FINAN509-23B (HAM)

Financial Modelling

15 Points

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The University of Waikato
Academic Divisions
Division of Management
School of Accounting, Finance and Economics

Staff

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Convenor(s)

Lecturer(s)

Administrator(s)

: denise.martin@waikato.ac.nz

Placement/WIL Coordinator(s)

Tutor(s)

Student Representative(s)

Lab Technician(s)

Librarian(s)

: em.pooley@waikato.ac.nz

You can contact staff by:

  • Calling +64 7 838 4466 select option 1, then enter the extension.
  • Extensions starting with 4, 5, 9 or 3 can also be direct dialled:
    • For extensions starting with 4: dial +64 7 838 extension.
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    • For extensions starting with 3: dial +64 7 2620 + the last 3 digits of the extension e.g. 3123 = +64 7 262 0123.
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What this paper is about

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This paper enables students to understand financial modelling and its usefulness in financial decision making. It ensures that students have skills in financial problem solving from a corporate perspective using Excel functions and visual basic programming codes.

The objective of this paper is to equip students with financial modelling skills using a computer spreadsheet, including generic skills such as performing sensitivity analyses, running simulations and solving valuation problems in finance. The paper will also introduce students to more advanced programming techniques in financial modelling, including defining often used financial functions and performing complex tasks with Visual Basic programming codes.

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How this paper will be taught

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This is a “hands-on” paper with extensive use of computers and spreadsheets. Its general objective is to develop spreadsheet and management skills for creating computer-based models for analysing a variety of decision problems facing today’s financial managers and professionals. Therefore, I promote hybrid-style workshop classes (shown as tutorial in the following timetable). The two-hour workshop include one-hour lecture dealing with knowledge and skills and one-hour tutorial dealing with practical questions.

Workshops will be conducted on campus and will be recorded. Recordings will be uploaded to Moodle.

Learning materials are uploaded onto Moodle for students to download before workshops (lectures and tutorials).

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Required Readings

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Learning Outcomes

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Students who successfully complete the course should be able to:

  • Analyse, summarise and prepare raw data including data preparation, data clearance, manipulations etc. [LO2]
    Linked to the following assessments:
  • Apply, interpret and communicate the results of the models developed [LO4]
    Linked to the following assessments:
  • Describe and demonstrate basic attributes of cultural understanding and protocols in effective intercultural communication about knowledge , ethics, and sustainability in finance [L05]
    Linked to the following assessments:
  • Develop simple computer models to solve financial problems including simulating stock price models, Loan amortisation programs etc. [LO3]
    Linked to the following assessments:
  • Understand the principles of specific statistical techniques including excel techniques such as data tables, pivot tables, matrices etc. [LO1]
    Linked to the following assessments:
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Assessments

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How you will be assessed

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The application for special consideration can be found under Files. Further information is available at
http://www.waikato.ac.nz/sasd/examinations/exams3.shtml
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The internal assessment/exam ratio (as stated in the University Calendar) is 100:0. There is no final exam. The final exam makes up 0% of the overall mark.

The internal assessment/exam ratio (as stated in the University Calendar) is 100:0 or 0:0, whichever is more favourable for the student. The final exam makes up either 0% or 0% of the overall mark.

Component DescriptionDue Date TimePercentage of overall markSubmission MethodCompulsory
1. Online Test 1
15 Aug 2023
2:00 PM
30
  • Online: Submit through Moodle
2. Online Test 2
10 Oct 2023
2:00 PM
30
  • Online: Submit through Moodle
3. Project - Excel output
18 Oct 2023
1:30 AM
30
  • Online: Submit through Moodle
4. Project - video presentation
18 Oct 2023
1:30 AM
10
  • Online: Submit through Moodle
Assessment Total:     100    
Failing to complete a compulsory assessment component of a paper will result in an IC grade
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