Best online excel courses

I’ll be working at a large asset manager next summer and wanted to know if anyone has used a good online excel course. I’m a beginner with excel and wanted to have a solid understanding of the program before I start work.

587 WSO Academy Asset Management Session Reviews: 4.80/5

Class of '18 Nov 2026 Cohort

5.00/5

Asset Management Career Roadmap (optional)

“Andre was very personable, approachable and easy to talk to. I really appreciated his willingness to listen to my background, understand my career aspirations and help me think through potential directions. The session was particularly useful in broadening my understanding of the different opportunities available across digital assets and traditional investment management. I found the discussion around investment research, fundamental analysis, financial modelling, fund selection and investment due diligence especially valuable. It helped me think about and identify alternative pathways such as digital asset investment research, fund of funds, manager selection, venture capital and investment strategy. I also appreciated the practical suggestions of companies and organisations to explore, as well as the discussion around the skills and experience needed to move into these areas. Andre was knowledgeable, encouraging and generous with his advice, and I came away with a clearer sense of the opportunities worth investigating and some useful next steps. Thank you for a really helpful session!”

Webster University

Class of '28 Oct 2026 Cohort

5.00/5

Asset Management Mock Interview

“Dimitri is a really good mentor. His subject matter expertise combined with him just being a really nice guy helped me so much through the entire process. His advice is super actionable, the repeated rounds never feel repetitive simply because there is always something new he can share and it's really nice how tailored his advice is and how he is doing the research himself beforehand.”

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5 Comments

Whatever1984

AM

9y

I will jump in and express a general interest in this. I can whip around the Bloomberg, Factset and Morningstar APIs like a champ, but when it comes to things that I feel like should be a lot more basic, like custom split windows, I feel like an absolute amateur.

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The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.

Pita Bread

ER

9y

I'd recommend Breaking Into Wall Street (BIWS), their courses are generally geared toward IB, but I found their intro to excel course really helpful.

You can also consider their Fundamentals of Financial Modeling, but like I mentioned there will be portions like the LBO which may not be relevant.

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Authored by: Certified Equity Research Professional - 1st Year AssociateCertified Equity Research Pro

fine-nance

CS

9y

WallStreetPrep offers some free Financial Modeling lessons if you sign up for their newsletter.

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Life is too short to be on WSO. But here I am.

jessli

ER

9y

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Best online excel courses

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Elite Career Bootcamp. Top Job Offer Guaranteed.

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Best online excel courses

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