2 classes matched your search criteria.

Spring 2018  |  FINA 6322 Section 001: Financial Modeling (53840)

Instructor(s)
Class Component:
Lecture
Credits:
2 Credits
Grading Basis:
A-F only
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Second Half of Term
 
03/19/2018 - 05/04/2018
Tue, Thu 09:55AM - 11:35AM
UMTC, West Bank
Carlson School of Management 2-215
Enrollment Status:
Open (38 of 65 seats filled)
Also Offered:
Course Catalog Description:
Financial modeling tools to build, maintain, and interpret comprehensive financial models that provide the framework for understanding businesses and their historical performance, plans/strategies, and market values. Financial analytics/modeling skills. prereq: MBA 6230, MBA student
Class Notes:
http://classinfo.umn.edu/?FINA6322+spring2018
Class Description:
The ability to build, operate and interpret financial models has become an almost universal job requirement for all MBA students. (See student and professional quotes below.) This course has been redesigned to appeal to MBA students with a wide range of career interests. Corporate finance, marketing, consulting, supply chain, IT and entrepreneurial students will find the course useful, as will students with career interests in the financial services industry (e.g. credit analysts, equity analysts, investment bankers, etc.). Students build a financial model on their own, they learn to use a fully developed financial model and they use these models repeatedly to evaluate and plan performance, to estimate value added from projects and strategies and to estimate the value of securities. Relative to other finance courses, this course emphasizes building and interpreting financial models, plowing little new ground in the way of finance theory and concepts. On the other hand, one objective of this course is to reinforce finance concepts by having students build them into models and by having students interpret the results produced by the models. The ability of students completing this course to build and work with comprehensive financial models should allow them to claim financial modeling and financial analysis capabilities as among their strengths, regardless of the functional career path they have chosen. This course has been designed to both stand on its own and to serve as the first half of a four-credit two-course sequence on financial modeling. The second half of the sequence, Fina 6323, Advanced Financial Modeling, is offered in the Fall semester and focuses on advanced financial performance models, equity security analysis models, including relative valuation models, credit analysis models and mergers and acquisition models. Upon completion of this two-course sequence, students will know how to use standard financial models and how to build financial performance and valuation models for any financial analysis situation they might come across. Testimonials: "Bottom line is if you can build a cash flow model from scratch, you will understand how everything in a P&L is linked. This allows you to easily explain to both finance and non-finance people what is going on (very important in the corporate finance world). Modeling is the one skill that can really set you apart from your peers and help make you look a lot smarter than you may even be!" "All the recruiters seem to care about is whether I can build and maintain a financial model!" "Financial models are not about absolute values; they are about relationships. A good financial model demonstrates the relationships and the business tradeoffs that compose the profitability potential of the business idea. If you understand the relationships, the drivers of revenue, drivers of cost, and the critical success factors, you understand the core of the business."
Who Should Take This Class?:
This class is reserved for MBA students. If you are a non-MBA student seeking to take this course, fill out the petition form found at goo.gl/9Y9PR5. Additional information, including petition deadlines, can be found at http://carlsonschool.umn.edu/degrees/master-business-administration/part-time-mba/admissions/mba-course-petition-form
Learning Objectives:
1. To build financial models to analyze, summarize and explain a firm's historical performance
2. To translate the historical analysis into a financial model of a firm's plans and strategies
3. To translate the financial plan model into a valuation model with sensitivity capabilities
4. To better use shortcut financial analysis methods by understanding complex financial models
5. To better use multiplier valuation models by understanding fundamental valuation models
Grading:
20% Final Exam
20% Class Participation
60% Other Evaluation Other Grading Information: Students are asked to come to class having attempted to conclude modeling exercises. The structure of and lessons learned from these models are discussed in class. Five of these modeling exercises are graded, each worth 12%.
Exam Format:
A final modeling exercise -- take home.
Class Format:
20% Lecture
40% Discussion
40% Demonstration
Workload:
30 Pages Reading Per Week Other Workload: The student is asked to attempt 5 or so modeling exercises per week -- modeling can be learned only by trial and error.
Textbooks:
https://bookstores.umn.edu/course-lookup/53840/1183
Instructor Supplied Information Last Updated:
8 February 2017

Spring 2018  |  FINA 6322 Section 090: Financial Modeling (53829)

Instructor(s)
Class Component:
Lecture
Credits:
2 Credits
Grading Basis:
A-F only
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Second Half of Term
 
03/19/2018 - 05/04/2018
Wed 05:45PM - 09:05PM
UMTC, West Bank
Carlson School of Management 2-215
Enrollment Status:
Open (39 of 65 seats filled)
Also Offered:
Course Catalog Description:
Financial modeling tools to build, maintain, and interpret comprehensive financial models that provide the framework for understanding businesses and their historical performance, plans/strategies, and market values. Financial analytics/modeling skills. prereq: MBA 6230, MBA student
Class Notes:
http://classinfo.umn.edu/?FINA6322+spring2018
Class Description:
The ability to build, operate and interpret financial models has become an almost universal job requirement for all MBA students. (See student and professional quotes below.) This course has been redesigned to appeal to MBA students with a wide range of career interests. Corporate finance, marketing, consulting, supply chain, IT and entrepreneurial students will find the course useful, as will students with career interests in the financial services industry (e.g. credit analysts, equity analysts, investment bankers, etc.). Students build a financial model on their own, they learn to use a fully developed financial model and they use these models repeatedly to evaluate and plan performance, to estimate value added from projects and strategies and to estimate the value of securities. Relative to other finance courses, this course emphasizes building and interpreting financial models, plowing little new ground in the way of finance theory and concepts. On the other hand, one objective of this course is to reinforce finance concepts by having students build them into models and by having students interpret the results produced by the models. The ability of students completing this course to build and work with comprehensive financial models should allow them to claim financial modeling and financial analysis capabilities as among their strengths, regardless of the functional career path they have chosen. This course has been designed to both stand on its own and to serve as the first half of a four-credit two-course sequence on financial modeling. The second half of the sequence, Fina 6323, Advanced Financial Modeling, is offered in the Fall semester and focuses on advanced financial performance models, equity security analysis models, including relative valuation models, credit analysis models and mergers and acquisition models. Upon completion of this two-course sequence, students will know how to use standard financial models and how to build financial performance and valuation models for any financial analysis situation they might come across. Testimonials: "Bottom line is if you can build a cash flow model from scratch, you will understand how everything in a P&L is linked. This allows you to easily explain to both finance and non-finance people what is going on (very important in the corporate finance world). Modeling is the one skill that can really set you apart from your peers and help make you look a lot smarter than you may even be!" "All the recruiters seem to care about is whether I can build and maintain a financial model!" "Financial models are not about absolute values; they are about relationships. A good financial model demonstrates the relationships and the business tradeoffs that compose the profitability potential of the business idea. If you understand the relationships, the drivers of revenue, drivers of cost, and the critical success factors, you understand the core of the business."
Who Should Take This Class?:
This class is reserved for MBA students. If you are a non-MBA student seeking to take this course, fill out the petition form found at goo.gl/9Y9PR5. Additional information, including petition deadlines, can be found at http://carlsonschool.umn.edu/degrees/master-business-administration/part-time-mba/admissions/mba-course-petition-form
Learning Objectives:
1. To build financial models to analyze, summarize and explain a firm's historical performance
2. To translate the historical analysis into a financial model of a firm's plans and strategies
3. To translate the financial plan model into a valuation model with sensitivity capabilities
4. To better use shortcut financial analysis methods by understanding complex financial models
5. To better use multiplier valuation models by understanding fundamental valuation models
Grading:
20% Final Exam
20% Class Participation
60% Other Evaluation Other Grading Information: Students are asked to come to class having attempted to conclude modeling exercises. The structure of and lessons learned from these models are discussed in class. Five of these modeling exercises are graded, each worth 12%.
Exam Format:
A final modeling exercise -- take home.
Class Format:
20% Lecture
40% Discussion
40% Demonstration
Workload:
30 Pages Reading Per Week Other Workload: The student is asked to attempt 5 or so modeling exercises per week -- modeling can be learned only by trial and error.
Textbooks:
https://bookstores.umn.edu/course-lookup/53829/1183
Instructor Supplied Information Last Updated:
8 February 2017

ClassInfo Links - Spring 2018 Finance Classes

To link directly to this ClassInfo page from your website or to save it as a bookmark, use:
http://classinfo.umn.edu/?subject=FINA&catalog_nbr=6322&term=1183
To see a URL-only list for use in the Faculty Center URL fields, use:
http://classinfo.umn.edu/?subject=FINA&catalog_nbr=6322&term=1183&url=1
To see this page output as XML, use:
http://classinfo.umn.edu/?subject=FINA&catalog_nbr=6322&term=1183&xml=1
To see this page output as JSON, use:
http://classinfo.umn.edu/?subject=FINA&catalog_nbr=6322&term=1183&json=1
To see this page output as CSV, use:
http://classinfo.umn.edu/?subject=FINA&catalog_nbr=6322&term=1183&csv=1
Schedule Viewer
8 am
9 am
10 am
11 am
12 pm
1 pm
2 pm
3 pm
4 pm
5 pm
6 pm
7 pm
8 pm
9 pm
10 pm
s
m
t
w
t
f
s
?
Class Title