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MY TEACHING

FIN302: PERSONAL FINANCE

This course is an introductory course in corporate finance. It stresses the modern fundamentals of corporate financial decision making with special reference to investment, financing and financial markets. While building upon introductory courses in accounting, economics and quantitative analysis, the course develops distinctive conceptual frameworks and specialized tools for solving real world financial problems at both the individual and corporate level. The course is a blend of theory and practice. While diligent practice will make you competent in financial techniques, a good grasp of theory will help students think systematically about ways to solve a problem for which no existing technique is suitable or available. Particular emphasis is placed upon stock valuation, bond valuation, capital budgeting, and financial markets. These fundamentals of finance are used in personal money management and in decision-making by business firms. The main topics to be covered in this course are (i) discount cash flow framework (ii) stock valuation and bond valuation (iii) capital budgeting analysis (iv) risk, return, and the market (v) raising capital. We will discuss the latest financial news and headlines including global financial news, economic policies that are relevant to this course  at various times in the second half of the semester. Only through a genuine understanding of current and past events are we able to look forward with perspective, better preparing us for what may or may not happen.  At the end of the semester, one guest speaker from industry will be invited to deliver on-site talks. The intention of the invited talk is to provide students exposure to the most current focus of financial practitioners. 

VIEW MOST RECENT COURSE MATERIAL

FIN355: CORPORATE FINANCE

​​​FIN355 - CORPORATE FINANCE:

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Anchor teaching eval

Personal Finance addresses money-related decision making for individuals and families. Intended for students with any background, this introductory course provides the fundamentals and underlying principles of personal finance. Instruction provides a comprehensive review in the areas of cash management and consumer credit; investment basics, including stocks, bonds, and mutual funds; housing and other consumer decisions; insurance; legal protection; retirement planning; funding educational expenses; and estate planning. Students learn the essentials of financial planning so they can make informed decisions regarding their personal finances and long-term financial security. Participants leave the class with a thorough understanding of planning techniques and a step-by-step approach for putting these techniques into action. Upon successful completion of this course, students should be able to: 1. demonstrate an understanding of the basic personal finance concepts and tools, including time value of money, planning process, and financial statements, Understand the concept of borrowing, calculate finance costs; 2. understand the concept of investing, including human capital investment and investing financial capital among asset classes with regard to liquidity, risk, and return; 3. understand the concept of borrowing, calculate finance costs, and recognize the role of credit; 4. demonstrate the ability to identify, assess, and manage risk.

FIN459-FINANCIAL MODELING

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*All the Jupyter Notebook file (.IPYNB) will be distributed via Canvas

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  • Syllabus  (PDF)

  • Introduction (PDF)

  • PYTHON & JupyterNotebook Setup (PDF)

  • Anaconda Starter Guide (PDF)

  • Jupyter Notebook / Jupyter Lab Cheatsheet (PDF)

  • A comprehensive guide to Python data analysis (PDF)

  • Working Environment, Data Visualization, and Common data source 

  • Basic data management

  • Financial Forecasting

  • Forecasting with Time Series Methods 

  • Stock valuation models and implementation

  • Bond valuation models and interest rate risk measurement

  • Numpy, Pandas, Scipy, Matplotlib, Statsmodels

  • CAPM and Factor Models

  • Decision under Uncertainty 

  • Option: Contingent Claim Valuation (PDF) 

  • Decission Tree (Code)

  • Measuring Investment Risks (Code)

  • Portfolio Analysis (Code)

  • Portfolio Allocation and Markowitz Portfolio Optimization (Code)

  • Tensorflow and Keras (Code)

  • Implementation on AWS Sagemaker (Link)

  • Invited GUEST SPEAKER - Applied Financial Modeling: A Guide to Current Practice (PDF)

  • Course extension - Quant Financial Economics with Python by Thomas J. Sargent and John Stachurski (Link)

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FIN459: FINANCIAL MODELING IN PYTHON

(course introduction)

The primary objective of this course is to “marry” FIN352 Investment Management and FIN359 Quantitative Finance with practice and provide you with the skillsets required to create and capture value as financial decision-makers. You should develop the ability to use finance concepts to solve practical finance problems.  The course emphasizes the development of practical insights rather than theoretical frameworks. We will augment and refine the analytical tools covered in investment and corporate finance and learn how to apply value-based management modeling techniques to a broad set of business decisions.  We will further explore a number of concepts, including stock valuation, fixed income securities, risk and return, capital budgeting, and portfolio analysis, Monte Carlo simulation, etc.  This course will be implemented in Python & JupyterNotebook (or Jupyter Lab) environment. Therefore, in addition to learning and applying finance concepts, you will also improve and refine your computer skills.  This course takes a general management perspective on finance, focusing on the activities chief financial officers perform. It intends to expose you to what these activities are, to engage you in rich discussions about the key considerations behind fundamental choices financial managers face, to teach you financial decision-making processes that firms often use, and to hone your financial judgment abilities. Each semester, 1-2 guest speakers from industry will be invited to deliver on-site talks. The intention of the invited talks is to provide students exposure to the most current focus of financial practitioners. 

FIN302 Personal Finance

 

  • Syllabus (PDF)

  • Overview of Financial Planning (PDF)

  • Personal Financial Planning Process and Time Value - Part 1 (PDF)

  • Personal Financial Planning Process and Time Value - Part 2 (PDF)

  • Financial Aspects of Career Planning (PDF)

  • Budgeting and Personal Financial Statements (PDF)

  • Tax Planning Process (PDF)

  • Financial Service, Financial Institutions, and FinTech (PDF)

  • How Fintech Is Revolutionizing Financial Services (PDF)

  • The Importance of Financial Literacy in the Age of E-Finance (PDF)

  • FinTech Can Help Increase Financial Literacy (PDF)

  • Personal FinTech (PDF)

  • Consumer Credit (PDF)

  • Real Estate Planning Part 1 (PDF)

  • Real Estate Planning Part 2  (PDF)

  • Insurance Fundamentals (PDF)

  • Investing decisions - an overview (PDF)

  • Equity investment - Stocks (PDF)

  • Fixed-income investment - Bonds (PDF)

  • [Important] Jump out of the box - Behavioral Aspects of financial planning  (PDF)

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