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Excel Formulas And Functions

  • ACCT/BK
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • Maryland Tax Prep.
  • ACCA
  • CBA/MCBA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: August, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Learning about formulas and functions
    1 mins
  • Knowing about AutoSum
    10 mins
  • Use of Trace Precedents
    22 mins
  • Explaining IF function on the Sheet
    31 mins
  • Using VLOOKUP on the Sheet
    41 mins
  • Use of Net Workdays on the sheet
    58 mins

Course Description

Formulas and functions are the bread and butter of Excel. They drive almost everything interesting and useful you will ever do in a spreadsheet. Mastering the basic Excel formulas is critical for beginners to become highly proficient in financial analysis. Microsoft Excel is considered the industry standard piece of software in data analysis. Microsoft’s spreadsheet program also happens to be one of the most preferred software by accounting and tax professionals in data processing, financial modeling, and presentation.

This CPE webinar introduces the basic concepts you need to know to be proficient with formulas in Excel. Built into Excel are over 475 functions - a potent set of power tools simplifying certain kinds of formulas and supplying you with a huge number of computational possibilities. Many Excel functions provide extended analytical capabilities and open the door to more efficient use of Excel.

This Online CPE webinar gives you perspective on :

  • What functions are available & how to use many of them (With extensive examples)
  • The IF function (with AND and OR), the widely-used VLOOKUP function
  • Selected Date, Statistical, Financial, and Mathematical functions
  • The frequently overlooked Text functions.


In addition, the powerful COUNTIF/SUMIF family of functions, as well as more recently introduced functions – XLOOKUP, XMATCH, FILTER, UNIQUE among them - are also covered.


Click to access more webinars on Excel CPE Courses | Free CPE Webinars

Learning Objectives

  • How to look up information in tables and reconcile different lists using the VLOOKUP function; for specialized lookup needs, learn to use the MATCH and INDEX functions.
  • How to use the newer, and more powerful XLOOKUP function – it contains all the capabilities of VLOOKUP and HLOOKUP and is easier to use and can perform last-to-first searches.
  • How to locate all formulas in a worksheet; learn how to display all worksheet formulas
  • How to use selected Text functions to extract and manipulate character and numerical data for sorting and analytical purposes.
  • How to use selected Date and Time functions to tabulate ages, anniversary dates, day of the week, and other date-related calculations.

Recommended For

This online Excel CPE webinar is recommended for CPAs, CMAs, CVAs, CFEs, Accounting and Tax Professionals, Finance Directors, Managers, and other professionals seeking to upgrade their excel skills.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bank Managers
  • Bookkeeper
  • Cloud Accountants
  • Cloud Firms
  • Compliance Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Innovation Manager/Director
  • IT Managers
  • Risk Managers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1.5 CPE Credit for Certified Management Accountants (CMA)
  • 1.5 CPE Credit for Certified Fraud Examiner (CFE)
  • 1.5 CPE Credit for Certified Valuation Analyst (CVA)
  • 1.5 CE Credit for Maryland Tax Preparer (MRTP)
  • 1.5 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit for Accountant/Bookkeeper (ACCT./BK)
  • 1.5 CPD Credit for Chartered Accountants - ICAEW
  • 1.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    1.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Dennis Taylor

Principal, Taylor Associates

Dennis Taylor has taught thousands of Excel seminars and classes over the past 25 years, has presented over 750 Excel webinars, and has been the author/co-author of six books on spreadsheet software. He has taught hundreds of public Excel seminars throughout the US and Canada since 2006 and has recorded numerous Excel courses 

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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