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Course overview

Productivity in OneNote for FDD Professionals

Develop skills and explore functionality in Microsoft OneNote to enhance organization, maximize time, and streamline communication during an engagement. This free course offering uses a previously recorded webinar to show how to use OneNote from an FDD prospective and combines the recording with other training modalities. 

Decoding Private Equity

M&A Professions / Audience

Financial Due Diligence

Experience Level

Emerging M&A Pros
Mid-Career M&A Pros
M&A Leaders

Delivery

Digital / QAS Self-Study:
~1 Hour (1 CPE)

Course Details

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Learning Objectives

  • Learn how to use OneNote to centralize information on each transaction.


  • Learn how to track and assign tasks with OneNote. 

  • Use functions and shortcuts to tag notes and customize tags in OneNote.
     
  • Integrate key calendar items and tasks between OneNote and Outlook. 

  • Refresh on active reading, listening, and notetaking. 

Certificate

Certificate upon course completion.
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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.