Self-Study
Must-Know Excel Functions for CPAs
Advanced guide to Excel Mastery for Financial Professionals. Transform your productivity with powerful functions and techniques, from data manipulation to sophisticated financial analysis.
$174.00 – $204.00
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
6 Credits: Specialized Knowledge
Course Level
Overview
Format
Self-Study
Course Description
This course explores functions in Excel that CPAs need to use to enhance productivity and ensure accurate answers when working with data. Functions are built-in, preset formulas in the Excel program that calculate certain values or accomplish a certain calculation goal. Functions are essential to CPAs as they provide a simplified user interface to work with complex formulas. This course covers basic functions and then goes into logic functions, text functions, lookup functions and financial functions. This course provides step by step instruction and Excel practice exercises.
Functions discussed include: Database functions such as DSUM and DCOUNT; Lookup functions such as XLOOKUP and INDEX MATCH, Logic functions such as IF OR, IFERROR; Text functions such as CONCAT, LEN,TEXTSPLIT and TEXTBEFORE. A lot of time is given to financial functions with multiple little case studies as it delves into PV,PMT,NPER FV and RATE. Basically, every important function you need to know!
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Recognize the syntax and characteristics of functions used to sum and count data, including their applicable calculation results
- Recognize the syntax and use of logical functions to locate items to test, and to locate and handle exceptions
- Identify the various text functions that manipulate text data, their syntax, and their applicable use to achieve a desired result
- Recognize the syntax and use of the VLOOKUP, INDEX, MATCH, and a combination of the INDEX and MATCH functions
- Compute a payment, rate, term, present value, or future value using time value of money functions
Course Specifics
2134582
January 3, 2025
There are no prerequisites.
None
196
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
Joseph Helstrom, CPA, is a partner at CFO Resources, LLC, a company focused on training and courseware for CPAs. He’s also the owner of Mill Creek Publishing LLC. Joe has over 30 years of experience as a CPA in both public accounting and industry, with extensive experience in financial reporting and analysis, treasury, tax, information technology, legal and regulatory matters, and strategic planning. After graduation from Butler University with a degree in accounting, Joe got his start at Ernst & Young. Subsequent to that, he has served for several different companies as a chief financial officer; director of treasury and …
QAS Self-Study
