Courses & Offerings

In order to get the most out of our courses, you do need to have some prior Excel and PowerPoint experience.

Excel Functions Every Analyst Should Know is our free and introductory course. You should have a basic understanding of Excel (e.g., using a spreadsheet and basic formulas).

Inputs to Insights: Fundamental Analysis is a little more advanced. To succeed in this course, you should have opened Excel and PowerPoint a few times. You don't need to be a short cut wizard or design guru, but you should know how to write formulas in Excel and add shapes in PowerPoint.

As the name suggests, Inputs to Insights: Advanced Analysis is our most advanced course and you should feel comfortable with everything covered in Fundamental Analysis prior to doing this course.

You'll receive access immediately after purchase. If you don't have access right away, please email [email protected].

Self-Paced Courses: You will have access to all course materials for one year after purchase.

Templates & Downloads: Once you've downloaded the materials, they're yours forever. 

All Access Membership: You will have access to everything while your subscription is active. 

We're confident you'll love the courses, but if you're not satisfied you can request a refund within 14 days of purchase.

Due to the nature of digital products, templates & downloads purchases are exempt. These products are final sale.