Certified Internal Auditor with Microsoft Excel (Voucher Included)

Internal auditors have a complex job, but tools like Microsoft's Excel program make managing data easy. This online course will train you in the IIA's International Standards for the Professional Practice of Internal Auditing and teach you advance techniques for using Microsoft Excel. You will be fully prepared to pass the IIA's Certified Internal Auditor exam and the Microsoft Office Specialist (MOS) Expert exam for Microsoft Excel. Key topics include mandatory guidance under the IPPF,...

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18 Months / 370 Course Hrs
Open Enrollment
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Stephen F. Austin State University

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Certified Internal Auditor with Microsoft Excel (Voucher Included)

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Course code: GES2089

What you will learn

  • To create, modify, and manage Excel workbooks
  • To use formulas, functions and work with tables
  • To convert, sort, filter, and manage lists
  • To use conditional formatting and styles
  • To create pivot tables and charts
  • To import and export data
  • Master the foundations of an internal auditor
  • Apply internal audit best practices to your daily work routine
  • Reduce financial risk for employers
  • Develop exam time management and pacing
  • Use AI and Microsoft Copilot in Excel to create columns, analyze data, and import or frame data more efficiently

How you will benefit

  • Become a certified Microsoft Office Specialist (MOS) Expert in Excel
  • Use these skills in most workplace situations
  • Manipulate data faster by learning helpful formulas and tricks
  • Prepare yourself to work as an internal auditor or risk manager
  • Develop the skills needed to pass various CIA exams, including parts 1, 2, and 3
  • Become an asset to your employer by reducing your organization's chance of financial risks
  • Demonstrate your proficiency with internal staff and external clients
  • Improve spreadsheet productivity by using AI and Microsoft Copilot to speed up data analysis, support content creation, and streamline common Excel tasks

How the course is taught

  • Self-paced, online course
  • 18 Months to complete
  • Open enrollment, begin anytime
  • 370 course hours
  1. Part 1 - Microsoft Excel Certification Training
    1. Unit 1 - Introduction to Microsoft Excel Training

      Lesson 1: Microsoft Office Basics - Quizzes: 0, Assignments: 0

      • Logging in to Microsoft 365
      • Installing Applications
      • Creating New Files and AutoSaving
      • Protected View
      • File Sharing
      • File Collaboration
      • Version History
      • Getting Updates
      • Mac Versions

      Lesson 2: Creating a Microsoft Excel Workbook - Quizzes: 1, Assignments: 1

      • Starting Microsoft Excel
      • Creating a Workbook
      • Saving a Workbook
      • The Status Bar
      • Adding and Deleting Worksheets
      • Copying and Moving Worksheets
      • View Options for the Worksheet
      • Closing a Workbook

      Lesson 3: The Ribbon - Quizzes: 1, Assignments: 0

      • Tabs
      • Groups and Commands
      • Microsoft Search Box
      • Customizing the Ribbon

      Lesson 4: The Backstage View (The File Menu) - Quizzes: 1, Assignments: 3

      • Introduction to the Backstage View
      • Opening a Workbook
      • New Workbooks and Excel Templates
      • Printing Worksheets
      • Personalizing Microsoft Office

      Lesson 5: The Quick Access Toolbar - Quizzes: 1, Assignments: 1

      • Getting Started
      • Adding Common Commands
      • Adding Additional Commands with the Customize Dialog
      • Adding Ribbon Commands or Groups

      Lesson 6: Entering Data in Microsoft Excel Worksheets - Quizzes: 1, Assignments: 2

      • Entering Text
      • Inserting and Deleting Cells
      • Inserting Hyperlinks
      • Inserting WordArt
      • Using AutoComplete
      • Entering Numbers and Dates
      • Using the Fill Handle

      Lesson 7: Formatting Microsoft Excel Worksheets - Quizzes: 1, Assignments: 4

      • Selecting Ranges of Cells
      • Hiding Worksheets
      • Adding Color to Worksheet Tabs
      • Adding Themes to Workbooks
      • Adding a Watermark
      • The Font Group
      • The Alignment Group
      • The Number Group

      Lesson 8: Editing Worksheets - Quizzes: 1, Assignments: 2

      • Find
      • Find and Replace
      • Using the Clipboard
      • Moving Columns / Rows

      Lesson 9: Working with Rows and Columns - Quizzes: 1, Assignments: 1

      • Inserting and Deleting Rows, Columns, and Cells
      • Transposing Rows and Columns
      • Row Height and Column Width
      • Hiding and Unhiding Rows and Columns
      • Freezing Panes

      Lesson 10: Using Formulas in Microsoft Excel - Quizzes: 1, Assignments: 1

      • Math Operators and the Order of Operations
      • Entering Formulas
      • AutoSum (and Other Common Auto-Formulas)
      • Copying Formulas
      • Relative, Absolute, and Mixed Cell References

      Lesson 11: Finalizing Microsoft Excel Worksheets - Quizzes: 1, Assignments: 1

      • Setting Margins
      • Setting Page Orientation
      • Setting the Print Area
      • Print Scaling (Fit Sheet on One Page)
      • Repeating Headings
      • Headers and Footers

      Introduction to Microsoft Excel Exam

    2. Unit 2 - Intermediate Microsoft Excel Training

      Lesson 1: Common Functions - Quizzes: 1, Assignments: 7

      • Using Named Ranges in Formulas
      • Using Formulas That Span Multiple Worksheets
      • Functions: IF and IFS
      • Functions: AND and OR
      • Functions: NOT
      • Functions: SWITCH
      • Functions: COUNTIF, AVERAGEIF, and SUMIF
      • Functions: PMT and NPER
      • Functions: TEXTJOIN and CONCAT
      • Text Functions
      • Date and Time Functions

      Lesson 2: Working with Lists - Quizzes: 1, Assignments: 4

      • What is a List of Data?
      • Removing Duplicates from a List
      • Sorting Data in a List
      • Filtering Data in a List
      • Adding Subtotals to a List

      Lesson 3: Visualizing Your Data - Quizzes: 1, Assignments: 2

      • Chart Basics
      • Tools for Editing Charts
      • The Format Tool Tab
      • Using the Three Chart Buttons
      • The Format Task Pane
      • Useful Charts
      • Line and Area Charts
      • Hierarchy Charts
      • Statistic Charts
      • Other Charts
      • Combo Charts
      • Using Recommended Charts
      • Sparklines
      • Add and Format Objects
      • Working with Shapes
      • Working with Icons
      • Working with SmartArt
      • Using the Quick Analysis Tool

      Lesson 4: Working with Tables - Quizzes: 1, Assignments: 1

      • Format Data as a Table
      • Table Design Tool Tab
      • Formatting Individual Cells
      • Selecting Table Rows and Columns
      • Structured References
      • Convert a Table to a Range

      Lesson 5: Advanced Formatting - Quizzes: 1, Assignments: 2

      • Cell Styles
      • Conditional Formatting
      • Conditional Formatting: Highlight Cells Rules
      • Conditional Formatting: Top/Bottom Rules
      • Conditional Formatting: Data Bars, Color Scales, and Icon Sets
      • Conditional Formatting: Create a New Rule
      • Removing Conditional Formatting

      Intermediate Microsoft Excel Exam

    3. Unit 3 - Advanced Microsoft Excel Training

      Lesson 1: Using PivotTables - Quizzes: 1, Assignments: 1

      • How PivotTables Work
      • Timeline Filters
      • Inserting Slicers
      • Grouping Data
      • Calculated Fields
      • PivotCharts

      Lesson 2: Advanced Functions - Quizzes: 1, Assignments: 2

      • Function Syntax
      • ROWS, COLUMNS, INDEX, and XMATCH
      • Arrays and Array Formulas
      • SORT, FILTER, and SORTBY
      • Lookup Functions
      • The LET Function
      • The TRANSPOSE Function

      Lesson 3: Auditing Workbooks - Quizzes: 1, Assignments: 1

      • Inspecting a Workbook
      • Tracing Precedents and Dependents
      • Watch Window
      • Evaluating Formulas
      • Error Checking

      Lesson 4: Data Tools - Quizzes: 1, Assignments: 5

      • Importing Data from Online Source
      • Converting Text to Columns
      • Importing Files
      • Linking to External Data
      • Controlling Calculation Options
      • Data Validation
      • Consolidating Data
      • What-If Analysis

      Lesson 5: Recording and Using Macros - Quizzes: 1, Assignments: 2

      • Recording Macros
      • Running Macros
      • Editing Macros
      • Adding Macros to the Quick Access Toolbar

      Lesson 6: Working with Others - Quizzes: 1, Assignments: 1

      • Comments and Notes
      • Protecting Worksheets and Workbooks
      • Marking a Workbook as Final
      • Other Sharing Concerns

      Advanced Microsoft Excel Exam, Final Microsoft Excel Exam

  2. Part 2 - Certified Internal Auditor
    1. Unit 1 - Internal Audit Basics
      • Mandatory Guidance
      • Internal Control / Risk
      • Conducting Internal Audit Engagements – Audit Tools and Techniques
    2. Unit 2 - Internal Audit Practice
      • Managing the Internal Audit Function
      • Managing Individual Engagements
      • Fraud Risks and Controls
    3. Unit 3 - Internal Audit Knowledge Elements
      • Governance / Business Ethics
      • Risk Management - Proficiency Level (P)
      • Organizational Structure/Business Processes and Risks
      • Communication
      • Management / Leadership Principles
      • IT / Business Continuity
      • Financial Management
      • Global Business Environment
    4. Final Exam

Tracy Berry

Tracy Berry has been a senior graphic designer/programmer, instructor, and consultant since 1993 and has developed hundreds of logos, marketing materials, websites, and multimedia solutions for customers worldwide. She was also involved in several large corporate software rollouts. She has helped many organizations optimize and streamline data solutions. She teaches both onsite and online courses and has her CTT (Certified Technical Trainer) certification. Tracy specializes in teaching graphics, desktop publishing, web design, and reporting/productivity applications.

The Certified Internal Auditor is not an instructor facilitated course; however, support will be provided through email, online forms, and phone.

Instructor Interaction: The instructor looks forward to interacting with learners in the online moderated discussion area to share their expertise and answer any questions you may have on the course content.

Prerequisites:

This Certified Internal Auditor course is specifically designed to help individuals with prior internal auditing knowledge prepare for the CIA exam. CIA candidates must meet the eligibility requirements for education, character, work experience, and identification. Before a candidate application can be approved, ALL documentation (proof of education, character reference, and identification) must be received and approved by The IIAs Certification staff. Learn more about the eligibility requirements.

Requirements:

Hardware Requirements:

  • This course must be taken on a PC. Macs are not compatible.

Software Requirements:

  • PC: Windows 10 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
  • Microsoft Office 365, 2021 or 2019 (not included in enrollment). While you can use an older version of Microsoft Office, if you do, there will be some differences between your version and what you see in the course.
  • Microsoft Word or an equivalent word-processing program.
  • Adobe Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

Other:

  • Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for Microsoft Excel 2019 course are included in enrollment and will be available online. You will receive unlimited Practice Assessments and a PDF textbook when you begin the Certified Internal Auditor course.

About Certification: Institute of Internal Auditors (IIA)

The Institute of Internal Auditors (IIA) was established in 1942 to serve as an international association for the profession. With more than 185,000 members around the world, IIA strives to promote the value of the industry, provide career development opportunities, and enhance the skills and knowledge of internal auditors. The IIA's certifications are one way the institute accomplishes these goals. Demonstrate your abilities and get ahead in your auditing career with a course certified by IIA.

Yes, you will be prepared for the Microsoft Office Specialist (MOS) Expert exam for Microsoft Excel. This course will also prepare you to pass the Certified Internal Auditor Examination. Students who pass Part 1 of the Certified Internal Auditor Exam may apply to receive the Internal Audit Practitioner designation.

This course is open enrollment, so you can register and start the course whenever you are ready. Access to your course can take 24-48 business hours.

After you register, you will receive 18 months to complete the course. The time allotted for completion has been calculated based on the number of course hours.

If you are unable to complete the course, contact your Student Advisor to help you work out a suitable completion date. Please note that an extension fee will be charged. If you are funded through a third-party organization, approval may also be required.

Our courses are designed to accommodate various learning preferences. Depending on the course structure, you may get different forms of support. Self-paced courses are designed to be user-friendly and independent, minimizing the need for external support. In courses with instructors, our direct platform support feature includes opportunities for questions, discussions, and remediation, with email and phone support available for select courses. Our student advising team is available to guide you on program requirements and administrative requests, but they do not provide assistance with course content. Our goal is to provide you with the necessary support for success, whether it's through self-paced exploration, direct communication, or guidance from our advising team.

Upon successfully passing the final exam, you will be awarded a certificate of completion from the school or organization that you registered through.

ed2go courses will help you gain the skills you need to obtain an entry-level position in most cases. However, you should always research the job market in your area before enrolling.

ed2go courses are non-credit, so they do not qualify for federal aid, FAFSA, and Pell Grant. In some states, vocational rehab or workforce development boards may provide funding to take our courses. Additionally, you may qualify for financial assistance if you meet certain requirements. Learn more about financial assistance.

If you have questions that are not answered on our website, representatives are available via LIVE chat. You can also call us at 1-877-221-5151 during regular business hours to have your questions promptly answered. If you are visiting us during non-business hours, please send us a question using the "Contact Us."