CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Webcast

Excel Financial Modeling Best Practices

2 Credits: Finance

$98.00

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

 Secure Transaction
Format
Webcast
Course Level
Intermediate
CPE Credits

2 Credits: Finance

Course Description

Elevate your financial modeling skills with our comprehensive Excel training course, designed specifically for finance professionals. This course offers a deep dive into the best practices for creating financial models in Excel. Participants will benefit from learning how to effectively use Excel’s advanced features and add-ins for various analyses, including sensitivity, trend, and discounted cash-flow. Moreover, you’ll discover how to create optimization models using Excel’s Solver tool and implement error-elimination procedures to ensure the accuracy of your financial models. The course also covers formatting techniques to enhance report utility. By integrating these skills, participants will enhance their proficiency in Excel, leading to more accurate, efficient, and impactful financial models.

Show More
Show Less

Learning Objectives

Upon completing this session, you should be able to:

  • Identify ten best practices for creating financial models in Excel
  • Utilize Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses
  • Create optimization models using Excel’s Solver tool
  • Implement procedures for eliminating errors in Excel-based financial models
  • Incorporate various formatting techniques to improve the usefulness of reports
Show More
Show Less

Course Specifics

Course ID
WC1322274936
Revision Date
January 14, 2022
Prerequisites

Fundamental knowledge of computer operations and Microsoft Office Excel.

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)

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 …