ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.
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Our highly effective computer training courses, will help save you time and money, plus you will earn CFP* and Life License Credits.

Microsoft Excel for Financial Advisors (Basic)

7 FPSC credits* and 7 Life License Credits (Ont)

Overview

Do you work with numerical data? Are you interested in reducing the time it takes to produce reports based on that data? If you answered yes to either of these questions, then you will find great benefit in taking this engaging course.

During this one day seminar, you will learn the tools to help you to better understand your business performance, examine profitability of various jobs and business areas, plan budgets and examine business scenarios all through the use of Microsoft Excel. We will show you how you can simplify the presentation of complex data in order to achieve a more powerful communication of information.

*"We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP licensee to determine whether completion/attendance at this seminar/program/course qualifies for CE credits."

Topics

  • Basic Skills
  • Creating Simple Spreadsheets
  • Presentations and Reporting
  • Some tools for efficiency: Filters, Subtotals, Sorts
  • Tools for analyzing information
  • Linking other Workbooks
  • Year over Year Comparisons and other formulas
  • Review and Summary

Price: $329 + applicable taxes

Max Students: 12



Schedule

There are currently no sessions scheduled for this course. The course can be held at your site if you have a minimum of five people interested in taking the course. Please contact us for details.

ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.

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