Overview
This practical session guides participants through the process of preparing personal financial statements, including the balance sheet and income statement. Using free tools and real-life examples, you’ll learn how to gather financial data, organize information, and interpret results for better decision-making. The course emphasizes hands-on learning, with demos and templates to help you create and maintain your own financial statements confidently.
Why you should Attend
Are you uncertain about your financial position or struggling to organize your finances? Learn how to prepare personal financial statements step by step and gain control over your financial future.
Areas Covered in the Session
- Introduction to personal financial statements and their importance
- Step-by-step guide to preparing a personal balance sheet
- Creating a personal income statement
- Hands-on demo: Using free tools (e.g., Google Sheets, Excel templates) to build statements
- Identifying and categorizing assets, liabilities, income, and expenses
- Analyzing your financial position and setting goals
- Common mistakes to avoid in personal finance tracking
- Interactive exercises and Q&A
Who Will Benefit
- Individuals
- Professionals
- Entrepreneurs
- Students
- Anyone Interested in Improving their Personal Financial Management Skills
Speaker Profile
Manish Gupta is not only a passionate educator but also a seasoned professional in the fields of finance, business, and hospitality. His career includes substantial roles in various organizations, providing him with a rich blend of real-world experience and theoretical knowledge.
As a Visiting Lecturer at Geneva Business School, Manish excels in teaching MBA subjects, skillfully bridging the gap between academic theories and their practical applications in business and finance. His expertise in Financial Management, Accounting, and Corporate Finance is particularly noteworthy.
At eHotel Management School, where he is the Founder and Lead Instructor, Manish imparts wisdom in Digital Marketing and Hotel Management. His unique approach combines his extensive industry experience with his educational background, offering students practical insights into the hospitality sector.
Manish's teaching philosophy centers around making complex subjects accessible and engaging. His dedication to student success is evident in the way he tailors his courses, ensuring they are relevant, insightful, and inspiring for aspiring professionals.
Instructor
Manish Gupta