Innovative Education

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Phone:
(800) 822-4194
(406) 556-0115

Fax:
(206) 774-1285

E-mail: wcpe@westerncpe.com

243 Pegasus Drive
Bozeman, MT 59718

Office hours:
Monday - Friday
7 A.M. - 6 P.M. MST


Excel Formulas & Functions for Financial Professionals

Format: Hands-on instructor-led OR lecture/demonstration.

Whether you're modeling a business budget or a manufacturing process, maintaining a list of employees or managing your company's inventory, you're using (or need to use) formulas in Excel.

LEARNING OBJECTIVES:
Upon successful completion of this course, participants will be able to:

  • Apply and efficiently utilize all aspects of formulas and functions in MS Excel.
  • List the five things that can be included in any Excel formula.
  • Describe absolute vs. relative referencing.
  • Utilize Scenario Manager.
  • Use three-dimensional cell references.
  • Build mega-formulas using the instructor's multistep process.
  • Create formulas in a PivotTable using calculated fields and calculated values.
  • Utilize the Goal Seek tool.
  • Use Solver.
  • Explain how to use the Formula Auditing toolbar.

HIGHLIGHTS:

  • Practice using Excel tools that will create formulas for you.
  • Using functions as well as practice using at least one function in each function category.
  • Using formulas with charts and graphs.
  • Introduction to creating custom functions in Visual Basic.

DESIGNED FOR: Public Accounting, Industry, Government, Non-profit
RECOMMENDED CPE: 8 CPE credit hours
PREREQUISITE: Familiarity with Excel applications
EVENT ACRONYM: GC 110503
LEVEL: Intermediate
NASBA Field of Study: Comp Science  8 CPE Credits

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