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私の財務諸表の作成:Excelを活用した個人財務管理システムの構築

金持ちになるための第一歩、私の資産の現状とキャッシュフローを把握すること!

엑셀
재무
Financial Technology
Accounting

こんなことが学べます

  • 個人資産管理における財務諸表の必要性と役割

  • 個人用財務諸表:財務状態表と月別資金収支

  • 財務諸表の観点から富を増殖する方法

  • 個人用財務諸表のテンプレートと活用方法

企業の財務諸表を個人財テクにも適用できる?
[私の財務諸表を作る]講義で戦略的なジャテック方法論と一緒に
個人用財務諸表のExcelテンプレートを活用する方法を学ぶことができます。


本講義は大きく3つのセクションと7つの講義で構成されています。

セクション1 - Intro。個人制務諸表作成システムの構築が必要な理由

セクション2 - 個人財務諸表の作成

セクション3 - 個人財務諸表の実施と利用

難しく感じられる財務諸表ですが、テンプレートを活用すれば誰でも簡単に作れます。
それでは、今一度始めましょうか?

myfinancial_all_231126

こんな方に
おすすめです

学習対象は
誰でしょう?

  • ジャテックに興味がある方

  • 輸入/支出の体系的管理法がない方

  • 金持ちになるための具体的な方法論が必要な方

  • 会計知識を個人財テクに適用したい方

前提知識、
必要でしょうか?

  • 基礎会計/財務用語

  • エクセル使用基礎スキル

こんにちは
です。

공인회계사 합격 이후 big 4 회계법인에서 다수의 기업 감사 및 금융 자문업무를 수행하였고, 이후 독립계 PE에서 국책기관으로부터 펀드레이징, 펀드 설립 및 투자 운용 경험을 보유하고 있습니다.

다양한 금융 field 경험을 토대로 여러 기업들에서 회계/재무 강의를 진행하고 있지만, 인프런에서는 이러한 회계지식을 토대로 개발한 <개인 재무제표 엑셀 템플릿>에 대한 강의를 선보이게 되었습니다.

カリキュラム

全体

8件 ∙ (1時間 39分)

講座資料(こうぎしりょう):

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受講レビュー

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2件

5.0

2件の受講レビュー

  • tshong1281님의 프로필 이미지
    tshong1281

    受講レビュー 5

    平均評価 5.0

    5

    100% 受講後に作成

    • qnastartingpoint3279
      知識共有者

      Thank you for the great rating! I sincerely hope it was a helpful time. Sincerely, Andrew Kim

  • yongmancho3999님의 프로필 이미지
    yongmancho3999

    受講レビュー 2

    平均評価 5.0

    5

    100% 受講後に作成

    It was an opportunity to create my own financial statements, set goals, and see the planned increase in assets. However, since income and expenditure do not occur centered on one Hub account, I think I should create a personal financial statement to manage more complex cash flow. I requested it because there is no template, but when I receive the template, I will listen to it repeatedly and create my own financial statement.

    • qnastartingpoint3279
      知識共有者

      Hello, students~! First of all, thank you for your interest and good review of the lecture, which is lacking in many ways. :) As you mentioned, income and expenses will occur through various accounts, but setting up a hub account is to centralize management. The ultimate goal of centralizing management is to control money. I think that students can change and manage the hub account as much as they want within the scope of their control. If you have any concerns during the process, please let me know at any time. I will think about it together with you. :) In addition, I also run a blog about accounting and finance, so if you are interested, please visit and get the information you need. https://m.blog.naver.com/kicpa_andrewkim I hope you always stay healthy and lucky. Thank you. Andrew Kim

¥4,034

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