What is Excel Finance?

Excel Finance is the use of Microsoft Excel (or such similar spreadsheet programs as Google Sheets) for financial and accounting use. Spreadsheets are simple and yet extraordinarily powerful for quantitative analysis. They're the workhorses of the modern office, with features that allow for both simple lists and complex analysis.

What does learning Excel Finance enable me to do next?

Learning Excel Finance enables you to do much of the daily work in a modern office. It is used for financial analysis because it makes it easy to add, sort, and manipulate data. For many learners, mastering the tools, tricks, and complex features of Excel is enough to help them in their careers. For others, it's a first step toward learning other software platforms and programming languages to do more complex financial analysis.

How can online courses help me learn Excel Finance?

Online courses can help you learn Excel Finance based on your needs and interests. Some courses offer an introduction to Excel for business or for everyday use, and others go into depth for accounting and financial services environments. Others look at how Excel can work with other data programs like MySQL. There are courses in Excel for learners whose first language is not English, and courses for those who want to learn similar platforms like Google Sheets. These courses have video lectures, discussions, and assignments. You can apply what you learn right away, and you may be able to create spreadsheets that you can use on the job.

What skills or experience do I need to already have before starting to learn Excel Finance?

Before starting to learn Excel Finance, it's helpful to have basic computer literacy. Beyond that, some courses on Coursera are designed for beginners who have never worked with Excel or other spreadsheet apps. These courses assume that you can open up the program but need help beyond that. Other classes go into more detail. Intermediate and advanced courses assume you have some knowledge of Excel or of accounting but that you're looking to improve your skills and apply them to specific tasks.

What are the benefits of taking an online Excel Finance course?

Online Excel Finance courses offer a convenient and flexible way to enhance your knowledge or learn new Excel Finance skills. Choose from a wide range of Excel Finance courses offered by top universities and industry leaders tailored to various skill levels.

What Excel Finance courses are best for training and upskilling employees or the workforce?

When looking to enhance your workforce's skills in Excel Finance, it's crucial to select a course that aligns with their current abilities and learning objectives. Our Skills Dashboard is an invaluable tool for identifying skill gaps and choosing the most appropriate course for effective upskilling. For a comprehensive understanding of how our courses can benefit your employees, explore the enterprise solutions we offer. Discover more about our tailored programs at Coursera for Business here .

Best Excel Finance Courses & Certificates [2025]

Find the best Excel Finance course for your goals

Status: Free Trial
Macquarie University
Excel Skills for Business
Skills you'll gain: Microsoft Excel, Dashboard, Excel Formulas, Spreadsheet Software, Data Visualization, Excel Macros, Data Validation, Data Cleansing, Data Analysis Expressions (DAX), Data Modeling, Financial Forecasting, Data Management, Business Intelligence Software, Consolidation, Data Integrity, Data Entry, Business Reporting, Productivity Software, Financial Modeling, Loans
4.9
Rating, 4.9 out of 5 stars
63K reviews
Beginner · Specialization · 3 - 6 Months
Status: Free Trial
IBM
Excel Basics for Data Analysis
Skills you'll gain: Excel Formulas, Microsoft Excel, Data Cleansing, Data Analysis, Data Import/Export, Spreadsheet Software, Data Wrangling, Data Quality, Pivot Tables And Charts, Google Sheets, Data Manipulation, Data Science, Data Integrity, Information Privacy
4.8
Rating, 4.8 out of 5 stars
10K reviews
Beginner · Course · 1 - 3 Months
Status: New
Status: Preview
University of Maryland, College Park
AI Applications in Accounting and Finance
Skills you'll gain: Accounting and Finance Software, Unstructured Data, Financial Data, Financial Statement Analysis, Image Analysis, Finance, Financial Analysis, Accounting, Emerging Technologies, Artificial Intelligence, Text Mining, Financial Reporting, Artificial Intelligence and Machine Learning (AI/ML), Machine Learning, Trend Analysis, Data-Driven Decision-Making, Natural Language Processing
Beginner · Course · 1 - 4 Weeks
Status: New
Status: Preview
Macquarie University
Excel for Business with AI: Essentials
Skills you'll gain: Data Visualization, Microsoft Excel, Interactive Data Visualization, Dashboard, Excel Formulas, Spreadsheet Software, Productivity Software, Data-Driven Decision-Making, Data Management, Microsoft 365, Microsoft Copilot, Cloud Storage, Generative AI
Beginner · Course · 1 - 3 Months
Status: Free Trial
PwC
Problem Solving with Excel
Skills you'll gain: Excel Formulas, Microsoft Excel, Data Cleansing, Spreadsheet Software, Data Validation, Data Analysis Software, Data Analysis, Statistical Analysis, Financial Analysis, Data Management
4.7
Rating, 4.7 out of 5 stars
5.4K reviews
Beginner · Course · 1 - 4 Weeks
Coursera Project Network
Create a Financial Statement using Microsoft Excel
Skills you'll gain: Financial Statements, Microsoft Excel, Excel Formulas, Balance Sheet, Ledgers (Accounting), Financial Data, Bookkeeping, Financial Reporting, Financial Accounting, Profit and Loss (P&L) Management
4.5
Rating, 4.5 out of 5 stars
781 reviews
Intermediate · Guided Project · Less Than 2 Hours

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Status: Free Trial
University of Pennsylvania
Finance & Quantitative Modeling for Analysts
Skills you'll gain: Financial Reporting, Return On Investment, Financial Acumen, Financial Data, Capital Budgeting, Financial Statements, Finance, Mathematical Modeling, Statistical Modeling, Regression Analysis, Business Modeling, Financial Modeling, Income Statement, Financial Analysis, Risk Analysis, Financial Forecasting, Spreadsheet Software, Google Sheets, Microsoft Excel, Corporate Finance
4.5
Rating, 4.5 out of 5 stars
17K reviews
Beginner · Specialization · 3 - 6 Months
Status: Preview
Johns Hopkins University
Business Analytics with Excel: Elementary to Advanced
Skills you'll gain: Risk Modeling, Operations Research, Regression Analysis, Microsoft Excel, Business Analytics, Risk Analysis, Business Process Modeling, Business Modeling, Data Modeling, Resource Allocation, Analysis, Statistical Analysis, Mathematical Modeling, Process Optimization, Financial Analysis, Statistical Methods, Predictive Analytics, Transportation Operations, Complex Problem Solving, Linear Algebra
4.8
Rating, 4.8 out of 5 stars
4K reviews
Intermediate · Course · 1 - 3 Months
Coursera Project Network
Getting Started with Microsoft Excel
Skills you'll gain: Microsoft Excel, Excel Formulas, Spreadsheet Software, Microsoft Office, Data Entry, Microsoft 365
4.6
Rating, 4.6 out of 5 stars
13K reviews
Intermediate · Guided Project · Less Than 2 Hours
Coursera Project Network
Creating a Budget with Microsoft Excel
Skills you'll gain: Budgeting, Microsoft Excel, Budget Management, Operating Budget, Excel Formulas, Spreadsheet Software, Financial Data, Microsoft Office
4.5
Rating, 4.5 out of 5 stars
608 reviews
Intermediate · Guided Project · Less Than 2 Hours
Status: Preview
Yale University
Financial Markets
Skills you'll gain: Investment Banking, Risk Management, Financial Market, Financial Regulation, Financial Services, Finance, Business Risk Management, Securities (Finance), Capital Markets, Behavioral Economics, Banking, Corporate Finance, Governance, Insurance, Underwriting, Derivatives, Market Dynamics, Mortgage Loans
4.8
Rating, 4.8 out of 5 stars
32K reviews
Beginner · Course · 1 - 3 Months
Coursera Project Network
Using Basic Formulas and Functions in Microsoft Excel
Skills you'll gain: Excel Formulas, Spreadsheet Software, Microsoft Excel, Microsoft Office, Microsoft 365, Data Analysis, Business Mathematics
4.6
Rating, 4.6 out of 5 stars
2.4K reviews
Beginner · Guided Project · Less Than 2 Hours