Mastering Adobe Acrobat for Financial Professionals
Author: Stephen M. Yoss
| CPE Credit: |
2 hours for CPAs |
PDFs (Portable Document Format) are the de facto standard for digital paper. They are used worldwide by virtually all platforms and systems as a method of conveying information. They can be used to transmit an invoice to a client, sign an agreement with a partner, or save a permanent copy of a financial statement. While being widespread, most financial professionals don’t know to leverage this format effectively. They lack the knowledge of how to create their documents, edit existing documents, or secure them for transmittal. Additionally, there are many new PDF capabilities such as forms, e- signature, cloud storage, and more which are underutilized by financial professionals.
The most common and powerful application for creating, editing, and managing PDF files is Adobe Acrobat Pro DC. This application can be leveraged in so many ways to create effective documents. This course will go through in deep detail the major features and functionalities of this application. It will demonstrate the various ways to create and edit documents. It shows utilizing the review and annotation functionalities such as stamps and comments. It will teach participants how to create forms and collect e-signatures. Additionally, it will present free and open-source alternatives to Acrobat DC to consider. This course is a must-watch for any financial professional that works with PDFs regularly.
Publication Date: August 2025
Topics Covered
- Overview of PDFs and Acrobat Options
- Integration with Microsoft Office
- Creating PDFs
- Editing PDFs
- Forms and Signatures
- Sharing and Collaborating
- Protection and Advanced Features
- Alternatives to PDFs
Learning Objectives
- List the various methods of creating PDF documents from the application to the Microsoft Office integration
- Explain the major professional capabilities of Adobe Acrobat DC such as creating forms and collecting e-signatures
- List the various Adobe Acrobat DC alternatives such as Google Chrome, Cute PDF, Sumatra PDF, and more
- List the major cloud functionalities of Adobe Acrobat DC
- Explain how to collaborate and review documents with colleagues using Adobe Acrobat DC
- Explain how to leverage the mobile app capabilities of Acrobat while on the go with your iOS or Android device
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Computer Software & Applications (2 hours)
Program Prerequisites
None
Advance Preparation
None
