Advanced Excel: Practical Applications for Accounting Professionals



Advanced Excel: Practical Applications for Accounting Professionals

Instructor: Jeff Lenning, CPA, CITP

  • Format

    Course - Online

  • Level


  • Duration


This online video course will make you excel in Excel. It’s designed for accountants, by an accountant, so you’ll learn how to unlock all the magic in your spreadsheets. Using live workbook files that you can edit as you go, you’ll become a master in topics such as advanced pivot tables, external data ranges, the IF function, and features such as process automation. All of which will help you work faster and smarter.

Learning outcomes

  • Automate recurring processes
  • Use the most powerful features of Excel
  • Know which features and functions should be used for various high-level tasks

£109.00 (CIMA members only)


VAT calculated on checkout

Product information


Are you an accounting or finance professional with a good grasp of Excel who wants to take your skills to the next level? This course is designed just for you. Learn about the Excel features that will help you achieve greater efficiency and automation.

The course now includes Excel 2016. Each exercise presented in this course is available as an interactive Excel Workbook file so you can follow along in Excel as you progress through the course.

Topics discussed:

  • Advanced pivot tables
  • External data ranges (ODBC)
  • VIsual basic: macros and user defined functions
  • Digital working papers
  • Securing worksheets and workbooks
  • Named ranges
  • Vlookup and related functions such as, Nest offset, Text, and Match
  • IF function and other efficiency gains
  • Encryption and data validation

Who should take this course?

  • Accounting and finance professionals in public practice or industry

Professional development

This Course - Online offers 5 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Field of study: Specialised knowledge and applications
Prerequisites:Working knowledge of Microsoft Excel
Programme level:Advanced
Format:Course - Online
Access:This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£109.00 (CIMA members only)


VAT calculated on checkout


  • Jeff Lenning, CPA, CITP

    Author of Excel University In his live CPE training sessions, Jeff Lenning CPA CITP has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine.

    Highlights After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen's Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching.

    Professional Involvement He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.


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