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CPE Credits
1 Credits: Computer Software & Applications
Course Level
Intermediate
Format
Self-Study
Course Description
This course is designed to help intermediate Excel users enhance their efficiency through practical, time-saving techniques. Covering a wide range of topics from data formatting and formula shortcuts to custom views and form-based data entry, the course delivers highly actionable strategies for streamlining repetitive tasks. With an emphasis on speed and accuracy, this course is ideal for professionals looking to maximize their productivity when using Excel.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Recognize the quickest ways to adjust worksheets in Excel.
- Recall the quickest ways to clean up data in Excel.
- Recognize the most efficient ways to view data in Excel.
- Specify the steps needed to convert data into Excel.
Course Specifics
SS225428272, SS225428272
April 18, 2025
There are no prerequisites.
None
69
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …
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