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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Author: Jay R. Carlson

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 11/07/2016

Technical Details: Computer Software and Applications are technical subjects for FL and CA but non-technical subjects for TX.

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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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NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

Profession Identifiers : CPA