Learn how to plan your personal finances from a certified public accountant (CPA)
What you’ll learn
Explain the differences between personal finance and corporate finance
Set personal financial goals for different points in the life cycle, circumstances, and personal preferences
Describe value of money concepts
Calculate future value using multiple methods
Calculate present value using multiple methods
Describe money managing skills
Compile personal financial statements including a balance sheet and income statement
Create a budget
Create a budget vs actual report
Calculate & analyze common personal financial ratios
Description
We will cover each step thoroughly.
We will include many example problems, both in the format of presentations and Excel worksheet problems. The Excel worksheet presentations will include a able Excel workbook with at least two tabs, one with the answer, the second with a preformatted worksheet that can be completed in a step-by-step process along with the instructional videos.
