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Excel Specialist in Accounting Certificate Program (CESA) – Self-Study Online Course


Course Highlights

Course type: Self-Study, Online

Designation Earned: Certified Excel Specialist in Accounting (CESA)

Registration fee: $549 per learner (Member discounts of 10%-20% apply.)

Designed for: The Excel Specialist in Accounting (CESA) Certificate program is designed for financial and accounting professionals responsible for gathering, reporting and analyzing data.


Course Description

Excel is a powerful tool with extensive functionality, but few users leverage its full capability. This course addresses the building blocks of the software, then moves on to the more sophisticated features needed for highly streamlined reporting.



Course Details


Foundations, Shortcuts, Tables, Data Validation, Conditional Formatting, Design Principles, Lookup and Error Functions, Data and Text Functions, Automated Reporting. View complete overview.

Access to the course lasts for one year after date of purchase. Since it is self-study, learners can move at their own pace, but IOFM recommends a timeline of about 3 months to move through the material. Total learning hours for this course are estimated at 35 hours.

The self-study program (accessed via the IOFM.com E-Learning Center) is composed of three volumes that advance in difficulty: Volume 1 (Foundations), Volume 2 (Formulas and Functions) and Volume 3 (PivotTables). Each volume is composed of a series of video lectures, "homework assignments" (which are Excel workbooks with hands-on exercises) and short quizzes. There is a final exam for each volume (70-80 questions each in 90 minutes each). Learners have three attempts on each exam.


IOFM does not offer CEUs for Certification classes. We know that earning your Certification takes a lot of time! However, the nature of continuing education is that it is additional training you do after you are certified in order to keep up with the standards set by the program. Therefore, earning your credentials does not count towards your CEU requirement. If you already hold an IOFM Certification, you may count subsequent live Certification classes for 6 CEUs towards that previously-held Certification. 

Most updated version of Google Chrome, a desktop/laptop computer with a functioning speakers and a strong Internet connection. If accessing from a work computer, some companies' VPN/security settings can impede course performance (visit the Help Center for resolutions). Please be sure to have Microsoft Excel for Windows Versions 2010 and later installed on your computer.

There is no continuing education requirement for this course. 

Course Instructor

Jeff LenningJeff Lenning

Excel University

Author and award-winning instructor Jeff Lenning CPA loves helping accountants use Microsoft Excel more efficiently. His Excel articles have been featured in industry publications such as the Journal of Accountancy, and he is a Microsoft Certified Trainer. He provides online Excel training at excel-university.com.


Member Pricing: IOFM Member e-learning discounts of 10-20% apply. Make sure that you are logged in before proceeding with your registration in order for the discount to be applied automatically in cart.
Group Enrollments: You can add multiple enrollments to your online cart, and you'll be able to assign the enrollments to yourself or others after purchase through our course set-up wizard. If you'd like to purchase more than 20 enrollments, please contact our Advisory Services Team.  

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