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Advanced Excel for Financial Planning and Analysis (FP&A) Preview

Advanced Excel for Financial Planning and Analysis (FP&A)

With Carl Seidman Liked by 1,780 users
Duration: 2h 54m Skill level: Advanced Released: 9/22/2025

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Course details

In this course, explore advanced Excel functions and techniques designed specifically for financial planning and analysis (FP&A). The course covers topics from mastering INDEX XMATCH and dynamic array functions such as FILTER, UNIQUE, DROP, and TAKE, to implementing user-defined formulas with LET and LAMBDA, and enhancing dashboards through intuitive controls. Acquire practical, hands-on skills to streamline data extraction, automate forecasts, and build dynamic financial models.

Skills you’ll gain

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Certificate of Completion

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Meet the instructor

Learner reviews

4.8 out of 5

282 ratings
  • 5 star
    Current value: 234 83%
  • 4 star
    Current value: 36 13%
  • 3 star
    Current value: 10 4%
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  • David Higgins David Higgins

    David Higgins

    Senior finance manager at CBRE

    3/5 April 30, 2026
    if you don't get understand something immediately you get left behind.
    Helpful · Report
  • Asad Mansur Elshakh Mohamed Asad Mansur Elshakh Mohamed

    Asad Mansur Elshakh Mohamed

    HR Operations & Compliance Manager (Hybrid) Strategic Compliance & Operations Consultant | Finance & Audit Background | BI & Data Intelligence

    5/5 April 20, 2026
    This course is a game-changer for anyone in the FP&A field. It bridges the gap between traditional accounting and modern data science. I particularly benefited from the deep dive into Dynamic Arrays and advanced functions like LAMBDA, LET, and SCAN. As a CMA candidate with 13 years of experience, I found the approach to building automated, "hands-off" financial models extremely practical. It shifted my workflow from manual data entry to architecting sophisticated data flows that update in real-time. The section on XMATCH and OFFSET for dynamic forecasting provided exactly the kind of flexibility needed for high-stakes business analytics. Highly recommended for professionals looking to future-proof their reporting systems.
    Helpful · Report
  • Amine HADJ MOHAMMED Amine HADJ MOHAMMED

    Amine HADJ MOHAMMED

    FP&A Lead | Head of Finance | Strategic Financial Planning, Business Partnering & Profitability Management | FMCG | JTI Dubai

    5/5 April 11, 2026
    Great examples!
    Helpful · Report

Contents

What’s included

  • Practice while you learn 2 exercise files
  • Test your knowledge 8 quizzes
  • Learn on the go Access on tablet and phone
  • Stay up to date Continuing Education Units

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