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Course overview

Excel Essentials for FDD Analytics

Enhance your data analysis workflow and reach actionable insights by developing skills and exploring functionality in Excel. This free course offering utilizes multiple training modalities to explore how to utilize tools and functions in Excel to analyze data.

Course Level: This Excel Essentials for FDD Analysis course is geared towards a more introductory level of financial due diligence and Excel skills. However, even for more experienced FDD professionals, it is helpful to be reminded of foundational best practices and process, which this course covers.

Decoding Private Equity

M&A Professions / Audience

Financial Due Diligence
Investment Banking
Leveraged Lending
Private Equity
Universities

Experience Level

Emerging M&A Pros
Mid-Career M&A Pros
M&A Leaders

Delivery

Digital / QAS Self-Study:
~1 Hour (1 CPE)

Course Details

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Learning Objectives

  • Understand how to structure raw transactional data to support scalable financial and operational analysis. 


  • Compare and apply different Excel-based analysis approaches, such as SUMIFS, PivotTables, and dynamic formulas, to balance speed, flexibility, and customizability in your workflows. 

Certificate

Certificate upon course completion.
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Private Equity Primer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.