Wharton Business and Financial Modeling Capstone

This module provides an introduction to fundamental quantitative modeling, common functions, and spreadsheet navigation. Participants will gain insight into the uses of models in practice and mathematical functions, essential for constructing data models and making informed business decisions.

• Introduction to fundamental quantitative modeling and common functions
• Insight into the uses of models in practice and mathematical functions
• Essential spreadsheet navigation and crafting formulas
• Hands-on activities and quizzes to reinforce learning

This module delves into steps 1 and 2, focusing on utilizing Yahoo Finance for constructing data models. Participants will learn about optimization models, data visualization, and close price versus adjusted close price, essential for identifying opportunities and minimizing risks.

• Utilizing Yahoo Finance for constructing data models
• Optimization models and data visualization for informed decision-making
• Understanding close price versus adjusted close price
• Hands-on activities and quizzes to reinforce learning

This module focuses on creating an optimal risky portfolio on the efficient frontier, introducing linear models, optimization, and linear programming. Participants will explore managing investments, scenarios for optimizing under high uncertainty, and efficient frontier, crucial for minimizing risks and maximizing success.

• Creating an optimal risky portfolio on the efficient frontier
• Introduction to linear models, optimization, and linear programming
• Managing investments and scenarios for optimizing under high uncertainty
• Hands-on activities and quizzes to reinforce learning

This module offers an optional exercise using CAPM tables, with a focus on regression models, correlation, and the Capital Asset Pricing Model (CAPM). Participants will gain insights into the use of regression models and the application of CAPM, essential for making informed business decisions.

• Optional exercise using CAPM tables for informed decision-making
• Exploration of regression models and correlation
• Insight into the Capital Asset Pricing Model (CAPM)
• Hands-on activities and quizzes to reinforce learning

This final module focuses on creating asset allocation and the culmination of the course with a professional PowerPoint presentation. Participants will apply their newly acquired skills to structure and present a recommended business strategy, incorporating data analysis from quantitative models and decision-making skills.

• Creating asset allocation and final presentation
• Application of newly acquired skills for structuring and presenting a recommended business strategy
• Professional-quality PowerPoint presentation incorporating data analysis
• Hands-on activities and quizzes to reinforce learning