Course Development Team
Head of Programme : Dr Tan Chong Hui
Course Developer(s) : Dr Lo Swee Won
Technical Writer : Wong Ling Ming, ETP
© 2020
... [Show More] Singapore University of Social Sciences. All rights reserved.
No part of this material may be reproduced in any form or by any means without
permission in writing from the Educational Technology & Production, Singapore
University of Social Sciences.
ISBN 978-981-48-7349-9
Educational Technology & Production
Singapore University of Social Sciences
463 Clementi Road
Singapore 599494
How to cite this Study Guide (APA):
Lo, S. W. (2020). FIN205 Data technologies for financial modelling (study guide). Singapore:
Singapore University of Social Sciences.
Release V1.0
Build S1.0.5, T1.5.21
Table of Contents
Table of Contents
Course Guide
1. Welcome.................................................................................................................. CG-2
2. Course Description and Aims............................................................................ CG-3
3. Learning Outcomes.............................................................................................. CG-5
4. Learning Material................................................................................................. CG-6
5. Assessment Overview.......................................................................................... CG-7
6. Course Schedule.................................................................................................. CG-10
7. Learning Mode.................................................................................................... CG-11
Study Unit 1: Introduction to Financial Modelling
Learning Outcomes................................................................................................. SU1-2
Overview................................................................................................................... SU1-3
Chapter 1: Financial modelling............................................................................. SU1-4
Chapter 2: Finance fundamentals.......................................................................... SU1-8
Chapter 3: Financial modelling covered in this course.................................... SU1-15
References............................................................................................................... SU1-38
Study Unit 2: Financial Statement Analysis
Learning Outcomes................................................................................................. SU2-2
Overview................................................................................................................... SU2-3
Chapter 1: Financial statement.............................................................................. SU2-4
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Table of Contents
Chapter 2: Financial statement analysis............................................................. SU2-17
Chapter 3: Using Excel to do financial statement analysis.............................. SU2-24
References............................................................................................................... SU2-25
Study Unit 3: Time Value of Money
Learning Outcomes................................................................................................. SU3-2
Overview................................................................................................................... SU3-3
Chapter 1: Basics of the time value of money..................................................... SU3-4
Chapter 2: Investment and project valuation.................................................... SU3-11
References............................................................................................................... SU3-17
Study Unit 4: Financial Investment and Asset Valuation
Learning Outcomes................................................................................................. SU4-2
Overview................................................................................................................... SU4-3
Chapter 1: Basics of financial investments.......................................................... SU4-4
Chapter 2: Investment classes................................................................................ SU4-7
References............................................................................................................... SU4-29
Study Unit 5: Financial Planning and Portfolio Management
Learning Outcomes................................................................................................. SU5-2
Overview................................................................................................................... SU5-3
Chapter 1: Financial planning................................................................................ SU5-4
Chapter 2: Portfolio management....................................................................... SU5-13
References............................................................................................................... SU5-19
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Table of Contents
Study Unit 6: Advanced Topics
Learning Outcomes................................................................................................. SU6-2
Overview................................................................................................................... SU6-3
Chapter 1: Supplementary fundamental models in finance............................. SU6-4
Chapter 2: Concepts and basics of data technology......................................... SU6-10
References............................................................................................................... SU6-15
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Table of Contents
iv
Course
Guide
Data Technologies for Financial
Modelling
FIN205 Course Guide
1. Welcome
Welcome to the course FIN205 Data Technologies for Financial Modelling, a 5 credit unit (CU)
course.
This Study Guide will be your personal learning resource to take you through the course
learning journey. The guide is divided into two main sections – the Course Guide and
Study Units.
The Course Guide describes the structure for the entire course and provides you with an
overview of the Study Units. It serves as a roadmap of the different learning components
within the course. This Course Guide contains important information regarding the
course learning outcomes, learning materials and resources, assessment breakdown and
additional course information [Show Less]