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: 34
Average GPA: 3.08 (rounds to B)
Strict A Rate (No A-) : 23.37%
Average Withdrawal Rate: 2.08%
| William J Coleman | 2024 | 31.6% | 38.5% | 20.8% | 5.5% | 1.1% | 2.5% | 2.95 | 18 |
| Cara A Spicer | 2022 | 44.6% | 38.1% | 12.2% | 3.2% | 0.3% | 1.6% | 3.22 | 16 |