A LinkedIn Learning course going beyond basic Excel into the techniques FP&A professionals use daily — dynamic tables and arrays, and modern formulas like INDEX, XMATCH, XLOOKUP and OFFSET. Advanced and role-specific, ideal for finance professionals who want to build robust, dynamic financial models.
Good for: Advanced Excel techniques for financial planning and analysis.
Less suitable if: You are new to Excel or not in a finance/FP&A role.
Requirements: Solid Excel skills; access to a recent Excel version for dynamic arrays.
Realistic time: A few hours.
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.
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
What it costs
Access comes with a LinkedIn Learning subscription ($29.99/month or $19.99/month billed annually, usually a one-month free trial; free via many public libraries). Dynamic arrays need a recent Excel version (Microsoft 365), which is a separate licence.
Comparison · LBS
Compare alternatives for Excel for Financial Planning and Analysis (FP&A)
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LinkedIn Learning adds a completion certificate to your profile — a learning record rather than a professional qualification.
Instructor
CS
Carl Seidman
LinkedIn Learning instructor
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.
About this provider
LL
LinkedIn Learning
Professional skills platform integrated with LinkedIn. 21,000+ expert-led courses.