CPE Online Course Detail

Using Microsoft Excel for Financial Analysis

Price :   $27.95
CPE Credits :   3.0
Course Code :   S009-0222
Category :   Computer Software

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 Self Study

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Author: Jay R. Carlson

Category: Computer Software

Field of Study: NA

Passing Score: 70%

Publication Date: 01/13/2009

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Module 1: Introduction to Formulas in Microsoft Excel
1. Learn what a formula is.
2. Learn how to use Relative References.
3. How and when to use Absolute References.
4. How Excel uses Operator Precedence when calculating formulas.

Module 2: Using Excel Formulas in Financial Analysis
1. Learn what the PMT function is, and how it is used.
2. Learn what the CUMIPMT function is, and how it is used.
3. Learn what the FV function is, and how it is used.
4. Learn what the DB function is, and how it is used.
5. Learn what the NPER function is, and how it is used.
6. Learn what the RATE function is, and how it is used.

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QAS: Yes

CPA: Suitable for all CPAs

IRS: Enrolled Agents Program Number

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