Advanced Financial Statement Analysis 1155-12-F22-0-AFSA

The course covers the advanced methods and tools which are used to analysis financial statements prepared by entities in in the current economic conditions.
The classes include the following issues:
1. Financial statements – W1
2. Preliminary analysis of financial statements – W1, U1, K1
3. Financial liquidity analysis – W1, U1, K1
4. Profitability analysis - W1, U1, K1
5. Debt analysis - W1, U1, K1
6. Efficiency analysis – W1, U1, K1
7. Cash flow analysis – W1, U1, K1
8. Specific problems of financial analysis – W1

Całkowity nakład pracy studenta

Total student working time: 5 points ECTS * 25 h = 125 h includes: 15 h - lecture 15 h - exercises 10 h - consultations 40 h - own work - preparation for classes 45 h - own work - preparation for the exam

Efekty uczenia się - wiedza

W1: Student knows the advanced tools for analyzing financial statements. - K_W04 (The graduate knows and understands modern financial analysis and forecasting methods and tools as well as their underlying regularities)

Efekty uczenia się - umiejętności

U1: Student is able to properly select and analyze reporting information. - K_U03 (The graduate is able to prepare the necessary information to be applied in decision-making processes)

Efekty uczenia się - kompetencje społeczne

K1: Student is able to proper evaluation relevant reporting information to solve of operational and decision-making problems. - K_K01 (The graduate has knowledge and skills enabling them to obtain information used to solve specific problems within Finance and Accounting and to specify their hierarchy in a relevant manner)

Metody dydaktyczne

traditional lecture, seminar lecture, Power Point presentation, case study analysis, discussion

Wymagania wstępne

Basics of corporate finance

Koordynatorzy przedmiotu

Jarosław Pawłowski

Kryteria oceniania

Written exam – W1
Excercises, project – U1
Class activities – K1

Assessment criteria:
< 0% - 50%) – 2
<50% - 60%) – 3
<60% - 70%) – 3,5,
<70% - 80%) – 4,
<80% - 90%) – 4,5
<90% - 100%> – 5

Praktyki zawodowe

not applicable

Literatura

Basic literature:
M. S. Fridson, F. Alvare, Financial Statement Analysis Workbook: A Practitioner's Guide, Wiley, 2011.
F. I. Lessambo, Financial Statements: Analysis and Reporting, Cham : Springer International Publishing, 2018.

Supplementary literature:
F. J. Fabozzi, P. Peterson Drake, Analysis of Financial Statements, Wiley, 2012.
S. H Penman, Financial Statement Analysis and Security Valuation, McGraw-Hill Education, 2012.

Więcej informacji

Dodatkowe informacje (np. o kalendarzu rejestracji, prowadzących zajęcia, lokalizacji i terminach zajęć) mogą być dostępne w serwisie USOSweb:

Strona przedmiotu 1155-12-F22-0-AFSA w USOSweb