2025

Financial Calculation Tools

Name: Financial Calculation Tools
Code: GES14893L
3 ECTS
Duration: 15 weeks/78 hours
Scientific Area: Management

Teaching languages: Portuguese
Languages of tutoring support: Portuguese, English
Regime de Frequência: Presencial

Sustainable Development Goals

Learning Goals

The fundamental objective of this Curricular Unit is to introduce students to the main concepts and methods inherent to financial calculation.
OBJECTIVES:
O1. To understand the financial operations of short, medium and long-term;
O2. To understand concepts and procedures for solving financial problems;
O3. To learn, analyze and interpret the results and to make recommendations for solving financial problems; and,
O4. To learn a set of useful concepts and procedures in the process of financial decision making.

Contents

1. Introduction
2. Equivalence regimes and interest rates
3. Financial operations of short run
4. Ordinary annuities
5. Medium and long-term financial operations

Teaching Methods

M1. Structured presentation of short-term, medium-term and long-term financial operations;
M2. Illustration of concepts through questions;
M3. Processing through exercises and applications from other areas of management and economics;
M4. Checking the level of acquisition of the subject during the semester by solving exercises; and,
M5. Assessment through frequent tests and exams.

Assessment

In accordance with the provisions of the Academic Regulations of the University of Évora (RAUE) and respecting the rules in force in the Management Department, students may opt for the mixed assessment or final assessment regime.

In the mixed assessment regime, students will have to attend at least 75% of face-to-face sessions and take two continuous assessment tests, each with a weight of 50% in the final grade. Students cannot obtain a grade lower than 7 points.
In the exam assessment system, a single assessment test is carried out with a weighting of 100%.