Price range: $145.00 through $175.00
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
 Secure Transaction CPE Credits
5 Credits: Computer Software & Applications
Course Level
Intermediate
Format
Self-Study
Course Description
This course is designed for intermediate users of Excel who are looking to improve their Excel skills and productivity. The course covers some basics, along with some advanced tips and tricks. It starts with how to select and navigate through data and worksheets as well as copying and moving data efficiently. It then details a wide spectrum of functions that can be used in everyday practice. Functions discussed include creating nested Ifs and exploring a variety of text functions such as RIGHT(), MID() and LEN(). SUMIF() and INDEX MATCH are also discussed. New functions, such as XLOOKUP(),AGGREGATE(), IFNA(),TEXTJOIN() , CONCAT() and IFS() are covered. Learn how to comparing lists using arrays. Pivot tables are discussed in detail. Other topics include:  Charts, Conditional formatting, and tools for importing data into Excel. You will definitely impress your coworkers with all your new knowledge!
An exercise file containing a few of the examples in the eBook are included. All topics are gone over in a detailed step by step fashion that is easy to follow whether you wish to use the optional exercise files or not.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Recognize different short cut keys and their function
- Recognize the function of pinning a file to Favorites
- Identify and create range names
- Recognize different ways to navigate within and between Excel workbooks
- Identify some of Excel’s newer features and functions
- Recognize different copy and move methods
- Identify different types of formatting and how to apply them
- Recognize different functions and formulas and how to apply them
- Recognize the different components of a Pivot Table and how to create and edit them
- Identify types of charts to use and how to create them
- Identify features that allow you to evaluate the workings of formulas and functions
Course Specifics
SS226472248
March 30, 2026
There are no prerequisites.
None
134
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award. She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona. Patricia is a …
Related Courses
-
Computer Software & Applications
Drive Your Dashboard with Excel
Patricia McCarthy, MBA
QAS Self-Study
Credits: 6 $174.00 -
Computer Software & Applications
Excel Worksheets: Best Practices
Joseph Helstrom, CPA QAS Self-Study
Credits: 2 $58.00 -
Computer Software & Applications
Creating Effective Charts
Patricia McCarthy, MBA QAS Self-Study
Credits: 3 $87.00