2023
Financial Analysis
Name: Financial Analysis
Code: GES02326L
3 ECTS
Duration: 15 weeks/78 hours
Scientific Area:
Management
Teaching languages: Portuguese
Languages of tutoring support: Portuguese
Regime de Frequência: Presencial
Sustainable Development Goals
Learning Goals
OBJECTIVES:
- The purpose of this course is to prepare the students to use and interpret economic, financial and accounting information in financial analysis of firms.
- The course also provides the foundations for further courses in financial management and investments analysis.
SKILLS:
Intellectual Skills:
- Develop capacity of interpretation and critical analysis.
- Capacity for teamwork.
Practical Skills:
- Provide guidance and knowledge for the financial analysis of a firm.
Interpersonal Skills:
- Capacity for writing financial reports.
Instrumental Competencies:
- Understanding the financial situation and the sources of value creation of the firms.
- The purpose of this course is to prepare the students to use and interpret economic, financial and accounting information in financial analysis of firms.
- The course also provides the foundations for further courses in financial management and investments analysis.
SKILLS:
Intellectual Skills:
- Develop capacity of interpretation and critical analysis.
- Capacity for teamwork.
Practical Skills:
- Provide guidance and knowledge for the financial analysis of a firm.
Interpersonal Skills:
- Capacity for writing financial reports.
Instrumental Competencies:
- Understanding the financial situation and the sources of value creation of the firms.
Contents
Module 1 - The Function, Management and Financial Analysis
Module 2 - Financial and Accounting Information
Module 3 - Methods and Techniques of Financial Statement Analysis
Module 4 - Cash Flow Analysis
Module 5 - Diagnosing Profitability, Risk, Growth and Operational Efficiency
Module 2 - Financial and Accounting Information
Module 3 - Methods and Techniques of Financial Statement Analysis
Module 4 - Cash Flow Analysis
Module 5 - Diagnosing Profitability, Risk, Growth and Operational Efficiency
Teaching Methods
The teaching of the course follows a type of methodology of "step by step" where the information and communication technologies play a crucial part. The presentation and discussion of each point of the program will be accompanied by the practical accomplishment of exercises or cases, individually or in group. It is also intends to promote the obligatory systematic behaviour of obtaining extra information readings and consult bibliographical and to stimulate the reflection and the critic through the analysis and resolution of practical cases and the study of national firms.
In implementing this project is of particular relevance the availability of access to key financial sites and databases of firms.
The valuation rules adopted in this course follow the general rule of the University and meet the specific requirements imposed by the Management Department. Thus, students can opt for:
- Continuous Assessment: A working group and two written tests.
- Examination: Written proof.
In implementing this project is of particular relevance the availability of access to key financial sites and databases of firms.
The valuation rules adopted in this course follow the general rule of the University and meet the specific requirements imposed by the Management Department. Thus, students can opt for:
- Continuous Assessment: A working group and two written tests.
- Examination: Written proof.
Teaching Staff
