macro is really doing, and fail gracefully when something goes wrong.
UserForms
Build proper data-entry windows so people stop typing straight into your spreadsheet.
Automation & Reports
Let Excel react on its own, gather data from a folder, and send the finished report out the door.
Arrays & Performance
Pull a whole range into memory, do the work there, and write it back in a single line — hundreds of times faster.
Collections & Dictionary
Group, count and de-duplicate thousands of rows in one pass using keys instead of nested loops.
Text & Strings
Cut, search, split, join and reshape messy text until it looks like clean data.
Dates & Times
Build, compare, shift and format dates reliably — including the text ones that arrived from somebody else's system.
Custom Functions (UDF)
Write your own worksheet functions in VBA and use them in cells just like SUM or VLOOKUP.
PivotTables with VBA
Build, fill, filter and refresh PivotTables entirely in code, so a monthly report becomes one click.
Charts with VBA
Create, format and export Excel charts from code so every report looks identical every month.
Excel Tables (ListObjects)
Stop guessing where your data ends — drive real Excel Tables from VBA and let them resize themselves.
Files, Folders & CSV
Let your macros walk through folders, read and write text files, and swallow a hundred CSV exports into one sheet.
External Data with SQL (ADO)
Pull exactly the rows you need out of closed workbooks, Access files and SQL Server — without opening a thing.
Web, APIs & JSON
Call a web service from a macro, survive the things that go wrong, and get the answer onto a sheet.
Class Modules & Structure
Build your own objects, then use them to turn a thousand-line macro into something you can still read next year.