LLLinkedIn Learning

Excel for Financial Planning and Analysis (FP&A)

4.7(2,995)

Advanced 2.6 hours English Completion Certificate

About this course

This course goes beyond basic Excel into the techniques FP&A professionals actually use day to day: dynamic data tables, dynamic ranges, and dynamic arrays, paired with modern formulas (INDEX, XMATCH, XLOOKUP, OFFSET, SEQUENCE, FILTER, UNIQUE, SORT, SORTBY) and Power Query applications — part of a broader Professional Certificate from the Corporate Finance Institute.

The honest take: this is explicitly an Advanced-level course, not a general Excel-for-finance intro — the instructor (a Rice University data analytics professor and Microsoft MVP) assumes you already know standard Excel and want to upgrade to dynamic-array-based modeling, making it a poor fit for FP&A beginners but a strong fit for analysts ready to modernize their Excel toolkit.

What you'll learn

Use dynamic data tables for forecasting and scenario planning

Apply dynamic data ranges and dynamic data arrays in financial models

Use modern lookup functions: INDEX, XMATCH, XLOOKUP, and OFFSET

Apply array functions: SEQUENCE, FILTER, UNIQUE, SORT, and SORTBY

Integrate Power Query into FP&A workflows

This course includes

2.6h

On-demand video

Yes

Certificate

Yes

Mobile access

English

Language

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Instructor

Carl Seidman

LinkedIn Learning instructor

— learners— courses — instructor rating

Carl Seidman is a Microsoft MVP, Professor in Data Analytics at Rice University, and an FP&A and Excel education specialist with 325,000+ LinkedIn Learning followers.

Requirements

Solid existing Excel skills — this is an Advanced-level course

Who this course is for

FP&A analysts ready to modernize their Excel toolkit beyond basic formulas
Finance professionals pursuing the Corporate Finance Institute Professional Certificate track

About this provider

LinkedIn Learning

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4.2 trust score

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Frequently asked questions

No — it's listed at Advanced level and assumes solid existing Excel skills, focusing on dynamic arrays and modern lookup functions.

Yes — it's part of a Professional Certificate from the Corporate Finance Institute.

INDEX, XMATCH, XLOOKUP, OFFSET, SEQUENCE, FILTER, UNIQUE, SORT, and SORTBY, plus Power Query integration.

2,995 ratings at 4.7 stars, taught by a Microsoft MVP and Rice University professor.

2 hours 34 minutes, including 2 exercise files and 4 quizzes.