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Secure Transaction Excel Formulas and Functions
Format
Self-Study
Course Level
Overview
CPE Credits
2 Credits: Computer Software & Applications
Course Description
Excel is an essential spreadsheet tool for the accountant. To wring the greatest possible use from it, one should have a detailed understanding of how to use formulas and functions. In the Excel Formulas and Functions course, we discuss the mechanics of constructing formulas and how to use many of the functions that apply to common business problems, such as net present value analysis, using date calculations, and calculating depreciation. The course also covers how to create error-free worksheets.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Explain the nature of the Excel ribbon system.
- Describe the contents of a formula.
- Identify the precedence rules for the various Excel operators.
- Specify how nesting can be used to override operator precedence rules.
- Describe the range of available date and time functions within Excel.
- Explain when cell references should be designated as relative, absolute, or mixed.
- Describe the range of available counting functions within Excel.
- Identify the types of functions that can be used to manipulate text within Excel.
- Specify the underlying computational structure used by Excel to calculate dates and times.
- Identify the functions used for conditional calculations, and how they are applied.
- Identify the types of descriptive statistics functions that can be applied to data in Excel.
- Describe the techniques used to clean up data within a worksheet.
- Specify the review methods available for examining the formulas within a worksheet.
Course Specifics
SS224388913
June 26, 2024
There are no prerequisites.
None
93
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …
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