VŠTE:S_FIA Financial analysis - Course Information
S_FIA Financial analysis
Institute of Technology and Business in České Budějovicewinter 2018
- 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. Pavel Rousek, Ph.D.
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: Tue 13:05–14:35 N011, P. Rousek
- Prerequisites
- FORMA(P) && MAX_PREZENCNICH(35)
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
- 1. Students will become acquainted with the concept of financial analysis, and with the fact who are the users of financial analysis. 2. The student will become acquainted from what data the necessary information for financial analysis is obtained. 3. The student become acquainted with the basic techniques, methods and objectives that are used in financial analysis. 4. The student understands the performance analysis and will be able to calculate the profit and the value of the contribution of capital. 5. The student will be able to understand and calculate the company's financial risks. 6. The student will be able to calculate the cash flows and analyze them in terms of performance. 7. The student will be able to analyze the development of the financial situation of a company by means of a horizontal one analysis, vertical analysis and time comparison of ratios. 8. The student will understand the bankruptcy models and will be able to calculate them for the prediction financial distress. 9. Student will be able to calculate and assess the financial health of the company using credit models. 10. Student will be able to calculate stock market indices and economic added value. 11. The student will understand how strategic management is related to financial planning. 12. Student will understand the specifics of long-term financial planning. 13. Student will understand the specifics of short-term financial planning.
- Syllabus
- 1. Subject and concept of financial analysis, users of financial analysis 2. Sources of financial analysis information 3. Techniques and methods of financial analysis, basic objectives and areas of financial analysis 4. Analysis of performance according to accounting standards 5. Financial Position Analysis 6. Cash flow analysis 7. Financial situation and financial behavior 8. Prediction of financial distress and takeover 9. Bonity and financial health 10. Performance analysis based on market benchmarks 11. Strategic management and planning 12. Long-term financial planning 13. Short-term financial planning
- 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
Activities Number of Hours of Study Workload Daily Study Combined Study Preparation for presentation 26 27 Preparation for Lectures 10 Preparation for Seminars, Exercises, Tutorial 16 28 Preparation for the Final Test 52 85 Attendance on Lectures 26 Attendance on Seminars/Exercises/Tutorial/Excursion 26 16 Total: 156 156 - Assessment Methods and Assesment Rate
- Test – final 70 %
Presentation 30 % - Exam conditions
- Presentation: maximum 30 %.
Test: maximum 70 %.
Successful graduates of the course have to get totally at least 70 points: A 100 – 90, B 89,99 – 84, C 83,99 – 77, D 76,99 – 73, E 72,99 – 70, FX 69,99 – 30, F 29,99 - 0.
- Language of instruction
- English
- Further comments (probably available only in Czech)
- General note: Erasmus.
- Enrolment Statistics (winter 2018, recent)
- Permalink: https://is.vstecb.cz/course/vste/winter2018/S_FIA