• Course Information

    Title: Using Microsoft Excel for Financial Analysis
    Category: Computer Software
    Field of Study: Computer Software and Applications
    Course Code: S016-0222
    CPE Credits: 3.0
    Price: $27.95
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Description

Description:
This training course provide an introduction to using Excel for financial analysis. The student will be introduced to data manipulation in Excel, financial functions available, and other aspects of the program.

Delivery Method: Online Interactive Self Study

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Course Details

Author: Jay R. Carlson

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 11/07/2016

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Objectives

Objectives:
1. Identify the syntax of an Excel formula.
2. Recognize how to use Relative References vs. Absolute References.
3. Recognize how Excel uses Operator Precedence when calculating formulas.
4. Identify several Excel financial functions, such as the PMT and Future Value functions.

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

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