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Excel CPE Courses


Microsoft® Excel®  is an essential tool for CPAs, CFOs, and other professionals working in the fields of accountancy, finance, tax, and more. The computational power of Microsoft Excel makes nearly all data functions more easily manageable, from the simplest to the incredibly advanced. Unfortunately, though, many new associates and even many seasoned professionals simply don't have the Excel skills they need to perform their work as efficiently as possible. That's why Surgent offers an extensive selection of continuing professional education (CPE) courses focused on a variety of Excel topics, presented as live webinars, on-demand self-study PDF-based courses, and on-demand webcasts. No matter your learning objectives, Surgent offers CPE courses for any level of experience, from 'getting started' Excel CPE courses to advanced Excel functions. 

Surgent's Excel courses qualify for the NASBA QAS Computer Software field of study. Unlike other Excel courses that are designed for general business needs, Surgent courses focus on the practical applications that are most important for accounting and financial professionals to master.  With Surgent webinar courses, you can improve critical on-the-job skillsets, and earn CPE credits at the same time. Accounting and financial professionals utilize Excel skills every day, and an advanced understanding of Excel functions can allow them to perform more effectively and efficiently than their less practiced counterparts. Surgent offers Excel CPE courses on a range of topics: Excel tips, keyboard shortcuts, Vlookups, SUMIFs, pivot tables and pivot charts, and more.

In addition to these core uses, many accounting firms and other types of businesses that manipulate, analyze, and interpret large amounts of data, are finding that Excel is an excellent tool upon which to grow data analytics capabilities. Surgent is continually developing new courses to meet these growing needs. For additional information on our Excel data analytics courses, please visit the Data Analytics page.

For new associates or others looking to quickly build a robust core Excel skillset, Surgent developed the Critical Skills Certificate in Excel for Accounting and Finance Professionals. Through eight highly-targeted hours of online instruction, Surgent will provide you the exact level of advanced Excel skills you need as a working CPA or other accounting and finance professional. Though this series does not provide CPE credit, the Certificate Course is ideal for new graduates seeking positions in accounting and finance, as well as new hires or associates who could benefit from a deeper understanding of Excel’s capabilities. All coursework is delivered 100% online and on-demand for complete go-at-your-own-pace flexibility, with each course segment being followed by a short proficiency exam to reinforce new skills. Upon successful completion, you'll receive a certificate and digital badge you can use to show off your expertise.

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CPE Webinars
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