Practical Approach to Financial Analysis & Services

Paper Code: 
MFM 327
Credits: 
4
Contact Hours: 
60.00
Max. Marks: 
100.00
Objective: 

Course Outcomes

Learning and teaching strategies

Assessment Strategies

CO 1: Gain solid understanding on Financial Analysis using MS Excel CO 2: Learn basics and advanced

level Financial Accounting concepts

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

that  are   required   for   Financial

 

Analysis

 

CO 3: Learn the commonly used

 

financial                formulas              and                charts

 

available  in   excel   required   for

 

Financial Analysis

 

 

12.00
Unit I: 

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: 

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: 

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: 

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: 

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: 

Essential Readings:

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

 

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

 

References: 
E-resources:

 

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

 

Academic Year: 
2023-2024
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