Financial Modeling Using Excel
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课程详情
课程评价
spContent=This course will introduce how to use Excel in financial modeling, which included all the financial application in the real world, such as Corporate Finance, Portfolio Management, Option Pricing, Bond Valuation, Financial Statement Projection, Stock Valuation and Monte Carlo Simulation. This course is a comprehensive and effective learning-by-doing tool and provide clear step-by-step approach to search for financial data, build programs to analyze them, and make sound financial decisions.
—— 课程团队
课程概述

Excel is an excellent tool for understanding the computation involved in financial modeling.  It is one of the financial relating position must-learn skill, is an investment banking daily skill. If you are interested in the job in equity research, investment banking, private equity or corporate development, this course will find the best career path for you.


This course covers standard financial models in the areas of corporate finance, bond duration and immunization, option pricing, portfolio construction, financial statements projection and stock valuation. It present some important financial real case examples and to show how they can be sloved numerically and simulated using detailed Excel spreadsheet. 


This course will assist you in fully understanding of the financial theories comes by calculating them. It includeds all the basic Excel functions and tools for the future work. You could learn the techinique ability before work and quickly finish the analytic work than others. 

授课目标

By the end of this course, students will: 

  • Demonstrate an understanding of main Excel functions and keyboard shortcuts
  • Ability to collecting the financial data in the database
  • Ability to analyse the quantitative financial problem and write the research report for the investment bank
  • Provide reasoned analysis of real-world Excel case study and interpret the results
  • Improve work efficiency and speed
课程大纲
预备知识

Basic Knowledge about Corporate Finance, Accounting, Investment and Financial Derivatives.

参考资料

Financial Modeling uses Excel, Simon Benninga, 4th Edition, 2014, MIT Press.