Skip to main content Skip to book tools

Financial Management with Excel


James C. Brau, PhD, CFA, CFP®
Brigham Young University
Andrew L. Holmes, PhD, CFA
Brigham Young University
Benjamin M. Blau, PhD
Utah State University


Toshi Fukui
Content Specialist
Brad Gessell
Course Designer
Kaden Comadena
Course Designer
Rachel Cottrell
Illustrations Designer


Thomas Groshong
Software Engineer
Jordan Gardner
Software Engineer
David Hanks
Software Engineer


Teri L. Brandenburg, PhD
Curriculum Director
Bryce Gessell
Content Editor
Kyle Young
Editorial Assistant
Sunshine Cardell
Content Editor
Edition 2
(rev. 71)

Finance is key for decision-making in modern business. As you progress in your career, you may never have to direct an ad campaign or calculate the Deferred Tax Liability reported on the balance sheet. But you will almost certainly be responsible for meeting (or setting) financial goals, optimizing investment returns, and, ultimately, creating value. At its core, finance is simply the word we use for the analytics that support decision-making.

Microsoft Excel is an invaluable tool for financial data analysis and decision-making. In this course, students will be introduced to key topics in finance and use Excel to solve problems by working through case studies.

  • Any Device, Any Location, Any Time

    The course reader looks great on desktops, laptops, tablets, phones, and just about any other device. Students are able to read, watch, and listen how, where, and when they want.
  • Embedded, Customizable Assessments

    Your students complete assessments inline with the text, making for a seamless, engaging experience. As the instructor, you can customize existing assessments or create entirely new ones within the text.
  • Advanced Analytics

    Monitor the progress of your class collectively as well as students individually. Course analytics provide you with student engagement and performance in reading, videos, and assessments. Analytics help you focus directly on those topics or students that need it.
  • Flashcards

    Flashcards are a great way to learn the key terms. Each course comes pre-loaded with cards for every term. Students can also make their own to enhance their learning experience.
  • Searchable Glossary

    A searchable glossary is available at any point in the course reader, allowing students to search for any key term they want and jump straight to that word in the text - no matter where they're reading.
  • Highlights and Notes

    Students can highlight the text and make notes throughout the content using their touch screen or mouse.
  • Text, Video, Audio, Assessments

    Course content is provided in multiple ways, allowing your students to learn the way they learn. The HTML5-based course reader works like any other web page--the way the web was meant to be used.