Excel for CPA, CFA and Accountants
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Training TypeLive Training
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CategoryMS Excel
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Duration3 Hours
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Rating4.9/5
Course Introduction
About the Course
The "Excel for CPA, CFA, and Accountants" course is tailored to provide finance professionals with advanced Excel skills to streamline their workflow, improve accuracy, and increase efficiency in their day-to-day tasks. Over the course of three hours, you will learn powerful Excel techniques and tools specifically designed for accounting, financial analysis, and reporting. This course covers everything from financial modeling, data analysis, and budgeting to automating repetitive tasks, with real-world applications that cater to CPAs, CFAs, and accountants. Whether you're preparing financial statements, analyzing large datasets, or performing financial forecasting, this course will empower you to harness Excel’s full potential in your profession.
Course Objective
Master advanced Excel functions and formulas commonly used in accounting, finance, and analysis.
Streamline financial reporting and analysis with Excel’s data management tools.
Build dynamic financial models and forecasts using Excel's advanced features.
Utilize Excel to automate repetitive tasks and increase efficiency.
Apply techniques for handling large datasets, financial statements, and complex calculations.
Create visually effective charts, pivot tables, and dashboards for financial reporting.
Enhance data accuracy and integrity with Excel’s validation and auditing tools.
Understand key Excel shortcuts and productivity hacks for finance professionals.
Who is the Target Audience?
Certified Public Accountants (CPAs) looking to enhance their Excel skills for financial reporting and analysis.
Chartered Financial Analysts (CFAs) who need to leverage Excel for financial modeling, forecasting, and investment analysis.
Accountants working in corporate accounting, auditing, tax preparation, or managerial accounting who wish to improve their workflow and efficiency.
Finance professionals seeking to deepen their knowledge of Excel for financial analysis, data manipulation, and reporting.
Students and aspiring professionals in accounting and finance who want to gain hands-on Excel skills to advance their careers.
Basic Knowledge
No previous knowledge of any tool or software is required to take this course, as we will cover everything from the beginning.
Available Batches
| 21 Mar 2025 | Fri ( 1 Day ) | Filling Fast12:00 PM - 03:00 PM (Eastern Time) |
| 21 Apr 2025 | Mon ( 1 Day ) | 12:00 PM - 03:00 PM (Eastern Time) |
| 29 May 2025 | Thu ( 1 Day ) | 12:00 PM - 03:00 PM (Eastern Time) |
| 23 Jun 2025 | Mon ( 1 Day ) | 12:00 PM - 03:00 PM (Eastern Time) |
Pricing
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Overview of Excel’s key functions for accounting, finance, and analysis
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Navigating Excel: Shortcuts and tips to improve efficiency
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Setting up a financial workbook: Templates, formatting, and organization
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Best practices for workbook security and data integrity
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Essential financial functions: NPV, IRR, PMT, PV, FV
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Logical functions: IF, SUMIF, COUNTIF, and nested IFs for decision-making
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Lookup and reference functions: VLOOKUP, HLOOKUP, INDEX, MATCH
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Text manipulation functions: TEXT, CONCATENATE, LEFT, RIGHT
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Date and time functions: DATEDIF, NETWORKDAYS, TODAY, YEARFRAC
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Array formulas and dynamic named ranges
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Data validation techniques to ensure accuracy in financial models
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Sorting, filtering, and advanced data techniques for large datasets
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Introduction to Power Query for importing, transforming, and cleaning financial data
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Using Excel Tables for better data management
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Conditional formatting for financial data visualization
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Creating and customizing Pivot Tables for financial reporting
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Grouping data, calculating financial metrics, and summarizing large datasets
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Using Slicers and Timelines to interact with financial reports
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Advanced Pivot Table functions: Calculated fields, Pivot Charts, and filtering by multiple criteria
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Practical applications: Analyzing financial statements and performance metrics using Pivot Tables
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Key financial modeling techniques for CPAs, CFAs, and accountants
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Designing cash flow models, budgeting templates, and profit-and-loss forecasting
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Creating financial projections using Excel formulas and assumptions
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Sensitivity analysis: Using Excel tools to model various financial scenarios
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Scenario Manager and Data Tables for more dynamic forecasting
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Recording and using macros to automate repetitive tasks in financial reporting
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Introduction to VBA (Visual Basic for Applications) for automating complex processes
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Creating automated financial reports and dashboards
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Using Excel’s Goal Seek and Solver for financial decision analysis
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How to schedule automated reports and streamline month-end processes
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Creating professional charts and graphs: Column, line, pie, bar, and scatter plots
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Using Excel’s advanced charting tools to visualize financial data
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Dashboards and KPI tracking: Building interactive and visually appealing reports
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Creating financial dashboards with slicers and dynamic charts
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Best practices for presenting financial data clearly and effectively
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Excel’s auditing tools: Trace Precedents, Trace Dependents, Show Formulas
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Using the "Find and Replace" feature for error detection and correction
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Error handling techniques in financial formulas
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How to use the “Watch Window” for monitoring key financial variables
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Protecting workbooks and sensitive financial data