2010級、2011級各班：

我院下學期（131學期）擬開設專業選修課《Financial Modeling》（3個學分），由來自美國Bowling Green State University的李明生教授主講，實行小班教學，計劃2個教學班，每班人數不超過30人。請各班信息員在班內收集報名信息，并將附件一《報名匯總表》填好后于6月20日（周四）22:00前發至673902509@qq.com

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FINANCIAL MODELING

Instructor: Dr. Mingsheng Li
Associate Professor of Finance
College of Business Administration
Bowling Green State University, Ohio, USA

Text: Principles of Finance with Excel, 2nd Edition, 2011 Oxford (or 1st Edition 2006)
Recommended Text: Financial Analysis with MS Excel, 6th Edition, 2012, South-West-Cengage Learning, by Mayes & Shank.
Assigned Mini-cases & homework, readings materials (PDF files), PowerPoint notes, and other handouts

Prerequisites: (1) Principle of Accounting; (2) Corporate Finance

Course Description

Financial Modeling is an advanced course in Finance. To enroll in this course, students should have already taken Principle of Accounting and Corporate Finance. The course focuses primarily on the development of Excel applications and the use of mini-case & project approach to solve real world problems in the area of finance. Please be aware that this course is NOT designed to develop complex mathematical models but to help students explore the most widely used Excel functions and maximize their learning of finance knowledge through practice.

Course Goals

Microsoft Excel is one of the most widely used analysis tools in the business world. However, most students are not aware the important role of Excel applications and lack the basic Excel skills needed in the challenging business environment and the globalizing economy.

The primary goals of Financial Modeling include (1) enhancing students’ knowledge in the areas of corporate finance and investment; (2) improving students’ analytical skills and problem solving ability through spreadsheet developments; (3) enabling students to explore and better understand current issues in finance, and (4) maximizing students’ learning opportunity by applying Excel skill to solve finance problems. The course employs different methods (such as spreadsheet development, lab exercises, and short projects, etc.) in achieving these goals. Additionally, lectures are presented throughout the course discussing the main theories and issues in finance areas and introducing Excel functions that are commonly used in finance.

Topics to Be Covered

I. Finance Topics
A. Financial Statement/Financial Condition Analysis
B. Time Value of Money and Security Valuations.
C. Source and Cost of Capital/Capital Structure Decisions
D. Capital Budgeting and Investment Decisions
E. Security Risk Analysis and Portfolio Management
F. Capital Market Line, Security Market Line, CAPM
G. Bond Valuations and Analyses
H. Valuation of Options, Arbitrages, etc.

II. Excel Topics
A. Basic data processing and formatting such as converting text and numeric data items and combining different forms of data.
B. Professional presentation and report from Excel files to other files.
C. Apply various basic statistic functions such as Average, Correlation, Countif, Min, Max, Sum, Sumproduct, Slope, Std, Var, etc., to financial problem solving.
E. Create dynamic tables and charts through the extensive uses of useful functions such as V-lookup, H-lookup, Match, Index, Offset, etc.
D. Understand and apply macros to various situations.
E. Understand and develop basic VB Applications.
F. Explore the creative use of Form Controls and ActiveX in problem solving.

Learning Outcomes
After successfully completing this course, students should be able to:
Demonstrate a clear understanding of both financial theories and analytical techniques necessary to make sound corporate financial management and investment decisions;
Utilize spreadsheets more effectively to make and present calculations and analyses.
Be able to create dynamic tables and charts through the extensive uses of useful functions such as V-lookup, H-lookup, Match, Index, Offset, etc. 
 

國際學院教學管理科
2013年6月15日