FINN 5161: Financial Modeling

University of North Carolina, Charlotte

The objective of this course is to introduce spreadsheet techniques in the application of finance context and to help students get good preparation for a future career with Excel work. Students are learning to use Excel to accomplish financial analysis and let Excel do as much work as possible. The course covers topics in Corporate Finance and Investments. The course focuses on financial statement analysis, time value of money, security valuation, cost of capital, capital budgeting, efficient portfolios, CAPM, et al. The course covers Excel techniques including basic spreadsheet use, Excel built-in functions, Data tables, Scenario analysis, Solver, Data analysis, et al. The course requires a primary understanding of corporate finance and investments. It also needs some sophistication in statistics such as mean, standard deviation, covariance, correlation, et al.