FAP – 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: MSFinance@fau.edu