S_FIA Financial analysis

Institute of Technology and Business in České Budějovice
summer 2020
Extent and Intensity
2/2/0. 6 credit(s). Type of Completion: zk (examination).
Teacher(s)
Ing. Pavel Rousek, Ph.D. (seminar tutor)
Guaranteed by
Ing. Veronika Machová, Ph.D., MBA
School of Expertness and Valuation – Rector – Institute of Technology and Business in České Budějovice
Supplier department: School of Expertness and Valuation – Rector – Institute of Technology and Business in České Budějovice
Timetable of Seminar Groups
S_FIA/S01: Thu 8:00–9:30 N214, P. Rousek
Prerequisites
OBOR ( CAP )
Knowledge of financial management, business economics.
Course Enrolment Limitations
The course is offered to students of any study field.
Course objectives supported by learning outcomes
Students understand the principle of financial analysis and financial reporting. They are able to perform basic methods of financial analysis.
The aim of this course is to provide students with the essential knowledge of financial analysis and planning and basic skills of calculation and evaluation of economic indicators.
Learning outcomes
The graduate can define the concept of financial analysis. He knows the aim, methods, and classification of financial analysis. He is able to use financial analysis tools such as effectiveness and efficiency evaluation, labour productivity, ratio analysis, production analysis, financial health evaluation etc.
Syllabus
  • 1. Aims and main fields of financial analysis 2. Methods of financial analysis 3. Classification of economic indicators 4. Financial analysis of a company 5. evaluation of production effectiveness 6. Evaluation of production efficiency 7. Evaluation of fiscal assets efficiency 8. Short-term financing and working capital management 9. Evaluation of labour productivity and employment and development of wages 10. Expense to production ratio analysis 11. Scope and structure of production analysis 12. Rating and evaluation of financial health of an enterprise 13. Methods of planning and prognosis in financial analysis
Literature
    required literature
  • LEE, A. C., J. C. LEE and Ch. F. LEE. Financial analysis, planning and forecasting: Theory and Application. Hackensack: World Scientific Publishing, 2009. ISBN 978-981-270-608-9. info
    recommended literature
  • ELLIOT, B. a ELLIOT, J. Financial Accounting, Reporting and Analysis. Prentice Hall, 2006. ISBN 978-0-273-70253-5
Forms of Teaching
Lecture
Seminar
Tutorial
Consultation
Teaching Methods
Frontal Teaching
Brainstorming
Critical Thinking
Individual Work– Individual or Individualized Activity
Student Workload
ActivitiesNumber of Hours of Study Workload
Daily StudyCombined Study
Preparation for presentation2627
Preparation for Lectures10 
Preparation for Seminars, Exercises, Tutorial1628
Semester thesis5285
Attendance on Lectures26 
Attendance on Seminars/Exercises/Tutorial/Excursion2616
Total:156156
Assessment Methods and Assesment Rate
Essay 70 %
Elaboration 30 %
Exam conditions
Final test for 100 points, elaboration of a paper for 30 points / bonus points (3 tasks of 10 points - related to the course for the 1st to 6th week of teaching)) Students can obtain 100 points from the test and 30 bonus points.
Language of instruction
English
Further comments (probably available only in Czech)
General note: Erasmus.
The course is also listed under the following terms Summer 2016, winter 2016, summer 2017, winter 2018, summer 2019, winter 2019.
  • Enrolment Statistics (recent)
  • Permalink: https://is.vstecb.cz/course/vste/summer2020/S_FIA