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 in compliance with the rules in force at the Department of Management, students may choose between the continuous assessment system or the final assessment system.
In the continuous assessment system, students must attend at least 75% of the in-person sessions and complete two assessment tests. The first test will account for 55% of the final grade, and the second for 45%. In both tests, students may not obtain a grade lower than 7 points.
In the exam assessment system, a single assessment test is carried out with a weighting of 100%.