Excel Certification

Excel Certification

The Certified Excel University Graduate program is an Excel Certification specifically designed for accounting and finance professionals. It is a comprehensive program that demonstrates Excel proficiency and the ability to apply it to common accounting and finance tasks.

Basically, it shows that you are awesome at Excel and know how to use it in the real-world to get your work done fast.


Registration for this program is open twice per year, during the spring and fall semesters.

Registration is closed now, sorry about that.

If you’d like to be notified when it opens again and sign up for our blog, use the form on the right side of this page to sign up for our blog.


Do Amazing Things with Excel!

After training at Excel University, you’ll use Excel to do amazing things…check it out:



Content Summary

The content for the Excel certification program is an abridged version of Excel University Volumes 1-4.

  • Volume 1 (Freshman) covers the foundations needed to build reliable recurring-use workbooks.
  • Volume 2 (Sophomore) demonstrates how to build efficient formula-based reports with functions such as VLOOKUP, SUMIFS, INDEX, MATCH, EOMONTH, and more.
  • Volume 3 (Junior) digs into the details of PivotTables.
  • Volume 4 (Senior) illustrates how to create efficient internal-use workpapers.

There is a detailed syllabus that lists all topics below.


There are 16 lessons, and each lesson contains a prerecorded webinar that you can watch on your own schedule. Each webinar is about an hour or so.

Each lesson also contains homework activities you can use to practice the topics discussed. There is a quiz to reinforce the content, and a lot of additional resources, including solutions, related blog posts, lectures, and narrative. Plus, just for fun, there is an Excel breakout puzzle in each lesson.

The course is on-demand, so you train at your own pace according to your own schedule during the enrollment period. You can pause, rewind, and replay the prerecorded webinars as desired.

Video Overview

If you’d like more detail about the course, here is the overview video, which is the first video found inside the course.


Enrollment Period

The enrollment period, as set by NASBA, is one year from the date of purchase. You have full access to all course material during the enrollment period, even after completing the exams and receiving your certification.

To support students after the enrollment period, we invite students to join the Excel University Alumni Association. This provides exclusive Q&A sessions, discussion forums, ebooks and other resources, plus, free access to the Resource Library is included. The Resource Library includes all of the videos and files from your Excel University courses, but without the CPE-related components such as the quizzes, exam, and certificates of completion.

Syllabus / Topics

Freshman Year (Volume 1)

  • Lesson 101
    • Selected Shortcuts
    • Named References
    • Tables
    • Data Validation
  • Lesson 102
    • Conditional Formatting Basics
    • Better Summing
    • Skinny Row
    • Hide Worksheets
    • Highlight Input Cells
    • Workbook Organization
    • Worksheet Organization
    • Nested Functions
    • Selection Groups
    • Workbook Design Principles

Sophomore Year (Volume 2)

  • Lesson 201
    • Conditional Summing Basics with SUMIFS
    • Remove Duplicates
    • Lookup Basics VLOOKUP
  • Lesson 202
    • Improving VLOOKUP with MATCH
    • Improving VLOOKUP with VALUE and TEXT
    • Moving Beyond VLOOKUP with INDEX
  • Lesson 203
    • Trap Errors with IFERROR
    • The IF Function
    • List Comparisons
    • The ISERROR Function
    • Multicolumn List Comparisons with COUNTIFS
  • Lesson 204
    • Indentation
    • Perform Lookups with SUMIFS
    • Determine the Last Day of the Month with EOMONTH
    • Date Parts – MONTH and YEAR
    • Build Your Own Date with DATE
    • Concatenation Basics
    • Improve SUMIFS with CONCATENATE
  • Lesson 205
    • Dynamic Headers
    • Horizontal Reports
    • Mapping Tables
    • Data Validation and Reporting
    • Improving Error Check with Boolean Values and the Logical AND Function
    • Concepts Applied

Junior Year (Volume 3)

  • Lesson 301
    • PivotTable Basics
    • Row Fields
    • Value Fields
    • Column Fields
    • Filter Fields
    • Updating Data
    • Groups and Subtotals
    • Value Formats
  • Lesson 302
    • Report Type Comparison
    • Options
    • Report Layout and Design
    • Multiple Value Fields
  • Lesson 303
    • Calculated Fields
    • Calculated Items
    • Show Values As
    • Sorting
    • Filtering
    • Hybrid Reports with GETPIVOTDATA
  • Lesson 304
    • Web Data
    • External Data
    • Text Files
    • Data Preparation
    • Accounting System Data
    • Getting Graphic

Senior Year (Volume 4)

  • Lesson 401
    • Sorting & Filtering
    • Outlining
    • Formatting
    • Printing
    • Protecting
    • Hyperlink Feature
  • Lesson 402
    • HYPERLINK Function
    • IF Alternatives
    • Lookup Functions
    • Text Functions
    • Date Functions
    • Insert Function
  • Lesson 403
    • Ribbon Review
    • Conditional Formatting Revisited
    • Names Revisited
  • Lesson 404
    • Wildcards Revisited
    • Tables Revisited
    • Start Here Revisited
  • Lesson 405
    • JE Preparation
    • Budget Ideas
    • Common Workpapers


The Certified Excel University Graduate program offers 40 hours of QAS self-study continuing education credit for those students that need CPE.

The CPE credits are awarded incrementally during the program, as follows:

  • 6 CPE hours when you pass the Freshman exam
  • 12 CPE hours when you pass the Sophomore exam
  • 10 CPE hours when you pass the Junior exam
  • 12 CPE hours when you pass the Senior exam

Bonus Courses

When you enroll into the certification program, you’ll also receive the following bonus courses as part of your registration fee.

  • Get & Transform (PowerQuery) Intro, by Jeff Lenning
  • VBA Intro (Macros), by Jon Acampora
  • Power BI Intro, by Mynda Traecy
  • Dashboards Intro, by Mynda Traecy

These bonus courses will be placed into your Excel University account immediately upon enrollment.


How can I display my certification?

You’ll receive a digital Certified Excel University Graduate certificate as well as a digital badge. You may include it on your LinkedIn profile, resume, cv, or anywhere else!

What is the cost?

The enrollment fee will be available when registration opens.

Are the videos captioned?

Yes! All webinar videos are captioned in English.

What if I have already enrolled into individual Volumes (1-4)?

If you enroll into the Full online Excel University courses individually or in a bundle, outside of the certification program, you will automatically qualify for the certification once you pass all 4 exams. Once you do, just contact me and I’ll provide access to an official Certified Excel University Graduate certificate 🙂

How long do I have to complete the program?

The total enrollment period is one year. You may complete the exams in any order at any time during the enrollment period. The one-year enrollment period is set by NASBA, and as a CPE sponsor, Excel University is bound by this term. We are unable to extend the enrollment period.

How long will it take me to complete the program?

The amount of time you spend in the program depends on your goals and experience level. On average, you’ll probably spend about 40 hours total. But, the course is truly on-demand, so you’ll work at your own pace during the enrollment period.

You may move quickly through familiar topics or features you may not use in your work. There may be topics that are new and very relevant, so you may decide to spend more time in these areas.

I have more questions!

Please contact me if I can answer any additional questions or provide any additional information.