Build Your Own Financial Planning Spreadsheet

Take control of your financial future by understanding the risks and rewards of your savings and investments!
Rating: 4.6 out of 5 (40 ratings)
5,835 students
English
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The student will have a better understanding of their future financial prospects and risks they take in achieving their financial goals.

Requirements

  • A basic knowledge on spreadsheet is strong recommended.

Description

Starting with blank excel spreadsheet, together we build a financial model that include multiple savings levels, return / return expectations, time horizons, and scenarios. Almost certainly there is some for everyone interested in planning finances! The model is created such that it is easy to amend to tailor your own needs. Model builds on some Kroijer Youtube videos on investing.

Who this course is for:

  • Anyone who is interested in financial planning.

Course content

1 section10 lectures2h 34m total length
  • Introduction
    21:13
  • Adding Minimal Risk Asset
    11:43
  • Adding Volatility of Returns
    11:14
  • Adding Multiple Scenarios
    18:56
  • Adding Retirement Spending
    10:54
  • Compoung Annual Growth Rate (CAGR) vs. Average Return
    11:57
  • Adding Range of Allocations
    11:07
  • Estimating Fees
    14:35
  • Adding variable Cash In/Out Flows
    25:44
  • Model Walk-through and Taking Stock
    17:30

Instructor

Investment Author
Lars Kroijer
  • 4.6 Instructor Rating
  • 414 Reviews
  • 13,422 Students
  • 2 Courses

Mr. Kroijer (born 1972) is the founder and managing director of Alliedcrowds – the leading directory and aggregator of alternative capital into the world’s 132 lower and middle income countries.  He is the author of "Money Mavericks - Confessions of a Hedge Fund Manager" (Financial Times Press – 2010 & 2012 - 2nd edition) and “Investing Demystified – How to Invest without Speculation and Sleepless Nights” (Financial Times Press - 2013).  

Mr. Kroijer currently serves on the advisory board of alternative investment funds in London, New York, and Hong Kong.  He has frequently appeared as a finance expert on a broad range of media, including BBC, CNN, CNBC, FT, Bloomberg, Reuters, NY Times, Forbes, etc.  

Previously Mr. Kroijer was the CIO of Holte Capital Ltd, a London-based market neutral special situations hedge fund which he founded in 2002 before returning external capital in the spring of 2008. Prior to establishing Holte Capital, Mr. Kroijer served in the London office of HBK Investments focusing on special situations investing. In addition, he previously worked at SC Fundamental, a value-focused hedge fund, and the investment banking division of Lazard Frères, both in New York.  While in graduate school Mr. Kroijer held internships with the private equity firm Permira Advisors (then Schroder Ventures) and management consulting firm McKinsey & Co.  

Mr. Kroijer graduated Magna cum Laude from Harvard University with a degree in economics and received a MBA from Harvard Business School.  

A Danish national, Mr. Kroijer lives in London and is married with twin daughters.