Financial Math using Excel (Jun 17, 2022)
Description
Agenda
Excel vs FP Software
Time Value of Money Basics
Multi-Year Projections
RRIF Minimums
Tax Rates
Client Output
Course Outline
“Financial Math using Excel” will be suitable for the following CE Credits:
British Columbia – 3.5 CE
Alberta – 3.5 Life, 3.5 A&S
Saskatchewan – 3.5 Life, 0 Ethics
Manitoba – 3.5 Life and/or A&S
Ontario – 3.55 CE
FP Canada – 3.5 Financial Planning, 0 Professional Responsibility
Course Details
3 hours and 30 minutes
English
Yes
Yes