This class is project-based. Together with a selected partner firm, students will conduct a full-scale financial analysis, prepare a valuation model and present them to its management.
Language of instruction
|Tuesday||05/03/22||01:00 PM - 05:00 PM||D5.1.002|
|Tuesday||05/10/22||01:00 PM - 05:00 PM||D5.1.003|
|Tuesday||05/17/22||01:00 PM - 05:00 PM||D5.1.004|
|Tuesday||05/24/22||01:00 PM - 05:00 PM||D5.1.003|
|Tuesday||05/31/22||01:00 PM - 05:00 PM||D5.1.004|
|Tuesday||06/07/22||01:00 PM - 05:00 PM||D5.1.002|
|Tuesday||06/14/22||01:00 PM - 05:00 PM||D5.1.003|
|Tuesday||06/21/22||01:00 PM - 05:00 PM||D5.1.003|
After completing this class students will be able to:
- apply simple forecasting methods
- set up a financial planning model
- implement a DCF-valuation model
- perform a multiples-based valuation
- discuss issues in forecasting financials and implementing DCF models
Apart from that, completing this course will contribute to students' abilities to:
- be an effective, hard- and soft-skilled team member
- work effectively in a team-based structure
- give presentations on complex topics
Attendance: In order to successfully pass this course, your absence is limited to 20% of all our appointments including online sessions.
- Teaching materials for self-study
- Group discussions
- Group assignments
- Individual assignments
The course uses a problem-based learning approach. This implies that students will need to develop solutions to complex questions on an individual and/or group level. To support this process, a mix of instruments will be used: Input lectures will provide basic concepts for the next steps, coaching sessions will provide early feedback and presentations and reports will demonstrate the ability of students to successfully structure problems and provide meaningful answers. Practitioner input will give students guidance and feedback on their progress.
The course grading system is based on:
- homework exercises 20%
- Excel model and final presentations, incl. components of grading carried out by partnering company and peer review 70%
- Participation 10%
- excellent/Sehr gut ≥87,5%
- good/Gut ≥75,0%
- satisfactory/Befriedigend ≥62,5%
- sufficient/Genügend ≥50,0%
- not sufficient/Nicht genügend <50,0%
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Apart from financial analysis and basic investment analysis knowhow (Grundkurs SBWL, Business Analysis Project) your performance and level of effort will depend on your Excel and Powerpoint skills. For those who have not used these tools intensively, we recommend to (re)acquaint yourself with these programs before the start of the course. VBA programming is not required, but may be helpful.
Specifically, we recommend a look at the following issues:
Microsoft Excel: separation of data and models, absolute and relative cell references, standardizing workbook formats, customized cell formats, conditional formatting, linking worksheets, resolving circular references, 3 statement models.
Microsoft Powerpoint: basic forms of presenting information, shapes provided with powerpoint, elements of PPT templates.