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Excel - Advanced Financial and Statistical Calculations (Z2-288)

100 Minutes
On demand - Video

On Demand - Video

2 CPE Credits in SK

OVERVIEW

In this course, we will focus on Financial, Statistical and Math functions. In the Financial functions section, you will learn how to use the financial functions to build better amortization schedules. In the Statistical and Math functions sections, you will learn how to use various statistical functions to analyze your data.  Depending on your version, Excel has over 500 functions already built in and ready to use. How many of those do you incorporate into your spreadsheets? You will learn some powerful functions that will take your calculating power to the next level. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

BENEFITS

  • Identifying and demonstrating financial functions “best practices” for creating amortization schedules and calculating annual interest payments
  • Calculating and summarizing data with SUMIF and SUBTOTAL functions
  • Using statistical functions to analyze data

HIGHLIGHTS

  • Create complex amortization schedules
  • Use math functions to make SUM functions more accurate
  • Analyze data using the statistical functions

COURSE LEVEL

Intermediate

PREREQUISITES

None

INSTRUCTOR

Bryan Smith

Bryan L. Smith, CPA.CITP, CISA

CPA Crossings, LLC

Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), Bryan has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and provides coaching services to various organizations to train and coach staff on proper data analysis techniques.

Bryan, who has a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.

PRICING

$58.00 - Member

$78.00 - Nonmember

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings