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: Computer Software & Applications
Course Level
Overview
Format
Self-Study
Course Description
This course covers the Excel tools and techniques needed for dealing with data that is in a text format when downloaded. It also discusses how to manipulate text and numeric data and ways to present it in a more user and Excel friendly manner. If you have ever downloaded a number such as $34.00- or $34.00CR and needed to convert it to a number then this is the course for you.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Recognize the methods used to convert numbers formatted as text to numeric values and dates formatted as text to date values recognized by Excel
- Recognize functions used to split or extract text from a string
- Identify process of joining text together and recognizing different concatenation functions
- Recognize the uses of Text to Columns
- Identify how to evaluate text using functions such as LEN()
- Recognize functions available to clean and formattext
Course Specifics
SS226481734
July 2, 2026
Basic Knowledge of Excel.
None
77
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 …
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