Mar 28, 2024  
2021 - 2022 University Catalog 
    
2021 - 2022 University Catalog [ARCHIVED CATALOG]

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FNCE 350 - Financial Modeling and Valuation


Prerequisites: ACCTG 201 , FNCE 301  and MATH 141  
Pre- or Co-requisite: FNCE 325  
Requirement Fulfillment: Major, Minor
Delivery: Lecture
Financial Modeling is an introduction to implementing common financial models using spreadsheets. This course incorporates financial concepts covered in FNCE 301, FNCE 325 and other financial topics and allows one to apply the models first-hand. We will work to develop the skills needed to use the models and spreadsheets effectively and efficiently. Microsoft Excel will be the primary software used in this course. While other financial modeling programs are available, the power and recognition of Excel makes it an ideal tool for this course.

This course covers two important areas in finance. The first half of the course covers fundamental analysis and valuation, with topics including: financial statement analysis, DCF valuation, relative valuation, WACC estimation, IPOs, mergers and acquisitions, and leveraged buyouts.  The second half of the course deals with portfolio theory, constructing efficient portfolios and efficient frontiers, event studies, and options.

By the conclusion of the course students should be proficient in modeling financial topics mentioned above using spreadsheets. There are two projects for valuation and portfolio management, respectively.

3 credits
Spring



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