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Financial Analysis

Informacje ogólne

Kod przedmiotu: WZ.IEZ-Z/dbfm/II2/FA Kod Erasmus / ISCED: (brak danych) / (brak danych)
Nazwa przedmiotu: Financial Analysis
Jednostka: Instytut Ekonomii, Finansów i Zarządzania
Grupy: Przedmioty obowiązkowe dla II roku Business and Finance Management - II st. sta. sem. letni
Punkty ECTS i inne: 4.00
Język prowadzenia: angielski

Zajęcia w cyklu "Semestr letni 2018/2019" (zakończony)

Okres: 2019-02-23 - 2019-06-14
Wybrany podział planu:


powiększ
zobacz plan zajęć
Typ zajęć: Konwersatorium, 30 godzin więcej informacji
Koordynatorzy: Maciej Grodzicki
Prowadzący grup: Maciej Grodzicki
Lista studentów: (nie masz dostępu)
Zaliczenie: Przedmiot - Zaliczenie na ocenę
Cele kształcenia:

The purpose of the course is to teach the students the basic analytical skills related to reading and evaluating the financial position of a company with the use of: financial statements, knowledge of the industry and information about the firm strategy. This course concentrates on the practical application of financial statement analysis, and teaches the students to formulate recommendations for business decisions.

Efekty kształcenia:

She knows specialized methods of analysis of financial statements of enterprises - K_W12 (3)

She knows the contemporary concepts of analyzing the market position of the company - K_W13 (2)

Is able to employ the company's financial performance measures in the management processes - K_U08 (3)

Is prepared for independent and team-work designing and conducting scientific research using various sources of information in the field of financial statement and market position analysis - K_K07 (3)


Wymagania wstępne:

Financial Accounting, statistics

Forma i warunki zaliczenia:

• Evaluation based on: final quiz (40 pts) and a group assignment (financial report) (60 pts)

• pass conditions: obtaining at least 51 pts in total and participation in classes (2 absences permissible)


Metody sprawdzania i kryteria oceny efektów kształcenia uzyskanych przez studentów:

Attainment of knowledge and analytical skills by the students will be evaluated, firstly, by means of weekly in-class activities (team-work supervised by the lecturer). Preparation of a financial report (in groups) and the final quiz will serve to assess the final progress of the students.

Metody dydaktyczne:

Konwersatorium - różne metody

Bilans punktów ECTS:

4 pkt

Skrócony opis:

Introduction to financial statements, indicators of financial condition of a company, financial strategy analysis.

Pełny opis:

1. Financial statement overview (balance sheet and income statement overview, cash-flow and equity statements)

2. Purpose of financial analysis, data sources and techniques

3. Revenues and costs analysis

4. Evaluation of profitability and efficiency

5. Liquidity analysis

6. Evaluation of capital structure and solvency

7. Cash-flow analysis

8. Market position and strategy analysis

9. Strategy recommendations

10. Financial report preparation

Literatura:

Compulsory literature:

1. Online textbook: https://www.principlesofaccounting.com/

2. O.D. Bowlin, J.D. Martin, D.F. Scott. Guide to financial analysis, McGraw-Hill 1980.

3. Additional materials and articles distributed by the lecturer.

Zajęcia w cyklu "Semestr letni 2019/2020" (jeszcze nie rozpoczęty)

Okres: 2020-02-24 - 2020-06-14
Wybrany podział planu:


powiększ
zobacz plan zajęć
Typ zajęć: Konwersatorium, 30 godzin więcej informacji
Koordynatorzy: Maciej Grodzicki
Prowadzący grup: Maciej Grodzicki
Lista studentów: (nie masz dostępu)
Zaliczenie: Przedmiot - Zaliczenie na ocenę
Cele kształcenia:

The purpose of the course is to teach the students the basic analytical skills related to reading and evaluating the financial position of a company with the use of: financial statements, knowledge of the industry and information about the firm strategy. This course concentrates on the practical application of financial statement analysis, and teaches the students to formulate recommendations for business decisions.

Efekty kształcenia:

She knows specialized methods of analysis of financial statements of enterprises - K_W12 (3)

She knows the contemporary concepts of analyzing the market position of the company - K_W13 (2)

Is able to employ the company's financial performance measures in the management processes - K_U08 (3)

Is prepared for independent and team-work designing and conducting scientific research using various sources of information in the field of financial statement and market position analysis - K_K07 (3)


Wymagania wstępne:

Financial Accounting, statistics

Forma i warunki zaliczenia:

• Evaluation based on: final quiz (40 pts) and a group assignment (financial report) (60 pts)

• pass conditions: obtaining at least 51 pts in total and participation in classes (2 absences permissible)


Metody sprawdzania i kryteria oceny efektów kształcenia uzyskanych przez studentów:

Attainment of knowledge and analytical skills by the students will be evaluated, firstly, by means of weekly in-class activities (team-work supervised by the lecturer). Preparation of a financial report (in groups) and the final quiz will serve to assess the final progress of the students.

Metody dydaktyczne:

Konwersatorium - różne metody

Bilans punktów ECTS:

4 pkt

Skrócony opis:

Introduction to financial statements, indicators of financial condition of a company, financial strategy analysis.

Pełny opis:

1. Financial statement overview (balance sheet and income statement overview, cash-flow and equity statements)

2. Purpose of financial analysis, data sources and techniques

3. Revenues and costs analysis

4. Evaluation of profitability and efficiency

5. Liquidity analysis

6. Evaluation of capital structure and solvency

7. Cash-flow analysis

8. Market position and strategy analysis

9. Strategy recommendations

10. Financial report preparation

Literatura:

Compulsory literature:

1. Online textbook: https://www.principlesofaccounting.com/

2. O.D. Bowlin, J.D. Martin, D.F. Scott. Guide to financial analysis, McGraw-Hill 1980.

3. Additional materials and articles distributed by the lecturer.

Opisy przedmiotów w USOS i USOSweb są chronione prawem autorskim.
Właścicielem praw autorskich jest Uniwersytet Jagielloński w Krakowie.