OPF:FIUBPFAN Financial Analysis - Course Information

FIUBPFAN Financial Analysis

Extent and Intensity

1/2/0. 5 credit(s). Type of Completion: zk (examination).

Teacher(s)

doc. Ing. Petra Růčková, Ph.D. (lecturer)
Ing. Tomáš Heryán, Ph.D. (seminar tutor)
Ing. Michaela Roubíčková, Ph.D. (seminar tutor)
doc. Ing. Petra Růčková, Ph.D. (seminar tutor)

Guaranteed by

doc. Ing. Petra Růčková, Ph.D.
Department of Finance and Accounting – School of Business Administration in Karvina
Contact Person: Ing. Irena Szarowská, Ph.D., MPA

Prerequisites

None

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

• Banking (programme OPF, B_HOSPOL)
• Economy of Tourism (programme OPF, B_EKOMAN)
• Business Economics in Trade and Services (programme OPF, B_EKOMAN)
• Marketing and Management (programme OPF, B_EKOMAN)
• Logistics Management (programme OPF, B_EKOMAN)
• Accounting and Taxes (programme OPF, B_EKOMAN)

Course objectives

The course acquaints students with the basic theoretical pieces of knowledge of financial analysis. The course objective is to acquaint the students with problems of evaluation of firm's financial situation not only level one firm and so in dependences on position of firm in relevant branch. The course elucidates position of financial analysis in framework of financial management of firm.

Syllabus

• 1. Introduction to financial analysis
  2. Methods of financial analysis
  3. Resources of data information for financial analysis - generally
  4. Financial statement - Balance sheet
  5. Income statement (profit and loss account) and cash flow statement
  6. Analysis of profitability
  7. Other indicators of ratio analysis
  8. Evaluation and comparison of indicators between different time periods for one company
  9. Evaluation and comparison of indicators between single company and its industry average
  10. Bankruptcy and creditworthy models
  11. Case study I.
  12. Case study II.
  13. Case study III.

Literature

required literature
• Růčková, P. Finanční analýza. Pro distanční formu studia. Karviná, 2014. ISBN 978-80-7510-024-5. info
• LUNDHOLM, R., SLOAN, R. Equity valuation and analysis. 2007. ISBN 007-310026-9. info
• PENMAN, H. S. Financial statement analysis and security valuation. New York, 2007. ISBN 007-125432-3. info
• RŮČKOVÁ, P. Finanční analýza, metody, ukazatele a využití v praxi. Praha: Grada Publishing, 2007. ISBN 978-80-247-1386-1. info
• GRÜNWALD, R., TERMER, T., HOLEČKOVÁ, J. Finanční analýza a plánování. Praha: VŠE, 1999. info

recommended literature
• KISLINGEROVÁ, E. a kol. Manažerské finance. Praha: C.H. Beck, 2004. ISBN 80-7179-802-9. info
• JINDŘICHOVSKÁ, I., BLAHA, Z. S. Podnikové finance. Praha: Management Press, 2001. info
• KEASEY, K., THOMPSON, S., WRIGHT, M. Corporate Governance. Cornwall, 1999. ISBN 1-85898-871-3. info
• KOVANICOVÁ, D., KOVANIC, P. Poklady skryté v účetnictví I. Praha: Polygon, 1998. info
• KOVANICOVÁ, D., KOVANIC, P. Poklady skryté v účetnictví II. Praha: Polygon, 1998. info
• WHITE, G., SONDHI, AC., FRIED, D. The Analysis and Use of Financial Statements. New York: John Wiley & sons, 1998. ISBN 0-471-11186-4. info
• KOLB, R W., RODRÍGUEZ, R J. Principles of Finance. Toronto, 1992. ISBN 0-669-27384-8. info

Teaching methods

Skills demonstration
Seminar classes

Assessment methods

Written exam

Language of instruction

Czech

Further comments (probably available only in Czech)

The course can also be completed outside the examination period.

Teacher's information

the ability to work with financial statements, the ability to evaluation of firm's position , the ability to work with internal and external data in context firm's position

Activity	Difficulty [h]
Ostatní studijní zátěž	66
Přednáška	26
Seminář	13
Zkouška	40
Summary	145

• Enrolment Statistics (Summer 2015, recent)
  
• Permalink: https://is.slu.cz/course/opf/summer2015/FIUBPFAN