Excel & QuickBooks Self-Study CPE Courses

Excel and QuickBooks CPE self-study courses from Surgent provide a mastery of key software tools — particularly Microsoft Excel. Surgent offers a wide array of technology CPE courses on Excel that target key skills like creating charts, generating budgets, working with formulas and functions, and using Pivot Tables effectively. We also have technology CPE Self-Study courses that highlight key features within QuickBooks and demonstrate how to work with this key piece of business and accounting software.

Surgent courses and instructors are consistently praised for their ability to make challenging content accessible, relevant, and engaging. We cover all areas and stages of continuing professional education, including Accounting & Audit, Audit Skills Training, Ethics, Government & Not-for-Profit, Taxation, Tax Staff-Level Training, Technology, as well as CPA Review for CPA Candidates.

Course Title	Format	Credits	Price
Autonomous Agents in Audit and Assurance (AAA2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$109.00	Buy now
Agentic AI Foundations for Finance and Accounting (AGF2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$109.00	Buy now
Introduction to AI in Accounting (AIA2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$109.00	Buy now
Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders (AIC2) Field of Study: Specialized Knowledge (2)	Self-Study Webcasts	2	$119.00	Buy now
Artificial Intelligence for Accounting and Finance Professionals (AIP2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$89.00	Buy now
Anatomy of a Ransomware Event and Incident Response (ARE2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$89.00	Buy now
Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals (BAC2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$109.00	Buy now
The Risks and Benefits of ChatGPT and Artificial Intelligence (CHT2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$109.00	Buy now
Part 1: Mastering Must-Have Skills for Finance Roles (CSC1) Field of Study: Computer Software & Applications (0)	Self-Study Webcasts	0	$59.00	Buy now
Part 2: Taking Control of Your Data with Tables and Conditional Summing (CSC2) Field of Study: Computer Software & Applications (0)	Self-Study Webcasts	0	$59.00	Buy now
Part 3: Getting the Most From VLookups and Other Lookup Functions (CSC3) Field of Study: Computer Software & Applications (0)	Self-Study Webcasts	0	$59.00	Buy now
Part 4: Unleashing the Potential of the Pivot Table (CSC4) Field of Study: Computer Software & Applications (0)	Self-Study Webcasts	0	$59.00	Buy now
Incident Response and Case Studies in AI-powered Cybersecurity (CYC2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$109.00	Buy now
Foundations of Cybersecurity for Financial Professionals (CYF2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$109.00	Buy now
Generative AI and Cybersecurity: Opportunities and Threats (CYG2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$109.00	Buy now
Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats (CYR2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$89.00	Buy now
Data Analytics Readiness Series: Visualizations and Reporting (DA10) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Data Analytics Readiness Series: Data Extraction and Data Sources (DAR1) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Data Analytics Readiness Series: Data Preparation Using Get and Transform (DAR2) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Data Analytics Readiness Series: Formulas, Named Ranges, and Formula Auditing (DAR3) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Data Analytics Readiness Series: Excel Tables (DAR4) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Data Analytics Readiness Series: PivotTables (DAR5) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Data Analytics Readiness Series: Data Modeling (DAR6) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Data Analytics Readiness Series: Calculated Columns and Dimensions (DAR7) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Data Analytics Readiness Series: Advanced Formulas- Array Formulas and DAX Formulas (DAR8) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Data Analytics Readiness Series: Artificial Intelligence- Basic Concepts in Excel (DAR9) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security (DEF2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$109.00	Buy now
Data Analytics: Planning and Implementation Strategies (DT01) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Excel: The Data Tools for Analysis - Power Query and Power Pivot (DT02) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Power BI Desktop: DAX Formulas, Reporting, and Visualizations (DT03) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Power BI.com: Empowering Collaborative Data Analytics in Your Organization (DT04) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Privacy and Security Training: Obligations of Confidentiality and Safekeeping (DTS2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$89.00	Buy now
AI and Data Ethics in Accounting (ETA2) Field of Study: Regulatory Ethics (2)	Self-Study Webcasts	2	$109.00	Buy now
A Discussion: The Threat and Opportunity to Accounting Posed by Generative AI and Other Emerging Technologies (GEN1) Field of Study: Accounting (1)	Self-Study Webcasts	1	$69.00	Buy now
Governing Agentic AI: Cybersecurity, Data, and Risk (GOA2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$109.00	Buy now
Generative AI in Accounting and Prompt Engineering (GPE2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$89.00	Buy now
Accounting for Software – Internal Use and External Sales (IUES) Field of Study: Accounting (2)	Self-Study Download	2	$49.00	Buy now
Leveraging AI for Data Analytics in Accounting (LDA2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$89.00	Buy now
Max the Tax: Metaverse (MTT7) Field of Study: Information Technology (1)	Self-Study Download	1	$49.00	Buy now
Get Started with Power BI (PB01) Field of Study: Computer Software & Applications (2)	Self-Study Webcasts	2	$109.00	Buy now
Become a Data Analysis Expert (PB02) Field of Study: Computer Software & Applications (2)	Self-Study Webcasts	2	$109.00	Buy now
Clean, Transform, and Load Data in Power BI (PB03) Field of Study: Computer Software & Applications (2)	Self-Study Webcasts	2	$109.00	Buy now
Build a Data Model for Analysis in Power BI (PB04) Field of Study: Computer Software & Applications (4)	Self-Study Webcasts	4	$149.00	Buy now
Create Measures in Power BI That Define Your Metrics (PB05) Field of Study: Computer Software & Applications (4)	Self-Study Webcasts	4	$149.00	Buy now
Create Visuals in Power BI to Successfully Analyze Data (PB06) Field of Study: Computer Software & Applications (4)	Self-Study Webcasts	4	$149.00	Buy now
Leverage PowerBI.com to Create Data Analysis for Others (PB07) Field of Study: Computer Software & Applications (2)	Self-Study Webcasts	2	$109.00	Buy now
Create Paginated Reports with Power BI Report Builder (PB08) Field of Study: Computer Software & Applications (2)	Self-Study Webcasts	2	$89.00	Buy now
Power Query Series: Use Cases (PQ10) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Power Query Series: Formulas, M Language, and Error Handling (PQ11) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Power Query Series: Data Modeling and Next Steps (PQ12) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Power Query Series: Introduction and First Connection (PQS1) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Power Query Series: Making a Connection (PQS2) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Power Query Series: Editor – The User Interface of Power Query (PQS3) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Power Query Series: Data Transformations (PQS4) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Power Query Series: Adding Columns for Data Enrichment (PQS5) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Power Query Series: More Transformations and Load Options (PQS6) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Power Query Series: Append Queries (PQS7) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Power Query Series: Merge Queries (PQS8) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Power Query Series: Useful Transformations (PQS9) Field of Study: Information Technology (1)	Self-Study Webcasts	1	$59.00	Buy now
Building Trustworthy AI Systems in Finance: The NIST AI RMF Approach (RMF2) Field of Study: Specialized Knowledge (2)	Self-Study Webcasts	2	$89.00	Buy now
Information Security and Privacy (SPR2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$89.00	Buy now
Tax and Advisory with Agentic AI (TAA2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$109.00	Buy now
Technology Trends and Hot Topics Impacting the Accounting Profession (THT4) Field of Study: Auditing (2), Information Technology (2)	Self-Study Download	4	$79.00	Buy now
Technology Trends and Hot Topics Impacting the Accounting Profession (THT4) Field of Study: Auditing (2), Information Technology (2)	Self-Study Textbook	4	$139.00	Buy now
Data at 30,000 Feet: Traveling Smart with Client and Personal Information (TSA2) Field of Study: Information Technology (2)	Self-Study Webcasts	2	$119.00	Buy now
Excel for Staff Level 1 - What You Never Learned (XL01) Field of Study: Computer Software & Applications (2)	Self-Study Webcasts	2	$109.00	Buy now
Excel for Staff Level 2 – Getting More Out of Excel (XL02) Field of Study: Computer Software & Applications (2)	Self-Study Webcasts	2	$109.00	Buy now
Using ChatGPT with Excel (XL03) Field of Study: Computer Software & Applications (2)	Self-Study Webcasts	2	$109.00	Buy now
Improve Design and Productivity with Excel Tables (XL04) Field of Study: Computer Software & Applications (2)	Self-Study Webcasts	2	$89.00	Buy now
Mastering the Excel Lookup Functions (XL05) Field of Study: Computer Software & Applications (2)	Self-Study Webcasts	2	$109.00	Buy now
Improve Spreadsheets by Building Controls in Excel (XL06) Field of Study: Auditing (2)	Self-Study Webcasts	2	$109.00	Buy now
Finding Errors in Excel Spreadsheets (XL07) Field of Study: Auditing (2)	Self-Study Webcasts	2	$109.00	Buy now
The 10 Must-Know Excel Features (XL08) Field of Study: Computer Software & Applications (2)	Self-Study Webcasts	2	$109.00	Buy now
Taking Advantage of Array Formulas in Excel (XL09) Field of Study: Computer Software & Applications (2)	Self-Study Webcasts	2	$109.00	Buy now
The Latest and Greatest Excel Features (XL10) Field of Study: Computer Software & Applications (2)	Self-Study Webcasts	2	$109.00	Buy now

Excel & QuickBooks Self-Study CPE Courses

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