Curriculum

 

 

Financial Analyst Program

I. Econometrics

  • Macro Factors and market impact (GDP, CPI, Consumer Confidence, Housing Starts, unemployment) etc.
  • Descriptive Statics: Mean, Median, Model
  • Regression Analysis
  • Trend Analysis
  • Seasonality
  • Moving Averages
  • Data Smoothing Techniques
  • Correlation, Variance, Covariance
  • Basic Hypothesis Testing: Type 1 Error, Type 2 Error
  • Bloomberg Assignment: TBA - Data Analytics

II. Financial Statement Analysis – Guest Speaker

  • Macro Factors and market impact (GDP, CPI, Consumer Confidence, Housing Starts, unemployment) etc.
  • Financial Statement Analysis: Balance Sheet, Income Statement, Cash Flow, Etc.
  • Financial Reports: 10Qs, 10Ks and 8Ks, Sec Regulation FD
  • Financial Ratios: EBIT and EBITDA, EV/EBITDA, etc.
  • Pro-Forma Forecasting: P/E. PEG, Free Cash Flow, Enterprise Value
  • Valuation: DCF, Relative Valuation, Multiples Financial Model design and development
  • CFA Global Investment Research Challenge
  • Bloomberg Assignment: TBA - Data Analytics

III. Assessing Management Performance – Shareholder Confidence Index

  • Macro Factors and market impact (GDP, CPI, Consumer Confidence, Housing Starts, unemployment) etc.
  • Management Performance: Insider Buying and Selling as a signal
  • Multiples: Industry vs. Sector, transaction premiums and leverage effects
  • CFA Global Investment Research Challenge
  • Financial Statement Analysis: Balance Sheet, Income Statement, Cash Flow, Etc.
  • Bloomberg Assignment: TBA- Data Analytics

IV. Strategy/Business Model Assessment - Guest Speaker

  • Macro Factors and market impact (GDP, CPI, Consumer Confidence, Housing Starts, unemployment) etc.
  • Financial Statement Analysis: Capital structure and Institutional Shareholder Ownership
  • CFA Global Investment Research Challenge
  • Bloomberg Assignment: TBA – Data Analytics

V. Industry Analysis: Cost Structure and Consolidation Dynamics and Competitive Landscape

  • Macro Factors and market impact (GDP, CPI, Consumer Confidence, Housing Starts, unemployment) etc.
  • Industry analysis, sector analysis and competitive behavior
  • CFA Global Investment Research Challenge

VI. Asset Allocation Models, Risk Return and Asset Bubbles, Alternative Investments: Hedge Funds and Private Equity Funds – Guest Speaker

  • Macro Factors and market impact (GDP, CPI, Consumer Confidence, Housing Starts, unemployment) etc.
  • Hedge fund structure and fund of hedge funds structure
  • Hedge fund strategies and hedge fund analytics
  • Private equity fund structure and transaction structure
  • CFA Global Investment Research Challenge

Contact Us

Mindy Puga
Admissions Coordinator
Phone: 561-297-4821
Email: pugam@fau.edu

Rainford Knight, PhD
Director, Trading Room
email: rknight2@fau.edu

Quick Links

Student Experience

Alex Heintz - Equity Analyst ProgramPlay Video

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