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Advanced Excel for Data Analysis

Event Description

​Advanced Excel for Data Analysis

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Course Goals & Overview: 

This course focuses on how to effectively and efficiently utilize Microsoft Excel for data analysis. A financial analyst will not only use Excel to build financial models, but also to crunch a large data dump. Learn how to minimize as much manual labor as possible, thereby saving time and performing more detailed analysis quickly. Apply commonly-used formulas in new and different ways; uncover often over-looked Excel formulas; streamline number crunching and analysis via functions and tools including pivot tables, sumif, sum+if, transpose, working with arrays, vlook-up, subtotals, and regression analysis; enhance your spreadsheets with drop-down boxes, data validation techniques, automation of alternate row shading; take Excel to the next level with emphasis on automation.

Learning Objectives:
  • ​Learn how to minimize as much manual labor as possible in data analysis 
  • Learn to use the most overlooked Excel formulas that will make your life easier 
  • Learn powerful functions built in Excel that streamline your analysis
Course Overview:
  • ​Master Excel shortcuts via formatting & analytical exercises encompassing efficiencies, shortcuts & sensitivity analysis
  • Data integrity techniques: understand how Excel implodes when you don’t maintain integrity of your raw data
  • Learn different “switches alternatives” (if, choose, offset and toggles ) to build more robust analyses
  • Understand why IF statements are the second root of all evil in Excel and why they should be avoided at all costs
  • Learn data validation techniques to dummy proof your model and provide additional error checking in your analysis
  • Add some spice to your Excel analysis and models using dropdowns and how to automate options and scenarios
  • Automate alternate row shading in a table of data using complex conditional formatting 
  • Fully automate vlookup to streamline tedious analysis while understanding the limitations of vlookup
  • Understand why OFFSET(MATCH) is vastly superior to vlookup and why we discourage use of INDEX function
  • Pivot Tables and Pivots on Steroids: summarize and dissect large amounts of data as well as calculated fields
  • Truly unlock the full power of Excel by utilizing ARRAYS simplify complex calculations
  • Learn how to use the transpose array function without static copy paste special transpose as values
Please Note: Participants will need to bring a laptop with them to the course.

Ted Michaels, CFA
Instructor, Wall Street Training

Ted Michaels has a broad background with the financing and operation of businesses, with a particular emphasis on education, real estate, and special situations investing. His professional experience covers a wide variety of investments, including private equity and healthcare/biotechnology venture capital. As a Vice President at Wall Street Training & Advisory, Ted has led and assisted instruction on a wide variety of topics ranging from corporate valuation to merger & acquisition deal structuring and leveraged buyouts. His credentials include Series 7, 66, and 79 licenses, and passing all sections of both the CPA and CFA examinations.

Event Type

Career; Educational

Education Topic


Start Time

3/18/2020 9:00 AM

End Time

3/18/2020 5:00 PM




DC - District of Columbia

Event Country

United States

Event Region


Location Info

​CFA Society Washington, DC
1401 New York Ave NW, 
Washington, DC 20006

Click here for map

Metro: McPherson Square (Blue, Orange, and Silver Lines) and Metro Center (Blue, Orange, Red and Silver Lines)

**When you enter into the building, please show a photo ID to security and take the elevator to B1.



CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



CFA Society Washington, DC would like to make you aware of an exciting upcoming change in our event platform. We have transitioned to a new event management system called Cvent. You will notice a difference in our registration process. 

When registering: fill out the information below, then click Next to proceed. Please use the email associated with your CFA Institute account. You will be redirected to login to your account to authenticate your status and provide any ticket discounts for members.

We look forward to providing you with a better event experience going forward.

Discounts/Refund Policy
Group Discount:
Organizations are eligible for a 10% discount when registering three or more people for an event. You may register multiple people, by selecting the Add Person button, after registering the first attendee. All registrations must be processed at the same as the 10% discount will automatically be applied at checkout.

Cancellations, Substitution, and Refund Requests
  • Substitutions are welcome at any time
  • Cancelations must be made in writing and emailed to​​ ​on or before 5 business days prior to the event
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event
  • A $25 administrative fee will be applied to all cancellations
  • Refunds will not be issued for no shows 
Onsite Registration
Onsite registration will not be available for this event.

All Day Event











3/18/2020 9:00 AM


Content Type: MyCFA Calendar
Version: 4.0
Created at 1/14/2020 7:21 AM by[CASMSTS:username]
Last modified at 2/4/2020 7:38 AM by[CASMSTS:username]