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The main purpose of this course is to combine a deeper understanding of selected topics in corporate finance and portfolio models with spreadsheet skills at an appropriate level for financial analysts. This course makes extensive use of EXCEL.
Application of spreadsheet tools to financial decisions and analysis.The main goal of this course is to combine a deeper understanding of selected topics in corporate finance and portfolio models with spreadsheet skills using EXCEL at a level appropriate for financial analysts.
The objectives of the course are:1. to be able to conduct basic financial calculations using EXCEL2. to be able to apply various valuation methods to corporations3. to be able to calculate the cost of capital for a corporation4. to be able to build pro forma financial statements5. to be able to model and derive free cash flows from the consolidated statement of cash flows6. to be able to apply basic mechanics of portfolio calculations7. to be able to apply spreadsheet methodology to measuring Value at Risk 8. to get a basic understanding of VBA (Visual Basic for Applications) in finance 9. to be able to apply modelling techniques to finance, including sensitivity analysis, goal seeking, solver, optimization and Monte Carlo simulations10. to be able to effectively present a problem/issue/situation/scenario
(1) FINC201; and (2) MATH101 or MATH102 or MATH199
FINC203 or MATH103
Students must attend one activity from each section.
To pass this course you must not only achieve a final grade of 50% or higher, but also achieve a weighted average grade of at least 45% across all invigilated assessments.Assessment in Te Reo MāoriIn recognising that Te Reo Māori is an official language of New Zealand, the University provides for students who may wish to use Te Reo Māori in their assessment. If you intend to submit your work in Te Reo Māori you are required to do the following: Read the Assessment in Te Reo Māori Policy and ensure that you meet the conditions set out in the policy. This includes, but is not limited to, informing the Course Coordinator 1) no later than 10 working days after the commencement of the course that you wish to use Te Reo Māori and 2) at least 15 working days before each assessment due date that you wish to use Te Reo Māori
Benninga, Simon , Mofkadi, Tal;
MIT Press, 2022.
Australasian business statistics
2nd Australian ed;
John Wiley & Sons Australia, 2010.
Triola, Mario F;
Elementary statistics using Excel
Pearson Addision-Wesley, 2010.
Domestic fee $893.00
International fee $4,200.00
* All fees are inclusive of NZ GST or any equivalent overseas tax, and do not include any programme level discount or additional course-related expenses.
For further information see
Department of Economics and Finance