Skill Track

Finance Fundamentals in Spreadsheets

Learn the spreadsheet skills you need to make data-driven financial decisions. In this track, you’ll learn to build dashboards to track financial securities performance, measure reward and risk indicators, and create investment models. Through hands-on exercises, you’ll create impressive visualizations and use conditional formulas to produce presentation-ready spreadsheets. You’ll then flex your financial muscles as you focus on cash flows, investments, annuities, saving for retirement, and even how to create a loan amortization schedule to track your own loans. By the end of the track, you'll be ready to build monitoring tools, as used by traders and financial analysts and navigate the world of finance using Google Sheets.

  • Spreadsheets
  • 12 hours
  • 3 courses
Spreadsheets Icon

Financial Analytics in Spreadsheets

Learn how to build a graphical dashboard with spreadsheets to track the performance of financial securities.

4 hours
David Ardia

Professor of Quantitative Methods for Finance


Statement of Accomplishment


David Ardia

Professor of Quantitative Methods for Finance

Erin Buchanan

Professor at Harrisburg University of Science and Technology

Brent Allen

Financial Spreadsheets Specialist

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