myCPE
myCPE

Certified Advanced Excel Professional Course (CAEPC)

Gain a competitive edge with in-depth skill focused program

Last Updated

December, 2024

CPA in Canada, CPA (US), CA - ICAEW
59 Hours 
On Demand
Included with Subscription

Why Professionals Trust Our Advance Certification Programs

  • Access to cutting-edge industry knowledge and practices.
  • Comprehensive training designed to meet professional needs.
  • Fulfill compliance requirements while acquiring valuable skills.
  • Ongoing updates to course content for relevant industry trends.
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What You’ll learn

Ready to elevate your Excel skills? The Certified Advanced Excel Professional Course (CAEPC) is designed for professionals eager to master Excel’s advanced capabilities. You’ll learn to automate reports, create sophisticated financial models, and design interactive dashboards. With an emphasis on Power Pivot, Power Query, and data integration, this course will transform your ability to manage and analyze complex data.

Get Deeper Understanding of:

  • Automating financial models with advanced Excel features.
  • Designing interactive dashboards to visualize key data insights.
  • Creating dynamic reports using Excel formulas and advanced functions.
  • Building budgeting models and financial projections in Excel.
  • Enhancing data analysis with advanced Excel charting techniques.

Recommended For:

  • CPAs and financial professionals seeking to advance their Excel expertise, focusing on complex data analysis, automation, and financial modeling beyond basic Excel skills.
  • Professionals in finance, business intelligence, or data analytics aiming to optimize reporting, create advanced financial models, and extract insights using Excel’s most powerful features.
  • Individuals wanting to master advanced Excel tools to enhance productivity, automate tasks, and develop sophisticated reports and dashboards for strategic decision-making.

Why take the Certified Advanced Excel Professional Course (CAEPC) Course with MYCPE ONE?

Resources included

  • Handout PDFs for every Module
  • Glossary/Key Terms for every module
  • Q&A directly with instructors.

Career Opportunities

  • Senior Data Analyst
  • Financial Modeler
  • Excel Specialist
  • Business Intelligence Analyst
  • Financial Reporting Manager

Value Addition to your skills

  • Advanced Data Analysis
  • Excel Automation Techniques
  • Financial Modeling Expertise
  • Dashboard and Reporting Skills
  • Data Integration Proficiency
  • Problem-solving with Excel Functions
  • Streamlined Workflow Management

Courses

Course Title Time
1 Hour
  • Recognize the differences between formulas and Pivot Tables and identify the pros and cons of using Pivot Tables.
  • Discover essential skills and intermediate techniques for effective Pivot Table construction and advanced data handling.
  • Implement best practices for constructing Pivot Tables to enhance data analysis and reporting.
1 Hour
  • Resolve formula errors and apply intermediate skills for calculations in Pivot Tables.
  • Customize Pivot Table layouts and displays for improved data presentation.
  • Master advanced data management techniques and enhance productivity with keyboard shortcuts in Excel.
1 Hour
  • Analyze Pivot Table data to uncover insights and address reporting needs.
  • Customize calculations and layouts to improve data clarity and presentation.
  • Apply advanced techniques and utilize shortcuts to streamline workflow and solve complex data challenges.
1 Hour
  • Utilize Power Pivot to enhance Business Intelligence and reporting within Excel.
  • Create Pivot Tables from related data sources, including external and Excel tables.
  • Manage relationships using the Data Model and implement powerful calculated fields in Pivot Tables.
4 Hours
  • Identify key Pivot Table commands such as Subtotals and Field List within Excel’s ribbon interface.
  • Recognize Pivot Table indicators for filtering and the menus that appear or disappear during interactions.
  • Utilize mouse actions to reconstruct data and manage the GETPIVOTTABLE feature in Excel.
1 Hour
  • Differentiate between simple and dynamic formulas and identify key elements that make a formula dynamic.
  • Explore top dynamic formulas and advanced techniques that simplify Excel modeling.
  • Discover new dynamic array formula features introduced in Excel 365.
1 Hour
  • Understand VBA macros as the 4th generation of Excel modeling and identify key elements of a VBA macro.
  • Recognize when to use VBA macros and explore best practices for building effective macros.
  • Discover the steps to create a reporting-generating Bot and key elements of the VBA environment.
1 Hour
  • Automate data entries and convert PDF data to Excel.
  • Use Excel functions to connect and refresh online tables.
  • Master text formulas for formatting and integrate accounting system data into Excel.
0.5 Hour
  • Identify key features of API reporting and methods for reporting from financial systems.
  • Differentiate between extracted and attached Excel reports for better reporting clarity.
  • Explore technology for writing back data and unique features of Office Connect in dynamic API reporting.
1 Hour
  • Build interactive Excel budgeting models and create editable PivotTables for efficient reporting.
  • Use Power Query to consolidate and integrate data from multiple sources.
  • Generate integrated reports that combine actuals, budgets, and forecasts for streamlined analysis.
1.5 Hours
  • Explore formulas and methods for efficient data management, including custom cell formatting and dynamic named ranges.
  • Analyze formulas in PivotTables to enhance data analysis and streamline decision-making.
  • Understand the basics of VBA, M language, and DAX functions for advanced data manipulation and reporting.
1.5 Hours
  • Discuss popular Excel charts and discover essential charting techniques for clarity.
  • Analyze key formatting techniques and explore rarely used charts for enhanced visualization.
  • Implement best practices to create impactful and effective charts in Excel.
1.5 Hours
  • Identify and construct Gantt Charts, from basic to advanced with overlapping tasks.
  • Apply conditional formatting techniques in Excel to improve data visualization.
  • Enhance data entry efficiency using Excel apps for streamlined workflows.
1.5 Hours
  • Discuss principles of data analysis and the most commonly used charts, Power Pivots, and queries.
  • Create custom charts in Excel and manage data connections and models.
  • Generate interactive dashboards and explore the process for creating data-driven interactivity.
1 Hour
  • Analyze dashboard design principles and create interactive, visually engaging dashboards in Excel.
  • Apply best practices in data visualization to enhance clarity and impact.
  • Leverage dashboards to inform and guide strategic business decisions.
1.5 Hours
  • Use Excel for disciplined financial analysis and develop projections for income statements, balance sheets, and cash flows.
  • Analyze methods to maintain model integrity and credibility throughout the development process.
  • Prepare accurate financial projections that guide decision-making and strategic planning.
4 Hours
  • Explain how to use Power Query to extract text from cells, unpivot reports, and import data.
  • Identify key Power Query commands for appending queries and sending data to PivotTables.
  • Navigate the Power Query interface to locate essential commands and improve data analysis workflows.
1 Hour
  • Analyze how Power Query/Get and Transform saves time and enhances data processing efficiency.
  • Identify the differences between Excel functionality and Power Query/Get and Transform.
  • Discuss the benefits and speed advantages of using Power Query/Get and Transform for data work.
1 Hour
  • Analyze how to create additional columns without complex formulas.
  • Explain how to combine, merge, and unpivot unusable data to make it report-ready.
  • Discuss the advanced features of the Power Query Editor.
4 Hours
  • Analyze concepts like data visualization, integration, and the use of Power Pivot, Power Map, and Power Excel.
  • Explore DAX, measurements, and how to perform data binding and formatting.
  • Master Power BI Embedded and Workspace Collection for advanced data analysis and reporting.
1.5 Hours
  • Explain DAX and how to leverage its functionality for advanced data analysis.
  • Explore Measures and the CALCULATE function to enhance data modeling.
  • Discuss how Power Pivot provides Business Intelligence and reporting capabilities within Excel.
1 Hour
  • Discuss the functionalities of the Query Editor tools in Excel and Power BI for creating calculated columns.
  • Create and manipulate calculated columns using DAX functions to summarize data and uncover insights.
  • Troubleshoot common issues encountered when working with calculated columns in Excel and Power BI.
1.5 Hours
  • Build reports using Excel formulas such as VLOOKUP, MATCH, and INDEX, and create Pivot Tables.
  • Review model reports with GETPIVOTDATA to streamline data extraction.
  • Identify essential VBA macros to automate reporting processes for "one-click reporting."
1 Hour
  • Analyze how to synchronize financials from EXCEL to WORD and PowerPoint.
  • Explain how to set up Parameters and Proofs in financial report modeling.
  • Discuss building an interactive dashboard with clickable buttons for detail drill-down, and identify three essential elements in financial modeling.
1 Hour
  • Identify critical components for building integrated financial documents and presentations in Excel, Word, and PowerPoint.
  • List essential formulas for designing automated narratives and synchronizing financial data between Word, PowerPoint, and Excel.
  • Analyze methods to customize charts for reports and ensure effective data presentation.
1 Hour
  • Analyze the VLOOKUP function for looking up data, performing approximate matches, and handling potential #N/A errors.
  • Compare INDEX and MATCH with VLOOKUP/HLOOKUP, and evaluate the use of the SUMIFS function for summing values based on multiple criteria.
  • Explore the new XLOOKUP function in Office 365 and identify the ideal data for analysis with Excel's PivotTable feature.
2 Hours
  • Identify the purpose of Excel’s XLOOKUP function and the column_index_num argument within VLOOKUP.
  • Explore the MAXIFS function and the number of criteria pairs you can specify.
  • Understand the MATCH function’s return value and explore Excel for Mac’s Function ScreenTips for enhanced functionality.
2 Hours
  • Explain the menu in Excel where the Table feature resides.
  • Analyze dynamic array function from a list of worksheet functions.
  • Discuss how to use Power Query to automate repetitive analysis.
2 Hours
  • Recall which ribbon tab contains the Data Validation feature.
  • Identify which input is valid for a data validation rule limiting inputs to whole numbers between 0 and 100.
  • Explain the ribbon tab the Table feature appears within.
2 Hours
  • Recall the location of the menu command to determine if a workbook contains links and identify the setting for Enable Iterative Calculations.
  • Transform cell references into range names and implement the Watch Window to track changes in workbooks.
  • Explore automatic vs. manual calculation in Excel and learn how to trace dependents, precedents, and circular references.
1 Hour
  • Discuss utilizing VLOOKUP and XLOOKUP to search for specific data across multiple sheets and compile information effectively.
  • Apply the VSTACK function to combine arrays vertically and use Power Query for advanced merging and appending data from various formats.
  • Analyze data models to enhance data analysis, ensuring accuracy and efficiency in decision-making processes.
1 Hour
  • Grasp the basics of Excel Tables, including creation, formatting, and organizing data efficiently.
  • Master sorting and filtering techniques, including custom sorting and applying multiple filters, while utilizing slicers for interactive filtering.
  • Utilize table-specific formulas and structured references to enhance data analysis within tables.
1 Hour
  • Identify and differentiate between the four main depreciation methods and understand their applications.
  • Apply procedures to calculate depreciation using each method and utilize Excel templates for efficient implementation.
  • Gain practical insights into managing depreciation for long-lived assets in accounting practices.
1 Hour
  • Analyze solutions for handling changes to Print Preview in Word 2010 and later versions.
  • Recover and explore the From Text command in Excel 2019 and Microsoft 365, and examine the Threaded Comments feature in Microsoft 365.
  • Analyze and apply the new XLOOKUP worksheet function in Microsoft 365 for more efficient data lookups.
2 Hours
  • Append data from multiple worksheets into a self-updating list with Power Query.
  • Optimize data by transposing or unpivoting reports and removing total rows.
  • Automate extraction using INDIRECT and simplify navigation with the Navigation task pane.
2 Hours
  • Analyze the concept of waterfall calculations in Excel.
  • Recall keyboard shortcuts to transfer cell contents and toggle bold settings.
  • Identify the location of the Format Painter command within Excel's menu structure.
5 Hours
  • Explain keyboard shortcuts for navigating to the last used cell and counting rows in Excel.
  • Discuss the use of "With" in Excel macros and methods for displaying a UserForm in VBA.
  • Identify how to modify the Properties Window and manage items within a ListBox in VBA.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

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Frequently Asked Questions

This certification dives deep into advanced Excel skills, focusing on powerful features such as PivotTables, Power Pivot, and dynamic formulas. You'll master data automation techniques, streamline financial modeling, and learn how to build interactive dashboards. The course also covers Excel's role in financial reporting, automating data entry, creating detailed reports, and integrating Excel with external data sources using Power Query and Power BI. By the end, you’ll be equipped to handle complex data analysis and reporting tasks with ease.

This certification will enhance your ability to leverage Excel for advanced data management and reporting. You'll gain expertise in automating manual tasks, creating insightful financial models, and building interactive dashboards that are critical for data-driven decision-making. Additionally, mastering Power Query and Power BI will allow you to integrate and analyze data from multiple sources seamlessly. Whether you’re in finance, accounting, or data analysis, these skills will increase your productivity, improve your ability to manage large datasets, and position you as a leader in using Excel to drive business insights and efficiencies.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.
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