M&A Excel Essentials​

Digital

M&A Excel Essentials

Build the Excel muscle every deal professional needs to succeed. 

Delivery:7 - 9.5 Hours

CPE Credits:10

Experience Level:Emerging Deal Pros

What I Will Learn

About the Course

M&A Excel Essentials is built for interns and new hires entering the M&A world who need to feel confident using Excel quickly. This course focuses on core tools—from navigation basics and data cleaning to powerful lookup and aggregation functions—so that novices can become efficient in accurate, streamlined M&A analysis.

Course Curriculum

M&A Professions

CPE Credits

  • Last Updated                                     November 2025
  • CPE Credit                                          10
  • Field of Study                                    Computer Software and Applications (10.0 CPE)
  • Instructional Delivery Method        QAS Self-Study
  • Knowledge Level                               Basic
  • Prerequisites                                     None
  • Advanced Preparation                     None

For more information regarding refunds, concerns, and program cancellation policies, please contact the Private Equity Primer Support Team via email at help@pe-primer.com.

For any complaints or issues with course materials or delivery, please email the Private Equity Primer Support Team at help@pe-primer.com.

Private Equity Primer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org      

$40

$50

Pricing through December 16, 2025

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Private Equity Primer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org

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