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4 Sessions / 13 hours of work per session
Included w/ premium membership ($20/month)
Skill Level
Video Transcripts
English, Spanish; Castilian, Chinese, Portuguese
Budgeting, Tax Basics, Financial Systems, Excel, Entrepreneurship
Open For Enrollment

Financial Planning for Creative Careers

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Go at your own pace
4 Sessions / 13 hours of work per session
Included w/ premium membership ($20/month)
Skill Level
Video Transcripts
English, Spanish; Castilian, Chinese, Portuguese
Budgeting, Tax Basics, Financial Systems, Excel, Entrepreneurship
Course Description

This course provides an overview of strategic planning for a creative career, with particular emphasis on budgeting tools, insights, and analysis within creative careers and building diverse sources of income.


This course is in adaptive mode and is open for enrollment. Learn more about adaptive courses here.

Session 1: Building a Creative Portfolio Career (July 23, 2019)
In this first session, we'll be introduced to some goal setting tips and best practices, along with an overview of starting your own Portfolio Career.
9 lessons
1. Welcome & Overview
2. Characteristics of a Good Goal
3. The Missing Characteristic (Premium Exclusive)
4. Starring Roles
5. Supporting Cast Roles
6. Productive Assistance Work
7. The Perfect Blend (Premium Exclusive)
8. SWOT Analysis (Premium Exclusive)
9. Session Recap
Session 2: So You’ve Got this XLS… (July 30, 2019)
This session will be an overview on tracking relevant data for your creative practice on Microsoft Excel. Different aspects of Excel, such as building charts to writing formulas, will be discussed.
9 lessons
1. XLS Overview
2. Formatting Basics
3. Formulas & Sorting (Premium Exclusive)
4. Starting from Scratch
5. Freezing Panes
6. The SumIf Formula
7. Printing in Excel
8. Building Charts & Graphs (Premium Exclusive)
9. Session Recap
Session 3: Budgeting Basics (August 6, 2019)
In this session, we’ll learn how budgeting helps make you more mindful of your finances and go through the steps of a budgeting process.
8 lessons
1. Budgeting Overview
2. The Definition of Budgeting
3. Steps in the Budgeting Process
4. Steps in the Budgeting Process, Continued
5. Steps in the Budgeting Process, Continued (Premium Exclusive)
6. Steps in the Budgeting Process, Continued (Premium Exclusive)
7. Budgeting Never Evers (Premium Exclusive)
8. Session Recap
Session 4: Budgeting Analysis (August 13, 2019)
In this session, we’ll use what we’ve learned from the previous session and effectively apply that budgeting data towards personal and professional evaluations and decision-making.
9 lessons
1. Timing of a Budget
2. Who to Involve in Budgeting
3. Budgeting at a Glance (Premium Exclusive)
4. Sensitivity Analysis
5. What-If Analysis
6. What-If Analysis, Continued (Premium Exclusive)
7. Utility Value
8. Final Project (Premium Exclusive)
9. Course Recap
Learning Outcomes

Below you will find an overview of the Learning Outcomes you will achieve as you complete this course.

Instructors & Guests
What You Need to Take This Course
  • Equipment: A computer with a database software system (XLS is preferred, but Numbers or another open-source system will work)
  • An open mind
Additional Information

Please note: Taking part in a Kadenze course as a Premium Member, does not affirm that the student has been enrolled or accepted for enrollment by Columbus College of Art and Design.

In order to receive college credit for these program courses, you must successfully complete and pass all 3 courses in this program. If a student signs up for the Money Matters for Creative Entrepreneurs program, it is recommended that these courses are taken sequentially.

*Partial credit will not be awarded for completion of only one course.

Peer Assessment Code of Conduct: Part of what makes Kadenze a great place to learn is our community of students. While you are completing your Peer Assessments, we ask that you help us maintain the quality of our community. Please:

  • Be Polite. Show your fellow students courtesy. No one wants to feel attacked - ever. For this reason, insults, condescension, or abuse will not be tolerated.
  • Show Respect. Kadenze is a global community. Our students are from many different cultures and backgrounds. Please be patient, kind, and open-minded when discussing topics such as race, religion, gender, sexual orientation, or other potentially controversial subjects.
  • Post Appropriate Content. We believe that expression is a human right and we would never censor our students. With that in mind, please be sensitive of what you post in a Peer Assessment. Only post content where and when it is appropriate to do so.

Please understand that posts which violate this Code of Conduct harm our community and may be deleted or made invisible to other students by course moderators. Students who repeatedly break these rules may be removed from the course and/or may lose access to Kadenze.

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