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

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 (Intermediate / Advanced)

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


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.

*"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."


  • 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


Jun 22nd, 2020
Radisson Kitchener-Waterloo
2960 King Street East
Jun 11th, 2020
Courtyard by Marriott
65 Minthorn Blvd.
Feb 4th, 2020
Residence Inn
5070 Creekbank Rd.
May 19th, 2020
Holiday Inn Ottawa East
1199 Joseph Cyr Street
Feb 11th, 2020
The Albany Club of Toronto
91 King St. East, Toronto
ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.

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