.:excel modeling:.
This course is designed to teach the basics of spreadsheet based financial
modeling. The course will focus on the basics of model building under Microsoft
Excel with a focus on understanding frameworks and techniques. The course will
cover the technical aspects of Excel on an intermediate level, the basic
frameworks of model building, and hands on coding of two to three types of
models.
These models may include discounted cash flow analysis, capital budgeting,
financing and flow-of-funds models, costing, portfolio analysis, and certain
marketing and customer analysis models.
Prerequisites for attending Excel Modeling:
Undergraduate students must have completed FIN 357 or be in 357 this semester.
Students must take Excel training classes online or have attended the Computer
Training Team Excel Classes.
The Excel Financial Modeling 3-Day Workshop
1st Day Monday, November 16: 4-6 PM
2nd Day Wednesday, November 18: 4-6 PM
3rd Day Wednesday, November 20: 4-6 PM
Day 1:
• Characteristics of Useful Financial Models
• A Quick Review of Basic Excel Concepts
• Intermediate Finance Functions on Excel
o Annuity and Perpetuity Calculations
o Time Value of Money Calculations
o Bond Valuation Problems
• Statistics in Excel
Day 2:
• Applying Excel to a Discounted Cash Flow Valuation Model
• Scenario Analysis
• Sensitivity Analysis
Day 3:
• Applying Excel to Portfolio Problems
• VBA Discussion & Example (time permitting)
Enrollment will be limited to 25 students to keep an environment conducive to
interaction.
To Enroll click
here.
