PRACTICAL APPROACH TO FINANCIAL ANALYSIS & SERVICES (Practical)

Paper Code: 
25MFM327
Credits: 
4
Contact Hours: 
60.00
Max. Marks: 
100.00
Objective: 

This course will enable the students to develop analytical skills using various financial tools.

Course Outcomes: 

Course Outcomes (Cos):

 

Course

Learning outcome

(at course level)

Learning and teaching strategies

Assessment Strategies

Course Code

Course

title

 

25MFM327

 

Practical Approach to Financial Analysis & Services (Practical)

CO319: Apply various formulas in MS Excel

CO320: Demonstrate proficiency in using Excel functions for calculating various financial metrics

CO321: Create various types of financial charts and explore their applications in Excel.

CO322: Create dashboards to monitor key financial metrics, track performance, and identify trends.

CO323: Analyze financial datasets using Pivot Tables and apply Regression model for predicting metrics

CO324: Contribute effectively in course-specific interaction

 

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: 
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: 

• Chandra Prassana, Financial Management, Tata McGraw Hill, 9th Edition
• Timothy R. Mayes, Financial Analysis with Microsoft Excel, Cengage India Private Limited

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:
• Theory & Problems in financial management, 2/e Khan & Jain, https://www.expresslibrary.mheducation.com/bookshelf
• Cases in Financial Management, Pandey, Ramesh Bhat, https://www.expresslibrary.mheducation.com/bookshelf
• Financial Analysis and Financial Modeling using MS Excel
https://www.udemy.com/course/excel-for-financial-analysis-financial-mode...

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

Academic Year: 
2025-2026
  • Printer-friendly version
  • PDF version