OPF:FINNPFPR Financial Planning and Budgeti - Course Information

FINNPFPR Financial Planning and Budgeting

Extent and Intensity

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

Teacher(s)

doc. Ing. Petra Růčková, Ph.D. (lecturer)
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

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, N_HOSPOL)
• Business Economics in Trade and Services (programme OPF, N_EKOMAN)
• Marketing and Management (programme OPF, N_EKOMAN)
• Accounting and Taxes (programme OPF, N_EKOMAN)
• Public Economy and Administration (programme OPF, N_HOSPOL)

Course objectives

Course objectives: The course acquaints students with the basic theoretical pieces of knowledge of financial planning and budgeting. The course objective is to acquaint the students with positives and problems of assembling of firms' financial plan. The course acquaints students with methods of evaluation of investment, assignment of planning cash flow and evaluation of financial resources for firms' financial policy.

Syllabus

• 1. Firm's financial plan
  2. Methods of financial planning
  3. Strategic planning I.
  4. Strategic planning II.
  5. Short term planning
  6. Operating planning
  7. Methods of evaluation of investments
  8. Planning cash flow
  9. Resources of firm's financing
  10. Planning Income statement
  11. Planning Balance Sheet
  12. Case study I.
  13. Case study II.

Literature

required literature
• RŮČKOVÁ, P. Finanční analýza, metody, ukazatele a využití v praxi. 4. rozšířené vydání. Praha: Grada Publishing, 2011. ISBN 978-80-247-3916-8. 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
• GRÜNWALD, R., HOLEČKOVÁ, J. Finanční analýza a plánování podniku. Praha: EKOPRESS, 2007. ISBN 80-86929-26-2. info
• Brooker, J. Financial Planning Fundamentals. Toronto: CCH Canadian, 2006. ISBN 9781554961818. info
• RŮČKOVÁ, P. Finanční analýza. Distanční studijní opora. Karviná: OPF SU, 2005. ISBN 80-7248-299-8. info
• GREENWOOD, R. P. Handbook of Financial Planning and Control. London: Gower publishing, 2002. ISBN 9780566083723. info

recommended literature
• MAŘÍK, M. a kol. Metody oceňování podniku. Praha: Ekopress, 2007. ISBN 978-80629-32-3. info
• PETŘÍK, T. Ekonomické a finanční řízení firmy. Manažerské účetnictví v praxi. 1. vyd. Praha: Grada Publishing, 2005. ISBN 80-247-1046-3. info
• KISLINGEROVÁ, E., HNILICA, J. Finanční analýza: krok za krokem. 1. vyd. Praha: C. H. Beck, 2005. ISBN 80-7179-321-3. info
• KEASEY, K., THOMPSON, S., WRIGHT, M. Corporate Governance. Cornwall, 1999. ISBN 1-85898-871-3. 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

attendance in seminars 25 %, seminar paper, ongoing test, final written exam

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

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