Course Title Financial Modelling Credits 4

Course Code MGT 1169 Course category Core L-T-P-S-C 3-0-0-4-4

Version 1.0 Approval Details ACM Learning Level BTL-4

The Financial Modelling course is designed to provide students with the skills and knowledge
to construct sophisticated financial models that facilitate informed decision making and
strategic planning in various business contexts. Through a blend of theoretical concepts and
Course hands-on practice, students will learn to create dynamic models that project financial
Description outcomes, evaluate investment opportunities and analyse complex scenarios in a quantitative
manner. The financial modelling course equips students with the practical skills and analytical
mindset needed to construct robust financial models and make data driven decisions in various
business contexts.

Introduce students to the basics of financial modelling and its relevance in business
decision-making.
Course  Develop proficiency in using Microsoft Excel for creating and analyzing financial
Objective models.
 Cover key financial concepts necessary for effective financial modelling.
 Provide hands-on experience in building various types of financial models.
 Enable students to interpret and communicate the results of their models effectively.
Upon completion of this course, the students will be able to: BT Level

1. Identify and Analyze financial modelling variables and develop the L2, L3
ability to build small real time financial models in MS Excel.
2. Develop the ability to analyze and create financial accounting, cost L3, L4, L6
accounting and management accounting models in MS Excel.
Course 3. Develop the ability to analyze and create financial models for L3, L4, L6
Outcome managerial decision making in MS Excel.
4. Develop the ability to do shareholder value analysis and investment L3, L4, L6
analysis besides creating personal finance decision models in MS
Excel.
5. Develop the ability to do financial analysis using Time Series etc L3, L4
through statistical techniques in MS Excel.
6. Develop the ability to conceptualize, create and develop real life L5
practical Equity Valuation Models in MS Excel.
CO, PO and PSO Mapping
PO- PO- PO- PO- PO- PO- PO- PO- PO PO- PO- PSO- PSO-
CO PO -1 PSO-2
2 3 4 5 6 7 8 9 -10 11 12 1 3

CO-1 3 - 3 1 3 3 - - - - - - 2 2 2

CO-2 3 - 3 1 2 - - - - - - - 3 1 1

CO-3 3 - 2 - 1 1 - - - - - - 1 2 2
CO-4 3 - 3 - 3 3 - - - - - - 3 2 2

CO-5 3 - 3 - 2 3 - - - - - - 2 2 2

CO-6 3 - 3 - 2 3 - - - - - - 1 1 1

CO-7 3 - 3 - 2 3 - - - - - - 2 2 2

1: Weakly related, 2: Moderately related and 3: Strongly related

Outline Teaching Schedule

Unit Topics No. of

Sessions

1 Module 1: Introduction to Financial Modelling 5

Concept, importance and applications of financial modelling in

business; Understanding the role of assumptions in modelling; Steps in
constructing a financial model; Overview of Microsoft Excel tools for
financial modelling

2 Module 2: Some Important EXCEL Functions & Charts 8

Sum, Sumif, Sumifs, Count, Countif, Countifs, Average, Averageif,

Averageifs, round, VLOOKUP, Hlookup, Xlookup, Pivot table, Creating
types of charts including dynamic chart

3 Module 3: Time Value of Money and Excel Fundamentals 8

Basics of time value of money (TVM) and its significance; Excel

functions for TVM calculations (PV, FV, PMT, RATE), EMI Calculation

4 Module 4: Capital Budgeting Models 8

Evaluating investment opportunities using techniques like NPV and IRR;

Building a capital budgeting model in Excel

5 Module 5: Building Financial Statements Models 8

Understanding income statements, balance sheets, and cash flow

statements; Constructing integrated financial statement models

6 Module 6: Forecasting Techniques 8

Introduction to forecasting and its role in financial modelling;

Implementing simple forecasts of Revenue, different costs in Excel

Total Sessions 45
 Recommended Resources

Essential Readings:
 Financial Analysis and Modeling, (Second Edition), by Chandan Sengupta, M/s. Wiley
Publications.
Additional Readings:

1. Mayes T.R. & Shank, T.M. (2020) Financial Analysis with Microsoft Excel 2019. 9e.
South-Western College Publishing USA

2. Rees, M. (2018) Principles of Financial Modelling: Model Design and Best Practices Using
Excel and VBA. 1e. UK: John Wiley & Sons. Ltd. Wiley Finance Series.

3. Benningo, S. (2000) Financial Modelling.2e. London: The MIT Press.

Websites:

 [Link]
 [Link]

Assessment Method (Mapped with CO’s)

SL. Assessment Description of assessment Weightage Course Outcomes to be Assessed Duration

No. method method in Marks CO1 CO2 CO3 CO4 CO5

1 AT Attendance 5

CP/Q/T/AS Class Participation /Quiz / Throughout

2 15 ✓ ✓ ✓ ✓ ✓
the course
/P Test/Assignment/Presentations
Mini Project with Throughout
3 MP/TC 10 ✓ ✓ ✓ ✓ ✓
Presentation/Tutorial Class the course

Throughout
the course 50
4 DSE During Semester Examination 20 ✓ ✓ ✓ ✓ ✓
marks (2
Hours)

Throughout
the course
5 SEE Semester End-Examination 50 ✓ ✓ ✓ ✓ ✓
100 marks (3
Hours)