Is Excel really powerful enough to integrate into business processes as a tool for financial analysis? You'll find out in this module, through a foundation in financial modelling, exploring key financial concepts with hands-on Excel applications, including data analysis, risk management and portfolio analysis. The practical emphasis ensures that theoretical knowledge is directly applicable to real world scenarios. You'll gain practical skills in putting Excel to use as a strategic tool for financial analysis and management, enhancing your professional toolkit for the demands of the finance industry.
Total contact hours: 36
Private study hours: 114
Total study hours: 150
Main assessment methods
Individual Coursework (2000 words) (30%)
Excel Based Project (70%)
Reassessment method:
100% coursework
Benninga, S. (2008) Financial Modelling, third edition, MIT Press.
Alexander, C. (2008) Market Risk Analysis, Vol 1: Quantitative Methods in Finance, Wiley.
Holden, C.W. (2012) Excel Modelling in Investments, fourth edition, Pearson.
Jackson, M. and M. Staunton (2001) Advanced Modelling in Finance using Excel and VBA, Wiley.
See the library reading list for this module (Canterbury)
The intended subject specific learning outcomes.
On successfully completing the module students will be able to:
- perform essential financial calculations using Microsoft Excel;
- use Excel statistical and probabilistic functions and features for financial applications;
- carry out bond-related calculations using Excel;
- use Excel for stock analysis;
- use Excel for portfolio optimization;
- implement well-known derivatives models into Excel.
The intended generic learning outcomes.
On successfully completing the module students will be able to:
- set-up a professional Microsoft Excel spreadsheet;
- translate theoretical problems or models into spreadsheet applications;
- present and analyse real market data;
- understand and correctly interpret financial results obtained using Excel;
- use Microsoft Excel functions as well as other important features for financial applications.
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