During this course, we will review key financial ratios, formulas, and calculations, including but not limited to: time value of money concepts, mortgage payments, amortization schedules, college planning calculations, retirement planning calculations, Monte Carlo Simulation, bond valuation, return analysis, insurance/annuity calculations, net present value (NPV), and internal rate of return (IRR). With a mastery of this material, you can help your clients enhance project or portfolio returns, maximize cash flow, minimize interest payments, and avoid excessive fees.
Microsoft Excel models will be used during the course.
Learning Objectives: