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KEYPOINT CREDIT UNION

Phuong D. Nguyen & Hang K. Tran
403 Branham Lane East
San Jose, CA 95111

KP_CD_DEPOSIT_Mature-2026-AUGUST_2026
KP_CD_Mature-01-2026_all-AUGUST_2026-xxx7219
KP_CD_Mature-01-2026_all-AUGUST_2026-xxx8998
KP_CD_Mature-08-2029_all-AUGUST_2026-xxxx85621-300k
KP_AUGUST_2026_all-with-new-CD
KP_AUGUST_2026_SAVING_all
Portfolio Optimization

Advanced risk modeling and asset allocation strategies for institutional investors.

Capital Budgeting

Comprehensive NPV and IRR calculations for project feasibility and ROI analysis.

Valuation Engine

Comprehensive discounted cash flow and DCF analysis models for equity research.

Debt Analysis

Technical modeling of amortization schedules and interest rate sensitivity reports.

Financial Forecasting

Dynamic revenue and expense modeling with integrated sensitivity analysis tools.

Equity Modeling

Advanced DCF and WACC calculations for comprehensive equity valuation reports.

How to Use

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Click on the 'Download' button for the specific spreadsheet you need. All templates are available in high-resolution Excel (.xlsx) format.

Open the file in Microsoft Excel or Google Sheets. The interface is designed for maximum precision and ease of data modeling.

Customize the formulas and inputs to fit your specific financial requirements. Our templates are built for professional precision.

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