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Application of spreadsheet tools to financial decision-making 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 have a deeper knowledge of financial analysis using EXCEL2. to have in-depth knowledge of calculating weighted average cost of capital for a corporation3. to have in-depth knowledge of building a pro forma financial model4. to have in-depth knowledge of valuation based on the discounted cash flow approach5. to have in-depth knowledge of portfolio analysis using EXCEL6. to have a deeper knowledge of the Black-Litterman approach to portfolio optimisation7. to be able to compute different Value at Risk measures8. to be able to conduct event studies in finance using EXCEL9. to be able to perform Monte Carlo simulations using EXCEL10. to be able to effectively demonstrate how to present a problem/issue/situation/scenario
Subject to approval of the Head of Department
FINC305
Students must attend one activity from each section.
Kuntal Das
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.Students with DisabilitiesFor information about examination support services, please refer to the University’s Equity & Disability Service: https://www.canterbury.ac.nz/equity-disability/Special ConsiderationsUC has a process which allows students to apply for Special Consideration for poor performance in an assessment or a missed assessment due to unforeseen circumstances at the time of the assessment. Special Consideration is not an extension. If you want an extension for an assignment or essay, contact your Course Coordinator.Guidelines for the Use of AI in CourseworkThe use of AI may or may not be permitted in courses. Within a course, permission may vary by assignment. It is the responsibility of the student to inform themselves about assessment conditions and submit work that is their own and that properly acknowledges the work of other people and tools, including generative artificial intelligence tools.It is important to familiarise yourself with the UC Misconduct Procedure Guide for Students. Examples of academic misconduct include, but are not limited to:Where a student uses a generative artificial intelligence (AI) tool for an assessment in a manner that is not expressly permitted or fails to acknowledge the use of a generative AI tool as instructed.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.
Simon Benninga and Tal Mofkadi; Financial Modeling ; 5th; The MIT Press, 2022.
Black, Asafu-Adjaye; Khan, Perera; Edwards, Harris; Australasian Business Statistics ; Wiley, 2007.
Triola; Elementary Statistics Using Excel ; Pearson, 2010.
Domestic fee $1,198.00
International Postgraduate fees
* 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 .