A comprehensive guide to financial forecasting, investment and debt management, and budgeting.
In this course you will learn how to calculate budgets at today’s prices and forecast the equivalent inflation adjusted amounts likely required at retirement to cover minimum monthly expenditure.
You will also learn about tools to manage investments such as those held on the stock market, and forecast investment outcomes to determine your ability to retire at your target age.
It will also guide you through more complex financial decision making such as impacts on financial outcomes where a mortgage is paid up early using an investment lump sum or regular repayments.
The financial forecasting tools are included with formulae in an easy-to-use Excel workbook which will be explained in detail throughout this course. All you need to do is enter your own data.
Some additional tips and tricks in Excel are included in the course such as how to link your investment portfolio to an external data source so that prices update in real time.
Accounting Guru
Jason is a Charted Management Account and Certified Public Accountant (CPA) of Australia who has over fifteen years of financial services experience in England and Switzerland in banking and real estate. After his move to Australia, he spent three years working as a lecturer and course designer in the fields of accounting and general business studies. Prior to his move to Australia, he worked as a consultant for a college, designing and rolling out learning programs across South Africa. Programs included simulated work environments to satisfy the work experience requirements of accounting institutes with which students were registered. He set up a non profit organization in South Africa to uplift mathematics and language education standards in rural areas.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
