myCPE
myCPE

Financial Modelling: Excel Essentials (Level 1) (FMEE)

Master The Excel Functions Necessary to Develop a Dynamic and Efficient Financial Model.

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Last Updated

February, 2025

Multiple
28
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

Having strong Excel skills is critical for any job involving financial analysis. This course is a quick start guide to our Financial Modelling Certificate course. In this Level 1 of Financial Modelling course, we will review the basics of Excel, such as the layout and tools and functions. You will also learn how to effectively use keyboard shortcuts to increase your overall productivity. It teaches how to handle Excel functions and functionalities to build effective financial models. With a focus on practical applications, this course equips accountants with the skills to construct insightful dashboards and perform what-if analyses, fostering agility and precision in financial decision-making. 

Get Deeper Understanding of:

  • Essential Excel functions and shortcuts.
  • Lookup functions for data retrieval.
  • Dynamic arrays for efficient data.
  • Dashboards for financial analysis.
  • Scenario analysis and sensitivity testing.

Recommended For:

  • Professionals who are already using Excel in their day-to-day work activities and requires to build financial forecasts, budgets, business cases and data analysis aiming at supporting business decision making.
  • This certificate course is recommended for CPAs, CFAs, CTPs and treasury managers who want to improve their Excel and Financial modelling skills.
  • Individuals who are already performing financial analysis and financial modelling and aspire to become investment bankers, financial advisory professionals or consultants.

Why take a “Financial Modelling: Excel Essentials (Level1)” Course with myCPE?

Resources included

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

Career Opportunities

  • Financial Analyst
  • Credit Analyst
  • Financial modelling Expert/ Analyst
  • Investment Banking

Value Addition to your skills

  • Financial Modelling skills
  • Excel skills
  • Attention to detail
  • Critical thinking skills
  • Problem-solving skills
  • Analytical skills

Courses

Course Title Time Credits Learning Format
1.5 Hours
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Computer Software and Applications for CPA in Canada 1.5 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1.5 CE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Computer Software and Applications for CPA in Canada 1.5 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1.5 CE Eligible
On Demand (video)
  • Recall the benefits of Excel's Table feature.
  • Describe the Slicer feature in Excel.
  • Recognize the Conditional Formatting feature that enables you to create a heat map.
1.5 Hours
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Computer Software and Applications for CPA in Canada 1.5 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1.5 CE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Computer Software and Applications for CPA in Canada 1.5 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1.5 CE Eligible
On Demand (video)
  • Identify the command used to activate Quick Access Toolbar shortcuts.
  • State the keyboard shortcut that displays the Format Cells dialog box.
  • Recall the keyboard shortcut for selecting the current region within an Excel worksheet.
2 Hours
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Accounting for Certified Management Accountants (CMA) 2 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Accounting for Certified Management Accountants (CMA) 2 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
On Demand (video)
  • Gain an understanding of iterative calculations and circular references.
  • Analyze common scenarios where these concepts are applicable in accounting.
  • Discuss practical strategies and best practices to manage and resolve circular references.
1 Hour
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for CPA in Canada 1 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01258-22-S) 1 CE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for CPA in Canada 1 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01258-22-S) 1 CE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
On Demand (video)
  • Discuss how to format cells using Top Bottom Rules, Highlight Cells, Data Bars, Colour Scales, and Icon sets.
  • Discuss how to format cells based on Excel formulas.
  • Determine how to highlight cells using Conditional Formatting.
1 Hour
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for CPA in Canada 1 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01350-22-S) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
Computer Software and Applications for Licensed Public Accountant (LPA) 1 CPE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for CPA in Canada 1 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01350-22-S) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
Computer Software and Applications for Licensed Public Accountant (LPA) 1 CPE Eligible
On Demand (video)
  • Recognize a dynamic array function from a list of worksheet functions.
  • Identify the function that returns the principal portion of a single loan payment based on a constant interest rate and constant payments.
  • Explore data validation/filter function in MS Excel.
4 Hours
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 4 CPE Approved
Computer Software and Applications for CPA in Canada 4 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 4 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 4 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 4 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 4 CPD Eligible
Chartered Accountant - ICAEW 4 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 4 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 4 CPE Eligible
Chartered Accountants - Ireland (CAI) 4 CPD Eligible
Chartered Accountants - Scotland 4 CPD Eligible
CPA - Ireland 4 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 4 CE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 4 CPE Approved
Computer Software and Applications for CPA in Canada 4 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 4 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 4 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 4 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 4 CPD Eligible
Chartered Accountant - ICAEW 4 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 4 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 4 CPE Eligible
Chartered Accountants - Ireland (CAI) 4 CPD Eligible
Chartered Accountants - Scotland 4 CPD Eligible
CPA - Ireland 4 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 4 CE Eligible
On Demand (video)
  • Define how to use the Quick Analysis feature for data visualization.
  • Recall how to use Microsoft Query to create persistent connections to data for dashboard presentation.
  • Recognize methods to create dashboards that resemble less like an Excel spreadsheet and identify Excel versions allowing slicers with tables and pivot tables.
2 Hours
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00978-22-S) 2 CE Approved
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00978-22-S) 2 CE Approved
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
On Demand (video)
  • 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 explore data validation/filter function in MS Excel. 
  • To recognize the character that represents the Spilled Range Operator.
2 Hours
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
On Demand (video)
  • Explain the purpose of the column_index_num argument in the VLOOKUP function.
  • Analyze and describe the arguments utilized in the SUMIF function.
  • Identify the enhancement in data integrity facilitated by the Table feature in VLOOKUP.
2 Hours
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
On Demand (video)
  • Identify what SUMIFS returns if data is in another workbook not presently open in Excel.
  • Name the character that signifies a wildcard lookup within worksheet functions like SUMIF, VLOOKUP, or MATCH.
  • Recognize which versions of Excel the AGGREGATE function is available in.
2 Hours
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
On Demand (video)
  • Define the arguments for Excel's VLOOKUP function.
  • Identify which versions of Excel permit using slicers with both tables and pivot tables.
  • Identify the feature that makes charts expand automatically as you add additional data to the source range.
2 Hours
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
On Demand (video)
  • Identify when to use Excel’s Goal Seek feature versus Solver.
  • Describe how to use the Data Table feature in Excel to compare calculation results based on varying inputs.
  • Define how to make one worksheet serve multiple purposes using Excel’s Scenario Manager.
2 Hours
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
On Demand (video)
  • Identify the purpose of Excel’s XLOOKUP function.
  • Recognize the purpose of the column_index_num argument within VLOOKUP.
  • Identify the number of criteria pairs that you can specify in the MAXIFS function.
4 Hours
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 4 CPE Approved
Computer Software and Applications for CPA in Canada 4 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 4 CPE Eligible
Data management and analysis for Certified Government Financial Manager (CGFM) 4 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 4 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 4 CPD Eligible
Chartered Accountant - ICAEW 4 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 4 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 4 CPE Eligible
Chartered Accountants - Ireland (CAI) 4 CPD Eligible
Chartered Accountants - Scotland 4 CPD Eligible
CPA - Ireland 4 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 4 CE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 4 CPE Approved
Computer Software and Applications for CPA in Canada 4 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 4 CPE Eligible
Data management and analysis for Certified Government Financial Manager (CGFM) 4 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 4 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 4 CPD Eligible
Chartered Accountant - ICAEW 4 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 4 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 4 CPE Eligible
Chartered Accountants - Ireland (CAI) 4 CPD Eligible
Chartered Accountants - Scotland 4 CPD Eligible
CPA - Ireland 4 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 4 CE Eligible
On Demand (video)
  • Define how to create general-use macros with the Relative Reference setting using Excel’s Macro Recorder.
  • Recognize when to use the Hide and Unhide commands in an Excel Personal Macro Workbook.
  • Identify how to apply Visual Basic for Applications (VBA) macros in Excel.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
On Demand (video)
  • Explore fundamental concepts of scenario analysis and sensitivity testing.
  • Analyze the practical application of scenario analysis to evaluate market dynamics.
  • Discuss how sensitivity testing identifies key input variables' impact on financial outcomes.
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

The Certificate Course “Financial Modelling: Excel Essentials (Level1)” will cover topics from basic spreadsheet functions to advanced techniques like Pivot Tables and Macros. Learn time-saving shortcuts, essential lookup functions, and dynamic arrays to streamline your workflow. Explore how to effectively visualize data through charts, graphs, and dashboards, enhancing your ability to communicate insights effectively. Delve into scenario analysis and sensitivity testing to make informed decisions and navigate complex financial models with confidence. Whether you're a beginner or looking to refine your skills, this course equips you with the essential tools to excel in financial modelling and analysis.

The "Financial Modelling: Excel Essentials (Level 1)" course offers a wealth of benefits to enhance your financial analysis capabilities. The course provides a structured learning path that covers essential functions, shortcuts, and features crucial for financial modelling. From basic spreadsheet operations to advanced scenario analysis and sensitivity testing, you'll develop a robust skill set to make informed decisions and navigate complex financial scenarios confidently. Overall, the knowledge and skills acquired from this course will significantly bolster your proficiency in financial modelling, making you a more asset in the realm of finance.  

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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