OPF:FIUNPFPR Financial Planning and Budgeti - Course Information
FIUNPFPR Financial Planning and Budgeting
School of Business Administration in KarvinaWinter 2022
- Extent and Intensity
- 1/2/0. 5 credit(s). Type of Completion: zk (examination).
- Teacher(s)
- doc. Ing. Petra Růčková, Ph.D. (lecturer)
- 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 - Timetable
- Wed 10:35–11:20 B208
- Timetable of Seminar Groups:
- Prerequisites
- FAKULTA ( OPF ) && TYP_STUDIA ( N ) && FORMA ( P )
None - Course Enrolment Limitations
- The course is also offered to the students of the fields other than those the course is directly associated with.
The capacity limit for the course is 30 student(s).
Current registration and enrolment status: enrolled: 6/30, only registered: 0/30 - fields of study / plans the course is directly associated with
- there are 7 fields of study the course is directly associated with, display
- 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.
- 1. Firm's financial plan
- Literature
- required literature
- RŮČKOVÁ, Petra. Finanční plánování a rozpočtování (Financial planning and budgeting). Online. Karviná: Slezská univerzita v Opavě, Obchodně podnikatelská fakulta v Karviné, 2019. info
- 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
Activity Difficulty [h] Ostatní studijní zátěž 66 Přednáška 13 Seminář 26 Zkouška 40 Summary 145
- Enrolment Statistics (Winter 2022, recent)
- Permalink: https://is.slu.cz/course/opf/zima2022/FIUNPFPR