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Principles of Finance with Excel—Module

Finance

ISBN #978-1-952023-49-1

Principles of Finance with Excel—Module

Jim Brau, PhD, CFA, CFP
Andrew Holmes, PhD, CFA
Ben Blau, PhD
Nick Ball, PhD
Gove Allen, PhD

Excel is an important tool for any finance-related career. This module includes an introduction and 12 lessons that teach how to use Excel in the field of finance. Each lesson includes instruction, examples, and an assignment to help students apply what they have learned.

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Course Objective

This module provides an introduction and 12 lessons on using Excel for finance, with each lesson offering instruction, examples, and assignments for practical application.

Table of Contents

Introduction: Introduction and Device Setup
Topic 1: An Introduction to Finance in Excel
Topic 2: Accounting and Financial Statement Review
Topic 3: Ratio Analysis: Financial Statement Analysis and Free Cash Flows
Topic 4: Financial Forecasting: Pro Forma Statements and Cash Budgets
Topic 5: The Time Value of Money: Compounding and Discounting
Topic 6: Bond Valuation: Fixed-Income Analysis
Topic 7: Stock Valuation: Understanding Equity
Topic 8: Risk and Return: The Key Trade-Off
Topic 9: The Cost of Capital: WACC Attack
Topic 10: Leverage: The Two-Edged Sword
Topic 11: Capital Budgeting Evaluation Methods: Payback, NPV, and IRR
Topic 12: Capital Budgeting: Cash Flows and Other Topics
Topic 13: Firm Valuation: Valuing the Whole Enchilada
Appendix: Microsoft Excel

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