91-857, Financial Modeling and Analysis
6 units
Prerequisites: 91-804, Financial Analysis For Managers, or 90-724, Financial Analysis
Delivery Format: On-Campus
Description: While some business owners who appear on the cover of business magazines claim they make decisions purely on instinct, most managers go through a methodical process of assessing their options. This course offers the participants a series of frameworks and financial modeling techniques to assist in making and supporting business decisions. The format of the course provides a brief review of financial management topics prior to the analysis using spreadsheets. Flexible financial models are built using Excel which allows students to perform in-depth analysis and quickly evaluate options and make informed recommendations. The class sessions will include exercises and implementation of the techniques. Out of class assignments will ask students to evaluate a business situation and make and support their decision based on their analysis. Upon completion of the course students will have an understanding of basic spread-sheeting using formulas and functions. They will have gained experience in using the advanced tools in Excel like solver, goal seek and data tables. Students will have developed skill in performing sensitivity analysis and conveying the results and making their recommendations in written reports. Because of the hands-on nature of the course, many sessions will be held in the computer lab. It is assumed that participants have a general knowledge of finance and accounting as well as a basic knowledge of Excel.
Last modified on June 15, 2006
