CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Webcast

Advanced Excel Formulas And Functions

2 Credits: Computer Software & Applications

$98.00

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Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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Format
Webcast
Course Level
Intermediate
CPE Credits

2 Credits: Computer Software & Applications

Course Description

Excel has more than 450 functions, many of which are unused by business professionals. This session will put you on a path to improved Excel productivity by introducing you to powerful but little used advanced Excel formulas and functions, such as IFS (for nested IF statements), AGGREGATE (best described as SUBTOTAL on steroids), GETPIVOTDATA (for producing formal reports from data summarized in a pivot table), CUBEVALUE (for building reports directly from the Excel Data Model) or TEXTJOIN (for joining text or creating CSV files).

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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
WC12206833
Revision Date
March 19, 2020
Prerequisites

Fundamental knowledge of computer operations and Microsoft Office Excel

Advanced Preparation

None

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 »