Personal Finance & Warren Buffett Investing Strategy Toolkit

This comprehensive Toolkit was created by former JP Morgan Investment Bankers, Equity Value Investors & Deloitte Consultants, after more than 4,000 hours of research into Warren Buffett’s methods. It includes frameworks, best practices, templates and Excel models to help you take control of your finances and build long-term wealth. By applying Buffett’s value investing principles—focusing on great companies at fair prices—you’ll learn how to invest with discipline, outperform the market, and make smarter financial decisions.

300 PowerPoint slides
25 Excel sheets
52 minutes of Video training

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Objectives

Frameworks, tools, templates, tutorials, real-life examples, best practices and video training to help you:

Take Control of your Finances: (1) Net worth calculator and dashboard, (2) Income, costs and savings calculator and dashboard, (3) Investment options and recommendations for building wealth
Understand Warren Buffett’s Value Investing Strategy, which comes from 6 books: (1) The Intelligent Investor, (2) Security Analysis, (3) Common Stocks and Uncommon Profits, (4) The Essays of Warren Buffett, (5) The Warren Buffett Way, (6) One Up On Wall Street
Define and Implement Warren Buffett Value Investing Strategy: (1) Strategic objective, (2) Portfolio strategy, (3) Attitude & mindset, (4) Decision-making process, (5) Investment frequency, (6) Cash on hand, (7) Horizon, (8) Financial models in Excel
Identify Opportunities with our Stock Watchlist and Screener in Excel including real-time data
Implement Warren Buffett’s Stock Investment Decision-making Process: (1) Is this investment a good fit for me?, (2) Is it a good company?, (3) Is it a good price?, (4) Should I invest?
Manage your Stock Portfolio Effectively: (1) Trade records in Excel, (2) Stock portfolio performance in Excel, (3) Stock portfolio dashboard

What you get

Benefits of our Toolkits

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Improve the growth & efficiency of your organization by leveraging Management Consulting Toolkits created by ex-McKinsey, Deloitte & BCG Consultants.

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Never start from scratch again with our ready-made and fully editable Frameworks, Tools & Templates in PowerPoint & Excel.

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We have already worked 30,000+ hours over the past 10 years to create all the Management Consulting Toolkits you need.

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Learn how the Fortune 100 and the Global Consulting Firms do it.

Free support from tier-1 consultants

Get free support and advice from our ex-McKinsey, Deloitte & BCG Management Consultants.

Decrease your costs

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