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Excel’s “What If?” Tools

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • IAP
  • QIAL

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
    5 mins
  • How to use the PMT function in Microsoft excel
    8 mins
  • Usage of Goal Seek feature
    11 mins
  • Applying the SUMPRODUCT function to a dataset
    20 mins
  • Inserting Solver in a dataset
    24 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. 

You can do What-if Analysis to build two budgets that each assume a certain level of revenue. Or, you can specify a result that you want a formula to produce, and then determine what sets of values will produce that result. Excel provides several different tools to help you perform the type of analysis that fits your needs.

Join this excel CPE webinar to use What-If Analysis tools in Excel, by using several different sets of values in one or more formulas to explore all the various results.

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 describe how to use scenarios to consider many different variables
  • To describe how to use goal seek to find out how to get the desired result
  • To discuss how to use data tables to see the effect of one or two variables in a formula

Recommended For

  • This excel CPE course is recommended for CPAs, CMAs, CIAs, CFAs, Accounting, and Tax Professionals and Staff of Accounting or Tax Firm desiring to master the What-if tools 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
  • Maryland Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 0.5 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 0.5 CPE Credit for Internal Audit Practitioner (IAP)
  • 0.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 0.5 PL Credit for Chartered Financial Analyst (CFA)
  • 0.5 CPE Credit for Certified Valuation Analyst (CVA)
  • 0.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 0.5 CPE Credit for Certified Management Accountants (CMA)

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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