Personal finance with MS Excel

Quickly learn & leverage MS Excel's powerful capabilities to plan your own personal financial goals

Ratings 3.76 / 5.00
Personal finance with MS Excel

What You Will Learn!

  • Clearly understand your financial health, set clear expectations
  • Use basic data analysis tools and analyse your spending habits
  • Realise and Benefit from the power of compounding
  • Build your own highly-personal Excel templates/models
  • Shrewd approach in Financing and Repaying a loan
  • Know smart MS Excel tricks, tips and techniques
  • Use MS Excel to solve day-to day problems on personal financial management
  • How to plan and manage your finances- both short term & long term

Description

To become Master of your own personal finances, I think you need two things :

1) Fundamental understanding of how money WORKS, gets LOANED/lent, SPENT and more importantly COMPOUNDS!

2) A tool which helps you to crunch numbers effectively to put your ideas into reality. (No point in just having a theoretical knowledge) 

This course is for people who want to take control of their own finances in their own style! This is a truly TWO-IN-ONE course where you learn MS Excel and basic financial concepts together. The modules and the hands -on assignments are designed so that you will confidently come up with your own solutions to your personal financial scenarios.

Caution: I strongly recommend you to work parallely in your MS Excel worksheet during the course. This is a practical course- you'll crunch numbers and you will make your own financial plans from the scratch. I will personally assist you to get your d


What IS covered in this course?

  • MS Excel fundamentals - 

    • Quickly learn the essential MS Excel skills like Conditional formatting, smart copy pasting, data filters

    • Work smartly with the tips and tricks like Quick navigation, relative and absolute references, shortcuts to save time

    • Impress your boss and colleagues with beautiful spreadsheets and follow best practices

  • Basic financials you must know 

    • How bank loans work and how to smartly find out your repayment strategy

    • Power of compounding - the "Mantra" to generate wealth

    • Analyse your bank statement using data filters, get valuable insights on your spending habits

  • Personal financial planning

    • Link the basic ideas you have learnt to plan a grand plan suited to your personal scenario

What is NOT covered in this course?

  • 101 generic ways of money making/saving which you can anyway find it on internet easily: Let's keep it crisp, concise and clear. I feel I should not waste your time by lecturing you on 100 different money making techniques. Only a small fraction of those tips can benefit you, remaining "hacks" will most likely not be feasible for you to follow.

  • Tax savings, Investment tips/advice on Stocks & mutual funds etc. : Without knowing your financial status, liabilities, responsibilities, risk taking limitations, it makes little sense for me to give direct advice. However, the course provides you with something more powerful - ability to gauge your financial status, ability to use a powerful tool -MS Excel to make your own calculations, ability to think in a financially smart way. 

Your two hours on this crash course may have a life-long impact! By the end of the course, If you are not able to you will be able to come up with your own goals, financial plans, your money will be refunded 100%.

The Course includes:

  1. MS Excel tutorials, tips and techniques

  2. Carefully designed quizzes to compliment your learning

  3. Demonstration sessions on handling financial situations

  4. Practice MS Excel spreadsheets and support files

  5. Templates- xlsx financial calculators (which will be built during the course) 

  6. Reference and support materials to understand basic concepts

This course doesn't feed you fish; it teaches you how to fish!


Who Should Attend!

  • Young professionals in any field with a non-financial background
  • Anybody who wants to master Excel and use them to solve real-life problems
  • People interested in learning about fundamental concepts of personal finance with hands on exercises

TAKE THIS COURSE

Tags

  • Excel

Subscribers

154

Lectures

12

TAKE THIS COURSE



Related Courses