Compound Interest Course
Gain expertise in compound interest for planning retirement, education funds, and medium-term financial goals. Create reliable future value and present value spreadsheets, test various scenarios, validate return and inflation assumptions, and explain outcomes effectively 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 future value and present value formulas, and handle annuities, perpetuities, and varying compounding periods confidently. Develop strong projections for education and retirement, establish practical return and inflation rates, simulate spreadsheet scenarios, and communicate results and decisions clearly to clients and stakeholders.
Elevify advantages
Develop skills
- Build 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.
- Design effective retirement and education savings plans from client goals.
- Communicate projections, assumptions, and risks clearly to stakeholders.
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 workload.What our students say
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