Must-Know Excel Functions for CPAs

6 Credits: Specialized Knowledge


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Must-Know Excel Functions for CPAs

Course Level
CPE Credits

6 Credits: Specialized Knowledge

Course Description

Excel is one of the most important tools for CPAs and other financial professionals. This course explores Excel functions that CPAs can use to enhance productivity and ensure accurate answers when working with data. You’ll learn how to use logical and text functions, find specific items in large spreadsheets, and use certain financial functions to compute a payment, rate, term, present value, or future value. With many exercises, examples, and a case study, this course provides hands-on guidance for financial professionals who want to maximize use of Excel.

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Learning Objectives

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

  • Recognize the syntax and characteristics of functions used to sum and count data, including their applicable calculation results
  • Recognize the syntax and use of logical functions to locate items to test, and to locate and handle exceptions
  • Identify the various text functions that manipulate text data, their syntax, and their applicable use to achieve a desired result
  • Recognize the syntax and use of the VLOOKUP, INDEX, MATCH, and a combination of the INDEX and MATCH functions
  • Compute a payment, rate, term, present value, or future value using time value of money functions
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Course Specifics

Course ID
Revision Date
February 7, 2023

There are no prerequisites.

Advanced Preparation


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 …

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