Financial Modeling – BUSI 684
CG • Section 8WK • 11/08/2019 to 04/16/2020 • Modified 02/01/2024
Course Description
This course provides exposure to financial modeling techniques for business analysis application. Topics include theoretical development, modeling approaches, financial analysis, and applications of financial modeling.
For information regarding prerequisites for this course, please refer to the Academic Course Catalog.
Rationale
Financial modeling concerns the process of constructing spreadsheet models of a firm’s future financial statements in order to evaluate the company’s past performance, future prospects and to determine its proper valuation. In this course, students will learn and develop advanced Excel spreadsheet skills that are highly valued in today’s business world.
Course Assignment
Textbook readings and lecture presentations/notes
Course Requirements Checklist
After reading the Course Syllabus and Student Expectations, the student will complete the related checklist found in the Course Overview.
Discussions (4)
Discussions are collaborative learning experiences. Therefore, the student is required to provide a thread in response to the provided prompt for each discussion. Each thread must be 450 words and demonstrate course-related knowledge. In addition to the thread, the student is required to reply to 2 other classmates’ threads. Each reply must be 250 words.
A Novice's Guide to Reading an Annual Report Assignment
The student must write a 1000-word or longer guide using current APA formatting guidelines titled: “A Novice’s Guide to Reading an Annual Report.”
Research Report: Chosen Company’s Annual Report Summary Assignment
The student must obtain and read copies of the 3 most recent annual reports of the company chosen in the Discussion: Company Report. The student must write a 1000-word or longer summary, using current APA formatting guidelines, of the company’s financial performance as described in the shareholders letters and management discussions. The summary must include 3 references.
Research Report: Chosen Company Ratio Analysis Assignment
The student must create, as per textbook guidelines, a ratio analysis spreadsheet for his/her chosen company. He/she will also write a 1200-word or longer analysis of the data presented in the spreadsheet. This assignment must include 3 references.
Research Report: Chosen Company Financial Forecasts Assignment
The student must create, as per textbook guidelines, a financial forecast spreadsheet for his/her chosen company. He/she will also write a 1200-word or longer analysis of the data presented in the spreadsheet. This assignment must include 3 references.
Research Report: Chosen Company Valuation Assignment
The student must create, as per textbook guidelines, a valuation spreadsheet for his/her chosen company. He/she will also write a 1200-word or longer analysis of the data presented in the spreadsheet. This assignment must include 3 references.
Integration of Faith and Learning (IFL) Assignment
Financial modeling concerns, in the most basic sense, constructing a plan. The Bible also has much to say about planning. The student must write a 750-word or longer paper demonstrating how the Bible supports at least 1 specific topic or lesson learned in this course. The paper must use current APA formatting guidelines. The purpose of this paper recognize some basic principles that are common between good business practices and Christianity. This assignment must include 2 references.
