Must Know Excel Functions for CPAs - 2018 (Text Based)

This course explores functions in Excel that CPAs should use to enhance productivity and ensure accurate answers when working with data.  Functions are built-in, preset formulas in the Excel program that calculate certain values or accomplish a certain calculation goal. Functions are essential to CPAs as they provide a simplified user interface to work with complex formulas. This course covers basic functions and then goes into logic functions, text functions, lookup functions and financial functions. This course provides step by step instruction and Excel practice exercises.

Upon completion of this course, you should be able to:

I. Recognize functions used to sum and count data and their uses 

II. Define logical functions to locate items to test and to locate and handle exceptions

III. Define text functions to manipulate text data

IV. Define the vlookup function and a combination of the index and match functions

V. Compute a payment, rate, term, present value or future value using time value of money functions

Instructional Method: Self-Study

Review Date: 03/01/2018

Required Components: Written Materials

CPE Final Exam Required Passage Grade: 70%

Please Note: This course must be completed within 1 year of date of receipt of this course for CPE Credit.

Field of Study:  Computer Software & Applications

Level of Knowledge: Beginner

Prerequisite: None

Advanced Preparation: None

For more information regarding administrative policies such as refunds, cancellations and complaints, please contact FurtherEd at 866-273-0717.

FurtherEd is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.