EXCEL MODELING COURSE

The Wall Street Oasis

Introducing...

To Help You Thrive in the Most Prestigious Jobs on Wall Street...

EXCEL MODELING COURSE

EXCEL MODELING COURSE PREVIEW

Excel Formatting (8 video lessons, 1 exercise)

In this module, we use 8 video lessons to expand upon the best practices in previous modules to learn conditional formatting and custom number formatting (among other topics).  This module also includes an exercise with aggressive benchmarking and a video solution to make sure you keep practicing until you are very productive...

Excel Math Functions (9 video lessons, 1 exercise)

In this module, we use 9 video lessons to help explain anchoring as well as basic and advanced math functions that will come up frequently on the job. This module also includes an exercise at the end with a video solution so you can see how an actual investment banker uses these in the real world…

Excel Logic & Data Functions (13 video lessons, 1 exercise)

In this module, we use 13 video lessons to dive into some of the more complex and foundational functions used throughout financial modeling.  This includes IF and Nested IF statements, ISERROR, Information Functions and more. We wrap up this module with another challenging exercise

Excel Lookup and Financial Functions (8 video lessons, 1 exercise)

In this module, we use 8 video lessons to explore vlookup, hlookup, data validation as well as index and match and when it is best to use each in the context of financial modeling. We wrap up this module with another challenging exercise that tests your retention and speed

Excel Scenarios, Data Tables and Auditing (7 video lessons, 1 exercise)

In this module, we use 7 video lessons to explore data tables, naming cells, formula auditing and Scenarios so that you can take your Excel modeling to another level.  This module also includes another timed benchmarking exercise

Excel Sorting, Filtering and Pivot Tables (7 video lessons, 1 exercise)

In this module, we use 7 video lessons to explore sorting, filtering and pivot tables which are used extensively when trying to analyze the various outcomes and input sensitivities in financial models.  Learn through doing with another timed benchmarking exercise

Excel Navigation (7 video lessons, 1 exercise)

In this module, we use 7 video lessons to explain best practices when navigating Excel.  This includes an exercise with aggressive benchmarking and a video solution to make sure you don't move on until you have true mastery.

Excel Efficiency Foundation (14 video lessons, 1 exercise)

In this module, we use 14 video lessons to explain best practices on how to gain maximum efficiency when navigating Excel (and Windows) for finance careers.  This includes an exercise with aggressive benchmarking and a video solution to make sure you are building good habits for financial modeling

Our students have landed and thrived at positions across all top Wall Street firms, including:

WSO Excel Modeling Course Video Preview

Below you will find some video previews of specific lessons in our Excel Modeling Course.  This is to give you a sense of the teaching style of the instructor and covers some of our more basic Excel tips and tricks.  All WSO courses include unlimited support from actual finance professionals who are on call to make sure you don't get stuck as you teach yourself how to become an Excel modeling wizard.   This course is focused primarily on productivity and building the right habits (like quick keys, anchoring, etc) so that you learn how to play the instrument (Excel) the right way the first time around. 

Grid items
 
Excel shortcuts
 
VLOOKUP vs. INDEX MATCH
 
Exercise: SumIfs, Anchoring and More

Below you will find a list of the modules and lessons included in this course.

Don't Take Our Word For It

Wall Street Oasis has trained over 63,000 students at elite corporate and educational institutions for over a decade. 

4.9 out of 5 based on 50 reviews
This course was great to see the true process of modeling for the first time.
This course was great to see the true process of modeling for the first time.
James
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It is worth the time and the money
It is worth the time and the money
anon
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Well worth it, did a much better job teaching than the company I interned at last summer.
Well worth it, did a much better job teaching than the company I interned at last summer.
Iz
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Helped for school and work
Helped for school and work
artofinception
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From basic to advanced, no fuss.
From basic to advanced, no fuss. Complete and with the best practices that I see in everyday work.
Tales
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great overall
great overall
lejlacusto
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From zero knowledge of excel to an absolute excel expert
Wall Street oasis took me from zero knowledge of excel to an absolute excel expert,quick with keyboard hotkeys.
I've been hailed by my boss and colleagues at work, trident insurance co.ltd finance department,I used the knowledge also in PowerPoint and word ,these hotkeys apply almost in ppt,word and excel. I've been so efficient yet I'm still in campus.
A local leather turning firm also gave me a role in finance and accounting and it's been a lovely experience, I've actually recoup the money I paid wall street oasis for the course and in fact I got a massive discount, Patrick didn't sell it to me$497 dollars if I remember. The PowerPoint course could improved though,it only gives tricks but does not teach one how to actually create a full presentation or pitchbook. I'm sorry that I have to write my review away from home, I saw the email from Patrick and had planned to do this at home unfortunately my schedule with university,exams have Started and work reasons left me with no time,so seeing the second email I had to pull over and give at least something back by the roadside. If one is keen on a career in finance WSO is the place, it's worth it and the discussion section will broaden your commercial awareness. Thank you WSO.
mochilo
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Great course - not just for modeling
A great course - not just for modeling. You'll pick up the mechanics of Excel, not to mention a robust knowledge of shorts so you never have to touch the mouse ever again. Then you'll learn about a cornucopia of formulas used in finance and how they interact with each other to arrive at extremely useful results.

Finally you'll get to the modeling, and you'll cover that in reasonable depth to understand what you're doing.

The course is well laid out with exams at the end of every module. The files you keep from this are a great future reference if you ever forget how exactly to do something. One last thing that I found excellent: the instructor is not just an Excel instructor, but also clearly works in finance. This shows up in additional tips throughout the course on best practices and how best to present your models.
Nominal
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Excellent course
Excellent course
ALevy
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Worth every penny.
Worth every penny. I would have honestly paid more for the knowledge I gained from this course. It has saved me so much time and made me the go-to guy at work for anything excel. This is a no-brainer for anyone getting into financial services. But honestly is excellent for anyone who just wants to be an excel guru! Wall street oasis is incredible and produces nothing but excellent material to learn from.
Austin S.
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covered everything you need to know to be a master at using excel.
This course covered everything you need to know to be a master at using excel. The instructor was very professional and knowledgeable and made learning quickly super easy. This course has led me to excel (no pun intended) at my job in investment banking.
Jonathan
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Put it on my resume which helped a lot
Got through this course and put it on my resume which helped a lot. Also helped me on the job
GOTAJOB
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Builds nicely from the simple to the complex!
I really enjoyed the structure of the course and all the golden nuggets in it - it builds nicely and gradually from the simple to the complex! The quizzes after each module are great to practice what was learnt. And the cheeky monkey that pops in and out every now and then makes the course more fun;)
Velizara DK
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The course is awesome
The course is awesome and help me prepare well for MS Accounting.
AnnieN
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An absolute must
An absolute must for anyone on school/early career looking to break out ahead of their peers/colleagues.
Alex B.
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Great experience
Great experience to cover all the basics needed to be prepared for an internship in IB
MZ
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Exactly what I needed to get started
Exactly what I needed to get started
JungleJungle
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Practical course!
Great practical course! Proper language skills. Great DIY at the end of each chapter to hone skills!
wikushe
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ROI is very high
The Return on Investment is very high and I highly recommend people buy the course if they want to go into the field of finance.
ahmed
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Amazing course!
Amazing course!
stephen
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Module quiz helped test understanding
I thought it was very good and module quiz helped test understanding
Caroline.F
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Really helpful.
This was really helpful. My only feedback is maybe there a few modules that were a little extra like not needed on a day to day.
ellie
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Similar to other financial course programs but slightly better
Was a simple easy to follow course. Similar to other financial course programs but slightly better
crimsoncap
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Explain very well the main concepts about excel, what is essencial for financial modeling
Explain very well the main concepts about excel, what is essencial for financial modeling
João Vitor-Morales
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Excellent!
These courses were excellent!
Aaron
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Great program and worth the money
This was a great program and worth the money
marcusfallor
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Great Course!
Great Course!
cchuber
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Highly recommend
Highly recommend, learned a ton and would do it again!
Jamar
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Easy to learn
Loved the product. Very easy to learn and quickly ramp right before hitting the desk.
Adam
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Covers all you need to know
This course covers all you need to know to build a foundational understanding both practically and theoretically speaking in Excel and financial modelling, would highly recommend to those looking to learn this valuable skill!!
FibonacciMan
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Boosted my efficiency
The course is pretty comprehensive and probably covered 95% of what I did with Excel during my internship. The keyboard shortcuts in particular boosted my efficiency and I even taught a few to some of my senior colleagues! Note that VBA/macros aren't covered. The timed tests sprinkled in between really helped cement the concepts I learned and be able to apply them immediately. I plan on reviewing the material from time to time to aid in better retention and especially before interviews. The short format of the videos made it easier to stay focused so I would say it's a worthwhile investment of time and money.
WheyDay
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Very useful, as was the one on LBOs.
The Excel course was very useful, as was the one on LBOs.
TKMH
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Would recommend 10/10.
Absolutely loved the course was comparing and contemplating should i or should i not get the course but glad i went through with it!! Would recommend 10/10.
Criro
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Prepared me well to gain a strong foundation for Excel
Prepared me well to gain a strong foundation for Excel
customer
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I really enjoyed this course
I really enjoyed this course, the fact that it has videos which guided you through all of the tasks after you have attempted them yourself is really helpful. I thought the speed of the course material was adequate, I knew most of the early lessons but quickly found myself re-learning excel 'best practises' or new techniques which I did not know about.
Albert
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Great in terms of practical application
Great in terms of practical application in Excel. Would have liked more content on the three statements itself.
FI_Trader
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Best bang for your buck
It's the best bang for your buck. Compared to other equally popular courses on the street, this one is really good and up to date with Excel versions.
Erick Quinteros
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100% worth it
100% worth it as an intro to excel best practices; recommend pairing with the advanced WSO trainings on financial statement modeling, valuation, and LBOs.
CJ the funky h…
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Highly beneficial, focused on the right topics
Great job by Patrick and team! The course was highly beneficial, focused on the right topics and made it possible for me to become fast enough to crush all my timed modeling tests.
Themorethebetter
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Great tool for those looking to improve their spreadsheet skills
This Excel course is a great tool for those looking to improve their spreadsheet skills. The vast use of Excel across many industries shows how important it is so having advanced skills with it makes you that much more valuable to potential employers.
Badsir
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Applicable to day-to-day work
Very useful and applicable to day-to-day work
Xiaoli-Ma
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A fantastic overview
A fantastic and very thorough overview of everything you need to be a successful Excel user--I felt very confident starting a job in management consulting that my Excel skills would be sufficient.
bansea
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Very relevant and useful.
The information was very relevant and useful.
copelandet
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Extremely Helpful
I had very moderate experience with excel when I was in University. This course has been extremely helpful in teaching me excel in an applicable way so that I can excel at my role as an analyst.
bnguyen
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I used to consider myself to be pretty good at Excel
Working for 5 years in finance and strategy, I used to consider myself to be pretty good at Excel. But what Zach the instructor and the WSO team (including the monkey) have put together makes me look like an amateur. My target since completing this course is to get a stage where I can model without using the mouse (not yet there but getting there). I love the fact that they have put together excel sheets on which you can practice the shortcuts you learn. Started out at 3-4 mins on my first and ended taking less than 40 secs.
I've done Excel courses before like this but with no practice, so only little of what I learned actually stuck. Practice makes perfect so I'm gonna head back to that :D
Nabil Hanif
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Like a different software
It´s like a different software with this course
Guilherme Pettene
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Improved my excel skills tremendously
Very detailed, thorough and fun learning. The course has improved my excel skills tremendously. Master this course and you have a solid foundation to more complex financial modelling courses.
walesay
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I learned a ton in this course!
Great content, narrator, pace, and quizzes. I learned a ton in this course!
Larry
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Great learning experience, great case study, overall very useful
Great learning experience, great case study, overall very useful
BondoNekat
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very helpful
very helpful modeling course
apisheh
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Get the Excel Modeling Course Certification

After completing the course, all students will be granted the WSO Excel Modeling Course Certification.   Use this certificate as a signal to employers that you have the technical Excel skills to immediately add value to your team. 

Demonstrate that you have put in the work outside of university courses to make yourself more efficient and master the most critical program for success in finance careers.  Easily share to LinkedIn and other social media sites to highlight your skills and strengthen your profile as a candidate.

How Much Value Does This
Excel Modeling Course Provide?

This Online Excel Class Includes:

Value

WSO Excel Modeling Course

110+ video lessons across 13 Modules taught by a top-bucket bulge bracket investment banker...

$500

10 Interactive Exercises with Benchmarks

Gain realistic practice drilling the concepts taught in the course with timed benchmarks so that you can ...

$450

24 Months of Unlimited Elite Support from Actual Finance Pros

Have a technical question? Easily drop a comment into any lesson and get a response from a pro within 48hrs.

$300

6 Months of FREE Access to Macabacus

Full access to this Excel plug-in that makes financial modeling even easier, including tools for PowerPoint and Word.

$120

TOTAL VALUE

$1,370

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$1,370

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Your investment is protected by our 12-Month Risk-Free Guarantee. If, for any reason, you don't think the WSO Excel Modeling Course is right for you, just send us an email, and we'll refund every penny. No questions asked. In short, you get a great return on your investment, or you get your money back. It's that simple.