Excel: The Basics
Author: David H. Ringstrom, Stephen M. Yoss
| CPE Credit: |
12 hours for CPAs |
Build a strong foundation in Microsoft Excel with this beginner-friendly learning path designed specifically for accounting and finance professionals. Whether you’re brand new to spreadsheets or looking to fill essential knowledge gaps, this structured collection of courses will help you confidently navigate Excel’s core tools while developing skills you’ll rely on every day.
Across six engaging courses, you’ll move from understanding basic spreadsheet concepts to applying must?know formulas, manipulating data, and using features that streamline accounting workflows. By the end, you’ll be ready to perform common tasks with efficiency, accuracy, and professional-level proficiency.
What You’ll Learn
- How to navigate Excel’s interface, create and manage worksheets, and use essential formatting tools
- How to input, edit, and organize data for clarity and accuracy
- Key accounting?relevant formulas and functions, including lookup tools
- The fundamentals of PivotTables and how to summarize large datasets
- Practical Excel skills every accountant should master at the beginner level
Level
Basic
Instructional Method
Learning Path
NASBA Field of Study
Computer Software & Applications (6 hours), Specialized Knowledge and Applications (4 hours), Specialized Knowledge (2 hours)
Program Prerequisites
None
Advance Preparation
None
