Practical Approach to Financial Analysis

Paper Code: 
MFM 324
Credits: 
4
Contact Hours: 
60.00
Max. Marks: 
100.00
Objective: 

Course Outcomes

Learning and teaching strategies

Assessment

Strategies

  
 

CO 126: Gain solid understanding on Financial Analysis using MS Excel

CO 127 : Learn basics and advanced level Financial Accounting concepts that are required for Financial Analysis

CO 128: Learn the commonly used financial formulas and charts available in excel required for Financial Analysis

 

Approach in teaching:

Interactive Lectures, Group Discussion, Tutorials, Case Study

 

Learning activities for the students:

Self-learning assignments, presentations, Effective questions, Solving problems of unsolved questions, Problem based learning-cases, Laboratory based assignments

 

Class test, Semester end examinations, Quiz, Assignments, Presentation

  
 

 

12.00
Unit I: 
Unit-1

Essential MS Excel formulas: Basic formula operations, Mathematical Functions, Textual Formulas, Logical Formulas, Date-Time Formulas, Lookup Formulas_(V Lookup, Hlookup, Index-Match)

 

12.00
Unit II: 
Unit-II

Financial metrics using MS Excel: Time value of money using MS Excel, Analysis of Profit &   Loss Account, Loan Repayment calculations using MS Excel, Calculating depreciation, Building a Template for Financial Ratio Analysis

12.00
Unit III: 
Unit-III

Visualization in Excel: Financial Charts – Introduction, Excel Charts, Elements of charts, Bar and column charts, Formating charts, Line Charts, Area Charts, Pie and Doughnut Charts, Scatter plot or XY chart, Frequency Distribution and Histograms, Stock Charts, Sparklines, Waterfall Chart, Heat Maps

 

12.00
Unit IV: 
Unit-IV

Financial Dash-boarding: Introduction, Time Series of Profit & Profit Margin, Trend of Revenue and Projection, Expense Analysis using Pie Chart, Target monitoring using Column chart, Collating and Formatting to create a Dashboard

 

12.00
Unit V: 
Unit-V

Pivot Tables and Linear regression: Data summarization using Pivot tables, building blocks of Financial    Analysis, Data summarization using Pivot tables, Linear regression model for predicting metrics

 

*Case studies related to entire topics are to be taught.

 

Essential Readings: 
  • Chandra Prassana, Financial Management, Tata McGraw Hill, 9th Edition

 

References: 

Suggested Readings:

  • Brigham Houston, Fundamentals of Financial Management, Cengage Learning, Thirteenth Edition
  • I M Pandey “Financial Management”, Vikas Publications
  • Vyuptkesh Sharan, Fundamentals of Financial Management, Pearson, Third Edition
  • Khan & Jain, “Financial Management”. Tata McGraw Hill, 7e
  • Van Horne, Financial Management, PHI
  • Rustagi R.P, Fundamentals of Financial Management, Taxmann

 

E-resources:

    https://www.udemy.com/course/excel-for-financial-analysis-financial-modeling/

 

Journals:

  • Indian Journal of Finance
  • International Journal of Financial Management
  • IUP Journal of Applied Finance

 

Academic Year: 
2022-2023
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