Description

This certificate is for CPAs, Bookkeepers, and those aspiring to advance in these fields, in Canada who want to master financial data handling. This certificate focuses on understanding and using Quickbooks Desktop and Excel. Each Module contains the information necessary to understand the next, so you will never feel stranded in the unknown. Begin with an introductory guide to financial and statistical functions, starting with the basics and moving to more complex, specific analyses.

Learn how to use QuickBooks® Desktop, Power BI, and Excel more effectively and get the most out of your software tools.

Module 1- Introduction to Financial and Statistical Functions
Start at the beginning with this Module, essential for gaining a fuller understanding of the Modules to follow. If you've ever wondered what financial functions actually are, how to calculate depreciation, or what the deal is with one-click forecasting, this Module will answer all your questions and more.

Module 2 - Learn QuickBooks essentials
The second Module zeros in on QuickBooks for Canadians. You'll begin by learning the basics of QuickBooks, like how to create a company file, set preferences, and create invoices and statements. With that under your belt, you'll move on to more advanced functions like how to work with vendors, processing payroll taxes, and running budget reports.

Module 3: Analysis in Excel
In this module, you'll learn everything you need to know about processing in Excel, from cleaning up data so it's useable, to conducting analysis of the data, to how to display the data in the most meaningful way. Lastly, advanced techniques regarding forecasting, such as Forecast Sheets, Linear Forecast, and Forecast Smoothing will be explained in detail.

Module 4: Power BI - Data visualization
In this last module, you will learn about Power Query, and how to use this tool to organize and clean our data. Next, you will learn how to build a data model and how to effectively present data.

schedule Duration
25 hours
emoji_events Certificate
Available
bar_chart Level
Beginner
error_outline Prerequisites
No
check_circle Preparation
No
lock Access
One year

attach_money Price
CA$749 / year
percent DISCOUNT
37 % CA$1,195 / year

emoji_events 100% moneyback guarantee
If you cancel within 10 days and you’re not completely satisfied, we’ll give you all your money back. No questions asked.
After completing this course
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Be an expert in digital skills training
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Grow your ability to work smarter
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Have cutting-edge industry insights
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Get new career opportunities
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Earn a sharable certificate
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Perfect for those who want to...

Start a new career
A certification demonstrates your commitment to professionalism, industry standards, and continued learning. It will help you to establish professional credibility and gain new skills.
Start a new career
A certification demonstrates your commitment to professionalism, industry standards, and continued learning. It will help you to establish professional credibility and gain new skills.
Strengthen their skills
By acquiring new and updated industry knowledge, you can hone current work habits that may be causing inefficiencies with your output while increasing your competencies.
Strengthen their skills
By acquiring new and updated industry knowledge, you can hone current work habits that may be causing inefficiencies with your output while increasing your competencies.
Outstand in their field
Certifications can differentiate you from other professionals in your industry, showing that you have a demonstrated commitment to understanding and excelling in your profession.
Outstand in their field
Certifications can differentiate you from other professionals in your industry, showing that you have a demonstrated commitment to understanding and excelling in your profession.
Curriculum
schedule 25
hours
Curriculum
schedule 25
hours
COURSE
MS Excel
Introduction to Financial and Statistical Functions
by Simon Sez IT
star star star star star 4.2

Free
schedule
2h
COURSE
Accounting Software
QuickBooks Canada - Part 1
by Simon Sez IT
star star star star star 4.4

Free
schedule
4.5h
COURSE
Accounting Software
QuickBooks Canada - Part 2
by Simon Sez IT
star star star star star 4.5

Free
schedule
3h
COURSE
Accounting Software
QuickBooks Canada - Part 3
by Simon Sez IT
star star star star star 4.2

Free
schedule
4h
COURSE
MS Excel
Excel for Business Analysts
by Simon Sez IT
star star star star star 4.7

Free
schedule
7.5h
COURSE
Data Analysis & Visualization
Data Visualization with Power BI
by Simon Sez IT
star star star star star 4.5

Free
schedule
4h
What is a Certificate Program?
A series of courses designed by industry experts to help you build and enhance professional skills.
We care about your success. Take the next step to succeed in today's dynamic world.
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Learn new skills
Drive better management and performance
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Outsmart your competitors
Go beyond the basics
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Earn a certificate
Stand out in your industry

Features

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Verifiable
We make it easy for you to stay compliant with your organization's requirements by providing completion certificates that you can download anytime.
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Online
You're busy - we get that. That's why we've recruited the top experts in your field to provide courses that you can take on your own schedule.
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Anytime
Learn at your leisure. You can start, pause, and restart the courses whenever you like. They are mobile optimized for extra convenience.
Process of Studying
1
Watch a training course
2
Practice your knowledge with quizzes and course exercises
3
Complete all program modules
4
Get your certificate
Student Reviews
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4.4 (156)
5 stars
82
4 stars
55
3 stars
17
2 stars
1
1 star
1
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Certificate Program
CERTIFICATE: Financial Data Management
This certificate is for CPAs, Bookkeepers, and those aspiring to advance in these fields, in Canada who want to master financial data handling and presentation.
Format: Online
Level: Beginner
Certificate: Available
Duration: 25 hours
TOTAL
CA$749 / year
CA$1,195 / year
37% off
You’ll be charged this price and get immediate access to all learning materials. Taxes are calculated at checkout.
Cancel anytime

Save extra $250 per year

Get a $250 rebate on your purchase. Using the Canada Training Credit. Click here for more information*.
Frequently Asked Questions
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Each profession and regulatory body has its own requirement. These requirements are in a state of flux. As a result of the changing nature of professional development requirements it’s best to visit your association’s website.

Each course is created by instructor(s). The main part of each course is a set of videos that you can watch on-demand. Courses can also include quizzes, articles and supporting resources like PDF, Excel and other documents.

After completion of each course or package you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime.

The course starts as soon as you sign up - you will have full access to all course content and materials immediately and have up to 365 days to complete it.

Our Packages and Custom Package are subscription-based. That means after the end of the subscription period (usually a year) you will be automatically enrolled in a new Package with a new set of courses and charged the same amount. You can cancel the subscription anytime before the renewal date or within 10 days after the renewal and get a refund. No questions asked.

A Custom Package is a subscription-based service that allows you to select any courses from our platform within a specified number of total hours. Any courses that are available on the platform can be added to your Package. The Custom Package provides you with the freedom and flexibility of choosing courses for a discounted price compared to buying individual courses separately.

Unfortunately, we cannot share personal instructor information. If you have questions about a course please contact our support team.

Information is accurate as of the date the video was posted. We make every effort to ensure that videos are up to date.

In order to reset your password please use the following link: https://learnformula.com/forgetpassword. Enter the email address you used to sign up for our platform and a reset password email will be sent to this email address.

We strive to provide a broad range of content to professionals and are continually sourcing and publishing new content as it becomes available.

You will receive a “Certificate of Completion” upon viewing a course. We store your certificate on our database, so you don’t have to worry about losing it.

For your convenience, you can easily watch our videos on your phone and tablet as well as on your desktop or laptop computer. Anywhere you have an Internet connection can be a place to complete your professional development.

To register for a course, visit the course landing page, click ‘Add to Cart’. In your cart, enter your Payment Details, and click “Pay”. You can then view and access your purchased courses in the “My courses” tab in the top right header.

To be awarded the completion certificate, you must complete the course in its entirety, by viewing all videos, completing all interactive tasks and supplementary reading, and finishing all quizzes. Certain governing or accreditation bodies have further requirements. For example, to earn a IRS-registered certificate, you must complete all of the above, and additionally receive a minimum grade of 70% on the Final Exam. You should always check with your governing body to see specific requirements for your accreditation.

If you cancel within 10 days, and you’re not completely satisfied, we’ll give you all your money back. No questions asked. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 888-987-0858. You may also reach out for support to Marionne Sumalinog at support@learnformula.com

Once you have completed all the sections of the course, the course progress will show as 100% complete, and will now appear under the Completed tab in your My Courses page. Under the course thumbnail, click "Get a certificate" to view your certificate and download it, if you wish. The certificate is also stored in our database so you don't have to worry about losing it. Certificates become available immediately after you complete the course, and are stored in our systems indefinitely.

Every course is arranged uniquely by the instructor, but they're all easy to navigate through. Once you click on your purchased course, you'll see the curriculum, made up of videos, quizzes, and/or supplementary materials. To begin the course, simply click on the first video. From there, you can click on ""Next Activity"" to move through the course, or navigate through the course using the left-hand menu. Please note that you must view all videos in their entirely, and complete all quizzes, final exams, and supplementary materials, as applicable, for the course to register as complete, and to receive your certificate.

To purchase a Team License, first, locate a package you wish to purchase for your team. This may be either a Regular Package, or a Custom Package, to allow each member of your team to curate their own package. Once you have selected a package to purchase, please enter your information and click "Sign Up". In your Shopping Cart, click "Team License (2+)" and select the number of team members you would like to purchase the package for. Enter any coupon codes, and proceed through Checkout as usual. Once you have purchased the Team License, invite all your team members! You can check up on your team's progress by clicking "Team Courses" in the top right corner of your screen.
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