Company Valuation, a graphical approach DF2-221-I-M
This interactive tutorial describes in a very simple manner the four valuation methods: accounting method liquidation method discounting of cash flows and ratios. Using animations and graphs it shows what each of these methods measures focusing on the balance sheet.
The last section of this tutorial is an exercise where students have to apply the four valuation methods for a fictitious company. The objective is for them to see a graphical comparison of the different values obtained under each one of the methods.
This tutorial has been used successfully in undergraduate, graduate (in particular MBA, Masters in Finance and Masters in Management courses) and executive education level finance courses, both in online/blended and face-to-face formats.Academic Area:Finance
Famosa, Financial Restructuring DF1-187-I-M
This interactive case covers the financial restructuring of the company Famosa in 2009. During this year the company had trouble dealing with its debt and as such started negotiations with its creditors to alter terms and conditions to ensure its viability in the long run.
Students must analyze the state of the industry and the company and develop a new business plan detailing the new financial commitments in terms of interest payments.
The case targets graduate students of Advanced Financial Management, on the subject of project financing. The case may also be used in seminars on corporate finance or project financing.Academic Area:Finance
Islamic Finance DF2-216-I-M
Islamic finance is a tutorial that shows the main concepts and financial instruments used by Sharia-compliant Financial Institutions. This tutorial focuses on the main operations and contracts in the business environment but also shows through examples the Sukuk or Islamic bonds that continually attract more and more buyers.
The tutorial includes:
- A glossary of Arabic terms commonly used in Islamic finance and Sharia
- Flow diagrams to explain the contracts and flow of funds for the most common Islamic financial instruments
- Flow diagrams to explain the contracts and flow of Sukuk also referred to as Islamic Bonds
- A series of examples based on the application of Islamic financial instruments in different scenarios.Academic Area:Finance
Easy Energy DF1-183-I-M
Easy Energy is an interactive case focused on project finance. Students must consider the opportunity to invest in a solar panel installation from the points-of-view of the different stakeholders: the company the managers of the capital risk fund initiating the project the shareholders and possibly a co-investor. Finally they must make decisions regarding the launch of the project the debt structure and the inclusion of a co-investor.
Summaries of the data for the different options allow the student to easily see the effect of changing various parameters of the analysis. The case includes a comprehensive Excel spreadsheet that can be downloaded so that the calculations can be analyzed in depth and changes in the different parameters tested. The multimedia case also contains two screencast videos with commentary which explain the most important aspects of the spreadsheet.Academic Area:Finance
DANA: In the Footsteps of Khadijah al-Kubra. Women B … DF1-185-I
This case focuses on how Islamic banking, and especially women’s banking, has been evolving in recent years in Saudi Arabia and the UAE with banks created based on their religious and ethical principles. It explains the history of Islamic banking as well as how the banks function in order to be Shari’ah compliant. The case provides cultural insight into how the world of finance works in these countries where there are banks run by women with female customers in a family-like atmosphere. One of these is a branch for women created by ADIB called Dana. Through product innovation, it was created with specific products and services for women based on research and has been very successful. The case emphasizes how women are inspired by these banks for women and are able to be successful and fulfill their professional goals. It explains how women are in charge of their own money and how they have financial and decision-making power in their households as well as in the business world and goes into detail about how women are investors, financial managers, credit receivers and customers in these countries. Financial service providers in the West can draw useful lessons on how to adapt financial products to serve the needs of women.Academic Area:Finance
Investing with Talent DF2-123-I-M
This interactive tutorial demonstrates the concept of time value of money and how it is applied in the evaluation of investment opportunities. Two basic tools that rely on this concept the Net Present Value (NPV) and the Internal Rate of Return (IRR) are described and compared to each other and to some more intuitive alternative methods.
These numerical techniques are explained in an easily-understood visual manner through a series of interactive graphs and animations. Questions and numerical exercises throughout allow students to apply these concepts and reinforce the learning objectives.
This interactive tool has been designed to complement the paper based tutorial also included which provides a more in depth discussion of the concepts and their application.Academic Area:Finance
Accounting as a source of Information for financiers DF2-162-I
The general accounts are a useful tool for the company and are intended as a source of information. This information has to follow a set of rules and principles and must be recorded using the principle of double-entry bookkeeping. The finance department’s guiding principle is to "maximize the long-term economic value for shareholders." To generate economic value in the long term, the returns obtained from management of the assets in the normal course of business must exceed the financial cost of the resources funding them.
This technical note explains how concepts of accounting are particularly useful to obtain certain financial information. It talks about general accounting and its guiding principles, the profit and loss account, the balance sheet, accounting statements, liabilities, equity, assets, accounting records, depreciation, provisions, investment and financing decisions and finally cash flows, weighted average cost of capital and discounted cash flow.Academic Area:Financial Accounting | Finance
Optimal Capital Structure DF2-161-I-M
This interactive tutorial explains the concept of the optimal financial mix. Through animations interactive graphs and very simple exercises students will understand and apply this concept.
At the end of the tutorial a practical multimedia case is included where students must find the optimal financial mix for maximizing the value of the investment projects.Academic Area:Finance
Turrones del Mediterráneo (A) DF1-138-A-I-M
In this practical case students assume the role of Finance Manager of the Turrones del Mediterráneo company. Students will work through three sections completing the following tasks: the monthly forecasts of the profit and loss account and the balance sheet the analysis of the working capital and the preparation of the cash budget.
The three parts of this multimedia documentation can be studied individually or together in sequence. Each section contains downloadable Excel files with templates.Academic Area:Finance