The Learn Personal Finance Beginners Bundle for $29 July 11, 2021 at 02:00AM
KEY FEATURES
The Money in Excel is an Excel template provided by Microsoft that has bank connectivity similar to many accounting software applications such a QuickBooks, bank connectivity allowing for the download of financial data directly from the financial institutions. Money in Excel can be used to construct a small business income statement useful when preparing an income tax return Schedule C Profit or Loss From Business. This course will cover how to access the Money in Excel template and connect it to financial institutions, downloading financial data. Also, it will cover other functions provided by Money in Excel, including budgeting options and recurring transactions.
- Access 12 lectures & 2 hours of content 24/7
- Learn what Money in Excel can be used for
- Setup the Money In Excel Template
- Connect Money In Excel to financial institutions
- Add account or categories and subcategories to data
- Sort business & personal data
- Create an income statement that may be useful for taxes
- Create a balance sheet or statement of net position
- Use the Money in Excel budgeting template
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Certificate of completion included
- Experience level required: all levels
- Have questions on how digital purchases work? Learn more here
Requirements
- Microsoft Office
THE EXPERT
Robert Steel | CPA, CGMA, M.S. Tax, CPIRobert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.
KEY FEATURES
The Personal Capital is currently a free software that can connect to financial institutions, pulling in financial asset and liability balances, as well as transaction detail, into one location. The Personal Capital software also downloads transaction detail and allows for the categorization or assigning of accounts and tags that can then be used to generate an income statement. It also has budgeting tools to help with shorter-term cash flow management. This course will discuss how to set up the Personal Capital software and link to accounts. Also, you will know some reasons why the software may be offered for free and look over Personal Capital data security.
- Access 16 lectures & 4 hours of content 24/7
- Know what Personal Capital Software is & how it can be used
- Learn how Personal Capital Software compares to other accounting & financial management software
- Access & set up the free software
- Use Financial data to create an income statement
- Learn the benefits of having net worth or balance sheet data in one location
- Access & use investment tools and analysis
- Use financial planning tools like retirement planner
- Use a home appraisal tool
- Add non-financial institution assets & liabilities to make the net worth or balance sheet more complete
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Certificate of completion included
- Experience level required: all levels
- Have questions on how digital purchases work? Learn more here
Requirements
- Any device with basic specifications
THE EXPERT
Robert Steel | CPA, CGMA, M.S. Tax, CPIRobert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.
KEY FEATURES
The course will discuss accounting for multiple currencies, outlining the process in Excel to provide a more transparent look at the process. Then we will enter the transactions into QuickBooks, the software automating some of the steps required. Next, you will learn how to turn multicurrency on and which accounts will be affected most by multicurrency transactions, including cash account types, accounts receivable account types, and accounts payable account types. Also, this course will demonstrate transactions related to forward contracts, both for speculative purposes and to mitigate risk on foreign currency transactions.
- Access 42 lectures & 8 hours of content 24/7
- Get access to QuickBooks Online including a possible free 30-day trial
- Turn on the multicurrency feature
- Set up accounts related to multicurrency including account types of Cash, Accounts Receivable, & Accounts Payable
- Enter transactions related to foreign currency accounts receivable
- Enter transactions related to foreign currency accounts payable
- Include transactions related to forward contracts for speculation
- Use transactions related to forward contracts to reduce risk on foreign currency transactions
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Certificate of completion included
- Experience level required: all levels
- Have questions on how digital purchases work? Learn more here
Requirements
- Any device with basic specifications
THE EXPERT
Robert Steel | CPA, CGMA, M.S. Tax, CPIRobert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.
KEY FEATURES
The Project Finance Ninja Course is for students and professionals pursuing careers in investment banking, private equity, corporate finance, and equity research. It will give you an in-depth understanding of financial statements and modeling. This course pulls no punches — it is the same comprehensive training program top investment banks and financial institutions use to prepare analysts and associates for calculating the risk involved in financial projects and defining the boundaries and scope of the project. In addition, the project Finance Ninja Course will introduce you to several useful tools that can be applied by project managers to operate project-based financing.
- Access 37 lectures & 3 hours of content 24/7
- Apply a structured & systematic approach to financing projects
- Understand the creation of flags
- Calculate Escalation Rate, IRR, & NPV
- Take substantiate investment decisions
- Build schedules using the BASE approach
- Build the schedule for Revenue Forecast, Capital
- Expenditure, Annual & Accumulated Depreciation
- Recognize the top key characteristics of a robust project & later identify the weakest links in the transaction
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Certificate of completion included
- Experience level required: advanced
- Have questions on how digital purchases work? Learn more here
Requirements
- Any device with basic specifications
THE EXPERT
Yoda Learning | Data Analyst |MS Office Expert & PMP | Instructor/ProgrammerYoda Learning is a team of 12+ industry professionals focused on developing project-based learning solutions, which allows students to accrue real-world experience and learn in an engaging and practical manner. Its courses encompass everything from web and mobile app development to data analytics and design.
KEY FEATURES
If you're dealing with a bunch of data, sorting and organizing will help you a lot. This course will teach you how to use Google Sheets and organize your information into neat spreadsheets. You can use many of these skills in Excel too!
- Access 10 lectures & 1 hour of content 24/7
- Know the 5 ways to use Google Sheet’s Checkbox
- Use Sparklines for Dashboards
- Learn how to use Slicer on a table
- Create a “pop-up” Calendar Date Picker
- Create a Heatmap with Conditional Formatting
- Use AI Explore to create charts & reports
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Certificate of completion included
- Experience level required: beginner
- Have questions on how digital purchases work? Learn more here
Requirements
- Microsoft Excel
- Access to Google Sheets
THE EXPERT
Yoda Learning | Data Analyst |MS Office Expert & PMP | Instructor/ProgrammerYoda Learning is a team of 12+ industry professionals focused on developing project-based learning solutions, which allows students to accrue real-world experience and learn in an engaging and practical manner. Its courses encompass everything from web and mobile app development to data analytics and design.
KEY FEATURES
Don’t just learn how to develop financial statements and theories behind the valuation. Learn the techniques that wow industry leaders and become hot in the job market with this 360° Financial Modeling & Valuation course. With 4 hours of video content, you'll get a great overview of financial modeling and how to build client-ready deliverables from scratch. In addition, you'll learn formatting protocols, statements, forecast drivers, and more.
- Access 46 lectures & 4 hours of content 24/7
- Build a 3-statement financial model with valuation in 3 phases
- Build client-ready deliverables from scratch
- Become better with Excel shortcuts, industry best practices, time-saving tips & more
- Create a report-like presentation
- Complement your statements with CAGR, Horizontal & Vertical Analysis
- Learn the fundamental drivers of each line-item in their respective schedules
- Perform Discounted Cash Flow Valuation where you learn to calculate FCFF & WACC
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Certificate of completion included
- Experience level required: intermediate
- Have questions on how digital purchases work? Learn more here
Requirements
- Any device with basic specifications
THE EXPERT
Yoda Learning | Data Analyst |MS Office Expert & PMP | Instructor/ProgrammerYoda Learning is a team of 12+ industry professionals focused on developing project-based learning solutions, which allows students to accrue real-world experience and learn in an engaging and practical manner. Its courses encompass everything from web and mobile app development to data analytics and design.
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