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Advanced Excel for Accountants

Get ready to take your Excel skills to a whole new level! This course builds on our Microsoft Excel Bootcamp and teaches you all the advanced functions you need to dominate any spreadsheet.

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Course objectives

Becoming an Excel Wizard is guaranteed to put you ahead of your peers. In this course, we’ll spend quite a bit of time learning keyboard shortcuts to maximize your efficiency in Excel. After this, you’ll learn advanced functions such as INDEX/MATCH, MAX, MIN, and other powerful analysis tools.

We finish by learning advanced PivotTable functionalities and Macros. As with all our courses, we’ve left out all the fluff and get right to the heart of Excel.

At completion, you’ll have the tools to conquer any analysis, regardless of your industry or role.

Some key things you’ll learn:

  • Keyboard shortcuts​
  • Named Ranges
  • Advanced reference formulas
  • Advanced PivotTable
  • Intro to Macros
  • And more!

We also recommend taking our Excel VBA Macros Bootcamp which is a fantastic complement to this course. Or if you need a quick refresher on some of the basics, checkout our Microsoft Excel Bootcamp

Additional Info

Format: 3-6 minute videos, quizzes, and a final exam

CPEs: 5.5

Field of study: Computer Software & App

Prerequisites: You should have a solid intermediate knowledge of Excel (e.g. VLOOKUP, SUMIFS, COUNTIFS, PivotTables, etc.) We also recommend taking our Excel VBA Macros Bootcamp which is a fantastic complement to this course. If you need a quick refresher on some of the basics, checkout our Microsoft Excel Bootcamp.

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Copyright © 2023 Wisdify, Inc. All Rights Reserved. Wisdify, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Kelsey Murphy

Kelsey is Wisdify’s expert content developer. Taking feedback from our students, Kelsey creates extremely relevant blog posts and leads the development of Wisdify’s other free resources.

Prior to Wisdify, Kelsey worked as a business technology strategy consultant for Forrester, a global research and advisory firm. While there, she acted as project manager for numerous research-based consulting projects.

Kelsey earned a BA in Economics and Mathematics from Wellesley College.

Madison Bess

Madison oversees the social media strategy at Wisdify and makes sure we stay closely connected with our students, receive their feedback, and provide our students with valuable information.

Prior to Wisdify, Madison successfully ran the social media accounts for multiple companies. She also found time to start her own personal training company (which she still runs).

Madison earned a BA in English from Brigham Young University.

Maryn Coughran

Maryn is a co-founder and leads the marketing and outreach efforts at Wisdify. She ensures we are connecting with our customers, hearing their feedback, and then implementing their suggestions.

Prior to Wisdify, Maryn co-founded (along with Nate) BostonExcel, a Microsoft Excel training company that worked with dozens of companies in virtually every industry. Maryn’s clients included numerous Fortune 1000 companies, prestigious universities, startups and everything in between. She also happened to write and illustrate a children’s book. Let’s just say she’s a woman of many talents.

Maryn earned a BA in Economics from Wellesley College.

Joe

Joe is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Joe is a big believer in the power of online learning and community with 20 years of finance and accounting experience.

 

The Buckaroos

Gwyn, Jack, and Kate are the adorable tow-heads that lead up Wisdify’s campaigns on cuteness, energy, and sleep-deprivation.