In this course you will learn how to calculate budgets at today’s prices and forecast the equivalent inflation adjusted amounts likely required at retirement to cover minimum monthly expenditure.

You will also learn about tools to manage investments such as those held on the stock market, and forecast investment outcomes to determine your ability to retire at your target age.

It will also guide you through more complex financial decision making such as impacts on financial outcomes where a mortgage is paid up early using an investment lump sum or regular repayments.

The financial forecasting tools are included with formulae in an easy-to-use Excel workbook which will be explained in detail throughout this course. All you need to do is enter your own data.

Some additional tips and tricks in Excel are included in the course such as how to link your investment portfolio to an external data source so that prices update in real time.