MICROSOFT COPILOT FOR FINANCE

Master Microsoft Copilot For Finance from Elite Pros

  • 7+ modules with 30+ lessons and 5+ Copilot exercises
  • The insider’s course to master Microsoft Copilot across Excel, PowerPoint, Word & Outlook
  • 2,056 Students have joined this program
$197
$1,250
Value & Payment options
76% OFF
Offer expires in:
0d : 0h : 0m : 0s
100% Unconditional Money-Back Guarantee
Full lifetime access
Certificates of completion
This Program includes
7+ Modules
30+ Lessons
1+ Hours
5+ Exercises
Course Overview

7 Modules to Master Microsoft Copilot

Boost your productivity with this hands-on Copilot course. Learn to harness AI across Excel, PowerPoint, Word, and Outlook while mastering prompt engineering, automation techniques, and real-world workflows used by professionals.

Who is this Course for?

Analysts, associates, and consultants seeking to automate workflows, streamline reporting, and create smarter presentations with AI

Students and early-career professionals eager to build practical Copilot skills that stand out in today’s AI-powered job market

Key Outcomes

Master Microsoft Copilot Across Excel, PowerPoint, Word, and Outlook

By the end of the course, you’ll be able to confidently leverage Copilot to automate tasks, create dashboards, summarize data, and generate content—making you more efficient and impactful from day one.

Unlock the Power of AI-Powered Productivity

After completing the Copilot Course, you’ll gain a practical edge in using AI tools across Microsoft 365—giving you a competitive advantage in fast-paced, tech-enabled work environments.

Boost Your Workflow and Career Potential

By mastering real-world Copilot use cases, prompts, and automation strategies, you’ll save hours of manual work, stand out in your team, and open doors to higher-impact opportunities.

Our students have landed positions at all of the top investment banks, consulting firms as well as private equity and hedge funds including:

WHAT’S INCLUDED

A step-by-step course to help you master Microsoft Copilot

Module 1: Introduction

Meet your instructors and learn how the course is structured. We’ll walk you through what to expect, how to get the most out of each lesson, and how to apply your new skills immediately.

Module 2: Introduction to Copilot

Understand how to access Microsoft Copilot and what it can do. You'll learn how to craft effective prompts, apply prompt engineering techniques, and explore the real benefits of using Copilot across your workflow.

Module 3: Copilot in Excel

Dive into Copilot’s Excel capabilities. Learn how to analyze financial data, build dashboards, and use AI for storytelling with numbers. Includes hands-on exercises and 50+ use cases to practice what you learn.

Module 4: Copilot in Excel – Update

Stay current with the latest Copilot features as of November 2024. Learn how to clean and summarize large datasets more efficiently, and explore sleek UI improvements designed to save time.

Module 5: Copilot in PowerPoint

Turn Copilot into your AI presentation assistant. Learn how to generate slides, summarize decks, and even build financial presentations from Word files—all in minutes.

Module 6: Copilot in Word and Outlook

Write smarter with Copilot in Word and Outlook. From summarizing reports to drafting standard operating procedures and composing emails, this module shows how Copilot can streamline your communication tasks.

Module 7: Copilot Tips and Tricks

Discover where Copilot works best and how to troubleshoot common bugs. These final tips will help you avoid bottlenecks and maximize Copilot’s value day-to-day.

Course Bonuses

Exclusive Bonuses (Worth $300+) for Free

Bonus #1: Unlimited Professional Support

24 months of elite support.  Drop a comment in any lesson and get a response from a pro within 48hrs.

Don’t Take Our Word For It

Hear From Our Students

Wall Street Oasis has trained over 63,000 students at elite corporate and educational institutions for over a decade.

Excellent
Rated 4.7 / 5 based on 29 verified reviews
Verified Buyer
Private Equity Interview Course Review - 2025-05-08
Although I am just beginning, the course has allowed me to start at the basics and work my way up to more difficult aspects of PE, which allows me to understand and master important techniques that will help me in my recruiting process, and even into the work force!
Verified Buyer
good instructor
good instructor
WSO Monkey
Verified Buyer
Good step by step explanation
Good step by step explanation
WSO Monkey
Verified Buyer
In depth Explanation
Covered all the bases of the most important parts of PE interviews; paper LBO and case study walkthroughs were very helpful in particular
Verified Buyer
Great Examples and Explanation
Well-rounded. instructor answered a variety of questions and also presented more depth but giving us examples of difficult or unexpected variations
Verified Buyer
Pros of PE Interview Course
Overall, fantastic course and Cole is a great instructor. Pros include:
- Overview of PE and PE process
- Recruitment process overview
- Various types of models covered, each with their own nuances
- Ability to ask questions in a discreet but open forum
- Tips/tricks and experiences shared by the instructor that are invaluable
Verified Buyer
PE Course Was Great
I thought overall flow of the course was great, especially starting off with a walkthrough of a paper LBO when everyone is paying most attention. Craig was extremely knowledgeable and able to answer any question the group had. He had great interview best practices and was able to speak to his real world experience at KKR.
Verified Buyer
Important Skills
I definitely feel as though I learned very important and relevant skills that will help me.
Verified Buyer
PE Bootcamp
Very knowledgable and well-presenting instructor. I would recommend this bootcamp to others interested in Private Equity.
Group Interactive component is a plus. I enjoyed the frameworks provided.
Verified Buyer
Great Content
Good content and knowledgeable instructor!
Verified Buyer
A comprehensive interview course covering key parts of the PE interview. I particularly benefitted from the LBO modeling trainings which do a great job of walking through step-by-step how to create LBOs starting from simple models to more complex models.
A comprehensive interview course covering key parts of the PE interview. I particularly benefitted from the LBO modeling trainings which do a great job of walking through step-by-step how to create LBOs starting from simple models to more complex models.
Kyle
Verified Buyer
As someone who has completed several billion worth of PE deals I found the materials to be comprehensive, professionally done, and easy to follow along for someone with even a basic understanding of accounting, finance, and Excel. Each lesson builds upo…
As someone who has completed several billion worth of PE deals I found the materials to be comprehensive, professionally done, and easy to follow along for someone with even a basic understanding of accounting, finance, and Excel. Each lesson builds upon the previous providing step by step instructions for how to build simple 3 statement models to much more complex multi-scenario models. The materials are also great for paper LBO and interview prep. Definitely worth the money.
junkbondswap
Verified Buyer
Amazing course that helped me land a UMM fund!
Amazing course that helped me land a UMM fund!
Redacted
Verified Buyer
Really good course made up of practical tips for interviews and also case studies taught by PE professionals
Really good course made up of practical tips for interviews and also case studies taught by PE professionals
Vito
Verified Buyer
Solid course that gives a good overview for beginners on the PE/VC industry and prepares you well for interviews with the industry primers and interview question guides. The course also includes a couple of example LBO model tests that prepare you well f…
Solid course that gives a good overview for beginners on the PE/VC industry and prepares you well for interviews with the industry primers and interview question guides. The course also includes a couple of example LBO model tests that prepare you well for what to expect in a larger stage interview. All in all no regrets and would recommend to others.
MoneySeeMoneyDo
Verified Buyer
WallStreetOasis is the foundation to a successful career in high-financeWSO has reinvented the ecosystem within finance in attaining the once out of reach careers for 99% of the population. Their courses and resume services are the bedrock for those th…
WallStreetOasis is the foundation to a successful career in high-finance

WSO has reinvented the ecosystem within finance in attaining the once out of reach careers for 99% of the population. Their courses and resume services are the bedrock for those that want to succeed within the industry, and position the hungry career go-getters with their best foot forward to out-preform within a highly competitive landscape of candidates.

Far from a gimmick, those that use the service are taken care of by the best professionals within the industry seeking to give back young professionals and provide the advice they wish they themselves had once recieved. The company goes above and beyond in supporting their customers from start-to-finish in their careers, and in every step in the navigation, of what is far from a strait-line, for its success.

I'd highly recommend the service to every college student, lateral, career changer, or those simply seeking to brush up prior to a job change. It is the grand equalizer for those looking to make a career move, and the best decision you can make for your professional growth.
WSO Monkey
Verified Buyer
I found it to be an incredibly helpful platform. It really encouraged me to spend my extra time studying for LBOs in an efficient manner.
I found it to be an incredibly helpful platform. It really encouraged me to spend my extra time studying for LBOs in an efficient manner.
Brandon
Verified Buyer
Very, very extensive course. They cover absolutely everything in PE and they guy teaching it has experience in the space. A very credible source in a high quality course.
Very, very extensive course. They cover absolutely everything in PE and they guy teaching it has experience in the space. A very credible source in a high quality course.
customer
Verified Buyer
Course helped me to land an internship at a UMM firm. Great contents, the structure is clear and I had the feeling the authors knew what they talked about.
Course helped me to land an internship at a UMM firm. Great contents, the structure is clear and I had the feeling the authors knew what they talked about.
Fabian
Verified Buyer
Great crash course into history of PE and how PE works.Modeling practice and cases were extremely helpful.
Great crash course into history of PE and how PE works.

Modeling practice and cases were extremely helpful.
Kevin
Verified Buyer
Great product - simple and straightforward. Cut to the chase so that I got exactly what I needed for the interview and could practice. The results speak for themselves - I had never done a full LBO model previously but had to do one for my interview and …
Great product - simple and straightforward. Cut to the chase so that I got exactly what I needed for the interview and could practice. The results speak for themselves - I had never done a full LBO model previously but had to do one for my interview and ended up getting the job based primarily on the WSO PE interview course. Don't sell yourself short - spend a little bit of money on a course that could change the trajectory of your career.
Karson
Verified Buyer
very good materials
very good materials
Blanche
Verified Buyer
Good content
Good content
klant
Verified Buyer
Great resource for Private Equity recruiting.
Great resource for Private Equity recruiting.
zxz
Verified Buyer
Helpful for PE interviews!
Helpful for PE interviews!
monk
Verified Buyer
Awesome course
Awesome course
Reilly
Verified Buyer
Written before
Written before
Frontofficesquad
Certificates

Get The Microsoft Copilot Course Certification

After completing the course, all students will be granted the WSO Microsoft Copilot Course Certification. Use this certificate as a signal to employers that you have the technical skills to immediately add value to your team. 

Demonstrate that you have put in the work outside of university courses to make yourself an expert with Microsoft Copilot and deal execution. Easily share to LinkedIn and other social media sites to highlight your skills and strengthen your profile as a candidate.

Certificate of Completion
Course Benefits

How much is the Microsoft Copilot Course Worth?

What You Get

Value

Microsoft Copilot Course

30+ video lessons across 7 modules taught by professionals using Copilot in finance, consulting, and operations...

$500

Real Deal Documents

The only course that trains you using real deal docs So you're ready for the real deal.

$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

Total Value

$1250

0

Consider this your first investment in a long career...

After all, you've likely already spent tens of thousands of dollars on college (and perhaps tens of thousands more on an MBA)...

When you start your coveted finance job, you'll be making well over $200,000...

...over $350,000 if you have an MBA...

And that's just the beginning of a long and very lucrative career that could easily net you millions...

Even at thousands of dollars and your ROI would still be huge…

At a fraction of that price, the ROI is even better... When you do the math, it's a no brainer.

And that doesn't include the time you'd have to spend figuring all of this out and the hours of sleep these courses will save you.

Even if you used the free info online, you'd still have to find it, organize it, vet it and test it to get it to work. That would take months… and at that point, you may have missed your window.

The WSO Microsoft Copilot Course equips you with the skills and knowledge to be super-efficient and master Microsoft Copilot… quickly and easily.

But we're not going to charge you thousands...

$1,250

We won't even ask for half of that...

$625

Unlimited Lifetime Access

76% OFF
$1,250
Microsoft Copilot For Finance
$197
This offer (+bonuses) is limited-time only
Offer expires in:
0d : 0h : 0m : 0s

12 Month Money-Back Guarantee

Your investment is protected by our 12-Month Risk-Free Guarantee -- easily the most generous in the market.

If, for any reason (or no reason), you don't think the WSO Microsoft Copilot for Finance Course is right for you, just do the following within 365 days of your enrollment:

We'll refund every penny. No questions asked. We bear the risk and will eat the transaction fees because we're that confident you'll love it.

$197
$1,250
Offer expires in:
0 days
Course Reviews

Here’s what professionals like you think of the course.

FAQ

Frequently Asked Questions

About

ENQUIRIES

Any other questions?

WSO Support Team

We’re here to help.

We're confident you'll love the program and happy to answer any questions you have!  E-mail [email protected] at any time and we'll get back to you within a few hours.