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Guidelines for FIN 359 Student Learning Outcomes - DRAFTFIN 359 consists of three parts: A review of basic Excel skills, the core finance and Excel outcomes, and additional finance and Excel skills. These goals can be achieved in a variety of ways. This document lays out some guidelines in terms of expectations and materials. I. Prerequisite ExpectationsA. Excel knowledge from lower-division business coreB. Finance knowledge from FIN 303 and lower-division business coreII. Student Learning OutcomesIII. Lynda (supplement)IV. Examples of AssignmentsA. Company Financial StatementsB. Personal Financial StatementsC. Excel as a DatabaseD. TVM ReviewE. ValuationF. Capital BudgetingV. Additional TopicsI. Prerequisite ExpectationsA. Excel knowledge from lower-division business coreCourseRelevant CoverageComp 100 (Until Fall 18?)??????IS 212 (Fall 18 on)Cells / Columns / RowsRelative vs. Absolute ReferencesColumn Functions: MAX, MIN, AVG…Row Functions: Expressions / Formulas…Logic Functions: IF, COUNTIF…Financial Functions 1: PMT, NPV,…Table Lookup: VLOOKUPWhat-If AnalysisB. Finance knowledge from FIN 303 and lower-division business coreCourseRelevant CoverageACCT 220, 230Financial Statements FIN 303Basic Financial Ratios, TVM, Capital Budgeting Techniques, WACCII. FIN 359 Student Learning OutcomesFIN 359 should review the following basic EXCEL techniques and use them in context. TopicSpecific ActivitiesReview of Comp 100VLOOKUP, IF expressionsTVM FunctionsPV, FV, NPER, RATE, PMT, EFECT, NPV, IRR, XIRR, MIRROther ToolsSolver, Pivot TablesBasic GraphsLine plot, bar chart, pie charts, scatter plotFinancial Statement AssignmentStudents should create a professional-looking financial statement from scratch.Valuation AssignmentStudents should create a professional-looking spreadsheet providing a valuation of an asset.Capital Budgeting AssignmentStudents should create a professional-looking spreadsheet making a determination on the appropriateness of a capital expenditure. III. LyndaTwo Lynda training modules provide an in-depth review of basic Excel skills. They can be optional supplements or a class assignment (e.g. students must complete the certificate on a pass/fail basis). There are also a wide variety of additional Excel videos.Lynda VideoHoursSkillsGetting started with Excel8 Working with the Excel interfaceEntering dataCreating formulas and functionsFormatting rows, columns, cells, and dataWorking with alignment and text wrapAdjusting rows and columnsFinding and replacing dataPrinting and sharing worksheetsCreating charts and PivotTablesInserting and deleting sheetsUsing power functions such as IF and VLOOKUPPassword-protecting worksheets and workbooksSorting dataAnalyzing data with Goal Seek and SolverCreating and running macrosCharts in depth 5 Advanced formatting techniques3Financial functions in depth3Macros in depth4Tips and tricks6Pivot tables in depth2What if analysisWorking with dates and timeIV. Examples of AssignmentsA. Company Financial StatementsFinance ProblemFinance SkillsExcel OutcomeExcel SkillsGiven data, construct a financial statement and provide summary information.Review of financial statementsProfessional-looking spreadsheet presenting a company’s income statement and balance sheet.Spreadsheet design.Review of prerequisite Excel skills. Basic charting (bar and pie charts)B. Personal Financial StatementsFinance ProblemFinance SkillsExcel OutcomeExcel SkillsGiven data, construct a personal balance sheet and cash flow statement and provide summary information.Review of financial statementsProfessional-looking spreadsheet presenting an individual’s financial situation.Spreadsheet design.Review of prerequisite Excel skills. Basic charting (bar and pie charts)C. Excel as a DatabaseFinance ProblemFinance SkillsExcel OutcomeExcel SkillsOrganize a company’s data and perform basic analyticsProfessional-looking spreadsheet containing organized data. Spreadsheet design.Advanced formattingPivot tablesLookup functionsD. TVM ReviewFinance ProblemFinance SkillsExcel OutcomeExcel SkillsHow to compare money paid at different times.Calculate PV and FV of single amounts and annuitiesTVM functions.E. ValuationFinance ProblemFinance SkillsExcel OutcomeExcel SkillsGiven the cash flows from an asset, provide a valuationDCF valuation???Professional-looking spreadsheet that clearly presents the data and methods used to make the valuation. Spreadsheet M functions.F. Capital BudgetingFinance ProblemFinance SkillsExcel OutcomeExcel SkillsMake a determination on the appropriateness of a capital expenditure. Present and justify the results.NPVIRRSensitivity AnalysisProfessional-looking spreadsheet that clearly presents the data and methods used to make the decision. Spreadsheet design.Capital budgeting functions.What if analysis: SolverIV. Additional Topics Additional topics to be added based on faculty and student interest. Finance topics might include, but are not limited to:Corporate FinanceFinancial ForecastingAdvance Capital Budgeting ProblemsCost of CapitalAdvanced Valuation ProblemsInvestmentsRisk, Return and Portfolio ConstructionRisk-Return TradeoffsEfficient FrontiersPlanning for RetirementTechnical Analysis: Trading RulesTracking VolatilityExcel topics might include:MacrosAdvanced formattingAdvanced charting ................
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