Live CE and Finance & Insurance

Jul 16, 2021 - Financial Math using Excel

Course by: Business Career College

SKU: CE-4232-107

Description

“Financial Math using Excel” will be suitable for the following CE Credits:

British Columbia – 3.5 Life CE

Alberta – 3.5 Life, 3.5 A&S

Saskatchewan – 3.5 Life, 0 Ethics

Manitoba – 3.5 Life and/or A&S

Ontario – 3.5 CE

FP Canada – 3.5 Financial Planning, 0 Professional Responsibility

Course Outline

Agenda

Excel vs FP Software

Time Value of Money Basics

Multi-Year Projections

RRIF Minimums

Tax Rates

Client Output

Course Details
Length:
3 hours and 30 minutes
Language:
English
Certification:
Yes
Mobile Friendly:
Yes
Digital Badge:
Yes