Excel Skills for Insurance Professionals: Complex Calculations Made Simple. Part 1

2026-056

CPD Hours:	1.00
Duration:	1 hr

$92.00 +GST Non Member

$76.00 +GST Member

Event Detail

Excel doesn’t have to be painful! Vicki will guide you through two engaging webinars where you’ll discover smart shortcuts and practical techniques to make handling premium calculation data a breeze.

The topics covered:

Navigating Around the Workbook: Learn some keyboard shortcuts to quickly get you to where you need to go in your Excel file.

Using Formulae: Learn the key rules for success when using Excel to do basic calculations.

Sorting and Filtering Lists: Sort and filter data to find exactly what you need. Discover ways to analyse your data using filters.

Conditional Formatting: Create rules that determine the format of cells based on their values or how they compare with other values on your sheet.

Summarising Data with Pivot Tables and Pivot Charts: Pull together your newly cleansed data into a beautiful Excel Dashboard or report in no time using Pivot Charts.

Excel Tables: Learn how to change a regular range into an Excel Table, and discover a whole new set of features and shortcuts.

Storing Tax Rates: save tax rates for easy use in formulae.

PLEASE NOTE: This webinar will not be recorded.

PDP Topics this Event Relates To:

Miscellaneous

Business Skills

All Coming Instances

10:30AM - 11:30AM, Thu, 09 Apr 2026
Registrations Close:	08 April 2026
Class Limit:	500
Presenter:	Vicki Schroder
Online:	Webinar links are now sent directly when a booking is made, you should receive a Teams link when you book. This should be saved directly into your calendar. Terms of entry: Participation in IBANZ Continuing Professional Development (CPD) accredited webinars must reflect the authentic learning and engagement of the individual registered. The use of artificial intelligence (AI tools) is strictly prohibited. This includes any software or service that records, summarises, or participates on your behalf. IBANZ has the authority to remove AI from the webinar. By joining the IBANZ webinar, you agree to these terms.

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Terms and Conditions

Discounts are available for group bookings. Please enquire.

The running of this webinar is subject to minimum attendees.

No refund will be given if you do not notify us prior to the start of the event.

There will be no recording of this session.

Full terms and conditions are available here

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