Excel's Lookup Functions CPE Webinar for CPAs, CVAs, CMAs

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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

Applying VLOOKUP function to a dataset

2 mins
Usage of IFERROR function in VLOOKUP function

11 mins
Usage of HLOOKUP function in a dataset

16 mins
How to use INDEX function in Excel

23 mins
How to use MATCH function in Excel

26 mins
How to apply more than one function to a dataset

33 mins

Course Description

Excel is one of the most widely used spreadsheet programs in the world. People have been using it for the last 30 years and throughout these years, it has been upgraded with more and more features.

The LOOKUP Function is categorized under Excel Lookup and Reference functions. The function performs a rough match lookup either in a one-row or one-column range and returns the corresponding value from another one-row or one-column range.

While doing financial analysis, if we wish to compare two rows or columns, we can use the LOOKUP function. It is designed to handle the simplest cases of vertical and horizontal lookup.

The more advanced versions of the LOOKUP function are HLOOKUP and VLOOKUP.

VLOOKUP and HLOOKUP are some of the most well-known and most useful formulas in Excel. Used properly, they will help you to improve the accuracy and integrity of your Excel workbooks, save a ton of time and minimize data entry errors.

Join this excel CPE webinar to learn how to use Lookup Functions to the best of your advantage.

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

Learning Objectives

To identify how to construct and use the VLOOKUP functions
To analyze how to Summarize Tables for future-proofing VLOOKUP
To identify how to construct and use the HLOOKUP function
To discuss how to use MATCH and INDEX functions

Recommended For

This CPE webinar is recommended for CPAs, CVAs, CMAs, and other individuals who want to understand the most powerful spreadsheet program Microsoft Excel its Lookup functions to better assist their clients.

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Bookkeepers & Accountants & Tax Preparers
Certified Management Accountant (CMA)
Certified Public Accountant (CPA)
Chartered Accountant
Chartered Professional 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

0.5 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
0.5 CPE Credit of Computer Software and Applications for Certified Valuation Analyst (CVA)
0.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
0.5 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
0.5 CPE Credit of Computer Software and Applications for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
0.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
0.5 CE Credit for Certified Wealth Strategist (CWS)
0.5 General Credit for Accountant/Bookeeper
0.5 CPD Credit for CA - ICAEW
0.5 CPD Credit for Chartered Accountants - Ireland (CAI)
0.5 CPD Credit for Chartered Accountants - Scotland
0.5 CPD Credit for CPA - Ireland
0.5 CPD Credit for Chartered Certified Accountants (ACCA)
0.5 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
0.5 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
0.5 CRE Credit of Information Technology (inc. Excel) for Certified Corporate FP&A Professional (FPAC)

Additional details

Course Level :

Basic
Credits :

0.5
Instructional Method :

QAS Self Study
Pre-requisites :

None
Advance Preparation :

None

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

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

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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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