Course Description and Outline
CPD 152: Financial Analysis with Excel
Pre-requisite: CPD 151, BUSI 121, or an equivalent background in the mathematics of financial analysis as it relates to real estate.
This two lesson course outlines how the Microsoft Excel spreadsheet program may be used to structure and solve real estate financial analysis problems. The course begins with an orientation to Microsoft Excel, outlining its features and financial analysis functions. The second lesson illustrates how to structure spreadsheets to answer complex real estate scenarios, such as discounted cash flow investment analysis and reserve fund studies. The course will emphasize the use of dynamic spreadsheet analysis to facilitate "what if" scenario testing.
- LESSON 1: Introduction to Excel – Orientation and Tools
Instructor's Comments
Introduction to Spreadsheets
Excel Formulas (Functions)
Additional Tips and Tricks for Better Use of Excel
Summary
Review and Discussion Questions
- LESSON 2: Financial Applications of Excel
Instructor's Comments
Amortization Schedule
Discounted Cash Flow Analysis
Reserve Fund Planning
Summary
Review and Discussion Questions
- AFTERWORD: The Final Quiz
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