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Zero To Mastery

Create a Retirement Planning Tool with Excel

via Zero To Mastery

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Overview

In this project-based course you'll be developing a robust, interactive tool that brings together the power of Excel formulas, dynamic charts, user-driven input controls, and more!
  • Gain the ability to create interactive, dynamic Excel tools that respond to user inputs through sliders and drop-down lists.
  • Deepen your understanding of Excel by mastering complex formulas and functions that drive sophisticated calculations.
  • Learn to craft and customize dynamic charts that visually represent data, updating instantly with changes in inputs.
  • Develop the skills to design a formula-driven calculation engine that operates seamlessly behind the scenes of your Excel tools.
  • Acquire foundational knowledge in retirement planning, including how to calculate savings goals and understand the impact of retirement age on savings.
  • Enhance your problem-solving skills as you navigate the challenges of transforming basic data into a comprehensive retirement planning tool.
  • Prepare for real-world scenarios with Excel skills applicable in data analysis, financial planning, and spreadsheet management roles.
  • Complete a portfolio-worthy project that demonstrates your advanced Excel skills and understanding of financial planning principles.

Syllabus

  •   Introduction
    • Project Demo
    • Project FAQ
    • Project Resources + An Important Note!
    • Exercise: Meet Your Classmates and Instructor
    • Set Your Learning Streak Goal
  •   Time To Build!
    • Introducing the Project Template
    • Applying Number Formats
    • Solution: Applying Number Formats
    • Creating Drop Down Lists
    • Solution: Creating Drop Down Lists
    • Creating the Retirement Age Slider
    • Solution: Creating the Retirement Age Slider
    • Applying Cell Styles
    • Solution: Applying Cell Styles
    • Defining Names
    • Solution: Defining Names
    • Fetching the Investment Return
    • Solution: Fetching the Investment Return
    • Plan Year and Age
    • Solution: Plan Year and Age
    • Working Income
    • Solution: Working Income
    • Income Tax and Yearly Expenditures
    • Solution: Income Tax and Yearly Expenditures
    • Yearly Savings
    • Solution: Yearly Savings
    • Earned Interest and Retirement Savings Balance
    • Solution: Earned Interest and Retirement Savings Balance
    • Earned Interest and Retirement Savings Balance II
    • Solution: Earned Interest and Retirement Savings Balance II
    • Wrapping Up the Calculations Worksheet
    • Solution: Wrapping Up the Calculations Worksheet
    • Retirement Age and Years Calcs
    • Solution: Retirement Age and Years Calcs
    • The Banner Message
    • Solution: The Banner Message
    • The Retirement Balance Chart
    • Solution: The Retirement Balance Chart
    • Dynamic Charts with OFFSET I
    • Dynamic Charts with OFFSET II
    • Solution: Dynamic Charts with OFFSET
    • Formatting the Retirement Balance Chart
    • Solution: Formatting the Retirement Balance Chart
    • The Detail Worksheet
    • Solution: The Detail Worksheet
    • The End (a.k.a. Retirement)
  •   Where To Go From Here?
    • Review This Project!

Taught by

Travis Cuzick

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