Course Details
Excel Formula’s Accountants & Financial Professionals Need to Know
Course ID#: 436 | Short Title: Excel Formulas | Category: Excel
Course Description
Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Major Topics
- Core Financial Calculation Formulas
- Advanced Lookup & Reference Techniques
- Dynamic Arrays for Data Analysis
- Formula Efficiency Boosters & Best Practices
Who Should Attend
Financial professionals that would like to have better knowledge of Excel
Learning Objectives
- Demonstrate the ability to locate data anywhere using Lookup formulas such as VLOOKUP, INDEX & MATCH
- Make balance sheet calculations for depreciation & amortization using SLN, DB, DDB & VDB
- Determine Interest and payment amounts using PMT, IPMT, NPV, IRR. Additionally how to visualize this data with Excel’s chart functionality
- Discover how to do easy statistical analysis using excels, statistical tool pack and related functions.
- Leverage Excel’s table functionality to make writing formulas more efficient & Effective.
Course Specifics
Level |
Advanced Preparation |
Prerequisites |
Recommended Duration |
|---|---|---|---|
| Basic | None | None | 150 Minutes |
CPE Credit Recommendations
Primary
|
Primary
|
Secondary
|
Secondary
|
|---|---|---|---|
| Specialized Knowledge | 3 | Not Applicable | Not Applicable |
Created and Updated Dates
Creation Year |
Update Year |
Update Date |
|---|---|---|
| 2024 | 2024 | 03/28/24 |
© Copyright 2024 Stephen M. Yoss. All Rights Reserved.
No part of these CPE courses may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the author, except for noncommercial uses permitted by copyright law. For more information about this course or any other of Stephen’s content, please visit https://yoss.io
