School: Business and Law

This unit information may be updated and amended immediately prior to semester. To ensure you have the correct outline, please check it again at the beginning of semester.

Your unit may be subject to government or third party COVID-19 vaccination requirements. Please consider this before enrolling in this unit, and speak with the unit coordinator if this raises any concerns.

  • Unit Title

    Financial Analysis and Modelling
  • Unit Code

    ECF6130
  • Year

    2022
  • Enrolment Period

    1
  • Version

    3
  • Credit Points

    20
  • Full Year Unit

    N
  • Mode of Delivery

    On Campus
    Online
  • Unit Coordinator

    Dr Ghialy Choy Lee YAP

Description

This is a capstone unit for the Master of Finance and Banking where students apply prior learned knowledge of investment finance, corporate finance, financial market instruments, economic theory and financial statement analysis to build adaptive financial models and make recommendations to investor clients. Students will also conduct extensive research on companies and academic literature in the area, in order to model and test theories using real-time financial market and economic data. The unit will develop advanced Excel skills, which are highly desired by employers. Students will consider the architecture and design of financial models, user interface, error handling and model flexibility. This is a demonstrated unit, where students apply a high level of critical thinking and technical skills to solve authentic business problems. In addition, students must demonstrate effective communication and teamwork skills in order to produce high-quality and insightful outputs for clients in the financial services area.

Prerequisite Rule

Students must have completed 120 credit points in L98 - Master of Finance and Banking.

Learning Outcomes

On completion of this unit students should be able to:

  1. Build complex and adaptive financial models to solve problems for clients.
  2. Synthesise financial knowledge to analyse companies and make investment recommendations.
  3. Produce a contemporary research study using financial market data, drawing from financial theories and academic literature.
  4. Articulate findings of financial analysis and recommendations persuasively, individually and as a team in both oral and written formats, to specialist and non-specialist audiences.

Unit Content

  1. Introduction to financial analysis and modelling using Excel
  2. Valuation of shares and leverage analysis
  3. Risk and what-if analysis.
  4. Proforma financial statements modelling, leverage analysis, and cash flow forecasting.
  5. Regression analysis.
  6. Simulation.
  7. Financial risk analysis.

Learning Experience

ON-CAMPUS

Students will attend on campus classes as well as engage in learning activities through ECU's LMS

JoondalupMount LawleySouth West (Bunbury)
Semester 113 x 3 hour seminarNot OfferedNot Offered

For more information see the Semester Timetable

ONLINE

Students will engage in learning experiences via ECU’s LMS as well as additional ECU learning technologies

Additional Learning Experience Information

Unit delivery is aimed at developing advanced capabilities to conceive, design, build and test financial models using Excel. This unit assumes students have prior knowledge of seminal financial theories and applications, and will build on this prior learning. The learning process will require students to work effectively in teams to generate ideas to solve complex financial problems and build financial models while reflecting on processes and assumptions. Students will also be required to access real-time financial market and economic data, from sources such as Thomson Reuters Eikon, and the Australian Bureau of Statistics (ABS).

Assessment

GS1 GRADING SCHEMA 1 Used for standard coursework units

Students please note: The marks and grades received by students on assessments may be subject to further moderation. All marks and grades are to be considered provisional until endorsed by the relevant School Progression Panel.

ON CAMPUS
TypeDescriptionValue
ProjectWritten group project30%
VivaResearch paper interview20%
JournalIndividual journal reflections and team processes 20%
AssignmentIndividual research paper30%
ONLINE
TypeDescriptionValue
ProjectWritten group project30%
VivaResearch paper interview20%
JournalIndividual journal reflections and team processes20%
AssignmentIndividual research paper30%

Disability Standards for Education (Commonwealth 2005)

For the purposes of considering a request for Reasonable Adjustments under the Disability Standards for Education (Commonwealth 2005), inherent requirements for this subject are articulated in the Unit Description, Learning Outcomes and Assessment Requirements of this entry. The University is dedicated to provide support to those with special requirements. Further details on the support for students with disabilities or medical conditions can be found at the Access and Inclusion website.

Academic Integrity

Integrity is a core value at Edith Cowan University, and it is expected that ECU students complete their assessment tasks honestly and with acknowledgement of other people's work. This means that assessment tasks must be completed individually (unless it is an authorised group assessment task) and any sources used must be referenced.

Breaches of academic integrity can include:

Plagiarism

Copying the words, ideas or creative works of other people, without referencing in accordance with stated University requirements. Students need to seek approval from the Unit Coordinator within the first week of study if they intend to use some of their previous work in an assessment task (self-plagiarism).

Unauthorised collaboration (collusion)

Working with other students and submitting the same or substantially similar work or portions of work when an individual submission was required. This includes students knowingly providing others with copies of their own work to use in the same or similar assessment task(s).

Contract cheating

Organising a friend, a family member, another student or an external person or organisation (e.g. through an online website) to complete or substantially edit or refine part or all of an assessment task(s) on their behalf.

Cheating in an exam

Using or having access to unauthorised materials in an exam or test.

Serious outcomes may be imposed if a student is found to have committed one of these breaches, up to and including expulsion from the University for repeated or serious acts.

ECU's policies and more information about academic integrity can be found on the student academic integrity website.

All commencing ECU students are required to complete the Academic Integrity Module.

Assessment Extension

In some circumstances, Students may apply to their Unit Coordinator to extend the due date of their Assessment Task(s) in accordance with ECU's Assessment, Examination and Moderation Procedures - for more information visit https://askus2.ecu.edu.au/s/article/000001386.

Special Consideration

Students may apply for Special Consideration in respect of a final unit grade, where their achievement was affected by Exceptional Circumstances as set out in the Assessment, Examination and Moderation Procedures - for more information visit https://askus2.ecu.edu.au/s/article/000003318.

ECF6130|3|1

School: Business and Law

This unit information may be updated and amended immediately prior to semester. To ensure you have the correct outline, please check it again at the beginning of semester.

Your unit may be subject to government or third party COVID-19 vaccination requirements. Please consider this before enrolling in this unit, and speak with the unit coordinator if this raises any concerns.

  • Unit Title

    Financial Analysis and Modelling
  • Unit Code

    ECF6130
  • Year

    2022
  • Enrolment Period

    2
  • Version

    3
  • Credit Points

    20
  • Full Year Unit

    N
  • Mode of Delivery

    On Campus
    Online
  • Unit Coordinator

    Dr Ghialy Choy Lee YAP

Description

This is a capstone unit for the Master of Finance and Banking where students apply prior learned knowledge of investment finance, corporate finance, financial market instruments, economic theory and financial statement analysis to build adaptive financial models and make recommendations to investor clients. Students will also conduct extensive research on companies and academic literature in the area, in order to model and test theories using real-time financial market and economic data. The unit will develop advanced Excel skills, which are highly desired by employers. Students will consider the architecture and design of financial models, user interface, error handling and model flexibility. This is a demonstrated unit, where students apply a high level of critical thinking and technical skills to solve authentic business problems. In addition, students must demonstrate effective communication and teamwork skills in order to produce high-quality and insightful outputs for clients in the financial services area.

Prerequisite Rule

Students must have completed 120 credit points in L98 - Master of Finance and Banking.

Learning Outcomes

On completion of this unit students should be able to:

  1. Build complex and adaptive financial models to solve problems for clients.
  2. Synthesise financial knowledge to analyse companies and make investment recommendations.
  3. Produce a contemporary research study using financial market data, drawing from financial theories and academic literature.
  4. Articulate findings of financial analysis and recommendations persuasively, individually and as a team in both oral and written formats, to specialist and non-specialist audiences.

Unit Content

  1. Introduction to financial analysis and modelling using Excel
  2. Valuation of shares and leverage analysis
  3. Risk and what-if analysis.
  4. Proforma financial statements modelling, leverage analysis, and cash flow forecasting.
  5. Regression analysis.
  6. Simulation.
  7. Financial risk analysis.

Learning Experience

ON-CAMPUS

Students will attend on campus classes as well as engage in learning activities through ECU's LMS

JoondalupMount LawleySouth West (Bunbury)
Semester 113 x 3 hour seminarNot OfferedNot Offered

For more information see the Semester Timetable

ONLINE

Students will engage in learning experiences via ECU’s LMS as well as additional ECU learning technologies

Additional Learning Experience Information

Unit delivery is aimed at developing advanced capabilities to conceive, design, build and test financial models using Excel. This unit assumes students have prior knowledge of seminal financial theories and applications, and will build on this prior learning. The learning process will require students to work effectively in teams to generate ideas to solve complex financial problems and build financial models while reflecting on processes and assumptions. Students will also be required to access real-time financial market and economic data, from sources such as Thomson Reuters Eikon, and the Australian Bureau of Statistics (ABS).

Assessment

GS1 GRADING SCHEMA 1 Used for standard coursework units

Students please note: The marks and grades received by students on assessments may be subject to further moderation. All marks and grades are to be considered provisional until endorsed by the relevant School Progression Panel.

ON CAMPUS
TypeDescriptionValue
ProjectWritten group project30%
VivaResearch paper interview20%
JournalIndividual journal reflections and team processes 20%
AssignmentIndividual research paper30%
ONLINE
TypeDescriptionValue
ProjectWritten group project30%
VivaResearch paper interview20%
JournalIndividual journal reflections and team processes20%
AssignmentIndividual research paper30%

Disability Standards for Education (Commonwealth 2005)

For the purposes of considering a request for Reasonable Adjustments under the Disability Standards for Education (Commonwealth 2005), inherent requirements for this subject are articulated in the Unit Description, Learning Outcomes and Assessment Requirements of this entry. The University is dedicated to provide support to those with special requirements. Further details on the support for students with disabilities or medical conditions can be found at the Access and Inclusion website.

Academic Integrity

Integrity is a core value at Edith Cowan University, and it is expected that ECU students complete their assessment tasks honestly and with acknowledgement of other people's work. This means that assessment tasks must be completed individually (unless it is an authorised group assessment task) and any sources used must be referenced.

Breaches of academic integrity can include:

Plagiarism

Copying the words, ideas or creative works of other people, without referencing in accordance with stated University requirements. Students need to seek approval from the Unit Coordinator within the first week of study if they intend to use some of their previous work in an assessment task (self-plagiarism).

Unauthorised collaboration (collusion)

Working with other students and submitting the same or substantially similar work or portions of work when an individual submission was required. This includes students knowingly providing others with copies of their own work to use in the same or similar assessment task(s).

Contract cheating

Organising a friend, a family member, another student or an external person or organisation (e.g. through an online website) to complete or substantially edit or refine part or all of an assessment task(s) on their behalf.

Cheating in an exam

Using or having access to unauthorised materials in an exam or test.

Serious outcomes may be imposed if a student is found to have committed one of these breaches, up to and including expulsion from the University for repeated or serious acts.

ECU's policies and more information about academic integrity can be found on the student academic integrity website.

All commencing ECU students are required to complete the Academic Integrity Module.

Assessment Extension

In some circumstances, Students may apply to their Unit Coordinator to extend the due date of their Assessment Task(s) in accordance with ECU's Assessment, Examination and Moderation Procedures - for more information visit https://askus2.ecu.edu.au/s/article/000001386.

Special Consideration

Students may apply for Special Consideration in respect of a final unit grade, where their achievement was affected by Exceptional Circumstances as set out in the Assessment, Examination and Moderation Procedures - for more information visit https://askus2.ecu.edu.au/s/article/000003318.

ECF6130|3|2