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)

Instructor-led Webinar or Onsite Training

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 course.

This is as an instructor-led webinar delivered in two half day sessions. During the two half day sessions, 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

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

Remote Workshop
Nov 3rd, 2020
Nov 5th, 2020
Instructor-Led Webinar
Online
Register
Nov 23rd, 2020
Nov 25th, 2020
Instructor-Led Webinar
Online
Register
ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.

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