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Updated in [July 25th, 2023]
This course provides an opportunity for individuals to create their own financial planning spreadsheet using Excel. Participants will learn how to build a financial model that includes multiple savings levels, return/return expectations, time horizons, and scenarios. The model is designed to be easily amended to meet individual needs and is based on Kroijer Youtube videos on investing. This course is suitable for anyone interested in financial planning.
Course Syllabus
Building Your Own Financial Planning Spreadsheet