Your grade will be based on the following assignments.
Participation (10%)
Participation is based on consistent class attendance and active engagement in in-class exercises. Students are expected to contribute to discussions, complete any in-class activities, and be present for the full duration of scheduled sessions. Missing class or skipping in-class work will impact the participation grade.
Homework and Modeling Assignments (25%)
There will be weekly homework or Excel modeling assignments throughout the semester, covering both conceptual understanding and hands-on modeling applications in Excel. Topics include quantitative methods, portfolio theory, and valuation techniques. Assignments are designed to reinforce lecture material, prepare you for the exams, and build skills necessary for the term project.
Due Dates: Typically one week after they are assigned.
Submission: Must be submitted via Canvas before the deadline.
Three Exams (15% each)
The exams are not cumulative and cover material from the last exam. They consist of two parts:
- In-Class Section (Closed Book): Administered during class time. Students may bring a personalized exam note sheet (note policy to be announced).
- Take-Home Section: Distributed after the in-class exam and due within a specified timeframe.
Term Project – Valuation Report (20%)
Students will complete a comprehensive equity valuation project either individually or in teams of up to three. Additional guidance and grading criteria will be provided.
Grading Breakdown
Assignments | Weight
Participation | 10%
Homework/Modeling Assignments | 25%
Exam 1 | 15%
Exam 2 | 15%
Exam 3 | 15%
Term Project (Excel Modeling & Report) | 20%
Your final letter grade will be assigned based on the following:
Letter Grade Scale
Letter Grade | Range
A | 100% to 93.33%
A- | < 93.33% to 90%
B+ | < 90% to 86.66%
B | < 86.66% to 83.33%
B- | < 83.33% to 80%
C+ | < 80% to 76.66%
C | < 76.66% to 73.33%
C- | < 73.33% to 70%
D+ | < 70% to 66.66%
D | < 66.66% to 63.33%
D- | < 63.33% to 60%
F | < 60% to 0%