Excel – Finance Functions 1⁄2 Day | 3 hours | $299 PLUS TAX

This course is especially beneficial to accountants, financial managers, and analysts. We explore: Prerequisite: Excel Level 1 

» determining monthly payments for a loan
» creating an amortization table for a mortgage
» computing present and future value for a series of payments or amounts
» calculating internal rate of return for cash flows
» calculating the number of months to pay off a loan
» calculating imputed interest rate
» building a 1- or 2-dimensional What-If table for financial terms such as payments, present value, etc.

Also, if you’re connected to the audit profession, Audit Data Analytics may be of particular value. ADAs can enhance the traditional sampling techniques used in audit examinations.

Excel – Custom Training 1–2 Days | 7–14 hours | $399/day PLUS TAX

When other Excel courses do not fit your needs, you can cherry-pick your own topics of interest and create a course agenda that meets your needs. If you want, we can help you plan exactly how you want to enhance your productivity with Excel. Custom Training courses have a very high satisfaction rating from our clients. Prerequisite: 

The way it works: Before the training date, each attendee receives a survey listing the primary topics from Excel 1, Excel 2, and Excel 3. They are asked to rank their preferred topics, and the results are compiled to produce a customized agenda. The training is delivered in sessions lasting one or two days, depending on the amount of material.

Sessions are private, with team members from just a single organization at a time. Usually, clients provide their own data for training and practice (our instructor is the only person outside your organization who sees it). We are happy to sign a Non Disclosure Agreement.

The course fees include up to 3 hours of prep time to create practical examples from your own data. Alternatively, if you’d rather not use your own data, materials from the standard course offerings will be used.