| Course ID: | FINA 7920. 3 hours. |
| Course Title: | Financial Modeling |
Course
Description: | An introduction to current practices in financial modeling.
Students will learn how to apply financial models with
financial data to perform analysis. This hands-on course
provides the skills to apply the theories, concepts, and
spreadsheet tools to develop effective financial analysis and
decision-making. |
| Oasis Title: | Financial Modeling |
| Duplicate Credit: | Not open to students with credit in FINA 7920E |
| Prerequisite: | FINA 7010 |
Semester Course
Offered: | Offered every year. |
| Grading System: | A-F (Traditional) |
|
| Course Objectives: | Upon completion of this course, the student should be able to:
1. Evaluate balance sheet, income statement, and statement of
cash flows relationships
2. Build a quick discounted cash (DCF) analysis
3. Build simple models for financial statement analysis and
forecasting
4. Create working capital, depreciation, and capital
expenditure schedules
5. Perform sensitivity analysis to match expected financial
performance
6. Price simple options
7. Develop strategies for creating a reliable financial model |
| Topical Outline: | Retirement planning
Mortgage refinancing
Graphing in Excel
Cost of equity
Beta
WACC
Cost of debt
Financial forecasting
Project cash flows
Sales forecasts
Inventory management
Work scheduling
Portfolio optimization
Financial ratio analysis
Yield curve dynamics
Real options
Binomial option pricing
Project selection methods
Repeatable projects
Interest rate parity
Monte Carlo simulations |