Step-by-step, hands-on, with a variety of powerful Excel tools to calculate and forecast your finances 5–20 years ahead.
Sub Category
- Personal Productivity
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Objectives
- Create a personalized Excel budget. Build your own smart budgeting tool to save, invest, and forecast your finances up to 20 years ahead.
- Start investing with confidence. Learn how to find a broker, analyze stocks, and understand key principles like risk, return, and diversification.
- Use ETFs and index funds to grow wealth. Discover simple, low-cost investing strategies that build long-term financial growth.
- Master your money mindset. Understand your habits, improve financial behavior, and make smarter decisions around saving, debt, and investing.
Pre Requisites
- Access to Microsoft Excel (or Google Sheets) to get the full hands-on experience of building and customizing your personal budget and wealth forecast tool.
- No prior financial experience required. This course is designed for beginners. You’ll learn every concept and formula step by step — no background in finance or accounting needed.
- A willingness to reflect and take action. You’ll get the most out of this course if you’re curious about your money habits and ready to apply what you learn using the included Excel tools.
FAQ
- Q. How long do I have access to the course materials?
- A. You can view and review the lecture materials indefinitely, like an on-demand channel.
- Q. Can I take my courses with me wherever I go?
- A. Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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