Financial Planning Using Excel

Financial Planning Using Excel
Author: Sue Nugus
Publsiher: Butterworth-Heinemann
Total Pages: 240
Release: 2009-02-16
ISBN: 9780080949833
Category: Business & Economics
Language: EN, FR, DE, ES & NL

Financial Planning Using Excel Book Excerpt:

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 Modeling Using Excel and VBA

Financial Modeling Using Excel and VBA
Author: Chandan Sengupta
Publsiher: John Wiley & Sons
Total Pages: 464
Release: 2004-04-01
ISBN: 0471651095
Category: Business & Economics
Language: EN, FR, DE, ES & NL

Financial Modeling Using Excel and VBA Book Excerpt:

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
Author: Sharon Burton,Nelda Shelton
Publsiher: Cengage Learning
Total Pages: 640
Release: 2012-03-26
ISBN: 1285028368
Category: Business & Economics
Language: EN, FR, DE, ES & NL

Business Math Using Excel Book Excerpt:

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
Author: IMS PROSCHOOL
Publsiher: Tata McGraw-Hill Education
Total Pages: 135
Release: 2022
ISBN: 1259028259
Category: Electronic Book
Language: EN, FR, DE, ES & NL

Introduction to Financial Planning Book Excerpt:

Financial Planning Using Excel

Financial Planning Using Excel
Author: Sue Nugus
Publsiher: Cima Pub
Total Pages: 206
Release: 2005
ISBN: 9780750663557
Category: Business & Economics
Language: EN, FR, DE, ES & NL

Financial Planning Using Excel Book Excerpt:

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 Analysis and Modeling Using Excel and VBA

Financial Analysis and Modeling Using Excel and VBA
Author: Chandan Sengupta
Publsiher: John Wiley & Sons
Total Pages: 793
Release: 2009-11-09
ISBN: 047027560X
Category: Business & Economics
Language: EN, FR, DE, ES & NL

Financial Analysis and Modeling Using Excel and VBA Book Excerpt:

Provides a comprehensive guide for anyone who has to undertake financial analysis, or understand and implement financial models. Discusses a wide range of real-world financial problems and models using Excel 2007 and Visual Basic for Applications (VBA). Provides reference to earlier versions of Excel and VBA, and includes a CD-Rom with modelling tools and working versions of models discussed.

The Financial Planning Competency Handbook

The Financial Planning Competency Handbook
Author: CFP Board
Publsiher: John Wiley & Sons
Total Pages: 768
Release: 2013-04-03
ISBN: 1118677633
Category: Business & Economics
Language: EN, FR, DE, ES & NL

The Financial Planning Competency Handbook Book Excerpt:

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

Financial Planning Competency Handbook

Financial Planning Competency Handbook
Author: CFP Board
Publsiher: John Wiley & Sons
Total Pages: 944
Release: 2015-07-09
ISBN: 1119095018
Category: Business & Economics
Language: EN, FR, DE, ES & NL

Financial Planning Competency Handbook Book Excerpt:

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.

Business Analysis with Microsoft Excel

Business Analysis with Microsoft Excel
Author: Conrad George Carlberg
Publsiher: Que Publishing
Total Pages: 489
Release: 2002
ISBN: 9780789725523
Category: Computers
Language: EN, FR, DE, ES & NL

Business Analysis with Microsoft Excel Book Excerpt:

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

CFP Board Financial Planning Competency Handbook

CFP Board Financial Planning Competency Handbook
Author: CFP Board
Publsiher: John Wiley & Sons
Total Pages: 768
Release: 2013-04-03
ISBN: 1118620305
Category: Business & Economics
Language: EN, FR, DE, ES & NL

CFP Board Financial Planning Competency Handbook Book Excerpt:

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

Personal Finance

Personal Finance
Author: Vickie L. Bajtelsmit
Publsiher: John Wiley & Sons
Total Pages: 512
Release: 2019-10-22
ISBN: 111959247X
Category: Business & Economics
Language: EN, FR, DE, ES & NL

Personal Finance Book Excerpt:

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
Author: Parag Y Arjunwadkar
Publsiher: CRC Press
Total Pages: 261
Release: 2018-04-17
ISBN: 1351036483
Category: Business & Economics
Language: EN, FR, DE, ES & NL

FinTech Book Excerpt:

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
Author: Joachim Häcker,Dietmar Ernst
Publsiher: Springer
Total Pages: 956
Release: 2017-12-11
ISBN: 1137426586
Category: Business & Economics
Language: EN, FR, DE, ES & NL

Financial Modeling Book Excerpt:

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.

Professional Financial Computing Using Excel and VBA

Professional Financial Computing Using Excel and VBA
Author: Donny C. F. Lai,Humphrey K. K. Tung,Michael C. S. Wong
Publsiher: John Wiley & Sons
Total Pages: 350
Release: 2011-12-28
ISBN: 1118179080
Category: Business & Economics
Language: EN, FR, DE, ES & NL

Professional Financial Computing Using Excel and VBA Book Excerpt:

"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

CIMA Official Learning System Fundamentals of Business Mathematics

CIMA Official Learning System Fundamentals of Business Mathematics
Author: Graham Eaton
Publsiher: Elsevier
Total Pages: 544
Release: 2009-06-18
ISBN: 1856177831
Category: Business & Economics
Language: EN, FR, DE, ES & NL

CIMA Official Learning System Fundamentals of Business Mathematics Book Excerpt:

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

Armed Forces Guide to Personal Financial Planning

Armed Forces Guide to Personal Financial Planning
Author: Margaret H. Belknap,F. Michael Marty
Publsiher: Stackpole Books
Total Pages: 331
Release: 2006-12
ISBN: 9780811733106
Category: Business & Economics
Language: EN, FR, DE, ES & NL

Armed Forces Guide to Personal Financial Planning Book Excerpt:

Complete information and advice on personal finances How to prosper on a military salary and practical tips on investing your money, buying a car, buying a house, paying your taxes, and more Ideal for service financial management assistance offices Revised and updated for today's military, this comprehensive guide covers all key financial decisions from choosing checking accounts and using credit cards to deciding whether to rent or buy a home and choosing an insurance policy. In light of the realities of the war on terror, special attention is paid to managing your finances while deployed. Military personnel of all services and ranks will benefit from the advice given in this crisply written book. Each topic is covered in a thorough, logical, and easy-to-read manner.

The Business Plan

The Business Plan
Author: Gerald Schwetje,Sam Vaseghi
Publsiher: Springer Science & Business Media
Total Pages: 181
Release: 2007-08-24
ISBN: 3540752676
Category: Business & Economics
Language: EN, FR, DE, ES & NL

The Business Plan Book Excerpt:

This book provides the essentials to write a successful business plan. The represented methods and best practices have been approved over many years in practice with many management consulting engagements. The book is beautifully structured, it has a pragmatic emphasis and an autodidactic approach. The reader gets acquainted with the skills and competencies as well as tools, required for the planning and development of the business plan project.

Business Analysis with Microsoft Excel

Business Analysis with Microsoft Excel
Author: Conrad Carlberg
Publsiher: Que Publishing
Total Pages: 99998
Release: 2018-12-17
ISBN: 0134862554
Category: Computers
Language: EN, FR, DE, ES & NL

Business Analysis with Microsoft Excel Book Excerpt:

Gain Deeper Insights, Make Smarter Decisions, and Earn More Profits It’s time to put the full power of Excel quantitative analysis behind your management decisions! Business analysis expert Conrad Carlberg shows you how to use Excel to perform core financial tasks all managers and entrepreneurs need to master: analyzing statements, planning and controlling company finances, making investment decisions, and managing sales and marketing. Carlberg helps you make the most of Excel’s tools and features in everything from business case development to cash flow analysis. Becoming an Excel expert has never been easier. You’ll find crystal-clear instructions, real-world examples, insider insights, step-by-step projects, and much more. It’s all complemented by extensive web-based resources, from sample journals and ledgers to business forecasting tools. · Get more insight from income statements and balance sheets · Manage current assets and value inventories · Summarize transactions from journal to balance sheet · Analyze working capital, cash flow, statements, and ratios · Optimize budgeting and planning cycles · Make more accurate and useful forecasts and projections · Measure product or service quality · Plan investments, set decision criteria, and perform sensitivity analyses · Analyze profits, pricing, costs, contributions, and margins · Make better decisions in uncertain conditions · Understand and maximize the value of fixed assets · Efficiently import and export business data · Use Excel and Power BI to analyze data from QuickBooks or other sources

CIMA Learning System Fundamentals of Business Maths

CIMA Learning System Fundamentals of Business Maths
Author: Sue Nugus
Publsiher: Elsevier
Total Pages: 496
Release: 2006-07
ISBN: 075068030X
Category: Business & Economics
Language: EN, FR, DE, ES & NL

CIMA Learning System Fundamentals of Business Maths Book Excerpt:

CIMA's Official Learning System has been written by former CIMA examiners in conjunction with the CIMA faculty. They provide a clear logical route through the new syllabus to specifically prepare students to pass, first time. CIMA Official Learning Systems include: * Step-by-step coverage directly linked to the CIMA syllabus learning outcomes * Chapter and topic summaries * Extensive question practice * Complete Revision section * CBA style mock exam * Two colour layout for easy navigation The ring binder format allows you to add in your notes as you work through the system, and if attending classes, to just take the chapter you need. CIMA Official Learning Systems are the only materials written and endorsed by the CIMA Faculty. * Re-engineered to meet the demands of the new CIMA Certificate in Business Accounting 2006 syllabus * Complete integrated package incorporating syllabus guidance, full text, recommended articles, revision guides and extensive question practice * CIMA Official Learning Systems are the only materials written and endorsed by the CIMA Faculty.

CIMA Learning System Fundamentals of Business Maths

CIMA Learning System Fundamentals of Business Maths
Author: Cima,Graham Eaton
Publsiher: Elsevier
Total Pages: 535
Release: 2007
ISBN: 0750685174
Category: Business & Economics
Language: EN, FR, DE, ES & NL

CIMA Learning System Fundamentals of Business Maths Book Excerpt:

This new edition of CIMA's Official Learning Systems has been written in conjunction with the Examiner. The Learning System has been written specifically for the certificate syllabus by former CIMA examiners in conjunction with the CIMA faculty. Fully revised paperback edition features color throughout and includes: * practice questions throughout * complete revision section * topic summaries * recommended reading articles from a range of journals * Q and A * Completely updated to reflect changes in the syllabus * 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 toward exam success * Complete integrated package incorporating syllabus guidance, full text, recommended articles, revision guides and extensive question practice