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Excel functions finance professionals should know

Wealth professionals assessing Excel training resources can note the named functions and the series format. The item is only an overview, with the instruction in the full lesson.

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Summary

By our desk

This CFA Institute video gives a quick overview of Excel functions covered in the first lesson of its eight-part Excel skills for finance professionals series. It names IF, SUMIFS and XLOOKUP and features Microsoft Excel MVPs Giles Male and Fay Bordbar. The description directs viewers to the full lesson to build their skills.

  1. The first lesson covers IF, SUMIFS and XLOOKUP.
  2. The lesson is part of an eight-part Excel skills series for finance professionals.
  3. The series features Microsoft Excel MVPs Giles Male and Fay Bordbar.
  4. The description points viewers to the full lesson for skill-building.

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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