Financial Analyst Training Program (Self-Paced)

Self-paced online training with expert support 3 modules

Master Excel, brush up on corporate finance, and build a valuation model for a public company. You'll develop intermediate Excel skills and learn how to read financial statements, build valuations, and predict market trends.

$1,295 30 clock hours Live Support Start anytime

This course includes

  • 30 hours of project-based training from experts
  • 40 training videos
  • Software Access
  • Answers from real instructors
  • Retake for free within 1 year
  • Access to class recordings (30 days)
  • Verified digital certificate of completion

This course is self-paced. For live online or in-person instruction, take Financial Analyst Training Program.

In this financial analyst program, you'll build basic and intermediate Excel skills, review corporate finance and financial accounting concepts, and construct a comprehensive valuation model for a public company. The program covers core Excel skills, giving you a strong foundation with formulas, functions, PivotTables, and shortcuts. You'll also dive into advanced Excel for financial modeling, learning techniques like Goal Seek, financial functions, shortcuts, and cash flow projection tools. On the finance side, you'll review accounting, corporate finance, and valuation concepts, including enterprise value, financial statement analysis, DCF modeling techniques, and corporate valuation principles.

The program wraps up with financial modeling, where you'll build an integrated three-statement financial model and create a DCF model for a public restaurant company using current financial data. You'll work through company presentations, earnings releases, and financial reports to determine the model drivers and assumptions. Applying valuation principles, you'll derive a value per share and evaluate the equity as a potential investment. Prior knowledge of finance and accounting is helpful but not required, since these topics are covered throughout the program. Attendees will receive a short preparation guide one week before the course begins.

Courses & Videos in This Package

Download Syllabus PDF

Unit 1 6 Hours

Excel Level I: Fundamentals Course Online (Self-Paced)

In this beginner Excel workshop, you’ll learn the essentials of Microsoft Excel, including calculations, basic functions, graphs, formatting, and printing. This basic Excel class is perfect for those with limited experience looking to expand their proficiency.

  • Become familiar with the interface and data entry
  • Learn essential formulas and functions
  • Format and print your work
  • Create charts, including line, column, and pie charts
  • Learn tips and tricks for easy workbook management
  • Review key concepts in a final project
Lesson 1: Introduction
Lesson 2: Formulas
Lesson 3: Formatting
Lesson 4: Charts & Tables
Lesson 5: Workbook Management

Unit 2 6 Hours

Excel Level II: Intermediate Course Online (Self-Paced)

Learn intermediate Excel functions like VLOOKUP and SUMIFS, and how to summarize data with Pivot Tables, Sort & Filter databases, and split and join text. Gain the skills needed to utilize complex Excel functions and prepare for more advanced training.

  • Learn to split and join text, apply data validation, and create named ranges
  • Use lookup functions such as VLOOKUP and HLOOKUP
  • Write logical formulas using AND, OR, and IF functions
  • Create PivotTables to efficiently summarize and analyze large datasets
  • Apply functions such as RANK, COUNTIFS, and SUMIFS
  • Build advanced combo charts by combining multiple chart types
  • Reinforce key concepts through a guided final project

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Unit 3 18 Hours

Financial Modeling Bootcamp (Self-Paced)

Take this financial modeling class to build a strong foundation in finance and accounting while developing practical, real-world modeling skills. You'll learn how to create a discounted cash flow (DCF) model in Excel, strengthen advanced Excel techniques, explore corporate finance and valuation concepts, and build a complete financial model using real company data.

  • Master core financial concepts, including market capitalization, enterprise value, and the difference between accrual and cash accounting
  • Build a complete DCF model with assumptions, cash flow projections, sensitivity analysis, and model auditing
  • Apply advanced Excel techniques such as Data Validation, CHOOSE, Data Tables, and Goal Seek
  • Set up financial models, build reliable projections, and calculate corporate valuation and value per share
  • Analyze and interpret model outputs to support informed financial decision-making
  • Apply leveraged buyout modeling concepts and structure using real company data

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