Financial Education Tutorials, Workshops and More

MATERIALS & DESCRIPTIONS

Managerial Finance course
  • This Managerial and Corporate Finance curriculum was taught for several years, as a 4-unit finance education course at two universities
  • Each of the 11 lessons contains a workbook summarizing the contents and formulas, summarized from the course textbook: “Financial Analysis with Microsoft Excel”
Financial Modeling Workshop
  • This Workshop was taught as a 6-hour seminar to undergraduate finance students
  • It is an abridged version of the Finance Class, and includes a companion workbook, which contains a sample financial model and a few exercises using Excel’s analysis tools
Strategic Planning Templates
  • The ExcelModels Analytical Framework is a concise summary of the building blocks used in creating a financial model
  • SWOT stands for “Strengths, Weaknesses, Opportunities, and Threats”
  • The Porter Five Forces considers Suppliers, Customers, Competitors, Entrants, and Substitutes
Excel Tutorial
  • This Excel Modeling workbook is a beginner’s look at how to use Excel.

 

RECOMMENDED READING

Financial principles, formulas, and concepts

TITLE
SUMMARY
CATEGORY
AUTHOR

So you want to be a Certified Financial Analyst?
Corporate Finance
Bl 11/30/12

The DNA of finance
Corporate Finance
Bl

Safety and Income at a Reasonable Price
Personal Finance
Kyith

10 things experts look at when evaluating the economy
Economics
MSNBC 4/1/03

How can we can we maintain China’s desire for U.S. debt?
Economics
AEI 1/29/12

When someone mentions charts, walk away.
Personal Finance
Motley Fool 11/14/12

Explanation and examples of MTM accounting
Corporate Finance
SB

Should lottery winners take the lump-sum payout?
Finance
SB

What would 1929 and 1987’s crashes look like today?
Finance
SB