Excel Time Value of Money Functions for CPAs

4 Credits: Computer Software & Applications


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Excel Time Value of Money Functions for CPAs

Course Level
CPE Credits

4 Credits: Computer Software & Applications

Course Description

“Excel Time Value of Money Functions for CPAs” is a online self-study CPE course designed to enhance your understanding and application of crucial financial concepts using Excel. This online CPE course features detailed instructions on how to calculate present and future values of single sums and annuities, determine rates, periodic payments, and number of periods, and how to create comprehensive amortization tables. It also delves into the utilization of Excel’s CUMIPMT and CUMPRINC functions and the application in capital budgeting and data tables analysis. The benefits of this course are multifold. Not only will you gain a solid grasp of time value of money concepts, but you will also learn to apply these concepts effectively in Excel, boosting your efficiency and accuracy in financial planning and analysis. This self-study CPE course is a valuable asset for any CPA looking to enhance their skills in financial computation and Excel, ensuring you remain ahead in the fast-evolving field of accounting.

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Learning Objectives

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

  • Identify time value of money concepts and Excel’s sign convention.
  • Recognize the components and function arguments of Excel time value of money functions.
  • Calculate the present value of a single sum, the future value of a single sum, the present value of annuities, and the future value of annuities.
  • Calculate rate, number of periods, and payment.
  • Calculate the cumulative interest payment for a time period and the cumulative principal paid for a period.
  • Calculate internal rate of return and net present value.
  • Recognize the use of data tables to analyze and calculate alternatives.
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Course Specifics

Course ID
Revision Date
February 7, 2023

Basic to intermediate knowledge of Excel.

Advanced Preparation

Excel 2007 and higher.

Number of Pages

Compliance Information

NASBA Provider Number: 103220

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 Headshot

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 …