Advanced Excel Formulas & Functions (On-Demand - CFI)
Overview
Learn the most advanced formulas, functions, and types of financial analysis to be an Excel power user. This advanced Excel training course builds on our free Excel Fundamentals - Formulas for Finance. It is designed specifically for spreadsheet users who are already proficient and looking to take their skills to an advanced level.
This advanced tutorial will help you become a world-class financial analyst for careers in investment banking, private equity, corporate development, equity research, and FP&A. By watching the instructor build all the formulas and functions right on your screen, you can easily pause, rewatch, and repeat exercises until you've mastered them.
Access expires 180 days from purchase date |
Applicable for
Learning Objectives
By the end of this course, learners will be able to:
- build dynamic time periods for financial models, enabling scalable and flexible analysis
- create dynamic financial statements that automatically adjust based on selected time frames
- develop dynamic financial analyses using advanced formulas and functions that retrieve and process information efficiently
- design dynamic data structures, including data tables and pivot tables, to analyze large datasets effectively
- produce dynamic charts that automatically update in response to changes in the time periods or input data
- record and use macros to automate repetitive manual tasks and enhance workflow efficiency
Content
This advanced Excel training course starts with a blank spreadsheet and quickly dives into using combinations of functions and formulas to perform dynamic analysis.
The main formulas & functions covered in this training course include:
- INDEX and MATCH
- IF with AND / OR
- OFFSET combined with other functions
- CHOOSE for creating scenarios
- INDIRECT combined with other functions
- XNPV and XIRR
- CELL, COUNTA, and MID functions combined together
- PMT, IPMT, and principal payment calculations
The main types of data analysis in this advanced tutorial include:
- data tables
- PivotTables
- column and line charts
- stacked column charts
- waterfall charts
Course Content Created: March 2018
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 4.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Advanced Excel Formulas & Functions (On-Demand - CFI)
- 4.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Overview
Learn the most advanced formulas, functions, and types of financial analysis to be an Excel power user. This advanced Excel training course builds on our free Excel Fundamentals - Formulas for Finance. It is designed specifically for spreadsheet users who are already proficient and looking to take their skills to an advanced level.
This advanced tutorial will help you become a world-class financial analyst for careers in investment banking, private equity, corporate development, equity research, and FP&A. By watching the instructor build all the formulas and functions right on your screen, you can easily pause, rewatch, and repeat exercises until you've mastered them.
Access expires 180 days from purchase date |
Applicable for
Learning Objectives
By the end of this course, learners will be able to:
- build dynamic time periods for financial models, enabling scalable and flexible analysis
- create dynamic financial statements that automatically adjust based on selected time frames
- develop dynamic financial analyses using advanced formulas and functions that retrieve and process information efficiently
- design dynamic data structures, including data tables and pivot tables, to analyze large datasets effectively
- produce dynamic charts that automatically update in response to changes in the time periods or input data
- record and use macros to automate repetitive manual tasks and enhance workflow efficiency
Content
This advanced Excel training course starts with a blank spreadsheet and quickly dives into using combinations of functions and formulas to perform dynamic analysis.
The main formulas & functions covered in this training course include:
- INDEX and MATCH
- IF with AND / OR
- OFFSET combined with other functions
- CHOOSE for creating scenarios
- INDIRECT combined with other functions
- XNPV and XIRR
- CELL, COUNTA, and MID functions combined together
- PMT, IPMT, and principal payment calculations
The main types of data analysis in this advanced tutorial include:
- data tables
- PivotTables
- column and line charts
- stacked column charts
- waterfall charts
Course Content Created: March 2018
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.