Excel金融建模课程简介模版英文版.docx

Course IntroductionFinancial Modeling UsingExcelCourse Code：Course Name： Financial Modeling Using ExcelPrerequisites： Programming Foundation VB, Statistics, Investment, Corporate FinanceFollow-up Courses：Bilingual Teaching or Not： NotCredits： 2.0Credits： 2.0Lecture Hours： 32Total Credit Hours： 32Experiment Hours ：Practice Hours：Programming Hours：School： 08 School of BusinessTarget Major： FinanceCourse DescriptionThe objective for this course is to develop the financial modeling skills used in the application of financial theory to practical problems in investment analysis, portfolio management, and valuation. In particular, the course will cover the application of Excel spreadsheet functions and visual basic programming to the statistical analysis of financial market data, the use of optimization models to determine mean-variance efficient allocations of financial assets, and the valuation of fixed income and derivative securities. Additional topics to be covered include, active portfolio management, simulation and retirement planning, and the valuation of exotic options and high yield bonds.Course ResourcesTextbooks :Simon Benninga. Financial Modeling (Fourth Edition) M. Boston: Massachusetts Institute of Technology, 2014.Bibliography :1. Simon Benninga, Tai Mofkadi. Principles of Finance with Excel (Third Edition) M. Oxford: Oxford University Press, 2017.2. Timothy R. Mayes, Todd M. Shank. Financial Analysis with Microsoft Excel (Seventh Edition) (MJ. South-Western Cengage Learning, 2012.3. Jackson, Staunton. Advanced modelling in finance using Excel and VBAM. Willey, 2001.Reading Materials ： No