SPECIAL NOTE: This course applies to Excel 2010, 2007, and 2003.
This course will provide you with a blueprint that allows you to build Excel spreadsheet reporting models. With a focus on accounting, the reports created are finance-based, but the techniques described can be applied to any type of reporting. The tools utilized in this course can also be used for budgeting and financial modeling. This is not a beginner course and does require a working knowledge of Excel. Some of the techniques can be complex, but they are explained so that you can easily apply them to your particular situation. Utilizing clear descriptions and straightforward analogies, you will learn how to apply useful functions of Excel in practical ways that will improve your thinking and make your reporting more efficient. PLEASE NOTE: Not accepted for Enrolled Agents. Computer program software is NOT included with courses. If you order the PDF FORMAT, the file size for the text materials is quite large 25 MB. All course material provided. Prerequisites: Requires a good working knowledge of Excel. Course level: Intermediate/Advanced.
PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.