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Course Details

Using Microsoft Excel for Financial Analysis - Using Formulas and Functions (Course Id 256)

QAS / Registry
Author : Jay R Carlson, MCSE, MCDBA, A+ Certified
Status : Production
CPE Credits : 2.5
IRS Credits : 0
Price : $22.45
Passing Score : 70%
Course Type: NASBA QAS - Text - Technical - NASBA Registry
Primary Subject-Field Of Study:

Specialized Knowledge - Specialized Knowledge for Course Id 256

Description :

The following training introduces you to Microsoft Excel formulas and functions that are commonly used for financial analysis. You will be exposed to what a formula is, how to use relative references, and how Excel uses operator precedence during calculation of these formulas. This training also teaches what the PMT, CUMIPMT, FV, DB, NPER and Rate functions are.

Note: All screenshots in this training show Excel 2010. Where there is any significant difference between 2007 and 2010, there will be an additional screenshot of 2007.

Usage Rank : 0
Release : 2014
Version : 1.0
Prerequisites : None
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-Feb-2015
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 - 256

Keywords : Specialized Knowledge and Applications, Using, Microsoft, Excel, Financial, Analysis, Using, Formulas, Functions, cpe, cpa, online course
Learning Objectives :

Module 1

Introduction to Formulas in Microsoft Excel

The objectives of this lesson are:
    1. Learn what a formula is.
    2. Learn how to use Relative References.
    3. How and when to use Absolute References.
    4. How Excel uses Operator Precedence when calculating formulas.

Module 2

Using Excel Formulas in Financial Analysis

The objectives of Module Two are:
    1. Learn what the PMT function is, and how it is used.
    2. Learn what the CUMIPMT function is, and how it is used.
    3. Learn what the FV function is, and how it is used.
    4. Learn what the DB function is, and how it is used.
    5. Learn what the NPER function is, and how it is used.
    6. Learn what the RATE function is, and how it is used.
Course Contents :

Module One: Introduction to Formulas in Microsoft Excel

What’s a formula?

Exercise 1

Formulas – Things to Consider

Using Absolute References

Changing How Excel Calculates Formulas

Exercise 2

Review Questions


Module Two: Using Excel Formulas in Financial Analysis

Using Excel Formulas in Financial Analysis

Financial Functions

PMT Function

The CUMIPMT function

The FV Function

The DB Function

The NPER Function

The RATE Function

Exercise 3

Review Questions

Excel Course 256 Home: https://www.cpethink.com/excel-cpa-courses
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