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Excel Time Value of Money Functions for CPAs (Practical Applications for Accounting, Financial Planning and Capital Budgeting) (Course Id 395)

QAS / Registry
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Author : Joseph P Helstrom, CPA
Course Length : Pages: 45 ||| Review Questions: 12 ||| Final Exam Questions: 20
CPE Credits : 4.0
IRS Credits : 0
Price : $35.95
Passing Score : 70%
Course Type: NASBA QAS - Text - Technical - NASBA Registry
Primary Subject-Field Of Study:

Specialized Knowledge - Specialized Knowledge for Course Id 395

Description :

This course uses practical examples to provide an overall understanding of time value of money concepts and to illustrate time value of money functions in Microsoft Excel. The course covers present and future values of both single sums and annuities as well as computing the rate, periodic payment and number of periods in accounting and financial planning scenarios. Also included is the creation of an amortization table, Excel CUMIPMT and CUMPRINC functions, capital budgeting and the use of data tables. The course is intended for intermediate to advanced Excel users.This course provides step by step instruction however it does not include exercise files as the examples are simple and can be created easily. This course covers two functions that were introduced in Excel 2013. If you do not have Excel 2013 or a higher, you will only be able to read about these 2 functions.

Usage Rank : 0
Release : 2017
Version : 1.0
Prerequisites : Excel 2007 and higher.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 01-Jun-2021
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 - Text - Technical - NASBA Registry - 395

Keywords : Specialized Knowledge and Applications, Excel, Time, Value, Money, Functions, CPAs, Practical, Applications, Accounting, Financial, Planning, Capital, Budgeting, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

  • Identify which Excel time value of money function should be used in a given circumstance
  • Associate compounding periods with the appropriate adjustments to rate and number of periods
  • Identify Excel’s sign convention
  • Recognize how to solve for rate, number of periods and payment
  • Recognize how to use Capital budgeting for internal rate of return and net present value
  • Recognize how to use data tables to present alternatives
Course Contents :

Chapter 1 - Excel Time Value of Money Functions for CPAs

Course Learning Objectives

Time Value of Money Concepts

Understanding Excel Time Value of Money Functions

Review Question

Present Value of a Single Sum

Review Question

Future Value of a Single Sum

New Single Sum Functions in Excel 2013

Review Question

Present Value of Annuities

Review Question

Future Value of Annuities

Computing the Periodic Payment

Review Questions

Computing the Rate

Review Questions

Computing Number of Periods

Review Question

Cumipmt and Cumprinc Functions

Annuities Due

Evaluating Uneven Cash Flows – Capital Budgeting

Review Question

Using Data Tables

Review Questions


Excel Course 395 Home: https://www.cpethink.com/excel-cpa-courses
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