Curriculum: Quantitative Financial Analysis

  • 1

    Unit 1: Project Economic Analysis (50 min)

    • Course Introduction and Welcome (7 min)

    • A Quick Course Overview of All Modules (15 min)

    • Overview of Advanced Applications in the Course (8 min)

    • Lesson Quiz

    • Financial Environment & Corporate Lifecycle (19 min)
  • 2

    Unit 2: Time Value of Money (60 min)

    • Time Value of Money (Present Value, Future Value, Rate of Return, Maturity, Annuities, Amortization) (20 min)

    • Hands-On Calculations in Excel (30 min)

    • Compounding Periods, Uneven Cash Flows, Full Year and Mid Year Discounting (10 min)
  • 3

    Unit 3: Interest and Discount Rate (45 min)

    • Weighted Average Cost of Capital (WACC) (14 min)

    • Discount Rates, Hurdle Rates, Required Rates of Return (8 min)

    • Hands-on Calculations in Excel: Beta and CAPM (6 min)

    • Hands-on Calculations in Excel: WACC (9 min)

    • Factors Affecting the Cost of Capital and Optimal Capital Structure (8 min)
  • 4

    Unit 4: Financial Statements Analysis (45 min)

    • Balance Sheet, Income Statement, Statement of Cash Flows (18 min)

    • Hands-on Calculations in Excel: Income Statement and Cash Flow Analysis (9 min)

    • Hands-on Calculations of Financial Ratios Analysis (10 min)

    • Limitations of Financial Statement Analysis & Project and Valuation Approaches (8 min)
  • 5

    Unit 5: Decision Analysis and Project Valuation (50 min)

    • Capital Budgeting Concepts (14 min)

    • Hands-on Calculations: NPV, IRR, ROI, MIRR, Payback, Discounted Payback (20 min)

    • Advanced Concept: Cash Flows, Terminal Values, Uneven Lifecycles (15 min)
  • 6

    Unit 6: Advanced Decision Analytics, Monte Carlo Simulation, Predictive Modeling (125 min)

    • Monte Carlo Theory (20 min)

    • Monte Carlo Simulation in Risk Simulator, Distributional Fitting, and Custom Distributions (26 min).mp4

    • Tornado Analysis, Sensitivity Analysis, Scenario Modeling, Overlay Charts, Segmentation, and Statistical Analysis (29 min)

    • Forecasting, Time-Series Analysis, JS Curves, Stochastic Processes (27 min)

    • Portfolio Optimization Theory and Application Overview (24 min)
  • 7

    Unit 7: Project Economics Analysis Toolkit (PEAT) (105 min)

    • PEAT Introduction (5 min)

    • Stochastic DCF in PEAT (25 min)

    • Stochastic Corporate Investment (10 min)

    • Basic Theory of Discounted Cash Flow (7 min)

    • Model Upload and Excel Reports (7 min)

    • Custom Worksheet and Discount Rates (4 min)

    • Model Analytics (4 min)

    • Stochastic Monte Carlo Simulation (10 min)

    • Options Strategies (3 min)

    • PEAT Forecasting (4 min)

    • Optimization Applications, Dashboards, and Reports (10 min)

    • Advanced Settings (15 min)
  • 8

    Unit 8: Strategic Flexibility in Capital Investments and Real Options (25 min)

    • Introduction to Real Options (9 min)

    • Business Case Examples (15 min)

Dr. Johnathan Mun, Ph.D.

👨‍⚖‍Chairman of IIPER (USA), CEO of Real Options Valuation, Inc. (USA), Chairman of OSL Analytics Academy (UK)

🏛 Professor at various universities globally and author of over 32 books and 13 patents. He is the founder, chairman, and CEO of Real Options Valuation, Inc. (ROV), a consulting, training, and software development firm specializing in strategic real options, financial valuation, Monte Carlo risk simulation, stochastic forecasting, optimization, decision analytics, business intelligence, healthcare analytics, enterprise risk management, project risk management, quantitative research methods, and risk analysis located in northern Silicon Valley, California. ROV has partners around the world including Argentina, Beijing, Chicago, China, Colombia, Ghana, Hong Kong, India, Italy, Japan, Malaysia, Mexico City, New York, Nigeria, Peru, Puerto Rico, Russia, Saudi Arabia, Shanghai, Singapore, Slovenia, South Africa, South Korea, Spain, United Kingdom, Venezuela, Zurich, and others. ROV also has a local office in Shanghai.

👨‍🎓 Ph.D. in Finance and Economics (Lehigh University, USA), MBA (Nova Southeastern University), BS in Physics and Biology (University of Miami).

👨‍🏫 He taught and consulted on a variety of real options, risk analysis, financial forecasting, project management, and financial valuation issues for more than 100 multinational firms (current and former clients include 3M, Airbus, Boeing, BP, Chevron Texaco, Cubic, Financial Accounting Standards Board, Fujitsu, GE, Goodyear, Microsoft, Motorola, Northrop Grumman, Pfizer, Timken, U.S. Department of Defense, U.S. Navy, Veritas, and many others).

📚 Research professor at the Naval Postgraduate School and visiting professor at various universities in Europe and USA.