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Agile Excel: Waterfall Calculations (Video) (Course Id 1507)

QAS / Registry   Add to Cart 
Author : David Ringstrom, CPA
Status : Production
CPE Credits : 2.0
IRS Credits : 0
Price : $29.95
Passing Score : 70%
NASBA Technical: No
Primary Subject-Field Of Study:

Computer Software & Applications - Computer Software & Applications for Course Id 1507

Description :

Waterfall calculations are used to allocate cash flow among two or more partners based on their agreed-upon return parameters. In this comprehensive course, Excel expert David Ringstrom, CPA, brings his prior commercial real estate experience to the forefront by walking you through assembling a waterfall calculation from scratch. He begins with a blank worksheet and details every input and formula. David covers such concepts as range names, although he provides cell-address references you can use in lieu of range names if you so desire. He contrasts using the IRR worksheet function versus the XIRR worksheet function for computing investment returns. Additional worksheet functions—MIN, ROUND, DATE, SUMIF, and others—are included in the discussion. Check figures are used extensively throughout the model to ensure data integrity. Check figures also empower users to easily follow the calculations through the tiers.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples used in the course.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on. 

Usage Rank : 0
Release : 2019
Version : 1.0
Prerequisites : Experience building cash flow models or other detailed spreadsheets in Microsoft Excel.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 27-Apr-2019
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - NASBA Registry - 1507

Keywords : Computer Software & Applications, Agile, Excel, Waterfall, Calculations, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

  • Recall which menu contains the Fill Series command.
  • State the purpose of the Use In Formula command.
  • State which keyboard shortcut displays the Format Cells dialog box.

  • Course Contents :

    Chapter 1 - Agile Excel: Waterfall Calculations

    Chapter 1 Review Questions

    Glossary - Key Terms

    CPE Computer Software & Applications Course: https://www.cpethink.com/excel-cpa-courses
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