Math and finance functions in Excel

Learn how to use essential functions in Excel for Microsoft 365 that will help you evaluate financial data and make better business decisions.

Event Details

Location and date:
Online On-Demand Event

Your ability as a financial professional to add value to your organization depends on how well you can make sound business decisions.

Strengthening that skill is the focus of this online course, which explores the mathematical, statistical and financial functions within Excel that apply to accounting and financial management. You will learn how to calculate basic statistics and how to forecast and generate a net present value schedule.

This online, video-led course is performed using Excel for Microsoft 365 and includes an eBook and practical examples that are yours to keep.

Note: This course can be taken individually or as part of the Comprehensive Excel Certificate Program.

Additional options and pricing may be available. See pricing and registration for more details.

Member $229, Non Member $275

3 CPD hour(s)
Pricing & registration

You will learn about:

  • aggregating data using both the SUM() and SUBTOTAL() functions
  • calculating more stats from your data such as Median and Mode   
  • applying other functions such as PI(), ABS(), RAND() and RANDBETWEEN()
  • 10 different rounding methods and their differences
  • forecast functions: SMALL(), LARGE() and FORECAST.LINEAR()
  • calculating the net present value for an investment
  • what-if analysis tools to find the optimum price for an investment

Who should attend?

  • advanced Excel users
  • IT professionals
  • business intelligence educators
  • consultants
  • financial analysts

More Details:


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Learn how to create tabular data sets in Excel so you can better organize and analyze financial information using Microsoft 365.


Please contact:

Member Development and Support
Tel: 1-800-268-3793
Email: [email protected]