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Financial Planning Using Excel

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Financial Planning Using Excel

Financial Planning Using Excel Book
Author : Sue Nugus
Publisher : Cima Pub
Release : 2005
ISBN : 9780750663557
Language : En, Es, Fr & De

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Book Description :

This text covers the various aspects of budget preparation, from designing and creating a budgetary control system, to consolidating data and working with spreadsheets. A CD-ROM is included, containing worked examples and spreadsheet templates.

Financial Planning Using Excel

Financial Planning Using Excel Book
Author : Sue Nugus
Publisher : Butterworth-Heinemann
Release : 2009-02-16
ISBN : 9780080949833
Language : En, Es, Fr & De

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Book Description :

This book covers all aspects of budget preparation, from designing and creating a budgetary control system, consolidating data and working with spreadsheets. Now fully updated to include the latest version of Excel, Excel 2007 and for easy budgeting. The book shows how things are done in Excel 2003 and Excel 2007 to ease transition from the previous version to the new version. Now in full colour throughout to aid quick understanding through numerous color screen shots. For those who use Excel on a daily basis in budget planning, this book is a must. It contains a wealth of practical examples, tips, new techniques all designed to help quickly exploit and master Excel to its full advantage and therefore use spreadsheets for more effective management accounting in your firm. covers migration from Excel 2003 to Excel 2007 showing how to do it in both versions new edition now in full colour through out to aid quick understanding practical examples, tips and techniques - exploit Excel 2007 for effective management accounting

Financial Planning Using Spreadsheets

Financial Planning Using Spreadsheets Book
Author : Sue Nugus
Publisher : Unknown
Release : 1997-01-01
ISBN : 9780749425678
Language : En, Es, Fr & De

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Book Description :

It provides a structured approach to developing spreadsheets for the key areas of financial management: forecasting, planning and budgeting. Assuming that the reader is familiar with the basic operation of a Windows spreadsheet, it covers the two most widely used packages: Microsoft Excel and Lotus 1-2-3. Nevertheless, readers using a different Windows spreadsheet, will find the techniques explained here equally relevant.

Professional Financial Computing Using Excel and VBA

Professional Financial Computing Using Excel and VBA Book
Author : Donny C. F. Lai,Humphrey K. K. Tung,Michael C. S. Wong
Publisher : John Wiley & Sons
Release : 2011-12-28
ISBN : 1118179080
Language : En, Es, Fr & De

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Book Description :

"Professional Financial Computing Using Excel and VBA is an admirable exposition that bridges the theoretical underpinnings of financial engineering and its application which usually appears as a "black-box" software application. The book opens the black-box and reveals the architecture of risk-modeling and financial engineering based on industry-standard stochastic models by utilizing Excel and VBA functionality to create a robust and practical modeling tool-kit. Financial engineering professionals who purchase this book will have a jumpstart advantage for their customized financial engineering and modeling needs." Dr. Cameron Wicentowich Vice President, Treasury Analytics Canadian Imperial Bank of Commerce (CIBC) "Spreadsheet modeling for finance has become a standard course in the curriculum of many Quantitative Finance programs since the Excel-based Visual Basic programming is now widely used in constructing optimal portfolios, pricing structured products and managing risks. Professional Financial Computing Using Excel and VBA is written by a unique team of finance, physics and computer academics and practitioners. It is a good reference for those who are studying for a Masters degree in Financial Engineering and Risk Management. It can also be useful for financial engineers to jump-start a project on designing structured products, modeling interest term structure or credit risks." Dr. Jin Zhang Director of Master of Finance Program and Associate Professor The University of Hong Kong "Excel has been one of the most powerful tools for financial planning and computing over the last few years. Most users utilize a fraction of its capabilities. One of the reasons is the limited availability of books that cover the advanced features of Excel for Finance. Professional Financial Computing Using Excel and VBA goes the extra mile and deals with the Excel tools many professionals call for. This book is a must for professionals or students dealing with financial engineering, financial risk management, computational finance or mathematical finance. I loved the way the authors covered the material using real life, hands-on examples." Dr. Isaac Gottlieb Temple University Author, Next Generation Excel: Modeling in Excel for Analysts and MBAs

Financial Modeling Using Excel and VBA

Financial Modeling Using Excel and VBA Book
Author : Chandan Sengupta
Publisher : John Wiley & Sons
Release : 2004-04-01
ISBN : 0471651095
Language : En, Es, Fr & De

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Book Description :

Comprehensive instruction on developing real-world financialmodels This book, designed for self-study, classroom use, and reference,presents a com-prehensive approach to developing simple tosophisticated financial models in all major areas of finance. Theapproach is based on the author's 20 years of experience ofdeveloping such models in the business world and teaching a popularMBA class in financial modeling. The book assumes only basicknowledge of Excel and teaches all advanced features of Excel andVBA from scratch using a unique simple method. A companion CDincludes all working versions of all the models presented in thebook and additional useful reference material. Chandan Sengupta (White Plains, NY) teaches finance in the MBAprogram at Fordham University's Graduate School of Business.Formerly, he was vice president of the Chase Manhattan Bank foreight years and senior financial advisor for Mobil Corporation for10 years. He is also the author of The Only Proven Road toInvestment Success (0-471-44307-7).

Business Math Using Excel

Business Math Using Excel Book
Author : Sharon Burton,Nelda Shelton
Publisher : Cengage Learning
Release : 2012-03-26
ISBN : 1285028368
Language : En, Es, Fr & De

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Book Description :

Prepare your students to meet the demands of today's business world with the proven, practical dual approach in Burton/Shelton's BUSINESS MATH USING EXCEL, 2nd Edition. This book equips readers to master the math concepts most useful in contemporary business by first teaching students the traditional methods of calculating. The authors then emphasize a second approach that teaches the same math concepts using the functions of Microsoft Excel. This edition of BUSINESS MATH USING EXCEL prepares students to use the latest version of Excel 2010. Your future business professionals learn to create formulas and master the functions of Excel while developing high level math skills and refining other skills that will prepare them to succeed in the workplace. This edition's new, full-color design presents concepts in manageable sections to help build confidence for students at all levels of math proficiency. New profiles and new personal finance features emphasize the practicality of the book's content as they demonstrate how professionals use math daily and highlight common consumer issues. A new CourseMaster outcomes-based learning solution with homework tools and automatic grading saves you time while helping students focus on the concepts most important for business math success. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version.

Introduction to Financial Planning

Introduction to Financial Planning Book
Author : IMS PROSCHOOL
Publisher : Tata McGraw-Hill Education
Release : 2022-01-22
ISBN : 1259028259
Language : En, Es, Fr & De

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Book Description :

Download Introduction to Financial Planning book written by IMS PROSCHOOL, available in PDF, EPUB, and Kindle, or read full book online anywhere and anytime. Compatible with any devices.

Financial and Managerial Accounting Using Excel for Success

Financial and Managerial Accounting Using Excel for Success Book
Author : James Reeve,Carl S. Warren,Jonathan Duchac
Publisher : Cengage Learning
Release : 2011-04-29
ISBN : 1285400917
Language : En, Es, Fr & De

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Book Description :

FINANCIAL AND MANAGERIAL ACCOUNTING USING EXCEL FOR SUCCESS leads students to accounting mastery while increasing Excel proficiency. Built with the modern business world in mind, this adaptation of the introductory textbook, FINANCIAL AND MANAGERIAL ACCOUNTING, 11E offers an innovative 4-step system for students to: (1) Read the accounting concept and illustration. (2) Follow the same concept using the Excel Success Example. (3) Practice using the Try It Tutorial online. (4) Apply knowledge by completing the Excel Success problem in the homework. This text reinforces key accounting concepts through 6 basic Excel formulas. Students build an Excel portfolio to demonstrate basic competencies in accounting and Excel. Each new copy of the book comes packaged with an access code that allows students to use the online Excel Try It Tutorials. These tutorials guide students through the hands-on process of entering formulas and understanding how to Excel for accounting. Excel Success Special Activities at the end of the chapter require students to manipulate spreadsheets and save the files to demonstrate Excel competency. Within the auto-graded online homework products (CengageNOW and Aplia), students are asked to document their Excel processes. For a complete demo of the Excel Success system, visit www.cengage.com/community/warren. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version.

Personal Cash Flow and Net Worth Planning Demsytified

Personal Cash Flow and Net Worth Planning Demsytified Book
Author : Paul D. Kadavy
Publisher : Unknown
Release : 2004-01-01
ISBN : 9780971551459
Language : En, Es, Fr & De

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Book Description :

The software provided with this book, which requires a personal computer equipped with a recent version of Microsoft Excel?, contains templates that will allow you to prepare a personal financial plan, including interrelated cash flow and net worth statements, for your entire lifetime. The plan can be modified at any time to reflect your changing financial circumstances and is perfect for modeling ?what if? situations to see the impact of such as major decisions as changing jobs, getting married or divorced, having children, financial readiness for retirement and other critical lifetime decisions. Multiple plans can be developed, if desired, for yourself and for other members of your family.The book is devoted to a line-by-line explanation of how to use the Excel? templates for your own personal plan as well as explaining the details behind a fully developed sample plan. It also outlines some essential principles for achieving financial success.By using this book and the templates to develop your financial plan, you can readily see the big picture of your total financial situation and the small picture of its individual components so positive adjustments can be made. You will see where you are now, and where you are headed every year into the future for as far out as you wish to plan. Never before has the need for a thoughtful lifetime financial plan been greater. (read the author?s ?Preface? to the book by clicking on ?read an excerpt? to find out why). Using Excel?, this book and the CD/ROM software with it, such a plan is within your grasp. The tools are here to begin the journey of developing your path to lifetime financial success. With this unique, one-of-a-kind program, you are on the road and the steering wheel is in your hands.

The Financial Planning Competency Handbook

The Financial Planning Competency Handbook Book
Author : CFP Board
Publisher : John Wiley & Sons
Release : 2013-04-03
ISBN : 1118677633
Language : En, Es, Fr & De

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Book Description :

Whether you’re studying to become a financial planner or a practitioner looking for a comprehensive reference to help serve your clients' needs, this is the ultimate guide. Developed by Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Competency Handbook gives you everything you need to meet the daily challenges of your current or future profession. This all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as: General Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Retirement Planning Estate Planning Principles of Communication and Counseling And more

Business Analysis with Microsoft Excel

Business Analysis with Microsoft Excel Book
Author : Conrad George Carlberg
Publisher : Que Publishing
Release : 2002
ISBN : 9780789725523
Language : En, Es, Fr & De

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Book Description :

Provides information on the use of Excel in financial statements and analysis, financial planning and control, investment decisions, and sales and marketing.

Financial Planning Competency Handbook

Financial Planning Competency Handbook Book
Author : CFP Board
Publisher : John Wiley & Sons
Release : 2015-07-08
ISBN : 1119095026
Language : En, Es, Fr & De

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Book Description :

The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. This book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.

CFP Board Financial Planning Competency Handbook

CFP Board Financial Planning Competency Handbook Book
Author : CFP Board
Publisher : John Wiley & Sons
Release : 2013-04-03
ISBN : 1118620305
Language : En, Es, Fr & De

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Book Description :

Whether you’re studying to become a financial planner, preparing for the CFP® exam, or a practitioner looking for a comprehensive reference to help serve your clients' needs, this is the ultimate guide. Developed by Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Competency Handbook gives you everything you need to meet the daily challenges of your current or future profession. The book comes with access to nearly 400 practice questions online, as well as the option to upgrade to a 28-Credit Continuing Education test for CFP® professionals based in the United States. This all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as: General Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Retirement Planning Estate Planning Principles of Communication and Counseling And more

Successful Hiring for Financial Planners

Successful Hiring for Financial Planners Book
Author : Caleb Brown
Publisher : Coventry House Publishing
Release : 2018-01-18
ISBN : 0987650XXX
Language : En, Es, Fr & De

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Book Description :

From determining your hiring needs, to crafting an effective job description, identifying and vetting top talent, to making the right compensation offer, Successful Hiring for Financial Planners is a straightforward guide that provides practical wisdom and real-world experience for how to effectively execute the hiring process for your first (or next) financial planning hire in your growing advisory firm. Inside this guide you will learn: • How to develop an appealing career track • When you should begin the hiring process • How to let your firm's culture recruit for you • The art and science of screening candidates • How to overcome common hiring struggles • Practical tips to handle underperformers • How to develop a succession plan Successful Hiring for Financial Planners delivers a comprehensive plan to help your firm grow so you can serve the consumers who are in need of your guidance the most.

Financial Forecasting Analysis and Modelling

Financial Forecasting  Analysis  and Modelling Book
Author : Michael Samonas
Publisher : John Wiley & Sons
Release : 2015-03-30
ISBN : 1118921089
Language : En, Es, Fr & De

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Book Description :

Risk analysis has become critical to modern financial planning Financial Forecasting, Analysis and Modelling provides a complete framework of long-term financial forecasts in a practical and accessible way, helping finance professionals include uncertainty in their planning and budgeting process. With thorough coverage of financial statement simulation models and clear, concise implementation instruction, this book guides readers step-by-step through the entire projection plan development process. Readers learn the tools, techniques, and special considerations that increase accuracy and smooth the workflow, and develop a more robust analysis process that improves financial strategy. The companion website provides a complete operational model that can be customised to develop financial projections or a range of other key financial measures, giving readers an immediately-applicable tool to facilitate effective decision-making. In the aftermath of the recent financial crisis, the need for experienced financial modelling professionals has steadily increased as organisations rush to adjust to economic volatility and uncertainty. This book provides the deeper level of understanding needed to develop stronger financial planning, with techniques tailored to real-life situations. Develop long-term projection plans using Excel Use appropriate models to develop a more proactive strategy Apply risk and uncertainty projections more accurately Master the Excel Scenario Manager, Sensitivity Analysis, Monte Carlo Simulation, and more Risk plays a larger role in financial planning than ever before, and possible outcomes must be measured before decisions are made. Uncertainty has become a critical component in financial planning, and accuracy demands it be used appropriately. With special focus on uncertainty in modelling and planning, Financial Forecasting, Analysis and Modelling is a comprehensive guide to the mechanics of modern finance.

Personal Finance

Personal Finance Book
Author : Vickie L. Bajtelsmit
Publisher : John Wiley & Sons
Release : 2019-10-22
ISBN : 111959247X
Language : En, Es, Fr & De

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Book Description :

Personal Finance, 2nd Edition offers essential skills and knowledge that will set students on the road to lifelong financial wellness. By focusing on real-world decision making, Bajtlesmit engages a diverse student population by helping them make personal connections that can immediately impact their current financial situations. Using a conversational writing style, relatable examples and up-to-date coverage on important topics like student debt, students gain the knowledge they need to avoid early financial mistakes. By the end of the course, students have identified their goals and developed the problem-solving skills they need to build on as they progress to the next stages of life.

FinTech

FinTech Book
Author : Parag Y Arjunwadkar
Publisher : CRC Press
Release : 2018-04-17
ISBN : 1351036483
Language : En, Es, Fr & De

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Book Description :

Everything that we know about the world of finance is changing before us. Innovation is happening constantly, despite the protests of the traditional financial industry. With all the new technology that we have today, it is almost mind-blowing to think about the kind of technology that we will have in another ten years or so. The change is going to keep coming, the only thing we can do is get on board with it. This book introduces the basics of FinTech and equips readers with the knowledge to get on the cutting edge of age we live in today.

Financial Modeling

Financial Modeling Book
Author : Joachim Häcker,Dietmar Ernst
Publisher : Springer
Release : 2017-12-11
ISBN : 1137426586
Language : En, Es, Fr & De

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Book Description :

This book provides a comprehensive introduction to modern financial modeling using Excel, VBA, standards of financial modeling and model review. It offers guidance on essential modeling concepts around the four core financial activities in the modern financial industry today: financial management; corporate finance; portfolio management and financial derivatives. Written in a highly practical, market focused manner, it gives step-by-step guidance on modeling practical problems in a structured manner. Quick and interactive learning is assured due to the structure as a training course which includes applied examples that are easy to follow. All applied examples contained in the book can be reproduced step by step with the help of the Excel files. The content of this book serves as the foundation for the training course Certified Financial Modeler. In an industry that is becoming increasingly complex, financial modeling is a key skill for practitioners across all key sectors of finance and banking, where complicated problems often need to be solved quickly and clearly. This book will equip readers with the basic modeling skills required across the industry today.

7 FINANCIAL MODELS FOR ANALYSTS INVESTORS AND FINANCE PROFESSIONALS

7 FINANCIAL MODELS FOR ANALYSTS  INVESTORS AND FINANCE PROFESSIONALS Book
Author : Paul Lower
Publisher : Harriman House Limited
Release : 2019-06-17
ISBN : 0857195778
Language : En, Es, Fr & De

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Book Description :

Financial models in Excel allow investment analysts and other finance professionals to take the laborious number crunching out of financial analysis and forecasting. Models help them to gain meaningful insights into the way that a business is working and focus attention on areas to improve bottom-line results. They can also be used as powerful tools to test the potential impact of various risks on business performance. In this brand new guide, financial modelling expert Paul Lower presents step-by-step instructions for seven spreadsheet models that will help the user to gain a better understanding of the financial data coming out of a business. These seven models can be used to: 1. Assess how a business is performing on key financial indicators. 2. Produce sales and cost forecasts. 3. Create a cash flow forecast. 4. Understand the impact of product price changes on profitability. 5. Assess potential investment decisions. 6. Check the sensitivity of key financial measures to risk events. 7. Produce a business valuation. The book also includes downloadable spreadsheets of the author’s original Excel models and introductory chapters about best practice when modelling in Excel. With this suite of seven tools, a financial analyst will be equipped to use Excel to achieve a deep understanding of a business and its financial data.

CIMA Official Learning System Fundamentals of Business Mathematics

CIMA Official Learning System Fundamentals of Business Mathematics Book
Author : Graham Eaton
Publisher : Elsevier
Release : 2009-06-18
ISBN : 1856177831
Language : En, Es, Fr & De

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Book Description :

CIMA Official Learning Systems are the only coursebooks recommended by CIMA. Written by a team of experts that include past and present CIMA examiners and markers, they contain everything you need to know. Each book maps to the syllabus chapter by chapter to help you learn effectively and reinforce learning with features including: - comprehensive coverage of the whole syllabus - step by step coverage directly linked to CIMA's Learning Outcomes - up to date examples and case studies - practice questions to test knowledge and understanding - integrated readings to increase understanding of key theories - colour used throughout to highlight key learning points * The Official Learning systems are the only study materials endorsed by CIMA * Key sections written by former examiners for the most accurate, up-to-date guidance towards exam success * Complete integrated package incorporating syllabus guidance, full text, recommended articles, revision guides and extensive question practice