Information Package
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Program of Accounting and Finance Management

TBS464

EXCEL APPLICATIONS IN FINANCE

Course Code
TBS464
Semester
-
Theory+Practice
3 + 0
ECTS
5
Course TypeElective Course
Course LevelBachelor's Degree
Year of Study-
Semester-
ECTS5
Name of Lecturer(s)
Learning Outcomes

At the end of this course, the students;

  1. Perform financial calculations using MS Excel.
  2. Conduct risk and return calculations using MS Excel.
  3. Analyze financial statements using MS Excel.
  4. Prepare financial statements using MS Excel.
  5. Manage portfolios using MS Excel.
Mode of DeliveryFace to face
PrerequisitesNo
Recommended Optional Programme ComponentsNone
Course DescriptionThis course aims to enable students to make financial decisions and calculate the associated risks and returns using MS Excel. Topics covered include financial statement analysis, financial mathematics, and portfolio management through MS Excel applications.
Course Contents
WEEK TOPICS
1st Week Annual compound interest calculations, present value calculation, choosing among different payment options
2nd Week Calculating installment amounts for loans, creating repayment schedules for equal installment loans, creating repayment schedules for principal-equal installment loans
3rd Week Sensitivity analysis
4th Week Conducting break-even analysis in investments
5th Week Importance of break-even analysis in investments
6th Week Valuation techniques in investments
7th Week Investment analysis criteria and its applications in Excel
8th Week Midterm exam
9th Week Discounted cash flow models and Excel applications
10th Week Portfolio management in Excel
11th Week Portfolio management in Excel
12th Week Portfolio management in Excel
13th Week Portfolio management in Excel
14th Week Portfolio management in Excel
Recommended or Required ReadingLecture Notes
Planned Learning Activities and Teaching Methods
  • Lecture
  • Discussion
  • Questions/Answers
  • Presentation
Assessment Methods and Criteria
Quantity Percentage (%)
Mid-term 1 30
Project 1 30
Total(%) 60
Contribution of In-term Studies to Overall Grade(%) 60
Contribution of Final Examination to Overall Grade(%) 40
Total(%) 100
ECTS Allocated Based on Student Workload
Activities Quantity Duration (Hour) Total Workload (Hour)
Midterm exam 1 1 1
Preparation for Quiz
Individual or group work 14 2 28
Preparation for Final exam 1 30 30
Course hours 13 3 39
Preparation for Midterm exam 1 20 20
Laboratory (including preparation)
Final exam 1 1 1
Homework
Project 1 30 30
Total Work Load149
Total Work Load / 30 (h)4.96
ECTS Credit of the Course5
Language of InstructionTurkish
Work Placement(s)No

Programme Qualifications / Learning Outcomes

LO1 LO2 LO3 LO4 LO5
K1
K2
K3
K4
K5 X X X X X
K6 X X X X X
K7 X X X X X