This is a draft cheat sheet. It is a work in progress and is not finished yet.
The Four Basic Areas of Finance
Dimension |
Job Opportunities |
Corporate Finance |
NA |
Financial Institutions |
commercial loan officer, client advisor, credit analyst |
International Finance |
Portfolio managers and security analysts specialized in offshore firms |
Investments |
Stockbroker, portfolio manager, security/share analyst |
|
Business Organizations
Title |
No. of Owners |
Advantages |
Disadvantages |
Sole proprietorship |
1 |
Free to start, |
Unlimited liability |
Partnership |
2+ |
|
Unlimited liability, |
Corporation |
2+ |
Limited liability |
|
Time Value of Money
Variable |
Formula |
Excel Syntax |
Future Value |
FV=PV(1+R)t |
FV(rate,nper,pmt,[pv],[type]) |
Present Value |
Number of Periods |
Discount Rate |
|
|
Workshop Activities
|
Do managers' act in the shareholders' interest? Not necessarily. tbc
|
|
