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Self-Study — Course Detail

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Taxation & Financial Planning

Excel Time Value of Money Functions for CPAs
Joseph Helstrom
Copyright© 2013

Course: 2114527   Version 1304

NASBA Category:     Spec Knldg & Apps     CPE Credits 4
Level: Intermediate  (74 pages)
Prerequisite: Basic knowledge of Excel.
Advance Preparation: Excel 2007 or 2010.



Course Description
This course uses practical examples to provide an overall understanding of time value of money concepts and to illustrate time value of money functions in Microsoft Excel. The course covers present and future values of both single sums and annuities as well as computing the rate, periodic payment, and number of periods in accounting and financial planning scenarios. Also included is the creation of an amortization table, Excel CUMIPMT and CUMPRINC functions, capital budgeting, and the use of data tables. Written for Excel 2007, the course is intended for intermediate to advanced Excel users.

Table of Contents

Learning Objectives
Upon successful completion of this course, participants will be able to:
  • Explain time value of money concepts.
  • Identify Excel’s time value of money functions.
  • Recognize the difference between a single sum and annuity.
  • Understand compounding periods and the appropriate adjustments to rate and number of periods.
  • Describe Excel’s sign convention.
  • Use present value and future value functions in financial planning and analysis.
More Learning Objectives




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  Hard Copy   $65.00

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