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Financial Modeling

Understand the Advanced Excel Functions, Data Analysis, Visualization, VBA, Macro all under one course!

12 Hours


In case any participant wants to claim GST credit, kindly email us a copy of your GST Certificate on and we shall send the GST invoice to you.

Excel's Universal Relevance

In the modern job market, Excel proficiency is more than just a skill; it’s a fundamental requirement across diverse professions, including finance, marketing, and beyond.

Empowering Careers with Advanced Excel

This certification course offers comprehensive training in advanced data analysis, automation, and reporting, opening doors to careers in Investment Banking, Data Analytics, and beyond.

Explore Limitless Career Possibilities

Elevate your Excel skills to unlock diverse career opportunities in fields like Investment Banking, Private Equity, Marketing, and more. Join our “Mastering Advanced Excel” course to seize this chance for career success.

How Will This Course Help?
Excel Profeciency

Enhance your Excel skills and become proficient in advanced data analysis techniques.

Efficiency Boost

Streamline your workflow and increase productivity through automation and macros.

Visualize Impact

Improve your data visualization skills and create impactful charts and graphs.

Certification Advantage

Gain a competitive edge in the job market with a recognized certification in Advanced Excel.

Meet your Mentor!

Chinmay is working as an associate at a big4 firm in the valuation, modelling and economics practice. He is a commerce graduate from Mumbai University and has close to 4+ years of work experience across Investment Banking, Financial Due Diligence and Asset Management.

He is a content creator on LinkedIn with 35K+ followers. He has trained 6K+ participants including international students and has been a guest speaker on Analytics & Corporate Finance using MS Excel at top-tier institutes like EY, IIM-A, IIM-B, IIM-L, IIM-T, IIM-K, ISB Hyderabad, IIT – Guhawati, National Forensic Sciences university, various colleges at Mumbai University and Delhi University etc.

What Will You Learn?

Develop Advanced Excel Skills

Gain a comprehensive understanding of advanced Excel functions, formulas, and features, enabling you to efficiently manage and analyze data.

  Increase Productivity

Learn time-saving techniques, shortcuts, and automation methods to boost your productivity when working with large datasets.

  Creative Interactive Dashboards

Acquire the skills to build dynamic and interactive dashboards that present data visually and facilitate effective decision-making.

  Perform Complex Data Analysis

Learn how to leverage advanced data analysis tools, such as PivotTables, Power Query, and Power Pivot, to gain valuable insights from your data.

  Automate Tasks with Macros

Discover how to automate repetitive tasks using Excel’s macro recording and VBA programming, streamlining your workflow and reducing errors.

. . .
Who Should Attend?


College Graduates and B-School Students who have a basic knowledge of Microsoft Excel and want to upskill in Advanced Excel

Working Professional

Business Analysts, Data Analysts, Data Scientists, Junior working professionals in Investment Banking, Valuations, Due Diligence divisions wanting to enhance their knowledge of Microsoft Excel and CA Articled Assistants and Qualified CAs looking to enhance their knowledge in Microsoft Excel

Course Content

1. Text to Columns and Textsplit (Theory).

2. =AVERAGE(), =COUNTIF(), =MIN(), =MAX(), =SMALL(), =LARGE() functions & Microsoft support Page Trick.

3. Wildcards in Excel (Asterisks *).

4. 100+ Keyboard shortcuts to improve speed & efficiency on Excel.

5. Data Cleaning using =SUBSTITUTE, =CHAR, =UNICODE, =RIGHT functions.

6. Data Visualisation & Auto – update chart using Excel Tables (Dual Axes Charts).

7. Custom Formats & Conditional Formatting in Excel.

1. Concept of Date in Excel and calculating last working day of notice period for Mr. Robot using Date functions (EOMONTH, EDATE, ISNUMBER).

2. Understanding relative & absolute cell referencing in Excel and the new way to spill formulas using Dynamic Arrays based on matrix multiplication & CSE Formulas.

3. VLOOKUP with Wildcards & how to be a better analyst by adding notes & comments by know knitty – gritty of Excel.

4. EMI Computation in Excel for your new iPhone & target repayment with Goal Seek (Introduction to Solver – Theory)

5. Find & Replace Hacks.

6. Paste Special Dialogue Box (CTRL + ALT + V or ALT + E + S).

7. Go To Special Dialogue Box from Financial Modelling perspective.

1. SUMIFS, COUNTIFS, LEN with Ampersand Functions.

2. Using Pivot Tables (2D) to Analyse the workforce (organisational structure) with Slicers.

3. Dynamic Arrays with the new concept of Spill & #.

4. Perform Multi-Lookups using new FILTER & TEXTJOIN function.

5. Data types & Data Validation in Excel (Text, Numbers, Geography, Stocks etc.)

6. Approximate lookups using the New XLOOKUP functions.

7. Perform 3D Lookups using the SUMPRODUCT functions and Binary Logic.

1. Web Scraping Data using Power Query.

2. Exploring Power Query Editor for transformation of data which is not possible in traditional excel.

3. Theory on Financial Modelling with case study on Income Tax Modelling & most exhaustive resource compilation to learn modelling.

4. Named Ranges & Formula Auditing Tools (Trace Precedents & Evaluate Formula).

5. Data Tables & Sensitivity Analysis.

6. Know your hometown’s mayor & recent stock price of your portfolio stocks using new datatypes & stockhistory function in excel.

7. Leveraging the Machine Learning Algorithm in Excel (Flash Fill).

1. Making custom Keyboard Shortcuts using Macros.

2. Activating Developer Tab and exploring custom add-ins in Excel.

3. Understanding the concept of VBA, Macro & automating tasks leveraging ChatGPT or open forums like GitHub.

4. Exploring circular references & iterative calculation in Excel.

5. Basics of OneDrive/SharePoint and leverage free tool – from Microsoft.

6. Google Sheets (Introduction) & History of MS Excel since 1980.

7. Similarities between Python & Excel (LAMBDA – MAP : Theory).

• Find the busiest route for a courier company.

• Dynamically rank NIFTY 50 stocks based on sector & any 1 additional metrics/KPI + Dashboarding.

• Compute Payback Period.

• Capex Modelling – Hospital Beds.

• Create Custom Keyboard Shortcut for Centre Across Selection using VBA/Macros.

What our students' say:
Get Certified
Yes! You will be certified for this workshop on submission of your assignment.

Official And Verified

Receive an instructor signed certificate with institution’s logo to verify your achievements and increase your job prospects.

Easily Shareable

Add the certificate to your CV or your Resume or post it directly on LinkedIn. You can even post it on instagram and twitter.

Questions generally asked about the course

You can contact KAGR by email at or by phone at +91- 9137979582. KAGR’s customer support team will be available 24/7 to assist you.

We believe in the value our course offers, but we also understand the importance of satisfaction. We do have a refund policy in place. However, terms and conditions apply. We recommend reaching out to our support team for detailed information.

Yes, upon successfully completing the Advanced Course, you will receive a certificate that can be a valuable addition to your professional portfolio, showcasing your expertise in integrating AI with finance.

This course covers the Advanced level of Excel. So it is required that you have a basic knowledge of Excel in terms of functions and their applications.

Rs. 999 inclusive of GST.

In case any participant wants to claim GST credit, kindly email us a copy of your GST Certificate on and we shall send the GST invoice to you.