Use Landscape to see Search/Filter
Item Types:
Field of Study:
CPE Hours:
Course Details

Must Know Excel Functions for CPAs (Course Id 600)

QAS / Registry
  Add to Cart 
Author : Joseph P Helstrom, CPA
Course Length : Pages: 93 ||| Review Questions: 18 ||| Final Exam Questions: 30
CPE Credits : 6.0
IRS Credits : 0
Price : $53.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Primary Subject-Field Of Study:

Computer Software & Applications - Computer Software & Applications for Course Id 600

Description :

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 online Microsoft Excel course provides step by step instruction and Excel practice exercises.

Usage Rank : 0
Release : 2020
Version : 1.0
Prerequisites : None.
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 : 28-May-2020
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 - NASBA Registry - 600

Keywords : Computer Software & Applications, Must, Know, Excel, Functions, CPAs, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

Upon completion of this course, you should be able to:
  • Recognize functions used to sum and count data and their uses
  • Define logical functions to locate items to test and to locate and handle exceptions
  • Define text functions to manipulate text data
  • Define the vlookup function and a combination of the index and match functions
  • Compute a payment, rate, term, present value or future value using time value of money functions
Course Contents :

Chapter 1 - Must Know Excel Functions for CPAs


The SUM Function

The SUBTOTAL Function


The DSUM Function

The SUMIF Function

The SUMIFS Function

Review Questions

The COUNT Function

The COUNTA Function


The COUNTIF and COUNTIFS Functions

Using COUNTIF to Find Duplicates

The COUNTIFS Function

The DCOUNT Function

The AGGREGATE Function

Review Questions

Logic Functions

Boolean Logic

Logical Functions for Selection of Items

Locating Formula Exceptions

Handling Formula Exceptions

Review Questions

Working with Text

The Index and Match Functions

The Vlookup Function

The DATEVALUE Function

The NOW() Function

Review Questions

Time Value of Money Functions

Present Value of a Single Sum

Future Value of a Single Sum

Present Value of Annuities

Future Value of Annuities

Computing the Periodic Payment

Computing the Rate

Computing Number of Periods

Review Questions

New Functions in Excel 2013

New Functions in Excel 2016

New Functions in Microsoft Excel 365 for 2020

Comprehensive Case Study Exercises

Suggested Answers to Comprehensive Case Study Exercises

Link for Spreadsheet


CPE Computer Software & Applications Course: https://www.cpethink.com/excel-cpa-courses
Thank you for taking one of our free courses. We would like to be able to let you know when we add free courses or have special offers and will never spam you or share your address with anyone. If you are Ok with that please reply with "Ok" or if not please reply "No Thanks". Either way enjoy your free CPE course.
Exam completed on .

Do you want to add the course again?