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Performing Comprehensive Retirement Planning with Microsoft Excel by Frederick Ang
RM260.00
| Date | 25 March 2025, Tuesday (Full-Day Online CE Workshop) |
|---|---|
| Time | 9.00am – 5.00pm |
| CE/CPE | 10 FPAM CE Points / 10 SIDC CPE Points / 8 FiMM CPD Points (Pending Approval) |
| Facilitator | Frederick Ang |
This course equips you with the essential skills and knowledge needed to perform comprehensive retirement planning using Microsoft Excel. Through a combination of theoretical understanding and practical application, you will learn how to utilize Excel’s powerful tools to create realistic retirement assumptions, estimate expenses, assess funding needs, and develop strategies to address potential shortfalls.
By the end of the course, you will be proficient in leveraging Excel for data analysis, scenario planning, and visual representation to effectively plan for your retirement.
Learning Outcome
Upon completion of this course, you will be able to:
1. Understand the principles, process & importance of comprehensive retirement planning.
2. Apply spreadsheet functions, formulas, and formatting techniques for retirement planning.
3. Create realistic retirement assumptions with Excel for life expectancy, income growth, inflation rates, and investment returns.
4. Estimate accurate retirement expenses and retirement replacement ratio using Excel.
5. Assess retirement funding needs and retirement funding gaps with Excel tools by considering all vital factors.
6. Develop optimal strategies to address retirement shortfalls by utilizing Excel scenario planning and sensitivity analysis features.
7. Create visual representations of retirement data using Excel charts for effective communication.