ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.
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Earn your RIBO/Life License Credits and save Time & Money through RIBO Accredited Computer Courses for Insurance Brokers.

Microsoft Excel for Insurance Professionals (Intermediate/Advanced)

7 RIBO Management Studies and 7 Life License Credits (Ont)

Overview

If you have ever had to make a decision based on manually tracked data, you will greatly benefit from this workshop! You will learn, by using Electronic forms you can save hours of time, giving you a better scope for decision making and improve communications between departments. Discover how to capture and link data from different files, track changes and create simple macros. Become educated in auditing and tracking data and data validation. Understand about file security. These features save hours of manual effort and help keep numbers confidential.

Gain a better comprehension of consolidating data from disparate reports, master the ability to create, analyze and compare budget scenarios electronically. Discover the capacity to manipulate and analyze databases via pivot tables and to create management analysis reports. Microsoft Excel is an essential tool to learn for anyone tracking data.

Topics

  • Creating spreadsheets to last
  • Using Insurance best practices for creating spreadsheets
  • Reviewing and Re-using Complex Spreadsheets
  • Consolidated Results
  • Filters: Live reporting and Analysis, Formulas
  • Subtotals: Static Reporting
  • Pivot Tables
  • Using Excel as a Database
  • Creating and Maintaining Macros
  • Complex Formulas
  • Linking other Workbooks - Best Practices
  • Templates, Forms and Tables of Information

Price: $329 + applicable taxes

Max Students: 12



Schedule

Kitchener
Mar 28th, 2019
Radisson Kitchener-Waterloo
2960 King Street East
Register
Markham
Mar 8th, 2019
Courtyard by Marriott
65 Minthorn Blvd.
Register
Ottawa
Mar 18th, 2019
Holiday Inn Ottawa East
1199 Joseph Cyr Street
Register
Toronto
Feb 12th, 2019
The Albany Club of Toronto
91 King St. East, Toronto
Register
ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.

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