K2's Excel Financial Modeling Best Practices

Course Details

Date

Friday, October 18, 2019

8:00am – 9:40am
(Registration: 7:30am)

Field of Study

Finance

Course Number

4193612E

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA Education Foundation

Prerequisites

Fundamental knowledge of computer operations and Microsoft Excel.

Description

Excel remains the tool of choice for many accounting and financial professionals when building financial models, including forecasted financial statements and budgets. Yet, many of these same professionals have never received any formal training how the best practices associated with generating these types of spreadsheets. Learn many amazing techniques that will not only help you to save valuate time when building Excel-based models, but will also improve the quality of your results.

Highlights

  • Financial models in Excel
  • Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses
  • Excel's Solver tool
  • Formatting techniques to improve the usefulness of reports

Objectives

  • Identify ten best practices for creating financial models in Excel
  • Utilize Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses
  • Create optimization models using Excel's Solver tool
  • Implement procedures for eliminating errors in Excel-based financial models
  • Incorporate various formatting techniques to improve the usefulness of reports

Designed For

CPAs and financial professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$60.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$94.00
Your Price $94.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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