Course description
This program serves as an introduction to financial modelling 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 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.
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Who should attend?
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 content of this course will greatly benefit non-finance business professionals, individuals and company teams in entry-level finance-related jobs, and those who completed Fundamentals of Finance course.
Training content
- 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 Tables)
Course delivery details
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.
Costs
The program fee is $950 (USD).
Certification / Credits
Upon completion of the course, participants will receive an Executive Certificate in Financial Modeling from the University of Georgia’s Terry College of Business.
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UGA - Terry College of Business | Over 100 Years of Excellence
Founded in 1912, the Terry College of Business is the state’s flagship business school within the country’s first state-chartered university. As the first business school in the South, the Terry College of Business is steeped in a tradition of providing...