Mastering the Interview: Microsoft Excel

Thursday, 3:00 PM - 5:00 PM
Location: Online Workshop
Instructor: The Marquee Group
Time: 3:00 PM - 5:00 PM
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A Career Development Advisory Council Sponsored Event


For many positions in finance, Excel is considered an essential tool used to efficiently analyze and manipulate data and to create compelling financial analysis. There are many different functions or tools in Excel that can be used but the best approach focuses on speed, accuracy and transparency so the analysis can easily be communicated to your boss and / or client. As such, employers are increasingly quizzing applicants during the interview process through a combination of verbal questions, take-home and in-person exams. This workshop will introduce common topics candidates are expected to know, practical approaches to solving a variety of problems in a limited period of time, and a few “gotchas” recruiters might employ to ensure candidates know their stuff.

Learning Topics Include:
  • Learn to use keyboard shortcuts
  • Use Excel’s filters in conjunction with specific arithmetic functions to summarize large volumes of data
  • Learn to use and automate some of Excel’s more advanced lookup functions including VLOOKUP, OFFSET, and INDEX
  • Become proficient with Pivot Tables, one of the most powerful tools in Excel, to quickly analyze large quantities of data
  • Discuss how Excel questions could be incorporated within an interview

Registration Fees
Free (Members) | $20 (Non-Member)

Registration is NOW CLOSED.

Payment Information
We accept the following:

If you prefer to pay by check please email and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.

Mail Check To:

CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.

Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail
Event Chair:
Bryan Junus, CFA
Roberto Hamilton, CFA
As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 2 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.
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