| 授業名 | Business Analysis |
|---|---|
| Course Title | Business Analysis |
| 担当教員 Instructor Name | Tal Mofkadi |
| 授業形態 Class Type | 講義 Regular course |
| 授業形式 Class Format | Live Virtual |
| 単位 Credits | 2 |
| 言語 Language | EN |
| 科目区分 Course Category | 基礎科目100系 / Basic |
| 学位 Degree | MSc in Management |
| 開講情報 Terms / Location | 2021 GSM Nagoya Spring |
| コード Couse Code | GLP155_G21N |
授業の概要 Course Overview
Mission Statementとの関係性 / Connection to our Mission Statement
This course aims to improve your ability to build sophisticated financial models using Excel (the principle tool of the finance profession). We will stress the integration of financial and accounting principles and their implementation in Excel. You should bring a laptop to class — here will be lots of interactive learning!
More specifically, we will cover two main topics: portfolio theory and corporate valuation.
More specifically, we will cover two main topics: portfolio theory and corporate valuation.
授業の目的（意義） / Importance of this course
A good manager must know how to:
* Perform a good analysis.
* Make good financial decisions.
* Enable you to cultivate self-awareness through the full participation of open, intimate small-group and class discussions and the reflective exercises you must complete.
* Translate a business situation to a financial model, and analyze the sensitivity of the results to your assumptions.
* Perform a good analysis.
* Make good financial decisions.
* Enable you to cultivate self-awareness through the full participation of open, intimate small-group and class discussions and the reflective exercises you must complete.
* Translate a business situation to a financial model, and analyze the sensitivity of the results to your assumptions.
学修到達目標 / Achievement Goal
By the end of the course, you will be able to:
• Create design and analyze financial models in excel.
• Extract the efficient frontier and optimize asset allocation.
• Understand how to value a business and spot the key value drivers.
• Create design and analyze financial models in excel.
• Extract the efficient frontier and optimize asset allocation.
• Understand how to value a business and spot the key value drivers.
本授業の該当ラーニングゴール Learning Goals
*本学の教育ミッションを具現化する形で設定されています。
LG1 Critical Thinking
LG4 Effective Communication
LG6 Innovative Leadership (MBA)
LG7 Global Perspective (GLP)
LG4 Effective Communication
LG6 Innovative Leadership (MBA)
LG7 Global Perspective (GLP)
受講後得られる具体的スキルや知識 Learning Outcomes
By the end of the course, you will be able to:
• Create design and analyze financial models in excel.
• Extract the efficient frontier and optimize asset allocation.
• Understand how to value a business and spot the key value drivers.
• Create design and analyze financial models in excel.
• Extract the efficient frontier and optimize asset allocation.
• Understand how to value a business and spot the key value drivers.
SDGsとの関連性 Relevance to Sustainable Development Goals
Goal 4 質の高い教育をみんなに（Quality Education）
教育手法 Teaching Method
| 教育手法 Teaching Method | % of Course Time | |
|---|---|---|
| インプット型 Traditional | 50 % | |
| 参加者中心型 Participant-Centered Learning | ケースメソッド Case Method | 40 % |
| フィールドメソッド Field Method | 10 % | 合計 Total | 100 % |
事前学修と事後学修の内容、レポート、課題に対するフィードバック方法 Pre- and Post-Course Learning, Report, Feedback methods
There are 3 or 4 HW assignments. Assignment will be allocated after each class and is due for the next class. Please make sure you free up the time for them.
Submission is done electronically through Google Classroom. Since we are going to discuss the HW assignment in class, late submission will not be accepted.
There will also be a final examination at the end of the class on last day
Submission method： soft copy.
Submission is done electronically through Google Classroom. Since we are going to discuss the HW assignment in class, late submission will not be accepted.
There will also be a final examination at the end of the class on last day
Submission method： soft copy.
授業スケジュール Course Schedule
第1日（Day1）
Analysis opportunities and creating a Business plan. The integration between financial analysis and negotiations.(FM chapter 3+4)
●使用するケース
PlanetTran第2日（Day2）
Diving in financial business plan analysis.Technical topics: Data tables in Excel
(FM chapter 3+4)
●使用するケース
EnergyGel第3日（Day3）
Portfolio choice• Efficient portfolio theorems
• Constructing efficient portfolios
In class exercise: constructing efficient portfolios
●使用するケース
2-Asset portfolio construction第4日（Day4）
Portfolio choice (Cont.)• Efficient portfolio theorems
• Constructing efficient portfolios
●使用するケース
n-asset portfolois成績評価方法 Evaluation Criteria
*成績は下記該当項目を基に決定されます。
*クラス貢献度合計はコールドコールと授業内での挙手発言の合算値です。
*クラス貢献度合計はコールドコールと授業内での挙手発言の合算値です。
| 講師用内規準拠 Method of Assessment | Weights |
|---|---|
| コールドコール Cold Call | 5 % |
| 授業内での挙手発言 Class Contribution | 10 % |
| クラス貢献度合計 Class Contribution Total | 15 % |
| 予習レポート Preparation Report | 0 % |
| 小テスト Quizzes / Tests | 0 % |
| シミュレーション成績 Simulation | 0 % |
| ケース試験 Case Exam | 15 % |
| 最終レポート Final Report | 0 % |
| 期末試験 Final Exam | 70 % |
| 参加者による相互評価 Peer Assessment | 0 % |
| 合計 Total | 100 % |
評価の留意事項 Notes on Evaluation Criteria
The final exam will be done on your laptop.教科書 Textbook
- Benninga and Mofkadi「Principles of Finance with Excel」Oxford University Press（2017）9780190296384
- Benninga「Financial Modeling」MIT press（2014）9780262027281
参考文献・資料 Additional Readings and Resource
Will be published on Google Classroom
授業調査に対するコメント Comment on Course Evaluation
The course is very intensive, students who had basic background in finance and invested the required efforts, succeeded with distinction. However, those who lagged behind found the course too hard and too intensive. I have been teaching this class in NUCB for 5 years and the average grade is always “normal” and is equivalent to ~80-85. Unfortunately, there are typically 1-2 fails.