Excel for Finance

Enhance your Excel spreadsheet skills from basic to intermediate/advanced


Every 4 weeks


4 weeks part-time


Live online instructor-led sessions, 8 hours

Certificate fee:


Instalment payment plan available

Pay in 6 x monthly instalments using your credit or debit card with Paythen.


2 hours per week live classes (plus additional study time)

Class size:

Max. 20 students for personalised 1‑to‑1 attention

Leap Finance Academy’s ‘Excel for Finance’ course teaches anyone to use Microsoft Excel professionally.

Proficient Excel skills continue to be in short supply in the professional world. The ability to process, analyse and present data efficiently is often a leading factor behind faster career progression. In business and finance, rigorous Excel training is often reserved for aspiring Investment Bankers or Audit/Consulting professionals. Even then, the training provided by most companies is not comprehensive, rigorous or practical enough.

Our Excel for Finance course closes this gap. Given by practicing Finance professionals, this course will enhance your proficiency in Excel from a basic to an advanced* level. We will teach you to use Excel spreadsheets using ‘real life’ use cases from Finance. You will learn to:

  • Master the basics – navigation, formulas, and calculation techniques
  • Use Excel efficiently and quickly using keyboard shortcuts
  • Customise and adapt Excel to your needs
  • Present analyses like a ‘pro’ – aesthetically and analytically
  • Use formulas like IF, SUMIFS or SUMPRODUCT to make an Income Statement
  • Use lookup formulas (including a mastery of INDEX MATCH) to create a Balance sheet or solve other challenging problems
  • Create forecasts including Discounted Cash Flows

This instructor-led certification course consists of 6 subject modules.

Download the course brochure and detailed schedule.

Learn critical digital skills that are applicable to all careers

LFA provides the training and the skills that will deliver the most commercial impact for employers. Our instructors are top financial modellers in their fields and are practicing professionals who use Excel daily in their jobs in the Finance industry.

You will always have access to their market knowledge, professional experience and the key developments currently happening in the Investment Banking and Private Equity industries.

High quality training on Excel pays off:


of business jobs require proficiency in Excel


increase in annual salary for Certified Excel users

Source: “The Digital Edge: Middle skill workers and careers”; CapitalOne & Burning Glass (2017)

Who is the course for?


Access to Microsoft Excel in English and a broadband Internet connection. Using a PC is preferable but Macs can be used. Basic knowledge of Finance and accounting is beneficial but not necessary.

Program topics

Excel for Finance

Module 1: Foundations of Microsoft Excel

You will familiarise yourself with the layout, navigation, and basic building blocks of Excel. Learn the main formulas, keyboard shortcuts, formatting, and formula extension techniques.

Module 2: Conditional and Mathematical formulas

Master the use of Excel formulas that depend on conditions & variables: IF statements, SUMIFS, SUMPRODUCT, logical functions, AND, OR, TRUE, FALSE, COUNTIFS etc. Learn to apply the correct formula to the right situation. Work through real life Finance applications.

Module 3: Sort, filter and clean large data sets, text functions, text manipulation and extraction

Learn how to modify and extract meaningful information that is usually coming out as text format from financial databases like Oracle/SAP. Learning how to clean large data sets is a key skill that is expected from analysts in Investment Banking & Private Equity industries.

Module 4: Apply financial formulas, dates functions, format like a pro!

Master formatting in Excel and apply a set of design rules. Learn and apply the main financial formulas such as XIRR, XNPV or EOMONTH.

Module 5: Lookup functions – focus on Index-Match, data tables, goal seek and formula auditing

Master the use of Lookup functions such as INDEX/MATCH, VLOOKUP, HLOOKUP – essential formulas behind exploiting data sets in Financial Models. ‘Goal seek’ your way to a solution and learn how to create a data table. Understand how to audit calculations using Formula Auditing.

Module 6: Customise your Excel and create DCF models quickly

Customise Excel to suit your needs – become faster with customised shortcuts etc. Learn to make a Discounted Cash Flow (‘DCF’) analysis swiftly. Apply lookup and search functions to create ‘Trial Balances’ and Financial Statements quickly.

8th May – 29th May 2024

Length: 4 weeks

Days: Wednesday

Time: 8pm – 10pm (CET),

7pm – 9pm (UK)

Students: Max. 20

Mode: Live online

Cost: 399

8th May – 29th May 2024

Length: 4 weeks

Days: Wednesday

Time: 8pm – 10pm (CET),

7pm – 9pm (UK)

Students: Max. 20

Mode: Live online

Cost: 399

Your training expert

Nikhil Gupta

CFO, Kadens Capital, Private Equity (current)
Managing Director, Peakside Capital Advisors, Private Equity (past)
M&A Investment Banker, Rothschild & Co., Investment Bank (past)

Nikhil Gupta is a seasoned Private Equity and Investment Banking Senior Executive. He is currently the CFO of Kadens Capital, a Private Equity firm. Prior to this, Nikhil was a Managing Director at Peakside Capital Advisors, where he completed more than $3 billion in real estate transactions.

For the past several years, Nikhil has shared his knowledge and expertise gained over the last 15 years in Private Equity and Investment Banking, through coaching and teaching students.

Nikhil is an External Lecturer at ESSEC Business School, France where he teaches Private Equity financial modelling to Master’s in management and Master’s in finance students. He also teaches the MBA students at IMD Lausanne, Switzerland and at the University of St. Gallen, Switzerland.


Upon successful completion of the course and the Capstone project, Leap Finance Academy grants a verified digital certificate to its participants. You will also receive a digital badge that can be posted on social media sites like LinkedIn.

Your digital certificate and badge will be tied to your identity information. We may request for official identification information before issuing your certification. All images are for illustrative purposes only and may be subject to change at the discretion of Leap Finance Academy.

Download the course brochure and detailed schedule.

Thank you

Please fill check your inbox shortly for the course syllabus.