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NOTE: Discounted pricing available until JANUARY 24, 2024

These courses are specifically designed to deliver practical CPE that will help you learn how to leverage the power of Excel to get your work done faster.

Undergrad 1-2

20 CPE

$97

Normally: $397

Enrollment Period: 1 Year, per NASBA

Additional CPE Information

Undergrad 1-4

55 CPE

$297

Normally: $597

Enrollment period: 1 Year, per NASBA

Additional CPE Information

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Core Features

  • On-demand lessons - video lessons with written narrative so you can work at your own pace
  • Hands-on exercises - practice makes perfect
  • Assessments/Certificates - reinforce content and prove your skill

Bonuses

  1. Efficiency Snowball - ensures you have time to train
  2. Choose Your Own Adventure - anyone, regardless of current skill level, can make forward progress
  3. Success 360 - all learning styles supported, and topics reinforced through many methods
  4. Gamification - ensures this is the most fun you'll have learning Excel, plus, motivates you to train
  5. Solutions - get instant help with all homework by reviewing the solutions videos and answer files
  6. Certifications - Excel University Graduate Certification
  7. LinkedIn Recommendation - Jeff provides a recommendation on your LinkedIn profile upon completion

Topics

The Undergraduate lessons teach classic Excel features and functions as follows:

  • Undergrad 1 (Freshman) covers the foundations needed to build reliable, recurring-use workbooks.
  • Undergrad 2 (Sophomore) demonstrates how to build efficient formula-based reports.
  • Undergrad 3 (Junior) digs into the details of PivotTables.
  • Undergrad 4 (Senior) illustrates how to create efficient internal-use workpapers.

Undergrad 1 - Freshman Year

  • Foundations
    • Selected Shortcuts
    • Named References
    • Tables
    • Data Validation
    • Conditional Formatting Basics
    • Better Summing
    • Skinny Row
    • Hide Worksheets
    • Highlight Input Cells
  • Workbook Organization and Principles
    • Workbook Organization
    • Worksheet Organization
    • Nested Functions
    • Selection Groups
    • Workbook Design Principles

Undergrad 2 - Sophomore Year

  • Conditional Summing
    • Conditional Summing Basics with SUMIFS
    • Remove Duplicates
  • Lookups
    • Lookup Basics VLOOKUP
    • Improving VLOOKUP with MATCH
    • Improving VLOOKUP with VALUE and TEXT
    • Moving Beyond VLOOKUP with INDEX
    • Trap Errors with IFERROR
    • The IF Function
    • List Comparisons
    • The ISERROR Function
    • Multicolumn List Comparisons with COUNTIFS
    • Indentation
    • Perform Lookups with SUMIFS
  • Date and Text Functions
    • Determine the Last Day of the Month with EOMONTH
    • Date Parts – MONTH and YEAR
    • Build Your Own Date with DATE
    • Concatenation Basics
  • Formula-based Reports
    • Improve SUMIFS with CONCATENATE
    • Dynamic Headers
    • Horizontal Reports
    • Mapping Tables
    • Data Validation and Reporting
    • Improving Error Check with Boolean Values and the Logical AND Function
    • Concepts Applied

Undergrad 3 - Junior Year

  • PivotTable Fundamentals
    • PivotTable Basics
    • Row Fields
    • Value Fields
    • Column Fields
    • Filter Fields
    • Updating Data
    • Groups and Subtotals
    • Value Formats
    • Report Type Comparison
  • Working with PivotTables
    • Options
    • Report Layout and Design
    • Multiple Value Fields
    • Calculated Fields
    • Calculated Items
    • Show Values As
    • Sorting
    • Filtering
    • Hybrid Reports with GETPIVOTDATA
  • Obtain > Prepare > Summarize
    • Web Data
    • External Data
    • Text Files
    • Data Preparation
    • Accounting System Data
    • Getting Graphic

Undergrad 4 - Senior Year

  • Features
    • Sorting & Filtering
    • Outlining
    • Formatting
    • Printing
    • Protecting
    • Hyperlink Feature
  • Functions
    • HYPERLINK Function
    • IF Alternatives
    • Lookup Functions
    • Text Functions
    • Date Functions
    • Insert Function
  • Techniques
    • Ribbon Review
    • Conditional Formatting Revisited
    • Names Revisited
    • Wildcards Revisited
    • Tables Revisited
    • Start Here Revisited
  • Applications
    • JE Preparation
    • Budget Ideas
    • Common Workpapers

CPE Information

  • Instructor: Jeff Lenning CPA
  • Program Level: Basic
  • Prerequisites: None
  • Advance Preparation Needed: None
  • Delivery Method: QAS Self-Study (on-demand)
  • Expiration Date: One-year
  • Refund Policy: full refund within 30 days or until you earn any CPE (whichever is shorter)
  • Field of Study: Computer Software & Applications
  • Access Begins: Immediately
  • Certificates of completion: Download with a passing exam score of 70%
  • Recommended CPE: listed in course title
  • Materials: all materials are digital (no printed textbooks)
  • Complaint Resolution: contact us at 949-200-7688 or [email protected]
  • Official Registry Statement: Excel University, 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 Sponsors. State boards of accountancy have final authority on the acceptance of individual programs for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its webiste nasbaregistry.org.

FAQs

Do I have to be at a certain skill level? 

I've intentionally designed the training to help Excel users at all levels. Here's how. The lessons proceed in order, starting at the beginning. But, students can skip around to lessons as desired. For example, if you already know VLOOKUP you can skip that video and related exercises. I recommend all students, regardless of prior experience, begin with the first course/lesson.

Will the training be too difficult?

I have implemented everything I learned about teaching Excel over the past decade. And as a result, I use common language to explain concepts rather than trying to make myself sound smart by using techie terms and acronyms. I use everyday plain language to make the technical topics easy to understand. I teach each topic in a specific order so that skills are introduced at exactly the right time (not too early) and each lesson builds on the last. That way, there is nothing introduced that is a difficult surprise.

Which version of Excel is required?

The core skills taught in the undergraduate lessons are available in most Excel versions, including Excel for Windows, Mac, and online.

How much time will it take?

Given that students arrive with different experience levels and goals, it is hard to say for sure. Some students want to watch all videos, complete all exercises, all extra credit exercises, read all text, review all of the additional resources, complete all puzzles and gamification elements, and so on. Whereas some students simply want to watch the videos. I've designed the program so that students can choose their own adventure. Students can work through the material as fast or slow as desired. A good estimate of the number of hours however, is the number of CPE credits.

Can't I just figure all of this out on my own?

Well ... maybe ... but that will take way to long. As Steve Jobs said, Time is our most precious resource. My training program is designed to help students learn Excel in the most efficient and effective possible way.

How do the group licenses work? 

A designated training coordinator will acquire a group of licenses. The licenses themselves do not expire. Once the license is assigned to a staff person, the one-year enrollment period begins. Once a license is assigned to a staff, it is locked to that staff and can't be transferred.

How do I assign licenses?

Once you register, you'll receive a login and link to a screen that enables you to assign the licenses at will. The training coordinator can enter the students individually, or paste or upload a csv to assign them in bulk.

What if I have more questions?

Just contact us ... we are happy to help!