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所在平台: Udemy |
课程主页: https://www.udemy.com/course/personal-finance-2financial-statements-budgeting/
课程评论：没有评论
[课程名称] 个人理财 #2 - 财务报表与预算 [课程概述] 本课程将专注于个人财务报表，这是个人财务规划的基础工具。课程将包含大量示例问题，形式包括演示文稿和Excel表格练习。Excel表格演示将提供可下载的Excel工作簿，其中包含至少两个工作表：一个包含答案，另一个是预格式化的工作表，可按照教学视频的步骤进行操作。 财务报表是我们衡量当前财务状况和过往表现的核心工具。资产负债表和损益表是我们主要的财务报表。资产负债表展示**某个特定时间点**我们的财务状况。损益表回顾**一段时间内**（通常是一个月或一年）的表现，以辨别我们是如何达到资产负债表所代表的当前状况的。 个人财务报表与企业财务报表类似，但标准化程度较低。这部分是因为个人财务报表受到的正式监管较少，并且个人财务目标与企业不同。企业的首要财务目标是创收，而我们的个人财务目标则包括（但不限于）创收，创收是我们实现目标的一种手段，而非目标本身。 学员将学习如何构建财务报表，以及资产负债表和损益表之间的关系。 一旦我们有了映射了过往表现和当前状况的财务报表，我们就可以以此为基础，展望未来，创建预算。学员将学习如何构建个人财务预算。我们还将讨论用于衡量表现的常见个人财务比率。 [教学大纲] 无
This course will focus on personal financial statements, a fundamental tool for personal financial planning.We will include many example problems, both in the format of presentations and Excel worksheet problems. The Excel worksheet presentations will include a downloadable Excel workbook with at least two tabs, one with the answer, the second with a preformatted worksheet that can be completed in a step-by-step process along with the instructional videos.Financial statements are the core tool we used to measure our current financial position as well as our past performance. The balance sheet and income statement are our major financial statements.The balance sheet shows us where we stand as of a point in time. The income statement looks back for a period of time, usually a month or year, to measure performance, discerning how we got to this current position represented by the balance sheet.Personal financial statements are similar to business financial statements but are less standardized. Personal financial statements are less standardized in part because there are fewer formal regulations restricting them and because our financial goals are different.The primary financial goal for a business is revenue generation. However, our personal financial goals will include, but not be limited to, revenue generation, the revenue being a means to an end rather than an end in and of itself.Learners will know how to construct financial statements and how the balance sheet and income statement are related.Once we have our financial statements, which map out past performance and our current position, we can use them as a basis to look forward, creating a budget.Learners well know how to construct a personal financial budget. We will also discuss common personal ratios used to measure performance.
