Learning path
Excel Mastery for Accounting & Finance
Five courses that take Microsoft Excel as far as accounting and finance work needs it to go — from the formulas and shortcuts you use every day to dashboards, data analysis and automation with VBA.
5 courses·28 NASBA CPE
Every course in this path is included.
What you’ll learn to do.
Six things the path teaches, each one built on the kind of file already on your desk.
The formulas, functions and shortcuts that save time on every file.
Dynamic reporting in Excel, then the same data in Power BI.
PivotTables, data modeling and the advanced formula set.
VBA macros that cut manual effort and the errors that come with it.
Analytics fundamentals that turn raw data into something the business can act on.
Practical skills built on accounting and finance work, not sample workbooks.
What’s included.
Five courses, from the formulas you use every day to dashboards, analytics and VBA. Each one earns NASBA CPE on its own.
Microsoft Excel Bootcamp
Only the formulas, functions and shortcuts that matter most — the set that lets you take on any spreadsheet or analysis.
Computer Software & Applications
Advanced Microsoft Excel
Builds on the Bootcamp with INDEX/MATCH, advanced PivotTables and the rest of the advanced function set.
Computer Software & Applications
Excel Dashboards + Power BI
Dynamic dashboards built end to end in Excel, then the same data taken into Power BI, Microsoft’s business intelligence tool.
Computer Software & Applications
Intro to Data Analytics
Using only Excel: the core techniques to analyze, interpret and present large data sets.
Statistics
Microsoft Excel VBA Macros
Write macros from the first line of code and hand Excel the repetitive work that eats hours every month.
Computer Software & ApplicationsWhat the path gives you, and who it’s for.
What you get
- Five courses built for accounting and finance — dashboards, analytics and VBA alongside Excel itself
- 28 NASBA CPE, with a certificate of completion for every course
- The exercise workbooks and solution files for each course, to work along in Excel
- Your own pace — come back to any lesson while your plan is active
Who it’s for
Accountants, finance professionals, auditors — anyone who wants more out of the spreadsheet they already open every morning.
- Accountants who live in Excel and want to work faster in it
- Finance professionals building reports, forecasts and budgets
- Auditors working through client files and large data sets
- Anyone ready to automate the repetitive parts of the close
Frequently asked questions.
How long will I have access to the courses?
For as long as your plan is active, and you can cancel at any time.
Is this path suitable for beginners?
Yes. Microsoft Excel Bootcamp covers the essentials for anyone starting out or refreshing, and the other courses build on it.
How do I start?
Choose a plan and every course on the path opens immediately, in any order you like. There is no separate enrollment step for the path.
Do I get a certificate for each course?
Yes. Every course issues its own certificate of completion recording the NASBA CPE earned, and your credits are tracked for you in the CPE Tracker.
What software do I need?
Microsoft Excel, preferably a current version, and Power BI for the dashboards course. The VBA course uses Excel’s Developer tab, which is built in but has to be switched on.
Can I take the courses on any device?
The videos play on any device, but the exercises are worked in Excel, so a computer with Excel installed gets the most out of them.
Ready to become an Excel expert?
- 28 NASBA CPE across five courses
- A certificate for every course you complete
- Power BI and VBA included, not sold separately
Every course in this path is included.