
The Course
Ever felt tangled in the web of mortgage calculations, interest rates, and amortization schedules? We get it; that's why this easy-to-digest course is here to simplify the complexity of mortgage spreadsheets for you. Dive into the essentials of creating, managing, and understanding mortgage spreadsheets, using tools that translate intimidating numbers into clear, actionable insights. Whether you're a homebuyer, a real estate enthusiast, or a budding financial professional, grasping these concepts is a game-changer, arming you with the precision and confidence to navigate the housing market's numerical maze.
What's more, you'll not only master the how-tos but also the why-dos. By connecting the dots between your newfound spreadsheet skills and their real-world applications, you're like a finance ninja – slicing through rates, terms, and payment plans to find the perfect mortgage strategy for any scenario. From dissecting various mortgage types to projecting long term financial commitments, this course is your trusty sidekick, helping to shine a light on the path to homeownership or astute property investments. Let's make those spreadsheets less about stress and more about success!
What you will learn
You know, when I started putting this course together, my top priority was to make sure it would feel like we were sitting down together with a cup of coffee, just unpacking the complexities of mortgages and spreadsheets in a super accessible way. I've meticulously organized each module to build on the last, so you'll progress naturally from the basic concepts to the more intricate calculations, without feeling overwhelmed. The focus here is on developing practical skills that you can apply straight away, whether you're looking at your first home or thinking about refinancing. Every lesson is designed with clarity in mind, offering you hands-on experience and comprehensive explanations. This is the go-to guide you'll want to refer back to – it's like having a pal in the business who's got your back.
Curriculum
Your Prof.
Charles A. Carroll Jr. brings to your course a wealth of practical expertise in the financial sector, with over five years of robust experience at premier Bahamian institutions such as JPMorgan and The Central Bank of The Bahamas. Specializing in strategic financial oversight, Charles has honed his skills in a variety of contexts—from managing complex relationships and optimizing investment portfolios to enhancing operational efficiencies across different market environments in The Bahamas and Canada. His tenure as a Senior Associate underpins a deep-seated understanding of mortgage-related analytics and strategies, making him an invaluable asset to those seeking to navigate the intricacies of mortgage spreadsheets.
As a passionate educator and CFA Charterholder, Charles not only brings a technical acumen to the classroom but also a fervent commitment to teaching. His experience as an Adjunct Lecturer melds theoretical comprehension with real-world applications, fostering a rich learning atmosphere where students are equipped with the techniques and knowledge vital to excelling in the finance industry. By integrating his diverse professional background with an educational approach rooted in practical application, Charles ensures that every lesson resonates with relevance and empowers students with tools essential for flourishing in the dynamic world of mortgage finance.

Comprehensive
Mastering Every Detail of Mortgage Calculations

Intuitive
Simplifying Mortgage Analysis for Everyday Use

Streamlined
Efficient Practices for Mortgage Spreadsheet Management