Intermediate Microsoft Excel for Financial Professionals

Best Practices, Shortcuts, Tips and Tricks

If you currently have a basic understanding of Excel and you are working as a financial professional, or you intend to work in the finance field, this course is for you!

The 7+ hour online course is meant to build on basic knowledge of Excel using financial examples. You will learn many keyboard shortcuts and tips to become more productive!

Additionally, toward the end of the course we work through a comprehensive project which involves manipulating and analyzing a large amount of financial data, and then summarizing and visualizing the results. You'll get to keep our completed Excel course file and several PDFs containing best practices, tips, and keyboard shortcuts.

Your Instructor

Cara Marshall, Ph.D.
Cara Marshall, Ph.D.

For nearly two decades, Dr. Marshall has been training employees at many of the world’s largest investment banks, hedge funds, commercial banks, and U.S. government agencies. Most recently, Cara has taught classes for the following corporations: Goldman Sachs, Deutsche Bank, JPMorgan Chase, Federal Housing Finance Agency, U.S. Department of Treasury, Barclays, Credit Suisse, Morgan Stanley, Bank of America Merrill Lynch, Citi, Bank of China, Nomura, Instinet, Fidelity, AMEX, Pinebridge, Wells Fargo, Lazard, and Prudential, among others.

Cara is also a professor of finance and risk management at Queens College, City University of New York. She is also currently serving as Director of the Graduate Program in Risk Management. Cara has been a pioneer of hybrid and online learning within Queens College.

Cara delivers courses primarily in the areas of: various levels of Microsoft Excel, Visual Basic for Applications (VBA), financial modelling, Python, corporate finance, personal finance, risk management, risk measurement, and portfolio management.

Prior to academia, Cara worked in a variety of roles for Merrill Lynch and for a financial engineering firm. She is a published author, having written journal articles and a book titled, Financial Engineering: The Evolution of a Profession, which helps bridge the gap between theory and practical application.

Course Curriculum

  Wrapping Up
Available in days
days after you enroll

We also offer a hybrid version of this course. It's the best of both worlds: unlimited access to the online course for 1 year, plus a two-part live workshop, and a completion certificate.

The live workshops are conducted remotely via Zoom video-conference. After enrolling, participants can choose their workshops from a variety of dates. Each 2-hour workshop gives participants an opportunity to work through a new finance-related project, reinforcing tools and concepts learned online, while having the ability to ask the instructor questions one-on-one.

To add the live workshops, check out the hybrid version of the course!

Get started now!

Frequently Asked Questions

When does the course start and finish?
The course starts now and it is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
After enrolling, you have one year access to this course across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.
How can I show proof that I completed the course?
You will receive a completion certificate once you complete the course!