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After completing the mini-classes and workshops, students have the opportunity to use a growing number of self-paced tutorials. With two monitors at each workstation, students can access the tutorials and financial technologies simultaneously. Each tutorial is comprised of three distinct sections: a description of the functionality (and primary uses) of the software or data feed; an application of the resource, such as screening for investment worthy securities in FactSet Universal Screener or conducting sensitivity analysis using Crystal Ball; and interpretation of the data acquired.
Interview Research Tutorial
An extremely important part of the interview process is gathering information about the company that one is interviewing with to appear knowledgeable about that firm. The Interview Research tutorial offered in the Trading Room prepares students for interviews by teaching them to use a variety of different resources in order to gather key pieces of information. Some of the information that is available to students would be company information, industry information, product/service offerings, promotion techniques and much more. In order for the students to access this information a number of programs will be utilized along with a number of other on-campus resources. Software that is available to students for use during this process includes Thomson One Analytics, FactSet, Bloomberg as well as many others.
The first course in the General Business core curriculum is GB101 which allows students to take a look at every aspect of starting and running a company. This tutorial, through a step by step process, will allow the students to analyze a company from an industry standpoint and then dive deeper into the specific components of the company. When looking at a specific company, through the use of such programs as FactSet and Reuters, students are able to look at the structure and strategy of a company, analyze the company’s financials and much more.
The second level of the General Business core curriculum introduces students to the fundamentals of accounting and accounting principles. Throughout the course, students learn the basics of financial statement analysis. This tutorial utilizes FactSet to fully examine a company through fundamental analysis. Students will analyze companies by researching financial statements, news, and other company data. Along with FactSet, students will access professional opinions and earnings estimates through the Thomson One Analytics software. The knowledge gained through this tutorial will help determine reasoning for buying, holding, or selling their assigned company.
The third level of the General Business core curriculum focuses on the fundamentals of financial reporting. Different accounting models, transaction analytics, and accounting information systems are introduced. This tutorial, through the use of FactSet and Microsoft Excel, allows students to search for a company, its competitors and all current and historic financial statements. Competitors can be selected using pre-made models or through the discretion of the students own criteria. Along with financial statements, students have access to broker details as well as past and current estimates for the company. Students are able to view a company’s financials as reported to the SEC as well as in the common size format for comparison purposes.
The fourth level of the General Business core curriculum allows students to adopt a company as its own and see first hand the impact of the financial, operational and marketing aspects of running a business. The course emphasizes the creation and delivery of value to the customer through the process of determining the needs and wants of the target customer group. This tutorial is designed to help the student find and download historical ratios for a company, its main competitors and the industry that it falls in. Using FactSet as the main search platform, students will be shown how to find a company’s competitors and then customize FactSet to find the desired comparable ratios.
FI 305 serves as a bridge between courses in accounting and finance. Several intermediate accounting topics are covered first, followed by an examination of approaches to analyzing financial statement data. The course then provides an overview of valuation, with an application to the valuation of financial securities.
FI 320 is the second of a two course sequence that allows students to dive deeper in to the markets of equities, bonds and options. Through the use of FactSet, Bloomberg and Microsoft Excel students will learn how to choose securities based on universe and statistical parameters. They will then calculate key statistics based on this new portfolio (such as Beta) to see how the relationship of the portfolios components work with each other and if reallocation (or weighting) is needed.