FIN 470 - Financial Analysis in Excel

Chapter 1

1.1 Course Introduction

1.2 Excel Introduction

1.3 Excel Details

FIN 470 AI Assistant

Topic 1 NotebookLM

S&P Capital IQ Login (Website)

Introduction to S&P Capital IQ (Video, 27:37)

S&P Capital IQ Resource Page (Webpage)

There are videos on a range of Excel functions and procedures. Here is a Complete List of Excel Videos

All videos in the course are .mp4 files.

Captioning/Transcript: Accurate captioning is available for all course videos and transcripts are available. To activate captioning, use the CC button at the bottom right of the video player.

I STRONGLY RECOMMEND that you watch the videos with closed captioning to increase your comprehension of the material.

Playback Speed: The video player allows playback at different speeds. I often listen to lectures or webinars at 1.25x or 1.5x, but this may not work well for technical material.

There is no Group Assignment 1

Groups have been assigned in D2L..

Chapter 2

2.1 Financial Statements, Theory

2.2 Financial Statements, Excel

2 Financial Statements

FIN 470 AI Assistant

Topic 2 NotebookLM

Group Assignment 2, Financial Stratements, Due: 2/3

Help Video: Downloading Financial (and Other) Data (mp4, 16:59)

NOTE: For full credit all spreadsheets throughout the course must conform to the Excel Guidelines.

None

Chapter 5

3.1 Pro Forma Forecasting, Theory

3.2 Pro Forma Forecasting, Excel

3 Pro Forma Forecasting

3 Goal Seek, Naming, TREND

FIN 470 AI Assistant

Topic 3 NotebookLM

Group Assignment 3, Pro Forma Forecasting, Due: 2/8

Group AI Assignment 1, Due: 2/8

Chapters 3 and 4 are not covered in this class.

Chapter 6

4.1 Time Series Forecasting I

4.2 Time Series Forecasting II

4 Time Series Forecasting

4 MA, AVERAGEIF, VLOOKUP, SUMXMY2, Solver

FIN 470 AI Assistant

Topic 4 NotebookLM

Group Assignment 4, Time Series Forecasting, Due: 2/22

None

Chapter 8

5.1 Time Value of Money, Theory

5.2 Time Value of Money, Excel

5.3 Time Value of Money, Problems

None

5 Conditional Formatting, Heat Maps

FIN 470 AI Assistant

Topic 5 NotebookLM

Group Assignment 5, Time Value of Money, Due: 3/1

Group AI Assignment 2, Due: 3/1

None

Chapter 9

6.1 Stock Valuation, Theory

6.2 Stock Valuation, Excel

6 Stock Valuation

6 Charts, Plots, Histograms

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Topic 6 NotebookLM

Group Assignment 6, Stock Valuation, Due: 3/15

Exam 1, Friday 2/27 (Coverage: Through Topic 5: Time Value of Money)

Sample Exam with Solutions

Chapter 10

7.1 Bond Valuation, Theory

7.2 Bond Valuation, Excel

7 Bond Valuation

7 Data Validation

FIN 470 AI Assistant

Topic 7 NotebookLM

Group Assignment 7, Bond Valuation, Due: 3/22

None

Chapter 12

8.1 Capital Budgeting, Theory

8.2 Capital Budgeting, Excel

8 Capital Budgeting

8 Data Protection

FIN 470 AI Assistant

Topic 8 NotebookLM

Group Assignment 8, Capital Budgeting, Due: 3/29

None

Chapter 13

9.1 Risk and Capital Budgeting

9 Risk and Capital Budgeting

9 Forms (for Data Entry)

FIN 470 AI Assistant

Topic 9 NotebookLM

Group Assignment 9, Risk Analysis, Due: 4/5

Group AI Assignment 3 (link TBA)

Individual Project Proposal, Due: 3/29

Chapter 14

10.1 Portfolios, Theory

10.2 Portfolios, Excel

10 Portfolio Statistics

10 Basic Linear Algebra

FIN 470 AI Assistant

Topic 10 NotebookLM

Group Assignment 10, Portfolios, Due: 4/12

None

Chapter 16

11.1 Pivot Tables

11 Pivot Tables (TBA)

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Topic 11 NotebookLM

Group Assignment 11, Pivot Tables, Due: TBA

None

Chapter 15

12.1 VBA, Excel I (TBA)

12.1 VBA, Excel II (TBA)

12: VBA (TBA)

FIN 470 AI Assistant

Topic 12 NotebookLM (TBA)

Group AI Assignment 4 (link TBA): Due 4/26

None

TBA

13.1 TBA

13.2 TBA

13 TBA

FIN 470 AI Assistant

Topic 13 NotebookLM (TBA)

TBA

None

TBA

14.1 TBA

14.2 TBA

14 TBA

FIN 470 AI Assistant

Topic 14 NotebookLM (TBA)

Group AI Assignment 5 (link TBA): Due 5/1

Individual Project: Due 5/1 (in D2L)