This program serves as an introduction to financial modeling using Excel. Participants
learn how to create financial models that solve a variety of applied situations. In
an online, hands-on setting, the program provides the skills to apply financial concepts
and spreadsheet tools for effective decision making.
The course is designed so participants with varied backgrounds can succeed, including
those who do not have a finance-related degree. For companies and their teams, this
course can be modified for group work as well. The program can be completed in 12
weeks or sooner as the assignments are self-paced. There are weekly deadlines to submit
spreadsheets using the e-Learning Commons platform.
The projects can be modified for group work or to be more open-ended. The program
can also be modified to allow for a capstone or company-related project at the conclusion.
Who Will Benefit
Non-finance business professionals, individuals and company teams in entry-level finance-related
jobs, and those who completed Fundamentals of Finance course.
- Financial Statements and Ratio
- Time Value of Money
- Project Decision Rules
- Capital Budgeting
- Historical Risk and Return
- Portfolio Basics with Pricing Model
- Portfolios with Many Assets
- Bond Valuation, Yield to Maturity, Duration, and Convexity
- Equity Valuation
- Weighted Average Cost of Capital
- Financial Forecasting
- DCF Valuation Model
- LBO Valuation Model
- Option Payoffs
- Black-Scholes Option Pricing Model
- Excel Features (Data Tables, Goal Seek, Solver, Conditional Formatting, and Pivot
Each week features a chapter in the textbook. Participants can read the chapter with
its various screenshots of Excel spreadsheets that illustrate the concepts, and they
will also have access to course videos called “Concepts In Action” that illustrate
key topics for the week.
Participants are then asked to complete 3-5 spreadsheets that apply the concepts.
The activities are written with step-by-step instructions and have an Excel upload
file to use for building the model. After every 2-3 chapters, participants are asked
to complete a more complex model that applies recent material. The difficulty can
be adjusted based on the client.
March 7 - June 3, 2022
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UGA E-Learning Commons
Dr. Pope works with participants to develop an understanding of finance and how it
impacts decisions they face daily in the workplace.