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Personal Finance #6-Housing: Purchase vs Renting Part 3

Excel for Personal Finance: Real Estate Focus

Created byRobert Steeleworkspace_premiumBest Instructor
BeginnerUpdated Jun 1, 2024

What You'll Learn

  • check_circleEstimate monthly costs for real estate purchases using Excel.
  • check_circleBuild and format comprehensive amortization tables.
  • check_circleUtilize pivot tables to summarize and analyze financial data.
  • check_circleApply advanced Excel functions for personal finance management.

About This Course

Master the essentials of personal finance with a focus on real estate investment using Excel. This course guides you through practical exercises, including estimating monthly costs for purchasing a condominium, creating amortization tables, and summarizing financial data. By building models from scratch and utilizing advanced Excel functions, you’ll gain the skills needed to manage and analyze your personal finances effectively.

Course Content

1 activity • 13 videos • duration: 6h 26m

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Section 113 videos • 6.4 hours
  • videocam7040 Estimated Monthly Cost Purchase Condominium
    Duration 34:08
  • videocam7050 Estimate Affordable Home Purchase Price Part 1
    Duration 21:02
  • videocam7052 Estimate Affordable Home Purchase Price Part 2
    Duration 28:18
  • videocam7060 Home Loan Comparison
    Duration 44:23
  • videocam7080 Adjustable-Rate Mortgage (ARM) Rate Increase .
    Duration 42:24
  • videocam7100 Saving for Down Payment on Home
    Duration 27:45
  • videocam7140 Buy or Rent Home Decision Problem 1 Part 1
    Duration 27:18
  • videocam7142 Buy or Rent Home Decision Problem 1 Part 2
    Duration 29:31
  • videocam7222 Buy or Rent Home Decision Problem 2 Part 1
    Duration 30:09
  • videocam7224 Buy or Rent Home Decision Problem 2 Part 2
    Duration 25:35
  • videocam7233 Estimated Home Price from Monthly Income Part 1
    Duration 34:58
  • videocam7235 Estimated Home Price from Monthly Income Part 2
    Duration 18:18
  • videocam7237 Estimated Home Price from Monthly Income Part 3
    Duration 22:15

Your Instructor

Robert Steele

CPA, CGMA, M.S. Tax, CPI

menu_book294 courses
star1,974 reviews

Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his. Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA). Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software. In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele's teaching philosophy is to make content applicable, understandable, and accessible. Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks. Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business. Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster. Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts. The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video. Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge like CPDformula.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.7 out of 5
Student's Choice
9 reviews

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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