Financial Modeling & Valuation

Catalog description

This is a hands-on course that uses Microsoft Excel and financial databases such as FactSet to build models useful in Equity research and Investment Banking. Acquired skill set will include advanced features of Microsoft Excel, including Time Value of Money, statistical functions, macro recordings, as well as utilizing custom routines in the VBA environment. The course involves creating 3-statement financial models with historical and projected data to produce a solid Discounted Cash Flow (DCF) model. The techniques covered in the course will also be utilized to handle other common financial modeling problems such as portfolio theory, options valuation, and Mergers & Acquisitions. Time permitting, the course will introduce the use of Python to extend financial modeling capabilities beyond Excel. P: FIN 343 and an overall minimum GPA of 2.5 Spring.