About the Course
Are you curious about the art of making your money work for you through investments, or perhaps contemplating how to shape your future retirement plan? If so, we invite you to delve into the world of finance with "Introduction to Finance using Spreadsheets." This course serves as your gateway to understanding the fundamental principles of finance and leveraging these concepts through the power of spreadsheets. In today's business landscape, the demand for professionals who can proficiently manage, analyze, and visually interpret financial data is soaring, making this course an invaluable first step for those aspiring to carve a career in business analysis.
Over the course's duration, you will acquire essential skills in investment strategies, encompassing both simple and compound interest. You'll grasp the distinctions between annual and sub-annual compounding, while delving into the intricate realms of annuities and perpetuities. Harness the art of utilizing formulas, functions, and chart creation to derive insightful outcomes using spreadsheets. Practical exercises and real-world case studies are woven into the curriculum, ensuring you can seamlessly apply your newfound knowledge to genuine financial scenarios, including the analysis of mortgages and crafting a comprehensive retirement plan.
Upon completing this course, you will possess the proficiency and comprehension to scrutinize financial models, extract meaningful insights, and elevate your financial analysis capabilities to the next level. Embark on this enlightening journey today!
Who should take this course?
This course caters to individuals eager to embark on a career in business analysis, including pre-MBA students. It also serves as a valuable resource for professionals seeking to augment their expertise in this field.
Course Duration:
The course is self-paced and it takes between 5-10 hours to complete including watching the videos, and working on the knowledge checks, exercises and case studies.
Course Support:
There is a community page where you can ask questions, share your ideas and knowledge, and connect with other students and the staff.
Prerequisites:
- Access to a spreadsheet tool like Excel or Google Sheets.
- Basic familiarity with spreadsheet functions (e.g., xlookup, pivot tables and if statements) and chart creation. Dominate the content in Excel for Beginners or Google Sheets for Beginners.
- A thirst for knowledge.
*Courses can be conducted live online or in person upon request. For more information send an email ([email protected])!
Course Curriculum
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Welcome
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Course Structure
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ScholarU Community
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About You Survey
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Course Content
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Copying Course Content
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Cheat Sheet
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Motivation Part 1
FREE PREVIEW -
Motivation Part 2 - Spreadsheet Solution
FREE PREVIEW -
Motivation Part 3 - Mathematical Solution
FREE PREVIEW -
Check: Investment that Triples
FREE PREVIEW -
Calculating Change
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Absolute and Relative Examples
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Comparing Absolute and Relative Change
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Check: Percent
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Check: Increase by a Percentage
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Check: Decrease by a Percentage
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Exercise: Motivation
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Exercise: Motivation - Introduction
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Exercise: Motivation - Solution
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Simple Interest
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Check: Simple Interest
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Multiannual Simple Interest
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Check: Multiannual Simple Interest
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Simple Interest Equations
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Exercise: Simple Interest
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Exercise: Simple Interest - Introduction
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Exercise: Simple Interest - Solution Part 1
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Exercise: Simple Interest - Solution Part 2
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Annual Compound Interest
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Check: Annual Compound Interest
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Annual Compound Vs Simple Interest
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Annual Compound Interest Equations
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Annual Compound Interest Manual Calculations using Spreadsheets
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Annual Compound Interest Functions using Spreadsheets
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Exercise: Annual Compound Interest
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Exercise: Annual Compound Interest - Introduction
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Exercise: Annual Compound Interest - Solution Part 1
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Exercise: Annual Compound Interest - Solution Part 2
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Rule of 72
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Demonstration of the Rule of 72
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Check: Rule of 72
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Investment Fluctuations
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Check: Investment Fluctuations
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Order of Operations
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Check: Order of Operations
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Same Opposite Change
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Check: Same Opposite Change
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Exercise: Properties of Investments
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Exercise: Properties of Investments - Introduction
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Exercise: Properties of Investments - Solution Part 1
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Exercise: Properties of Investments Solution Part 2
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Check In
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Sub-Annual Compounding
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Sub-Annual Compound Interest Equations
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Check: Frequent Compounding
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Check: Effective Rate
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Sub-Annual Compound Interest using Spreadsheets
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Continuous Compounding
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Check: Continuous Compounding
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Continuous Compounding Demonstration
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Exercise: Sub-Annual Compound Interest
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Exercise: Sub-Annual Compound Interest - Introduction
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Exercise: Sub-Annual Compound Interest - Solution Part 1
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Exercise: Sub-Annual Compound Interest - Solution Part 2
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About this course
- $149.00
- 5-10 hrs