|Author :||Jay R Carlson, MCSE, MCDBA, A+ Certified|
|CPE Credits :||2.5|
|IRS Credits :||0|
|Passing Score :||70%|
|Primary Subject-Field Of Study:||
Specialized Knowledge - Specialized Knowledge for Course Id 256
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.
|Usage Rank :||0|
|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 - NASBA Registry - 256
|Keywords :||Specialized Knowledge and Applications, Using, Microsoft, Excel, Financial, Analysis, Using, Formulas, Functions, cpe, cpa, online course|
|Learning Objectives :||
Introduction to Formulas in Microsoft ExcelThe objectives of this lesson are:
2. Learn how to use Relative References.
3. How and when to use Absolute References.
4. How Excel uses Operator Precedence when calculating formulas.
Using Excel Formulas in Financial AnalysisThe objectives of Module Two are:
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?
Formulas – Things to Consider
Using Absolute References
Changing How Excel Calculates Formulas
Module Two: Using Excel Formulas in Financial Analysis
Using Excel Formulas in Financial Analysis
The CUMIPMT function
The FV Function
The DB Function
The NPER Function
The RATE Function