BUSINESS MODELLING WITH EXCEL IN ACCOUNTING - COURSE OUTLINE

Business modelling with Excel in Accounting - course outline

Date issued: May 23, 2017
Instructor:  Joseph, K.K. Ho


I. Course description
This programme aims to enable students to use EXCEL as a tool to create powerful spreadsheet models for analysis and presentation of financial/accounting data and business results. Students will learn the important features of Microsoft EXCEL from basic spreadsheet design and creation through formulas, functions, formatting, charts, multiple worksheets, “what-if” analysis and there quantitative analysis techniques.


II. Medium of instruction
Cantonese supplemented with English (course materials are prepared in English and course lectures are conducted in Cantonese).

III. Duration of workshop: total 48 hours.

IV. Venue: Sheung Mei House, Sheung Tak Estate, Tseung Kwan O.

V. Syllabus
1. Introduction of modelling design and practices
2. Basic Excel functions as model building blocks
2.1. Range naming and cell addressing
2.2. Excel formula with +, -, x, /, total, %, vlookup, and IF, etc.
2.3. Basic cell formatting functions and multiple worksheets usage
2.4. Basic statistical functions: average, standard deviation, maximum and minimum values, etc..
2.5. Excel financial functions:  annuity, future and present values, and internal rate of return
2.6. Chart construction with Excel
2.7. Audit Excel-based models
3. Advanced Excel functions for Accounting/ quantitative modelling
3.1. Scenario/ what-if analysis
3.2. Goal seeking
3.3. Forecasting
3.4. Linear programming
4. Modelling applications in Accounting: specific examples and hands-on practices
4.1. Financial statements construction and analysis
4.2. Budgeting and variance  analysis
4.3. Breakeven analysis
4.4. Target costing
4.5. Customer profitability analysis
4.6. Capital investment evaluation

VI. ASSESSMENT AND AWARD
Students are awarded the Certificate for Module if they can achieve 70% attendance rate and successfully complete the assessment (4 individual assignments, each  25 marks, on business modeling).



E-resource: https://www.facebook.com/groups/1442218825840072/


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