Financial Analysis Workshop

ECO

44000

Financial Analysis Workshop

The course integrates a finance curriculum with Visual Basic for Applications (VBA) a key building block for financial analysts and others. A full tutorial in VBA which will be implemented in several financial modeling cases. Using VBA, students will be taught to create custom “macros”, computer instructions which automate repetitive calculations and data processing functions and generate custom designed forms, graphs, and reports. Advance excel will be integrated with VBA. Modeling cases will integrate Reference Functions, What Ifs, Excel Tables, PivotTables, and/or Regression. Through this integration, students will learn about data integrity, advance financial modeling, capital markets analysis, financial decision making and communications. The most critical characteristic and skill of a Financial Analyst is data integrity in their modeling, decision making or reporting to the end users. The ability to spot anomalous data and illogical results defines a superior analyst. This is helped students in applying critical thinking to the content of a discipline and to practical problems that that will help them to confront their everyday work life. Student will also learn to draw parallels between empirically observed market outcomes and those of the predicted models to evaluate the applicability of these models to the real world. This will be done through analyzing investment. This is critical at professional and personal levels. The ability to develop informed judgments and formulate sound conclusions is a key educational outcome for this course. The course is delivered as an interactive technical approach in which the “what do the numbers say”, “if this, then what” and the “so what” is always front and center. Students will have many opportunities to synthesize findings and draw conclusions.

Undergraduate

No

035103