Undergraduate Financial Modeling

About

In this class, you will learn to create financial models and analyze financial data in Excel using Pivot Tables and various Excel financial functions and financial concepts. These concepts include:

-Capital budgeting and time value of money

-Corporate bonds and stock valuation models

-Discounted Cash flows

-Portfolio analysis & capital asset pricing model

-Forecasting Sales and Profits

-Measuring investment performance

-Financial Sales Analysis

-Cost and profit analysis

A strong understanding of Excel and finance is necessary for students wishing to enter the finance job market! This course combines the basic theory of finance with the intensive implementation of all concepts in Excel. This course will give you a better understanding of financial theory and (of course) valuable skills in Excel.

Class One: Excel Essential Training & Creating a Basic Financial Dashboard

Class Two: Advanced Financial Formulas, Functions & Advanced Formatting

Class Three: Cost & Profit Analysis, Lookup Functions, Sorting & Filtering Data

Class Four: Financial Sales Analysis

Class Five: Investment Portfolio & Stock Valuations Models

Class Six: Financial Data Visualization & Pivot Tables in Depth

Class Seven: Forecasting Sales and Profits, Feedback & Mid-Term Overview

Class Eight Measuring a Profitable Business: Understanding Financial Ratios

Class Nine: Managing and Analyzing Discounted Cash Flows

Class Ten: Measuring investment performance & and Capital budgeting

Class Eleven: Financial Modeling Foundations & Introduction to Macros

Course leader

Carsten Sørensen - Department of Finance

Target group

This is a bachelor level course. CBS Summer University courses at Copenhagen Business School is open to all and welcomes domestic and international students as well as professionals.

Course aim

Using Excel to calculate the time value of money, internal rate of return, and net present value.

How to use financial models to analyze financial results, including pro forma financial statements with sales and profits.

Demonstrate an understanding of fundamental financial forecasting.

The financial analysis and mathematics of foreign currency transactions, corporate valuation, capital budgeting, inventory valuation, and profit margins.

Learning the analytical skills involved in reading and interpreting a firm's financial position using excel, and financial data, to develop financial models and better business decisions.

Develop the ability to solve quantitative problems related to risk and return, security valuation, bond valuation, and portfolio optimization.

Understanding the usefulness of data visualizations and how to draft an executive summary.

Fee info