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Online Course Catalog

Microsoft Excel As A Financial Planning Tool

Spreadsheets are a useful tool to aggregate numbers, organize data, and present data in an attractive format. One of the most popular spreadsheet programs is Microsoft Excel, which is part of the Office suite of programs. Excel spreadsheets are useful for financial planning decision-making (e.g., tracking expenses) and periodic status checks (calculating net worth, asset allocation, and cash flow). Learn how to use Excel to simplify your financial life. It will include an overview of Excel functions and descriptions of specific financial planning applications. Attendees will be provided with several Excel templates for personal use.

 

SKU: FA25GBFIN132A

October 1, 2025, 1:00 pm to 2:30 pm

Building: MTP Education Center
Room: Room 4

(352) 861- 9751

8415 SW 80th Street, Suite 2
Ocala, FL 34481

mtp@masterthepossibilities.org

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Master The Possibilities

A Not-for-Profit Lifelong Learning Center

Master the Possibilities, Inc. provides quality instruction and learning experiences for adult students throughout Marion County, Florida and beyond. We inspire students to explore their interests, uncover their passions, and leverage their talents to make positive changes within themselves and their communities.

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