Price range: $29.00 through $49.00
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
1 Credits: Auditing
Course Level
Overview
Format
Self-Study
Course Description
This course provides a brief introduction to some the Excel filter and table features that can assist you in auditing and analyzing large volumes of data. It is an overview level course.
The course provides step by step instruction and Excel practice exercises as well as answer files.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Recognize how to use auto filter and apply filters
- Recognize the steps needed to create a table
- Recognize the steps needed to remove duplicates from a table
- Identify and use a pivot table
Course Specifics
SS926485074
July 24, 2026
There are no prerequisites.
None
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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
Joseph Helstrom, CPA, is a partner at CFO Resources, LLC, a company focused on training and courseware for CPAs. He’s also the owner of Mill Creek Publishing LLC. Joe has over 30 years of experience as a CPA in both public accounting and industry, with extensive experience in financial reporting and analysis, treasury, tax, information technology, legal and regulatory matters, and strategic planning. After graduation from Butler University with a degree in accounting, Joe got his start at Ernst & Young. Subsequent to that, he has served for several different companies as a chief financial officer; director of treasury and …
QAS Self-Study
