Shin Financials Inc.
SF
Deliverables
The EFA course, also known as Excel for Financial Analysis, is a self-paced course that will teach you the fundamentals and advanced techniques of Excel for financial analysis. This course will begin from the basic level of the different components of Excel, all the way to advanced functions and formulas.
​
This course strictly focuses on the practical components of Excel and offers numerous resources, including practice sheets and financial cases.
​
Ultimately, the EFA Course will provide you the right resources for you to elevate your Excel skills to open up more opportunities for your career.
What You'll Learn:
-
How Excel operates and is used to analyze data
-
Details of Formulas and Functions
-
Essential Functions for financial analysis, from basic to advanced​
-
Using Dates effectively in analytical models
-
Best practices for data cleaning for analysis
-
Utilizing Pivot Tables to uncover insights
-
Designing impactful graphs for presentations
-
Formatting techniques for professional reports
-
Keyboard shortcut skills to navigate Excel efficiently
-
10+ Modules with recorded lessons
-
Excel Practice Sheets & Cases
-
Information Sheets (cheat sheets)
-
Lifetime Access to all resources
Eligible for 10 hours of CPD for CPA Canada
-
8 hours of recorded classes
-
2 hours of problem solving
A Certificate will be issued upon completion of the course!
Course Modules
Module 1: Course Introduction
Course Introduction
Additional Notices
Module 2: Introduction to Excel
Cells, Columns, & Rows
Sheets, Tabs, & Ribbons
Formulas & Functions
Understanding a Dataset
Module 3: Basic Functions
Formulas & Functions
SUM, COUNTA, AVERAGE, MIN, MAX
IF, IFS
SUMIFS, COUNTIFS, AVERAGEIFS, MAXIFS, MINIFS
VLOOKUP, XLOOKUP
Case Study
Module 4: Professional Formatting
Cell Formatting (Font, Highlight, Border, Column, & Row)
Other Formatting (Merge, Alignment, Freezing & Group)
Custom Formatting
Conditional Formatting
Case Study
Module 5: Intermediate Functions
IFERROR, SUBTOTAL
LARGE, SMALL, RANK
AND, OR
INDEX MATCH
SUMPRODUCT
Case Study
Module 6: Pivot Tables
Pivot Table - Overview
Creating a Pivot Table
Formatting Pivot Tables
Pivot Table - Functions & Characteristics
Problem Set
Case Study
Module 7: Graphs
Creating a Graph
Bar Graph & Line Graph
Pie Graph & Waterfall Graph
Combination Graph
Graph Elements
Graph Components
Formatting Graphs
Problem Set
Case Study
Module 8: Data Cleaning Functions
Data Cleaning - Overview
Strings
PROPER, CONCAT, TEXTJOIN, TEXTSPLIT
TRIM, SUBSTITUTE, REPLACE
VALUE, DATEVALUE
SEARCH, LEN, LEFT, RIGHT, MID
TEXTBEFORE, TEXTAFTER, TRANSPOSE
Problem Set
Module 9: Date Functions
Dates - Overview
YEAR, MONTH, DAY
DATE
EDATE, EOMONTH
DATEDIF
Problem Set
Case Study
Module 10: Advanced Functions
SORTBY
FILTER
UNIQUE
VSTACK
INDIRECT
ISNUMBER
LOOKUP SEARCH
Goal Seek
Case Study
Module 11: Financial Analysis Case Study
Case Study - Overview
Question #1
Question #2
Question #3
Question #4
Variance Analysis
Appendix
Appendix 1 - Terminologies
Appendix 2 - Keyboard Shortcuts
Appendix 3 - Function & Formula Characteristics
Appendix 4 - Conditions
Instructor
Jea Shin
Primary Instructor
Hi, I’m Jea — currently an FP&A Manager with multiple years of experience in FP&A. This course is built directly from my personal experience and focuses on the practical skills I use every day in my role. It’s designed to help you master the core Excel tools and techniques that truly matter in the real world of FP&A and finance. I’m a firm believer that strong Excel skills can unlock new opportunities in your career — and I’m here to help you build them.
Excel for
Financial Analysis
CA$199
Package Includes:
10 Recorded Modules with 60+ Lessons
13 Excel Information Sheets (cheat sheets)
-
Essential Excel Functions
-
Keyboard Shortcuts
-
Excel Graphs and Pivot Tables
-
Core Formatting Functions
-
Spills and Conditions
7 Practice Cases
8 Excel Practice Sheets
Finance Case Study
Frequently Asked Questions
How long will this course take me to complete?
The course is designed to complete about 2 modules per week, for a total of 5 weeks. However, the course can be completed at your own pace with life-time access to the materials.
What resources are available in this course?
This course focuses on providing practical experience; for most modules, you will receive:
-
An information sheet detailing the contents of the module
-
A Case Study to apply the content learned for analysis
-
A Practice Sheet to practice the skills learned