Financial Planning using Excel

The objective of this book is to help financial planners improve their spreadsheet skills by providing a structured approach to developing spreadsheets for forecasting, financial planning and budgeting.

The book assumes that the reader is familiar with the basic operation of Excel and is not intended for beginners. Readers using a different Windows spreadsheet will find that the techniques explained in the book are equally relevant, although it is possible that some command sequences might be slightly different. The book has been divided into three parts covering the areas of Forecasting, Planning and Budgeting separately. Although it is recommended that readers follow the book from the beginning, the text is also intended as a reference book that will be a valuable aid during model development.

The CD-ROM that accompanies the book contains all the examples described. Instructions for installing and using the CD-ROM are supplied on the CD itself and it is recommended that readers consult the README file contained on the CD.