# Advanced Excel for Financial Modeling Canonical URL: ## Overview Master the advanced Excel tricks, techniques, and tools financial analysts use to build and audit financial models. By the end of this course, you will know how to write efficient and flexible formulas, create sensitivity analysis, and master Excel's features for finance. - Get started with cash flow modeling and projections in Excel - Master Excel shortcuts and techniques for financial modeling, including navigation, formula writing, and working without the mouse - Audit financial models and write efficient, flexible formulas - Learn advanced analytical tools for sensitivity analysis - Learn financial functions for NPV, IRR, Bond Yields, & Mortgage Payments - Conquer advanced functions financial analysts need: Nested functions, VLOOKUP-MATCH, INDEX-MATCH This course does not require or cover corporate valuation or financial accounting concepts. The goal of this course is to master Excel's features. For in-depth analysis on financial modeling concepts as well as building comprehensive financial models on real-world companies, see our [Financial Modeling Bootcamp](/classes/financial-modeling-bootcamp). This course is included as the first day of our Financial Modeling Bootcamp. In our Bootcamp, you will build a valuation model on a public company while learning how to analyze its financial statements and create meaningful projections. The Bootcamp reviews financial accounting, corporate finance, and corporate valuation concepts and includes smaller projects in LBO modeling and integrated 3-statement modeling. ## What you'll learn - Financial functions: NPV, IRR, XNPV, and XIRR - Advanced database functions: VLOOKUP-MATCH, & INDEX-MATCH - Create Data Tables to show outputs based on various scenarios - Use Goal Seek's powerful calculation tools - Create financial projections based on historical data - Learn Hot Keys to work in Excel without the mouse - Master Excel with a variety of shortcuts finance professionals need ## Prerequisites Prior financial experience is helpful, but not required. Excel proficiency equivalent to [Intermediate Excel for Business](/classes/intermediate-excel-classes) is required, including VLOOKUP, Pivot Tables, and IF statements. ## Curriculum ### Advanced techniques to Expedite Workflow #### Efficient formula writing #### Formula & model auditing #### Advanced cell locking #### Hot Keys to work without the mouse #### Windows & work with multiple applications #### Go To Special #### Paste Special ### Project #1: Revenue build-up by store count and same store sales growth #### Learn different methods for projecting company revenues #### Apply advanced Excel techniques to quickly build out projections ### Advanced Analytical Tools & Sensitivity Analysis #### Goal Seek #### Data Tables #### Scenario Manager ### Project #2: Cash flow modeling & sensitivity analysis #### Project revenues and expenses #### Discount cash flows to the present value #### Run a sensitivity analysis for valuation based on revenue growth and gross margin ### Database Functions for Finance #### Advanced SUMIFS #### VLOOKUP-MATCH #### INDEX-MATCH ### Functions for Financial Modeling #### Financial functions #### Date functions #### Nested IF statements #### IF Statements with AND/OR #### CHOOSE function #### Weighted average calculations #### IFERROR ### Projects #3: Loan amortization model #### Model cash flows from an amortizing loan #### Use advanced functions to aggregate the data ## Schedule - Jun 17, 2026 10:00am–5:00pm — NYC ## Instructors ### Mourad Kattan — Program Director & Instructor Mourad Kattan is an instructor and Program Director of Business, Finance, & Excel at Noble Desktop, teaching classes and designing courses in Excel, finance, accounting, and financial modeling. Before Noble Desktop, Mourad worked as a financial analyst at Credit Suisse and H/2 Capital Partners. In those positions, he used advanced analytical and financial skills to evaluate a variety of investments. Mourad graduated from the University of Pennsylvania summa cum laude and is part of the Beta Gamma Sigma honor society. Learn more about [Mourad Kattan's](/mourad-kattan) background and expertise. ### Richard Trybulski — Instructor Richard is the lead instructor for several finance courses, including Financial Accounting & Financial Statement Analysis, Stock Market Investing, and Financial Modeling, at Noble Desktop. Richard trained new Investment Bank and Private Equity hires, including the Bank of America and Houlihan Lokey, in Modeling Mergers & Acquisitions, Trading Comps, LBOs, DCF, and 3 Statement Financial modeling. He also taught graduate university courses in Accounting, Financial Derivatives (Futures, Options, and Swaps), Fixed Income Analytics, and Corporate Finance. He currently teaches undergraduate courses in Financial Management and Data Analytics at Sacred Heart University in Fairfield, CT. Richard supported the Foreign Exchange Desk and Equity Desk at JP Morgan, worked as an equity research analyst at Malley Associates in NYC, developed Trade Capture Systems for Foreign Exchange and Bond Trading, and worked as a consultant, modeling/valuing real estate development (including corporate lease agreement analysis), and financial planning. Richard holds an MBA in Finance, was awarded the CFA (Chartered Financial Analyst) charter, the CAIA (Chartered Alternative Investments Analysts) charter, and the CMA (Chartered Management Accountant) charter. ## Pricing **Tuition:** $350