myCPE
myCPE

Certified Basic Excel Professional Course (CBEPC)

Gain a competitive edge with in-depth skill focused program

Last Updated

December, 2024

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

Why Professionals Trust Our Advance Certification Programs

  • Access to cutting-edge industry knowledge and practices.
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What You’ll learn

Are you ready to become proficient in Excel? The Certified Basic Excel Professional Course (CBEPC) is designed for professionals looking to build solid Excel skills for everyday tasks. From data management to error-free spreadsheets, this course will boost your confidence in handling Excel’s basic functions. By the end, you’ll master essential Excel features and improve workflow efficiency.

Get Deeper Understanding of:

  • Excel’s sorting and filtering tools for precise data management.
  • The role of conditional formatting in data visualization.
  • Data entry shortcuts and techniques to improve accuracy.
  • Creating simple yet effective charts for data presentation.
  • Leveraging cell references for dynamic and scalable formulas.

Recommended For:

  • CPAs and finance professionals aiming to strengthen their foundational Excel skills for efficient data analysis, reporting, and auditing.
  • Individuals in roles requiring proficiency in managing datasets, creating dynamic reports, or optimizing workflows through Excel automation.
  • Anyone looking to boost their productivity and problem-solving capabilities by mastering essential Excel tools and techniques.

Why take the Certified Basic Excel Professional Course (CBEPC) Course with MYCPE ONE?

Resources included

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

Career Opportunities

  • Excel Data Analyst
  • Financial Analyst
  • Operations Analyst
  • Spreadsheet Management Specialist
  • Data Entry Supervisor

Value Addition to your skills

  • Excel Function Proficiency
  • Efficient Data Management
  • Error-Free Spreadsheet Creation
  • Formatting and Automation Techniques
  • Enhanced Reporting and Presentation Skills

Courses

Course Title Time
1 Hour
  • Define the correct argument in Excel's SUBTOTAL function for summing data.
  • Identify Excel versions supporting slicers for tables and pivot tables.
  • Demonstrate the use of the Open and Repair command in Excel.
4 Hours
  • Utilize mouse tricks, keyboard shortcuts, and Excel’s Freeze Panes feature to streamline navigation and data viewing.
  • Apply data analysis techniques and tools such as Text to Columns, Trace Dependents, and Trace Precedents for efficient data management.
  • Identify ideal data for creating pivot table reports and optimize workflow with Excel's built-in features.
2 Hours
  • Explain and analyze key arguments in functions like VLOOKUP and SUMIF to enhance data accuracy and efficiency.
  • Leverage Excel features such as Tables and comparative functions like MIN, MAX, SMALL, and LARGE for improved data analysis.
  • Identify and troubleshoot common Excel errors, including #REF!, #NAME!, and #VALUE!, to ensure data integrity.
2 Hours
  • Identify SUMIFS behavior when referencing closed workbooks for data analysis.
  • Recognize and apply wildcard characters in functions like SUMIF, VLOOKUP, and MATCH for flexible lookups.
  • Determine Excel versions that support the AGGREGATE function for advanced calculations.
2 Hours
  • Define the key arguments of Excel's VLOOKUP function for effective lookups.
  • Identify Excel versions that support slicers with tables and pivot tables.
  • Recognize the feature enabling automatic chart expansion with dynamic source data.
2 Hours
  • Identify how actions like row deletions or formatting impact data during worksheet filtering.
  • Recognize valid filtering options available in Excel.
  • Describe the keyboard shortcut for deleting selected rows or columns efficiently.
1 Hour
  • Apply various Conditional Formatting options, including Top/Bottom Rules, Highlight Cells, Data Bars, Color Scales, and Icon Sets.
  • Format cells dynamically using Excel formulas in Conditional Formatting.
  • Highlight key data points effectively with advanced Conditional Formatting techniques.
1.5 Hours
  • Analyze the character that you can use in lieu of the CONCATENATE worksheet function.
  • Identify the Office applications that offer the ability to open and edit PDF files.
  • Explain the functionality that the Flash Fill feature offers.
1.5 Hours
  • Define and understand the key arguments of Excel’s VLOOKUP function.
  • Identify the character used in SUMPRODUCT to separate criteria arguments for summing or counting values.
  • Explain how the SUMIFS function behaves when no match is found.
1 Hour
  • Identify the required arguments for Excel's IFERROR function.
  • Define the argument in the SUBTOTAL function used to sum columns or rows.
  • Recall how to apply Conditional Formatting to highlight unlocked cells for data entry.
2 Hours
  • Identify common errors in Excel worksheets and use error-checking prompts and commands to manage them.
  • Apply Excel’s Filter feature to detect specific errors and improve error-tracing accuracy.
  • Recall how to enable backup creation and adjust settings for Protected View to enhance data recovery and security.
2 Hours
  • Identify how to create links that can be copied down columns or across rows.
  • Recall how to link Excel workbooks to other sources.
  • Analyze how to apply security prompts and settings related to linked workbooks.
4 Hours
  • Recall how to create custom keyboard shortcuts and unlock hidden functionality in Excel.
  • Identify how to efficiently compile large data lists using filtering and transform filtering tasks.
  • Recognize how to implement Excel’s Personal Macro Workbook and locate the Custom Lists feature in the Options dialog box.
2 Hours
  • Explain which feature in Excel can read text aloud to users.
  • Discuss how to add alternate text to floating objects in Excel spreadsheets to improve accessibility.
  • Analyze the purpose of cell styles.
2 Hours
  • Identify how to hide and unhide worksheets, and use the Custom Views feature to manage multiple data purposes and hidden/visible settings.
  • Recognize how to implement the Zoom feature to navigate worksheets and make edits across multiple sheets simultaneously.
  • Recall how to manage print settings and visibility for columns, rows, and worksheets using Custom Views.
1 Hour
  • Demonstrate printing a chart and using the Print Titles command.
  • Identify the command to add to the Quick Access Toolbar for Print Preview.
  • Answer all attendee questions thoroughly on Excel printing options.
1.5 Hours
  • Discuss the value that checkbox form controls return.
  • Explain uses for Excel's Data Validation feature.
  • Identify the ribbon tab in Excel where the Protect Sheet command appears.
2 Hours
  • Recognize the use of INDIRECT for creating summary worksheets and monitor key cells with the Watch Window.
  • Discuss volatile functions, improve calculation speed, and demonstrate Freeze Panes.
  • Explore freeze sheet pane shortcuts and streamline custom views with split worksheets.
2 Hours
  • Recognize dynamic array functions and the Spilled Range Operator in Excel.
  • Identify the function for calculating the principal portion of a loan payment.
  • Explore data validation and filtering functions in Excel.
2 Hours
  • Recall the benefits and risks of sharing workbooks via OneDrive in Office 365.
  • Explore the evolution of worksheet functions and the MAXIFS function in Excel 2016.
  • Identify the Recommended PivotTables feature and the missing folders link in Excel's Recent Menu.
2 Hours
  • Recognize features that work only in the latest version of Excel.
  • Apply keyboard shortcuts and mouse actions to override default behaviors.
  • Use Excel's features for locking rows, toggling between Enter/Edit modes, and building Pivot Tables.
1.5 Hours
  • Design, implement, and evaluate financial models.
  • Identify key elements of a great financial model.
  • Build dynamic data connections using Power Query and append tables in Excel.
1 Hour
  • Master best practices for designing, modeling, and validating accounting models.
  • Recognize when to use data entry versus automation in accounting models.
  • Identify key practices for efficient data entry and effective accounting summaries.
1 Hour
  • Identify methods for reporting from a financial system and best practices for updating models.
  • Review data cleansing techniques during data extraction and the pros and cons of extracting tables.
  • Master best practices for building dynamic “presentation” models from source Excel files.
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 course covers essential Excel skills, including basic functions, cell referencing, data sorting, and conditional formatting. You'll master the use of formulas like SUMIFS, and IF statements, learn to manage data using tables, create professional reports with charts and graphs, and ensure accessibility and organization through keyboard shortcuts, data validation, and error handling. The course also dives into managing linked workbooks and using dynamic arrays to improve workflow.

This certification will enhance your ability to efficiently organize and analyze data, manage spreadsheets with accuracy, and create impactful reports using Excel's core functionalities. With the skills learned, you'll be able to perform tasks with greater speed and precision, solve problems related to data integrity, and present your findings clearly using charts and visual tools. Whether for administrative, analytical, or reporting tasks, these skills will make you an indispensable asset in any professional setting.

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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