Introducing...
The Wall Street Oasis
EXCEL MODELING COURSE
105+ Lessons, 10+ Exercises, 5+ hours of video lessons
To Help you Thrive in the Most Prestigious Jobs on Wall Street...

HERE’S JUST SOME OF WHAT YOU’LL GET IN THIS COURSE
In this module, we use 14 video lessons to explain best practices on how to gain maximum efficiency when navigating Excel (and Windows) for finance careers. This includes an exercise with aggressive benchmarking and a video solution to make sure you are building good habits for financial modeling
In this module, we use 8 video lessons to expand upon the best practices in previous modules to learn conditional formatting and custom number formatting (among other topics). This module also includes an exercise with aggressive benchmarking and a video solution to make sure you keep practicing until you are very productive...
In this module, we use 9 video lessons to help explain anchoring as well as basic and advanced math functions that will come up frequently on the job. This module also includes an exercise at the end with a video solution so you can see how an actual investment banker uses these in the real world…
In this module, we use 13 video lessons to dive into some of the more complex and foundational functions used throughout financial modeling. This includes IF and Nested IF statements, ISERROR, Information Functions and more. We wrap up this module with another challenging exercise…
In this module, we use 8 video lessons to explore vlookup, hlookup, data validation as well as index and match and when it is best to use each in the context of financial modeling. We wrap up this module with another challenging exercise that tests your retention and speed…
In this module, we use 7 video lessons to explore data tables, naming cells, formula auditing and Scenarios so that you can take your Excel modeling to another level. This module also includes another timed benchmarking exercise…
In this module, we use 7 video lessons to explore sorting, filtering and pivot tables which are used extensively when trying to analyze the various outcomes and input sensitivities in financial models. Learn through doing with another timed benchmarking exercise…
In this module, we use 7 video lessons to explain best practices when navigating Excel. This includes an exercise with aggressive benchmarking and a video solution to make sure you don't move on until you have true mastery.
WSO Excel Modeling Course - Video Preview
Course Summary - Table of Contents
Below you will find a list of the modules and lessons included in this course.
- Introduction and Course Overview (5Min)
- Flow of the Course (1Min)
- Setup For Mac Users (5Min)
- Getting Familiar with Excel (2Min)
- Introduction (1Min)
- Excel Shortcuts (4Min)
- Worksheet Navigation and Selection (5Min)
- The Ribbon, Hotkeys, and the Formula Bar (5Min)
- Worksheets, View/Zoom, and Navigating Menus (5Min)
- Review (1Min)
- Navigation Exercise [DOWNLOAD]
- Navigation Exercise: Answer (4Min)
- Introduction
- Windows Shortcuts
- Familiar Shortcuts
- Ctrl vs. Alt
- Comments
- Fill Right and Down
- Paste Special
- Rows and Columns
- Grouping and Hiding
- Common Hotkeys
- Office Hotkeys
- Quick Access Toolbar
- Review
- Efficiency Foundation Exercise
- Efficiency Foundation Exercise: Answer
- Introduction
- Formatting Best Practices
- Default Formats
- Custom Number Formatting
- Other Formatting Tips
- Conditional Formatting
- Review
- Formatting Exercise
- Formatting Exercise: Answer
- Introduction (1Min)
- Show and Zoom (4Min)
- Freeze Panes (6Min)
- Split Panes and New Window (4Min)
- Print and Page Layout (7Min)
- Review (1Min)
- View & Print Exercise
- View & Print Exercise: Answer (3Min)
- Introduction (1Min)
- Formulas (4Min)
- Errors (5Min)
- Basic Math Functions (8Min)
- Advanced Math Functions (10Min)
- Anchoring (7Min)
- More Math Functions (2Min)
- Review (1Min)
- Math Functions Exercise
- Math Functions Exercise: Answer (4Min)
- Introduction (1Min)
- Dates in Excel (4Min)
- Useful Date Functions (5Min)
- Time Calculations (2Min)
- & and TEXT (6Min)
- Dynamic Text Example (5Min)
- Review (1Min)
- Date & Text Functions Exercise
- Date & Text Functions Exercise: Answer (5Min)
- Introduction (2Min)
- IF and Nested IF (4Min)
- AND, OR, and XOR (7Min)
- Comparison Operators (1Min)
- IFERROR (3Min)
- Information Functions (1Min)
- PROPER, LOWER, and UPPER (2Min)
- LEFT, RIGHT, and MID (2Min)
- Text to Columns (3Min)
- SUBSTITUTE (1Min)
- SEARCH (3Min)
- Review (1Min)
- Logic & Data Functions Exercise
- Logic & Data Functions Exercise: Answer (6Min)
- Introduction (1Min)
- VLOOKUP & HLOOKUP (4Min)
- INDEX + MATCH (4Min)
- VLOOKUP vs INDEX + MATCH (6Min)
- Data Validation (4Min)
- Financial Functions Master (7Min)
- Review (1Min)
- Lookup & Financial Functions Exercise
- Lookup & Financial Functions Exercise: Answer (4Min)
- Introduction (1Min)
- Scenarios (6Min)
- Data Tables (6Min)
- Naming Cells (6Min)
- Formula Auditing (4Min)
- Review (1Min)
- Scenarios, Data Tables, & Auditing Exercise
- Scenarios, Data Tables, & Auditing Exercise: Answer (3Min)
- Introduction (1Min)
- Data Overview (2Min)
- Sorting (5Min)
- Filtering (5Min)
- Pivot Tables (12Min)
- Review (1Min)
- Sorting, Filtering, & Pivot Tables Exercise
- Sorting, Filtering, & Pivot Tables Exercise: Answer (4Min)
- Introduction (1Min)
- Inserting and Adjusting Charts (3Min)
- Select Data and Combo Charts (4Min)
- Other Chart Elements (2Min)
- Data Labels (2Min)
- Trendlines and Regression (4Min)
- Review (1Min)
- Excel Charts Exercise
- Excel Charts Exercise: Answer (3Min)
- Introduction (1Min)
- Inserting and Adjusting Charts (3Min)
- Select Data and Combo Charts (4Min)
- Other Chart Elements (2Min)
- Data Labels (2Min)
- Trendlines and Regression (4Min)
- Review (1Min)
- Excel Charts Exercise
- Excel Charts Exercise: Answer (3Mi
- Capstone Assignment
- Challenge #1 (8Min)
- Challenge #2 (6Min)
- Challenge #3 (9Min)
- Course Outro (1Min)
Our students have landed and thrived at positions across all top Wall Street firms, including:

Don’t Take Our Word For It
Hear from a few of our 57,000+ students...
Hear from a few of our 57,000+ students...
"guys, this course was awesome because it made Excel fun (or at least much less painful). Even though in my internship they rarely let us touch the models, I definitely think this course helped me impress the analyst I was working with most of the summer and helped me secure a full-time offer. when he asked me to organize some data in Excel for a buyer universe, I think he was pleasantly surprised that I turned it around in under 2 hours and had it beautifully formatted with some bells and whistles. you guys rock, thank you! oh, and yes, you can use this as a testimonial! ..."
"I'd taken another Excel course before but this was much more relevant to me since I was trying to break into investment banking when I took it. I love that you can download the lessons for offline viewing on my commute...thanks for putting this together WSO!"
"I took this course as a way to try and get faster in Excel and I have to say it has made a big difference. Not that I'm the traditional student since I'm a bit more senior role at a consulting practice, but it was still really helpful for me and made me more confident when reviewing work from clients and my team. I don't think I need the other financial modeling courses since I'm happy with my role, but you never know. Thanks WSO, keep it up!"
"This advanced excel modelling course is top notch, on all fronts. Zach, the instructor, communicates very clearly, not just with his speaking but with the on-screen visuals to help remember shortcuts and hotkeys. The course takes tasks I used to think were hard and very complicated and makes them understandable in easy, manageable pieces. Many other courses just tell you what to do and may have an assignment at the end. This WSO modeling course literally forces learning into your brain though the self-exercises you complete at the end of each module, with a clear solution video if you missed anything.
It's fun (the monkey and banana points are hilarious),very well-organized and has relevant examples while troubleshooting common errors, and it's very easy to pick up and put down since the micro-lessons are usually only a few minutes each. I'm a senior manager at a Big 4 accounting firm, and was looking to sharpen my skills to keep up with all of the junior staff who come out of school and MBA programs with strong excel skills. I'm confident, after this, that not only will I be able to keep up but be more efficient and likely teach them a few tricks and shortcuts to save time as well.
Would recommend it to anyone looking for anyone looking to improve their efficiency with Excel, or even those just looking for a refresh. Guaranteed to take some learning back to your jobs and clients."
"I thought I was an Excel whiz before, but now I know I am because I was able to do the exercises fast enough... but it did take some time. The lessons on conditional formatting, pivot tables, etc were also all relevant to what I did in my F500 internship and my boss definitely noticed my skills when I didn't touch my mouse. I'm excited to try and land an IB internship next year."
"Shooting you a quick note because I just got my full-time offer and I wanted to say THANK YOU! I have to say the instructors for these courses are super talented (especially Zach). From Excel to financial statements to Valuation I was really able to go into my internship ready to go and more confident after taking the time to go through these. I didn't get through ALL of the lessons, but I did complete over 80% and got my rewards!"
"This course is a great tool for mastering excel, whether you need a refresher between internships or are looking to learn new functions and master the keyboard, the course offers a ton of bite-sized lessons that prepped me for my Summer Analyst role."
"I must say that you guys have done a great job. This is definitely better than the other Excel course out there, ranging from simple and clear instructions to the breadth of functions covered. I even managed to implement the shortcuts I learnt over the weekend at work today!
Also loved the animated monkey - helps makes things lighter and definitely makes the course more informal and fun :)"
" The personal tips and alerts on best practices are what differentiates this Excel training course from the other training courses I've had in person. A lot of these tips are shortcuts I often use at work on a daily basis, but was either taught by a coworker on the job or by myself, and taking this course would've saved me a lot of time in having to figure out best practices by myself at work. This course doesn't skip over anything, and I think it was especially important and helpful to dedicate full, comprehensive videos to educating people on lookups and data tables. I have definitely learned tips that will help me become more efficient in Excel, and I'd definitely recommend this course for everyone, especially students recruiting, individuals wishing to learn a solid foundation of how Excel is used, or people who need a refresh on Excel."
"I thought the course was a good program to teach Excel modeling. Any student who takes this course will walk away with better Excel skills."
"The Wall Street Oasis Excel Modeling Course is an excellent resource for any new or prospective financial professional, particularly those in the investment banking industry, providing a significant jump start for those early on in their careers. It is an extremely well-thought-out course that keeps things light-hearted while teaching you the most important excel shortcuts, formulas, and formatting - all of which are crucial to making you faster, and ultimately better at your job. The course manages to cover all of the necessary topics (from print functions to tables and VLOOKUP) without wasting your time like other courses are known to do. The resident monkey Max helps keep things light-hearted by providing an excellent dose of humor, something that I think is crucial to keeping anyone engaged in an online course such as this. The modules are smartly ordered and the videos are excellently paced by a knowledgeable teacher. The course provides you with the information and demonstrates how it functions (with opportunities to test your own hand at it), without droning on and on unnecessarily. I would absolutely recommend this course to any student interested in finance (business and economics broadly as well) and plan on encouraging all new members of my university's investment club to take the WSO Excel Modeling Course. Simply put, this course is a must for any incoming financial professional!"
"Overall I really enjoyed it and believe it taught be various skills which will be applicable and save me time on the job. It went above and beyond the excel based courses I have taken at my university, and gave me the specifics for what I need for investment banking. This course was definitely worth the time it took to complete and am looking forward to doing more Wall Street Oasis courses in the future!"
"The Wall Street Oasis Excel Modeling Course is an excellent resource for beginners, or experienced Excel users looking to brush up on their skills. The course is well narrated, professional, and easy to follow. Not only does it show you the basics every finance professional should know, it also tailors the learning objectives for those seeking IB, PE, and other high finance roles. To solidify your learning, the course also includes skill testing exercises at the end of each chapter to ensure you fully grasp and understand the material. I highly recommend this course to anyone looking to take their modeling skills to the next level."
"I found it incredibly helpful and with this being the second excel course I have done, and it was by far a lot more comprehensive and a lot more enjoyable than my last course. Zack was great right from the start. It was really cool to have a personable, funny, and honest teacher. Right from the getgo he really made me excited for the course and throughout his anecdotes and honesty about what needs to be known in excel in the workplace was great. The content was great as well. I really liked how it was split up into sections and within each section, there were clear objectives on what we had to learn. Overall, this was a really great excel course, I felt challenged, but I also felt like it was easy and fun to learn. The WSO Advanced Excel Course really gave me the confidence to go into my internship this summer and hit the ground running in excel. "
"Overall, I really like what was put together. What stood out to me a lot was the concision of the course -- every lesson was straightforward, to the point."
"I thought the course was fantastic. Zach is an excellent teacher who does a great job both showing and explaining the content in each module. After this brief course, I feel much stronger in Excel and have all the quizzes to keep practicing. A must-have for anyone wanting to work more efficiently in Excel".
"The videos were very concise were full of humor and easy to follow. For those who are learning excel either for their job or for school I would 100% recommend taking this program before partaking in either. I thought that by practicing with the actual excel model at the end of each module that it further instilled the information much more effectively than other excel courses I have taken.
"I'm very impressed with this course! What stands out to me the most is how much knowledge is packed in to such a small timeframe. Other courses with this level of detail are ~3-4 times as long.
It has a clean and professional layout and is easy to follow. The presenter is clearly quite knowledgeable and provides useful tips and insights throughout each lesson that are applicable in the workplace. The end-of-module exercises are simple and straight to the point and the accompanying answer videos are helpful and beat going back through each lesson to see where you went wrong.
I'm really happy that I've taken this course and do believe that, whether you are a university student/intern or entry level professional, you can certainly get some value from this. Unlike other courses online this is one you can do over the weekend and bring those new skills to work on Monday.
"Fantastic - extremely informative, good pace of learning, clear explanations"
Get the Excel Modeling Course Certification
After completing the course, all students will be granted the WSO Excel Modeling Course Certification. Use this certificate as a signal to employers that you have the technical Excel skills to immediately add value to your team.
Demonstrate that you have put in the work outside of university courses to make yourself more efficient and master the most critical program for success in finance careers. Easily share to LinkedIn and other social media sites to highlight your skills and strengthen your profile as a candidate.

How Much is Your
Finance Career Worth?
What You Get |
Value |
---|---|
WSO Excel Modeling Course 110+ video lessons across 13 Modules taught by a top-bucket bulge bracket investment banker... |
$500 |
10 Interactive Exercises with Benchmarks Gain realistic practice drilling the concepts taught in the course with timed benchmarks so that you can ... |
$450 |
24 Months of Unlimited Elite Support from Actual Finance Pros Have a technical question? Easily drop a comment into any lesson and get a response from a pro within 48hrs. |
$300 |
6 Months of FREE Access to Macabacus Full access to this Excel plug-in that makes financial modeling even easier, including tools for PowerPoint and Word. |
$120 |
TOTAL VALUE |
$1,370 |
Get Unlimited Lifetime Access To The
WSO Excel Modeling Course For 93% Off
Get Unlimited Lifetime Access To The
WSO Excel Modeling Course For 93% Off
$1,370
$97
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Your investment is protected by our 12-Month Risk-Free Guarantee. If, for any reason, you don't think the WSO Excel Modeling Course is right for you, just send us an email, and we'll refund every penny. No questions asked. In short, you get a great return on your investment, or you get your money back. It's that simple.