Short Course : Financial Planning using MS Excel

1. STATISTICAL TOOLS

a. Arithmetic Mean

b. Geometric Mean

c. Median

d. Mode

e. Counting data values

f. Variance

g. Standard Deviation

h. Quartile

i. Percentile

j. Simple Regression

Slope (β)

Y – intercept

k. Coefficient of correlation

2. TIME VALUE OF MONEY

a. Future Value of a Single Amount

b. Future Value of an Annuity

c. Sinking Fund

d. Capital Recovery

e. Present Value of a Single Amount

f. Present Value of an Annuity

g. Present Value of an Unequal Annuity

3. FINANCIAL PLANNING

a. Investing for creating a corpus after a certain number of years.

b. Calculating the SA for a Term Insurance Plan.

c. Calculating the Premium for an Endowment Plan.

d. Calculating the Pension Corpus required.

e. Calculating the monthly contribution required to be made to the Pension Corpus.

f. Calculating the Pension that can be drawn.