# Excel, Finance, & Investing Summer Program Live Online (High School & College)

Canonical URL: <https://www.nobledesktop.com/classes/excel-finance-investing-summer-bootcamp>

## Overview

Learn the most essential business application, Microsoft Excel, while conquering finance and business concepts. This program is ideal for students interested in finance, business, real estate, entrepreneurship, and many other related fields! This course will help students gain an advantage in college and internships as you will learn all the skills employers will be looking for.

This course is also offered in NYC: [Excel & Finance Summer Bootcamp NYC](https://www.nobledesktop.com/classes/excel-finance-bootcamp-for-high-school).

### Excel

Become an advanced Microsoft Excel user. Begin with data entry, charts, and essential shortcuts in Excel Fundamentals. Go to the next level with Pivot Tables and VLOOKUP in Intermediate Excel. Automate your workflow by recording macros in Advanced Excel. You'll learn everything you need to know to become an Excel pro.

### Finance & Investing

Learn what moves stock prices and how stocks are valued by investors. In this course, you will learn the essentials of valuation (such as P/E ratios and DCF analysis), financial statements, and fundamentals of stock investing. We will analyze recent earnings releases and valuation multiples of companies such as Google and Apple to provide a framework for fundamental investment research.

### Instructors

Students will learn from top instructors in Excel and finance with years of experience teaching. The curriculum has been handcrafted by graduates of the Wharton Business School and NYU Stern.

### Class Notes

- **Method of Delivery** : Live Online (live-streamed with the ability to ask questions and interact with instructors in real-time).
- **Prerequisites & Ages** : The program is ideal for high school and college students with an interest in finance. Prior experience is not required.
- **Computer** : Live online attendees should have their own Mac or PC. We will assist with any software setup prior to the course.

## What you'll learn

- Beginner-to-advanced Excel skills
- Stock fundamentals including dividends, P/E ratios, and market cap
- The three main financial statements and how they interact with each other
- Find and analyze financial statements and data
- Perform corporate valuation using Excel 
- Analyze a company and decide if it is a good investment

## Curriculum

### Excel for Business Fundamentals

#### Introduction

- Interface
- Data Entry

#### Formulas

- Autofill
- Calculations
- True or False
- AutoSum Functions
- Text Functions
- Multi-Input Functions
- Absolute Cell References

#### Formatting

- Formatting
- Format Painter
- Conditional Format

#### Charts & Tables

- Line Chart
- Column Chart
- Pie Chart
- Tables

#### Workbook Management

- Printing
- Worksheets
- Repeat Action
- Shortcuts

#### End of Class Project

- Using Formulas to Analyze Financial Data
- Save and Close

### Intermediate Excel for Business

#### Worksheet Management

- Navigation
- Paste Special

#### Working with Text

- Splitting Text
- Joining Text
- Named Ranges
- Data Validation
- Sort & Filter
- Remove Duplicates

#### Database Functions

- VLOOKUP
- HLOOKUP
- VLOOKUP - Closet Match

#### Logical Functions

- AND, OR
- IF statements

#### Pivot Tables

- Pivot Tables
- Pivot Tables & Grouping
- Multiple Pivot Tables

#### Statistical Functions

- Ranking
- COUNTIFS
- SUMIFS

#### Advanced Charts

- Combo Charts
- Use Charts & Functions to Build a Financial Summary Excel Sheet

### Advanced Excel for Finance

#### Excel for Financial Modeling

- Advanced techniques to Expedite Workflow
- Advanced Analytical Tools & Sensitivity Analysis
- Database Functions for Finance
- Functions for Financial Analysis

### Stock Market Fundementals

#### Introduction to Stocks

- Stock Fundamentals
- Stock indices
- Liquidity
- Dividend Yields
- Exchange Traded Funds (ETFs)

#### Intermediate Stock Topics

- Market Capitlization
- P/E Ratios
- EV/EBITDA Mutiples
- Stock Movement
- Earnings Release
- Interest Rates
- Economic Trends

#### Bond Investing + Stock Options

- Types of Bonds
- Bond Pricing, Yields, and Spread
- Credit Ratings & Risks
- Call & Put Options
- Option Strategies & Hedging

### Foundational Accounting Topics

#### Intro to Accounting

- Financial Reports
- Types of Financial Statements
- GAAP
- Cash vs. Accural Accounting

#### Income Statement, Balance Sheet, and Cash Flow Statement

- Essential Line Items
- Profit Ratios & Margins
- Depreciation and Amortization
- EBITDA
- Assets = Liabilties + Stockholder's Equity
- Changes in PP&E
- Working Capital
- Cash flow from Investing, Financing, and Operations
- Indirect Method

### Corporate Finance & Financial Modeling

#### Introduction to Corporate Finance

- Enterprise value
- Financial Accounting & Statement Analysis
- Three Statement Model
- Intro to DCF Modeling
- Sensitivity Analysis

#### Company Analysis

- Discuss the business model and value drivers of a public restaurant company
- Capital Structure:Calculate the total enterprise value and build a capital structure table
- Ratios: Calculate the financial ratios
- Decide if this is a good or bad investment

## Schedule
- Jun 29, 2026 – Jul 7, 2026 — Live Online
- Aug 10, 2026 – Aug 14, 2026 — Live Online

## Pricing

**Tuition:** $1299