ULMS Electronic Module Catalogue |
The information contained in this module specification was correct at the time of publication but may be subject to change, either during the session because of unforeseen circumstances, or following review of the module at the end of the session. Queries about the module should be directed to the member of staff with responsibility for the module. |
Title | PRINCIPLES OF FINANCE WITH EXCEL | ||
Code | ACFI209 | ||
Coordinator |
Mr JP Laws Finance and Accounting J.Laws@liverpool.ac.uk |
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Year | CATS Level | Semester | CATS Value |
Session 2019-20 | Level 6 FHEQ | First Semester | 15 |
Pre-requisites before taking this module (other modules and/or general educational/academic requirements): |
Modules for which this module is a pre-requisite: |
Programme(s) (including Year of Study) to which this module is available on a required basis: |
Programme(s) (including Year of Study) to which this module is available on an optional basis: |
Teaching Schedule |
Lectures | Seminars | Tutorials | Lab Practicals | Fieldwork Placement | Other | TOTAL | |
Study Hours |
24 |
24 |
48 | ||||
Timetable (if known) | |||||||
Private Study | 102 | ||||||
TOTAL HOURS | 150 |
Assessment |
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EXAM | Duration | Timing (Semester) |
% of final mark |
Resit/resubmission opportunity |
Penalty for late submission |
Notes |
CONTINUOUS | Duration | Timing (Semester) |
% of final mark |
Resit/resubmission opportunity |
Penalty for late submission |
Notes |
Coursework 1 There is a resit opportunity. Standard UoL penalty applies for late submission. This is an anonymous assessment. Assessment Schedule (When) :1 | 2000 words | 50 | ||||
Coursework 2 There is a resit opportunity. Standard UoL penalty applies for late submission. This is an anonymous assessment. Assessment Schedule (When) :Semester 1 | 2000 words | 50 |
Aims |
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The aim of the module is to provide a greater awareness of the capability of Excel in the financial environment. |
Learning Outcomes |
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(LO1) Students will be aware of the capabilities of Excel as a financial modelling tool |
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(LO2) Students will be able to undertake sophisticated portfolio modelling using Excel |
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(LO3) Students will use Excel to quantify and manage risk |
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(LO4) Students will be able to use Excel to analyse and appraise real investment decisions |
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(S1) Problem solving skills |
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(S2) IT skills |
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(S3) Numeracy |
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(S4) Written communication skills |
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(S5) Commercial awareness |
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(S6) Organisational skills |
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(S7) Lifelong learning skills |
Teaching and Learning Strategies |
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Teaching Method 1 - Lecture Self-Directed Learning Description: Students will use the self-directed learning hours to consolidate knowledge. |
Syllabus |
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An introduction to the Excel environment and Excel functions for dealing with textual data; Using Excel to model asset returns, portfolio analysis and optimisation; Estimating the CAPM using Excel; The fundamentals of matrix algebra using Excel; The fundamentals of bond pricing using Excel; Investment appraisal using Excel; Option pricing using Excel and an introduction to VBA; Determination of the optimal hedge ratio; |
Recommended Texts |
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Reading lists are managed at readinglists.liverpool.ac.uk. Click here to access the reading lists for this module. |