Compound Interest Course
This course equips you to master compound interest for planning retirement, education funds, and other goals. Learn to build reliable future and present value spreadsheets in Excel, test different scenarios, set justifiable return and inflation assumptions, and explain projections effectively to clients and stakeholders in straightforward terms.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain practical skills to calculate compound interest, apply future and present value formulas, handle annuities and perpetuities with various compounding periods. Create solid projections for education and retirement savings, use realistic return and inflation rates, run Excel scenarios, and communicate findings clearly to clients and stakeholders.
Elevify advantages
Develop skills
- Build compound interest models for lump sums, annuities, and mixed cash flows.
- Apply Excel FV, PV, RATE, NPER functions to solve financial problems quickly.
- Analyse portfolio returns with realistic inflation-adjusted assumptions.
- Design retirement and education plans based on client objectives.
- 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 workload.What our students say
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