Loading...

Course Description

Delving deep into financial analysis helps businesses understand current and past performance, predict future performance and  make smarter overall decisions. This course helps you master the fundamentals of finance using Excel using common built-in functions, charts and other useful tools. Increase your financial skills by creating and understanding financial statements, performance evaluations, forecasting, valuation, capital budgeting and modern portfolio theory. An educational background in finance or accounting, plus intermediate Excel knowledge, is highly recommended. 

 

Course Outline

1. Introduction to Excel 2019

2. The Basic Financial Statements

3. The Cash Budget

4. Financial Statement Analysis Tools

5. Financial Forecasting

6. Break-Even and Leverage Analysis

7. The Time Value of Money

8. Common Stock Valuation

9. Bond Valuation

10. The Cost of Capital

11. Capital Budgeting

12. Risk and Capital budgeting

13. Portfolio Statistics and Diversification

14. Writing User-Defined Functions with VBA

15. Analyzing Datasets with Tables and Pivot Tables

 

Learner Outcomes

Objectives - 

Upon completion of this course students will be able to:

  • Demonstrate advanced spreadsheet techniques and tools in a financial context
  • Be proficient in using complex Excel formulas instead of a calculator to master corporate finance concepts and practices
  • Perform complex case scenario analysis and build financial models

Notes

Method of Instruction - Classroom lecture and computer labs.

Evaluation - Case scenario projects

Textbook Required

 

Loading...
Enroll Now - Select a section to enroll in
Section Title
Financial Analysis: Forecasting and Modeling with Excel
FIS ID
350162
Section Schedule
Feb 03, 2026 to Mar 24, 2026
Type
Discussion / Lecture
Days
T, Th
Time
6:00PM to 9:00PM
Dates
Feb 03, 2026 to Mar 05, 2026
Type
Discussion / Lecture
Days
T, Th
Time
6:00PM to 9:00PM
Dates
Mar 17, 2026 to Mar 24, 2026
Schedule and Location
View Details
Contact Hours
39.0
Location
  • Central Campus / CPCC
Delivery Options
CLASS  
Course Fee(s)
Tuition non-credit $750.00
Additional Fee(s)
CAPS Fee $12.00 Mandatory
CEUs
3.9 CEUs
Drop Request Deadline
Feb 02, 2026
Transfer Request Deadline
Feb 02, 2026
Instructors
  • Matthew Njoku
Section Notes

Ensure you have completed the first two steps before your first day of class. 

  1. A Textbook is required the first day of class.
  2. Using Activator to Activate Your Network Account Activating your CPCC email allows you to register for Handshake, which is the next step in advancing your career as a student. 
  3. Accessing your CPCC Email  
  4. Brightspace Help (Brightspace will become accessible on the first day of your class).
  5. Continuing Education Refund Policy 

There is also the Wells Fargo Scholarship which is a partial scholarship used to pay for tuition and or fees for qualified applicants.

Section Materials
  • Textbook (Mandatory) Financial Analysis with Microsoft Excel 2019 Cengage 9th edition ISBN 9780357442050
Required fields are indicated by .