FINC305-25S1 (C) Semester One 2025

Financial Modelling

15 points

Details:
Start Date: Monday, 17 February 2025
End Date: Sunday, 22 June 2025
Withdrawal Dates
Last Day to withdraw from this course:
  • Without financial penalty (full fee refund): Sunday, 2 March 2025
  • Without academic penalty (including no fee refund): Sunday, 11 May 2025

Description

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.

Learning Outcomes

The objectives of the course are:
1. to be able to conduct basic financial calculations using EXCEL
2. to be able to apply various valuation methods to corporations
3. to be able to calculate the cost of capital for a corporation
4. to be able to build pro forma financial statements
5. to be able to model and derive free cash flows from the consolidated statement of cash flows
6. to be able to apply basic mechanics of portfolio calculations
7. 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 simulations
10. to be able to effectively present a problem/issue/situation/scenario

Prerequisites

(1) FINC201; and (2) MATH101 or MATH102 or MATH199

Restrictions

Timetable 2025

Students must attend one activity from each section.

Lecture A
Activity Day Time Location Weeks
01 Tuesday 11:00 - 12:00 A2 Lecture Theatre
17 Feb - 6 Apr
28 Apr - 1 Jun
Lecture B
Activity Day Time Location Weeks
01 Thursday 11:00 - 12:00 A2 Lecture Theatre
17 Feb - 6 Apr
28 Apr - 1 Jun
Computer Lab A
Activity Day Time Location Weeks
01 Friday 11:00 - 12:00 Rehua 008 Computer Lab
17 Feb - 6 Apr
28 Apr - 1 Jun
02 Friday 15:00 - 16:00 Ernest Rutherford 464 Computer Lab
17 Feb - 6 Apr
28 Apr - 1 Jun
03 Monday 10:00 - 11:00 Ernest Rutherford 464 Computer Lab
24 Feb - 6 Apr
28 Apr - 1 Jun
04 Monday 12:00 - 13:00 Ernest Rutherford 212 Computer Lab
24 Feb - 6 Apr
28 Apr - 1 Jun

Course Coordinator / Lecturer

Kuntal Das

Assessment

Assessment Due Date Percentage 
Assignments 10%
Assignment 10%
Lab Test 20%
Lab Test 20%
Final exam 40%


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 Māori
In 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

Textbooks / Resources

Required Texts

Benninga, Simon , Mofkadi, Tal; Financial modeling ; Fifth Edition; MIT Press, 2022.

Recommended Reading

Black, Ken; Australasian business statistics ; 2nd Australian ed; John Wiley & Sons Australia, 2010.

Triola, Mario F; Elementary statistics using Excel ; 4th ed; Pearson Addision-Wesley, 2010.

Indicative Fees

Domestic fee $946.00

International fee $4,363.00

* 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 .

All FINC305 Occurrences

  • FINC305-25S1 (C) Semester One 2025