Learn the skills for the new MO-230 Excel certification. Use Data Validation, Formula Auditing, create charts and more!
The Microsoft MO-230 certification is the new certification for Excel for Financial analysis. Microsoft says that this certification demonstrates that you have the skills needed to get the most out of Excel by earning a Microsoft Office Specialist: Excel for Business Finance Associate certification.
What you’ll learn
- Prepare Financial Data for Analysis.
- Perform Financial Analysis.
- Perform Loan and Investment Analysis.
- Create Financial Forecasts.
Course Content
- Introduction –> 6 lectures • 14min.
- Importing/exporting data, and cleaning accounting data –> 9 lectures • 1hr 4min.
- Verify accounting data integrity, and transform accounting data –> 7 lectures • 37min.
- Using text and date functions –> 6 lectures • 35min.
- Analyze financial statements to calculate variances in Excel –> 5 lectures • 30min.
- Analyze financial statements using Excel formulas and identify/correct errors –> 4 lectures • 25min.
- Present financial information visually in Excel –> 5 lectures • 32min.
- Loan Analysis –> 6 lectures • 40min.
- Investment Analysis –> 3 lectures • 26min.
- Create Financial Forecasts –> 4 lectures • 24min.
- Well done for finishing the Excel course –> 2 lectures • 3min.

Requirements
The Microsoft MO-230 certification is the new certification for Excel for Financial analysis. Microsoft says that this certification demonstrates that you have the skills needed to get the most out of Excel by earning a Microsoft Office Specialist: Excel for Business Finance Associate certification.
In this course, we will look at all of the topics in the MO-230 certification.
Please note:
This course is not affiliated with, endorsed by, or sponsored by Microsoft.
I will not be able to comment on financial analysis regarding your specific situation, as they can vary from country to country and from state to state. If you want any comments about financial analysis for your specific situation, please contact an financial professional near you.
Nothing in this course should be taken as being a commentary on any company’s financial statements or analysis.
In this MO-230 exam preparation course:
- We’ll start by preparing data for analysis. We’ll import and export data, clean data, verify data integrity, and transform data.
- We’ll then Perform Financial Analysis. We’ll analyze financial statements, including calculating variances, metrics and financial ratios, and identify and correct errors in financial formulas. We’ll also present this data using charts in a dashboard.
- Finally, we’ll perform loan and investment analysis and create financial forecasts. We’ll create loan amortization schedules, analyze loan scenarios, perform time value of money calculations, and analyze bond prices and yields and create stock valuation models. We’ll also create a Forecast Sheet and prepare financial projections, including using What-If Analysis.
No prior knowledge is required.
Once you have completed this course, you will have an expanded knowledge of Microsoft Excel. With some practice, you could even take the official Microsoft MO-230 exam, which gives you the “Microsoft Office Specialist: Excel for Business Finance Associate” certificate. This would look good on your CV or resume.