FIN-4214: Financial Modeling in Excel
Description: Concepts of finance applied to the construction of models in Excel. Construct models of financial statement to evaluate financial strategies for a firm; design risk/return models for investment portfolio strategies using equity and/or debt securities; build models to optimize bond portfolios including interest rate sensitivities, duration and convexity; develop models to analyze and dynamically hedge option and futures portfolios; assemble binomial tree models on American options; build simulation models to evaluate different types of options.
Pathways: N/A
Course Hours: 3 credits
Corequisites: N/A
Crosslist: N/A
Repeatability: N/A
Sections Taught: 40
Average GPA: 3.06 (B+)
Strict A Rate (No A-) : 20.44%
Average Withdrawal Rate: 2.18%
| Cara A Spicer | 2022 | 36.0% | 45.8% | 12.3% | 3.3% | 0.5% | 2.1% | 3.12 | 24 |
| William J Coleman | 2024 | 31.8% | 39.2% | 20.7% | 4.9% | 1.1% | 2.3% | 2.97 | 16 |