Finance Fundamentals in Spreadsheets

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Learn Path Description

Learn the spreadsheet skills you need to make data-driven financial decisions. In this track, you’ll learn to build dashboards to track financial securities performance, measure reward and risk indicators, and create investment models. Through hands-on exercises, you’ll create impressive visualizations and use conditional formulas to produce presentation-ready spreadsheets. You’ll then flex your financial muscles as you focus on cash flows, investments, annuities, saving for retirement, and even how to create a loan amortization schedule to track your own loans. By the end of the track, you'll be ready to build monitoring tools, as used by traders and financial analysts and navigate the world of finance using Google Sheets.

Skills You Will Gain

Courses In This Learning Path

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Total Duration

4 hours

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Level

Intermediate

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Learn Type

Certifications

Financial Analytics in Spreadsheets

Finance is about monitoring the progress of traded assets. This course will show you how to create a visual dashboard with spreadsheets that tracks financial securities' performance. We will discuss the hypothetical stock ABC, including its historical dividends and prices. It will be possible for you to visualize its prices and to calculate important reward and risk indicators. It will also show you whether your ABC investment has outperformed the benchmark. Spreadsheets can be used to create excellent monitoring tools for traders or financial analysts.

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Total Duration

4 hours

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Level

Intermediate

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Learn Type

Certifications

Financial Modeling in Spreadsheets

Are you looking to learn more about the stock market? Or plan your retirement. Or how to create cash flow in your business. This course will show you how to use Sheets to create financial and business models. Google Sheets is an excellent technology for creating business models. You can create a framework to help you reach your goals. For example, understanding the growth rate for investments. This framework can be modified with current data. This course will cover the basics of business modeling, including cash flows and investments, as well as loan amortization. You can also save money for retirement. By the end of the course, you will be able use the Sheets referencing and function skills to apply to any model.

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Total Duration

4 hours

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Level

Intermediate

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Learn Type

Certifications

Loan Amortization in Spreadsheets

It seems that only financial traders and bankers would use the loan amortization schedule. Wrong! This course will explain the financial formulas that you can use in Google Sheets for your loan analysis. These can be student loans, auto loans, car loans, mortgages and car loans. We'll make a Google Sheets dashboard to impress finance managers. It uses visualizations, conditional calculations and other tools to create presentation-ready spreadsheets.

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