Advanced Excel Formulas And Functions

2 Credits: Computer Software & Applications


Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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Course Level
CPE Credits

2 Credits: Computer Software & Applications

Course Description

This online CPE webinar course is a gateway to mastering advanced Excel functions that are crucial yet often overlooked by business professionals. It provides an in-depth understanding of over 450 functions, with a focus on the most impactful yet underused ones. Participants will learn to efficiently perform complex financial calculations, such as mortgage interest and cash flow analysis, using Excel’s financial functions. The course offers practical insights into using functions like IFS for nested conditions and AGGREGATE for advanced data summarization. Additionally, it simplifies report generation with INDIRECT and GETPIVOTDATA functions, enhancing productivity in data handling. This CPE webinar course is beneficial for professionals seeking to elevate their Excel skills, enabling them to perform advanced data analysis and reporting with ease and precision.

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Learning Objectives

Upon completing this session, you should be able to:

  • Use Excel’s financial functions to calculate mortgage interest and principal reduction, or perform conventional cash flow analysis;
  • List five Excel functions for making conditional calculations with multiple conditions;
  • Explain the general process of using INDIRECT to make report assembly easier; and
  • Describe the benefits of using GETPIVOTDATA for extracting summarized data from a PivotTable
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Course Specifics

Course ID
Revision Date
March 19, 2020

Fundamental knowledge of computer operations and Microsoft Office Excel

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

Thomas G. (Tommy) Stephens, Jr. Headshot

Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as internal controls for …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »