VSFS:B_FAP Enterprise Financial Analysis - Course Information
B_FAP Enterprise Financial Analysis
University of Finance and AdministrationWinter 2012
- Extent and Intensity
- 2/1. 5 credit(s). Recommended Type of Completion: zk (examination). Other types of completion: z (credit).
- Guaranteed by
- Ing. Jana Kotěšovcová, Ph.D.
Department of Economics and Management – Departments – University of Finance and Administration
Contact Person: Ing. Mgr. Dina Riegerová - Prerequisites
- Passing of the course B_PF_Al Corporate finance A1 and Accounting B_Uc_A1.
- Course Enrolment Limitations
- The course is also offered to the students of the fields other than those the course is directly associated with.
- fields of study / plans the course is directly associated with
- Business Management and Corporate Finance (programme VSFS, B-EKM) (2)
- Course objectives
- After completing the course, students should be able to evaluate the financial situation of the company on the basis of information from the annual reports and will be understand what are weak and the strengths of financial health, what is the performance of the enterprise, its liquidity, capital structure and activity. Student will be be able to handle the analysis of society, which is looking for a convenient way of financing their activities, whether in the form of funding or emissions of shares. After passing the course the Student will be familiar with the methodological device indicators of financial analysis and will know what indicators best use for the situation. On the basis of the established facts about the financial health of the company, students should be able to propose appropriate measures to improve problem areas.
- Syllabus
- The content of the lectures: 1. The function, and steps of financial analysis 2. Sources of data for financial analysis 3. The methods of the financial analysis 4. The horizontal and vertical indicators 5. The difference indicators - Working capital, EVA, MVA 6. Ratios - Profitability ratios and likvidity7. 7. Ratios - activities and capital structure 8. Indicators of capital market 9. Pyramidal decomposition of the indicator of profitability, 10. Bankruptcy models - Altman, Index Neumaiers, 11. Creditworthy models - Argenti scóre, Kralick quick test, Grunwald model, Aspect of the Global Rating model 12. IC evaluation methods
- Literature
- required literature
- KISLINGEROVÁ, E.; HNILICA, J. 2008. Finanční analýza: krok za krokem. Praha: C.H.Beck, 2008.
- recommended literature
- SEDLÁČEK, J. 2007. Finanční analýza podniku. Brno: Computer Press, 2007.
- HOLEČKOVÁ, J., Finanční analýza firmy. Praha: ASPI, 2008.
- KNÁPKOVÁ, A.; PAVELKOVÁ, D., Finanční analýza – komplexní průvodce s příklady. Praha: Grada Publishing, 2010.
- Teaching methods
- Type of course: lectures, exercises (full-time students), managed by the consultations on the basis of distance support (combined studies), full-time study-75% mandatory participation in the exercises, the combined student independent work by spacer support with one tutorial
- Assessment methods
- Full-time study-case studies during the semester and seminar work on financial analysis of a particular company, including its presentation. Distance study - draw up of pots, at the end of the course test to perform the financial analysis of a particular enterprise on the basis of the financial statements. The way to the end of the course: the course is completed the credit and exam.
- Language of instruction
- Czech
- Follow-Up Courses
- Further comments (probably available only in Czech)
- Information on completion of the course: ISP
The course can also be completed outside the examination period.
Note related to how often the course is taught: Kombinace 2 hod. prezenční a 10 hod. distanční výuky.
General note: 0.
Information on the extent and intensity of the course: 12 hodin KS/semestr.
- Enrolment Statistics (Winter 2012, recent)
- Permalink: https://is.vsfs.cz/course/vsfs/winter2012/B_FAP