Instructor-led Webinar or Onsite Training

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, that using Electronic forms can save hours of time, giving you a better scope for decision making and improve communications between departments.

This is as an instructor-led webinar delivered in two half day sessions. 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
• Industry 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

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*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 professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

Enrollment is limited to 6 persons to ensure that each participant receives individualized attention. This is a hands-on workshop. We will utilize screen sharing software and file sharing software to present the course and exercises. You may share your screen to get personalized assistance with your work.

Cost of this course is $329 + applicable taxes. Course runs from 1:00 p.m. to 4:30 p.m. Eastern Time

If you have five people interested in attending the course it can be held on your site or as an exclusive instructor-led webinar for your team. Please contact us (866) 630-6950 for more details

Schedule

If you have five people or more interested in attending, we can hold the course at your site for a reduced rate at the date and time that fits your team's schedule best. Please contact Andrew Leroux at (866) 630-6950 or andrew@escomputertraining.com for more details.