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Excel: What if Analysis and Macros

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • IAP
  • QIAL
  • Maryland Tax Prep.

Published: December, 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

  • Usage of What-If analysis
    1 mins
  • Usage of Scenario manager
    4 mins
  • How to use the PMT function in Microsoft excel
    8 mins
  • Usage of Goal Seek feature
    13 mins
  • Inserting Solver feature in a dataset
    23 mins
  • Usage of Forms Control Button
    34 mins
  • Usage of ActiveX controls
    36 mins
  • Creating an Excel resume
    54 mins
  • How to start with freelancing?
    60 mins
  • How to achieve personal branding?
    70 mins
  • How to become an Excel freelancer?
    85 mins
  • Getting your first client
    91 mins

Course Description

16% of the world population is using Excel. Ask any accountant in any field which software they use on a daily basis, and the most common answer will be Microsoft Excel. AICPA has also included Excel as the spreadsheet tool in the CPA Exam.

What-if Analysis is one of the most important and impressive tools in Excel. It is the process of changing the values in cells to see how those changes will affect the outcome of formulas on the worksheet. 

An Excel macro is an action or a set of actions that you can record, give a name, save and run as many times as you want and whenever you want. Macros help you to save time on repetitive tasks involved in data manipulation and data reports that are required to be done frequently.

For a macro to begin running it needs to be triggered. Generally, this is done by double-clicking on the name of the macro in the navigation pane of the database. And while that will work. It's not the best way for users to trigger a macro. A better option is to link the macro to some event in the interface that you've developed for your database.

Furthermore,

Having a career of your own is often considered the best one. Working whenever and wherever you like on your terms is a dream of many.

Have you thought of making a career out of skills you already acquired? Like Excel spreadsheets? 

Join this excel CPE webinar to learn how to use What-If Analysis tools, trigger macros, and how to start a career in Excel.

It doesn’t matter what version of the PC or Mac operating system you’re using. The techniques we will cover in this CPE webinar will work similarly in Excel for PC and Mac

Learning Objectives

  • To discuss the basics of What-if Analysis
  • To explain how to use scenarios to consider many different variables
  • To discuss how to use goal seek to find out how to get the desired result
  • To determine how to use data tables to see the effect of one or two variables in a formula
  • To explain the basics of Excel macro
  • To discuss how to trigger macros using buttons
  • To describe how to use temporary variables in macros
  • To explore control buttons in Excel.
  • To discuss how to create an Excel Resume
  • To explore ways to started with Freelancing
  • To determine ways to create personal branding
  • To discuss about networking
  • To determine how to become an Excel freelancer

Recommended For

  • This excel CPE course is recommended for CPAs, CMAs, CIAs, CFAs, Accounting, and Tax Professionals and Staff of Accounting or Tax Firm to master the Excel What-if tools, macros, and start a career in Excel.
  • This excel CPD course will prove beneficial for Canadian CPAs, Accounting and Tax Professionals, and Other Professionals using excel for their daily tasks.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 2 CE Credit for Maryland Tax Preparer (MRTP)
  • 2 CPE Credit for Internal Audit Practitioner (IAP)
  • 2 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 2 PL Credit for Chartered Financial Analyst (CFA)
  • 2 CPE Credit for Certified Valuation Analyst (CVA)
  • 2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Management Accountants (CMA)
  • 2 CPE Credit of Accounting & Auditing for Certified Internal Auditors (CIA)

Presenter

About Presenter

Juan E. Galvan

Co-Founder & CEO Lunes Holdings, LLC

Hi I’m Juan. I’ve been an Entrepreneur since grade school. My background is in the tech space from Digital Marketing, E commerce, Web Development to Programming. I’ve consulted and helped digital entrepreneurs and multiple seven figure businesses reach new levels of success. I’ve learned the strategies, philosophies, methodologies, principles and core values from the most successful people in the world. I believe in continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods.

About Company

Lunes Holdings, LLC

lunesholdings.com/

Continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods. We look forward to helping you expand your skillsets.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
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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.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • 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.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

3.7

18 Ratings

Excellent

6

Very Good

8

Average

4

Poor

0

Terrible

0

MF

Marc Feifer, CPA (US)

Jan 3rd, 2022

This content of the class was a bit different than I expected. I enjoyed the instructional portion of the course that addressed the What If Scenarios and Macros but didn't see the connection to adding in information about freelancing.