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Key Highlights

Enhance your Excel skills with expert-led training

Continuing Education approved courses for Multiple Qualifications

On-Demand Courses

Individual Certificates for each Module

Courses authored by Subject Matter Experts

Shareable Certificate on LinkedIn

What You’ll learn

Excel mastery has become one of the most critical and fundamental digital skills today. Despite being one of the most ubiquitous pieces of software across the world, its features and techniques require certain familiarity and practice to reach an advanced level. Be an Excel power user and “Wow! your boss” by mastering complex decisions. 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.

Get Deeper Understanding of:
  • Pivot tables and its advanced functions

  • Logic Functions and Table feature

  • Speed tips

  • Implementing Macros and automation features

  • Benefits and risks of Office365

Recommended For:
  • CPAs, CMAs, CVAs, CFEs, and other professionals who desire to improve their excel knowledge from basics to advanced levels.

  • CPAs in Canada who want to learn easy excel spreadsheet functions to save time in their work.

  • Any current or aspiring professionals who desire to have a long and promising career in various industries at various positions.

Why become a certified Financial Data Analytics Professional with myCPE ?

Resources
  • Handouts PDFs for every Module
  • Glossaries / Key Terms
  • Q&A directly with instructors
Career Opportunities
  • MIS Executive
  • Project Coordinator/Manager
  • Market Researcher and Analyst
  • Business Analyst
  • Data Journalist
  • Financial Analyst
Value Addition to your skills
  • Cleanliness in Data management
  • Clarity in Data analysis
  • Automation
  • Logical functions to transform, link, and categorize key data points
  • Identification of using appropriate functions with your data
  • Dashboards representation of summary, chat, and data points
  • VBA to make the user experience lively

Module

Module Name

Duration

Excel Accountant: XLOOKUP

2 Hours

  • To identify the purpose of XLOOKUP function
  • To explore MAXIFS function
  • To recall the results of the MATCH function
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Logic Functions

2 Hours

  • To explore VLOOKUP as an alternative to IF function
  • To recognize the purpose of IFERROR function
  • To identify SUMIF function and its uses
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Filtering Data

2 Hours

  • To explore validity filtering options in Excel
  • To recognize the types of data actions available in Excel
  • To identify key shortcuts for better efficiency in Excel
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Pivot Tables

4 Hours

  • To recognize using subtotals command from Excel ribbons
  • To identify menus that appear once you click outside a pivot-table
  • To explore GETPIVOTTABLE feature in Excel
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Advanced Pivot Tables

2 Hours

  • To recognize summarizing data with custom arguments
  • To identify cleaning up pivot table with one mouse click
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Auditing Excel Workbooks

2 Hours

  • 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.
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Creating Error-Free Excel Spreadsheets

1 Hour

  • To explore arguments of IFERROR function
  • To recall conditional formatting for various requirements
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Linked Workbooks

2 Hours

  • To recognize creating links
  • To explore linking Excel workbooks to other sources
  • To apply security prompts and settings related to linked workbooks
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: What-If Analysis

2 Hours

  • To identify using Excel’s Goal Seek vs Solver feature
  • To use Solver Add-in for complex What-if Analysis
  • To apply the Data Table feature to compare calculation inputs
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Automating Financial Statements

2 Hours

  • To explore Object types
  • To recognize using the Office365 version
  • To discuss the Name Manager command and its applications
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Budget Spreadsheets

2 Hours

  • To explore isolating user entries to inputs while protecting other details
  • To apply the Table feature to create a resilient and easy-to-maintain spreadsheet
  • To recognize results of the SUMIF function if it cannot return a match
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Payroll Analysis

2 Hours

  • To recall reformatting Social Security numbers with the Flash Fill feature
  • To assign a random number to a data set in Excel
  • To apply password-protection techniques for files, worksheets, and columns
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Table Feature

2 Hours

  • To explore VLOOKUP function
  • To recognize using Slicers with tables and pivot tables
  • To identify the features of customizing charts
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Dynamic Arrays

2 Hours

  • To discuss using a dynamic array function
  • To recognize the character that represents the Spilled Range Operator
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Macros

4 Hours

  • To explore creating general use macros and adjusting security settings
  • To recognize using Hide & Unhide commands in Macro workbook
  • To use Visual Basics for Applications macros
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Speed Tips

4 Hours

  • To explore creating custom Keyboard shortcuts
  • To apply to filter and sorting for compiling large lists of data
  • To implement Personal Macro Workbook
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Taming Large Spreadsheets

2 Hours

  • To recognize how INDIRECT worksheet functions
  • To use Watch Window Feature to monitor key cells
  • To identify Freeze Pane feature
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Internal Control

2 Hours

  • 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.
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Benefits/Risks of Office 365

2 Hours

  • To recall benefits-risks of sharing workbooks via OneDrive in Office365
  • To explore the PivotTable feature and MAXIFS function
Instructor
David Ringstrom

President , Excel Accountant

Excel Accountant: Nuances

2 Hours

  • To explore some features work in only the latest versions
  • To recognize overcoming default features with keyboard shortcuts and mouse actions
  • To identify using the DATEDIF function in PivotTables
Instructor
David Ringstrom

President , Excel Accountant

Instructors

Testimonials

Frequently Asked Questions

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.

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.

"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."

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