Compound Interest Course
Gain mastery over compound interest to effectively model retirement savings, college funds, and medium-term financial goals. Develop strong FV and PV spreadsheets in Excel, test various scenarios, justify return and inflation assumptions, and explain results clearly to clients and stakeholders in simple terms.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This course equips you with practical tools to calculate real and nominal returns, use FV and PV formulas confidently, and handle annuities, perpetuities, and varying compounding periods. Learn to build reliable projections for education and retirement, set practical return and inflation rates, run Excel scenarios, and present findings clearly to clients and stakeholders.
Elevify advantages
Develop skills
- Build solid compound interest models for lump sums, annuities, and mixed cash flows.
- Master Excel FV, PV, RATE, NPER functions to solve finance problems quickly.
- Analyse portfolio returns with realistic inflation-adjusted assumptions.
- Create retirement and education savings plans from client goals.
- Communicate projections, assumptions, and risks clearly to clients.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workloadWhat our students say
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