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Certified Excel Specialists

Build a solid understanding from the basics to advanced levels of Microsoft Excel by a professional trainer David Ringstorm, who has trained more than 6 K professionals and has more than 100 courses on Excel training

Certified Course Overview

  • To impress your boss by unlocking various features of excel like Vlookup, linked workbooks, advance pivot tables
  • To identify best practices in linking a financial statement to a system-generated report
  • To recall the benefits and risks of sharing workbooks via OneDrive in Office 365
  • To recognize valid filtering options in Excel
  • To identify how to summarize pivot table data in new ways by grouping based on dates or customs arrangements that you define
  • To apply password-protection techniques for sensitive payroll files, worksheets and spreadsheet columns

Why this certification course

In this excel certificate course, you will be able to learn how different functions of Excel like Xlookup, Filtering Data, Use of Pivot Tables, What-if Analysis make your work seamless. You will be introduced to various functions and features that can be used to achieve greater efficiency in your professional life. There are Linked workbook, Advanced Pivot Tables, Automating Financial Statements, Dynamic Arrays, Macros etc. It will also take you through the What-If Analysis tools like Scenarios, Goal Seek and Data Tables.

You can not live your life error-free but it’s not the case with Excel. You can create error-free excel workbooks. You might think that your data in an Excel spreadsheet is already in a table, simply because it's in rows and columns and all together. However, your data isn't in a true "table" unless you've used the specific Excel data table feature. The program closes with the training of two hours of a subscription -based product, Office 365. After completion of this certificate course, you will definitely be able to sharpen your skills of Excel. This course offers you a competitive edge over other professionals who are not certified since you have proven yourself to have a strong foundation as a Microsoft Excel Specialist.

Recommended For 

  • CPAs or other professionals who want to improve their excel knowledge from basics to advanced level.
  • Audit Professionals who want to learn easy excel spreadsheet functions in order to save time in their work.
  • This Excel certification course is recommended for CPA, EA, AFSP, and Other Professionals.

Modules

Course Title Educational Credits
  • To identify the purpose of Excel’s XLOOKUP function.
  • To recognize the purpose of the column_index_num argument within VLOOKUP.
  • To identify the number of criteria pairs that you can specify in the MAXIFS function.
  • To recall what the MATCH function returns when the lookup_value is found.
  • To recall the basics of IF Function and beyond
  • To choose VLOOKUP as an alternative to IF Function
  • To define the purpose of Excel's IFERROR worksheet function
  • To introduction to IS Function and how to use
  • To recognize the SUMIF Function and name what the SUMIF Function returns if a match cannot be found
  • To identify the types of data that actions such as row deletions or formatting affect while filtering a worksheet
  • To recognize valid filtering options in Excel
  • To describe the keyboard shortcut that enables you to delete one or more rows or columns that you've selected
  • To identify the location of the pivot table-related Subtotals command within Excel's ribbon menu interface.
  • To describe the indicator that signifies whether the columns or rows of a pivot table have been filtered.
  • To identify the location of the Field List command within Excel's ribbon menu interface.
  • To recall which menus appear and disappear as you click within or outside of a pivot table.
  • To state the mouse action that enables you to reconstruct the underlying pivot table source data.
  • To recall how to enable or disable the GETPIVOTTABLE feature in Microsoft Excel.
  • To identify how to summarize pivot table data in new ways by grouping based on dates or custom arrangements that you define.
  • To recognize when and why to apply the Slicer feature.
  • To recall how to clean up your pivot tables with a mouse click.
  • Recall the location of the menu command that allows you to determine categorically if a workbook contains links or not.
  • Define how to transform cell references into range names. State the location of the Enable Iterative Calculations setting within the Excel Options dialog box.
  • Implement the Watch Window to monitor the ramifications of even minor changes to your workbooks.
  • To identify the argument(s) required by the IFERROR function.
  • To define the argument within Excel’s SUBTOTAL function that sums columns or rows.
  • To recall Conditional Formatting for identification of unlocked cells into which data can be entered.
  • To identify how to create links that can be copied down columns or across rows.
  • To recall how to link Excel workbooks to other sources.
  • To apply security prompts and settings related to linked workbooks.
  • To identify when to use Excel’s Goal Seek feature versus Solver.
  • To describe how to apply Excel’s Solver Add-in for more complex what-if analyses.
  • To recall how to use the Data Table feature in Excel to compare calculation results based on varying inputs.
  • State what object type Microsoft Query considers worksheet tabs within Excel workbooks to be.
  • To recall how to determine if you’re using the Office 365 version of Excel.
  • To demonstrate knowledge of how and when to use the Name Manager command.
  • Define how to isolate all user entries to an inputs worksheet, while protecting all calculations and budget schedules on additional worksheets.
  • Apply range names and the Table feature to create resilient and easy-to-maintain spreadsheets.
  • Recall what the SUMIF function returns if it cannot return a match.
  • To recall how to reformat Social Security Numbers using Excel’s Flash Fill feature.
  • To define how to assign random numbers to a data set in Excel.
  • To apply password-protection techniques for sensitive payroll files, worksheets, and spreadsheet columns.
  • To define the arguments for Excels' VLOOKUP function.
  • To identify which versions of Excel permit using slicers with both tables and pivot tables.
  • To identify the feature that makes charts expand automatically as you add additional data to the source range.
  • To recognize a dynamic array function from a list of worksheet functions.
  • To identify the function that returns the principal portion of a single loan payment based on a constant interest rate and constant payments.
  • To recognize the character that represents the Spilled Range Operator.
  • To define how to create general-use macros with the Relative Reference setting for Excel’s Macro Recorder.
  • To recognize when to use the Hide and Unhide commands in an Excel Personal Macro Workbook.
  • To identify how to apply Visual Basic for Applications (VBA) macros in Excel.
  • To define how to adjust Excel’s macro security settings.
  • To recognize which rows in a spreadsheet are affected when you filter data.
  • To demonstrate an enhanced understanding of Visual Basic for Applications (VBA) macros.
  • To recall how to create your own custom keyboard shortcuts.
  • To identify how to unlock hidden functionality by double-clicking on certain aspects in Excel.
  • To Describe how to easily compile large lists of data by filtering vs. sorting.
  • To identify the feature that helps you transform filtering tasks.
  • To recognized how to implement Excel’s Personal Macro Workbook.
  • To recall where the Custom Lists feature appears in the Options dialog box of most versions of Excel.
  • To recognize how the INDIRECT worksheet function simplifies creating summary worksheets.
  • To recall how to use the Watch Window feature to monitor and navigate to key worksheet cells.
  • To demonstrate your knowledge of Excel’s Freeze Panes feature.
  • To recall which ribbon tab contains the Data Validation feature.
  • To identify which input is valid for a data validation rule limiting inputs to whole numbers between 0 and 100.
  • To recall the ribbon tab the Table feature appears within.
  • To recall the benefits and risks of sharing workbooks via OneDrive in Office 365.
  • To identify the menu where the Recommended PivotTables feature appears in Excel 2013 and later.
  • To describe the MAXIFS function that’s available in certain versions of Excel 2016.
  • To recognize that some features may only work in the latest version of Excel but not in older versions
  • To recall how to apply keyboard shortcuts and mouse actions to overcome default features or behaviors in Excel
  • To identify which feature can lock certain rows at the bottom of the Excel window
  • To choose the disabling features in the Excel worksheet and using the Function-key F2 to toggle Enter and Edit modes
  • To recall on building of Pivot Table and using the undocumented DATEDIF Function and the Used Range Function

Continuing Education Credits

This Certificate Course Qualifies for following Credits

  • 46 CPE credit for all Certified Public Accountants (CPA-US)
  • 46 CPE credit for all Certified Valuation Analyst (CVA)
  • 46 CPD credit for all Chartered Professional Accountant (CPA Canada)
  • 46 CE credit for all Maryland Tax Preparer

Our Certificate

Still struggling with some of the excel tips and quirks? You are at the right platform. Wow your boss by mastering some of the very interesting and useful excel functions. As you participate in our 46 hours certificate course, you will master Excel tools that will clear away the pain of stumbling through your daily tasks. You will start with the fundamentals, building a solid foundation that will give you further knowledge as you progress into intermediate and advanced level topics. Create dynamic reports by mastering one of the most popular tools, Pivot Tables. You will learn all the tips, tricks, shortcuts, functions and formulas you need to be an Excel power user. This  Excel course is designed specifically for spreadsheet users who are already using it or who are on the beginner level and want to achieve mastery in excel.
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Frequently Asked Questions

Know more about our processes and how we work, with the helo of the following FAQs.

In this excel certificate course, you will be to learn various functions of excel such as Vlookup, logic functions, filtering and formatting data, advanced pivot tables, Macro, Automation of Financial Statements and other many interesting and time-saving functions.

This comprehensive certificate course is designed to promote your Excel skills and empower you to build highly functional and error-free excel spreadsheets. David will showcase his 30 years of experience in this certificate course to stand you out in your professional career.
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 certificate course, 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 certificate course. 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.
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"For some, Continuous Education is a compliance that helps them to renew their licenses. For some, it’s a worthwhile learning experience that keeps them and their firm up-to-date by taking valuable insights from continuing education courses / courses. At myCPE, we believe in providing quality continuing education beyond CPE credits. myCPE, the first ever web & mobile CPE/CE platform has launched a path-breaking social initiative “1 Credit = 1 Meal” under which we donate one meal to an underprivileged for each credit earned by a professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline."