Create a Financial Statement using Microsoft Excel
lms-exampleBy the end of this project, you will be able to complete a financial statement with Microsoft Excel, composed of a transactions page, profit and loss statement, and balance sheet. You will learn how to enter your business transactions and interpret the data presented in the profit and loss statement. You will also learn about the components of a balance sheet and will have a better understanding of how a financial statement can be used to help track and present financial information for your company.
Advanced
Our How to Finance course includes everything you
need to wrap your head around the securities industry:
14 course units mapped to topics covered on the SIE exam
Each unit includes a 30-minute video lecture from our expert faculty
Real-world, relatable examples bring concepts to life
Opportunity to test out of a unit
Access to our Training Center
Free access to our Study Essentials course
Downloadable supplements
Final course assessment demonstrates an understanding of the securities industry
Dave Don
Don Ian
Ian Brian
Melissa John
Shawn DoeLesson 1: Introduction & Stocks
Lesson 2: Bonds
Lesson 3: Types of Bonds
Lesson 4: Investment Company Securities
Lesson 5: Other Packaged Products
Lesson 6: Options
Lesson 7: Suitability
Lesson 8: Issuing Securities
Lesson 9: The Secondary Market & Equity Trading
Lesson 10: Economics & Monetary Policy
Lesson 11: Account Types
Lesson 12: Retirement Plans
Lesson 13: FINRA Registration
Lesson 14: Business Conduct Rules
