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 ACFI315
Coordinator Mr JP Laws
Finance and Accounting
J.Laws@liverpool.ac.uk
Year CATS Level Semester CATS Value
Session 2021-22 Level 6 FHEQ First Semester 15

Pre-requisites before taking this module (other modules and/or general educational/academic requirements):

ACFI116 INFORMATION SYSTEMS FOR ACCOUNTANTS; ACFI204 FINANCIAL MANAGEMENT 

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 12

    6

  12

6

36
Timetable (if known) 60 mins X 1 totaling 12
 
    60 mins X 1 totaling 6
 
  60 mins X 1 totaling 6
 
 
Private Study 114
TOTAL HOURS 150

Assessment

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
Assessment 2: Coursework 2 Assessment Type: Coursework Size: 2000 words Weighting: 50% Reassessment Opportunity: Yes Penalty for Late Submission: Standard UoL penalty applies Anonymous   -2000 words    50       
Assessment 1: Coursework 1 Assessment Type: Coursework Size: 2000 words Weighting: 50% Reassessment Opportunity: Yes Penalty for Late Submission: Standard UoL penalty applies Anonymous   -2000 words    50       

Aims

The aim of the module is to provide a greater awareness of the capability of Excel in the financial environment.


Learning Outcomes

(LO1) Students will be aware of the capabilities of Excel as a financial modelling tool

(LO2) Students will be able to undertake sophisticated portfolio modelling using Excel

(LO3) Students will use Excel to quantify and manage risk

(LO4) Students will be able to use Excel to analyse and appraise real investment decisions

(S1) Problem solving skills

(S2) IT skills

(S3) Numeracy

(S4) Written communication skills

(S5) Commercial awareness

(S6) Organisational skills

(S7) Lifelong learning skills


Teaching and Learning Strategies

Teaching Method: Online Asynchronous Learning Materials
Unscheduled Directed Student Hours: 12
Attendance Recorded: No

Teaching Method: Synchronous Lecture
Scheduled Directed Student Hours: 12
Attendance Recorded: No

Teaching Method: PC Session
Scheduled Directed Student Hours: 6
Attendance Recorded: No

Teaching Method: Group Study
Scheduled Student Hours: 6
Attendance Recorded: No

Self-Directed Learning Hours: 114
Description: Students will use the self-directed learning hours to consolidate knowledge

Costs Information:
There are no additional costs to students. Copies of Excel are available free of charge to students via the Universities licensing agreement.

Skills/Other Attributes Mapping

Skills / attributes: Problem solving skills
How this is developed: During lectures and undirected learning
Mode of assessment (if applicable): Coursework 1 and Coursework 2

Skills / attributes: IT skills
How this is developed: During lectures and undirected learning
Mode of assessment (if applicable): Coursework 1 and Coursework 2

Skills / attributes: Numeracy
How this is developed: During lectures and undirected learning
Mode of assessment (if applicable): Coursework 1 and Coursework 2

Skills / attributes: Written communication skills
How this is developed: During lectures and undirected learning
Mode of assessment (if applicable): Coursework 1 and Coursework 2

Skills / attributes: Commercial awareness
How this is developed: During lectures and undirected learning
Mode of assessment (if applicable): Coursework 1 and Coursework 2

Skills / attributes: Organisational skills
How this is developed: During lectures and undirected learning
Mode of assessment (if applicable): Coursework 1 and Coursework 2

Skills / attributes: Lifelong learning skills
How this is developed: During lectures and undirected le arning
Mode of assessment (if applicable)


Syllabus

 

1. An introduction to the Excel environment and Excel functions for dealing with textual data,
2. Statistical analysis using Excel,
3. Using Excel to model asset returns, portfolio analysis and optimisation,
4. Estimating the CAPM using Excel,
5. The fundamentals of matrix algebra using Excel,
6. The fundamentals of bond pricing using Excel,
7. Investment appraisal using Excel,
8. Option pricing using Excel and an introduction to VBA,
9. Determination of the optimal hedge ratio,
10. Forecasting sales using Excel.


Recommended Texts

Reading lists are managed at readinglists.liverpool.ac.uk. Click here to access the reading lists for this module.