Economic and Financial Analysis
Informacje ogólne
Kod przedmiotu: | 120031-D |
Kod Erasmus / ISCED: |
04.3
|
Nazwa przedmiotu: | Economic and Financial Analysis |
Jednostka: | Szkoła Główna Handlowa w Warszawie |
Grupy: |
Courses for GBI - bachelors Courses for GLO - bachelors Courses for MAN - bachelors Elective courses for GBI - bachelors Elective courses for GLO - bachelors Major courses for MAN - bachelors Przedmioty kierunkowe do wyboru SLLD-GBI Przedmioty kierunkowe do wyboru SLLD-GLO Przedmioty obowiązkowe na programie SLLD-LOG Przedmioty obowiązkowe na programie SLLD-ZAR |
Punkty ECTS i inne: |
3.00 (zmienne w czasie)
|
Język prowadzenia: | angielski |
Efekty uczenia się: |
Wiedza: Students know the structure of financial statements and understand the information they contain. Students know how to calculate and measure free cash flows. Students know how to evaluate the liquidity and credit quality of a company and methods of costing techniques (total costs and marginal cost). Students understand sustainability reports. Umiejętności: 1. Students can acquire information from different sources which is necessary for performing financial and economic analysis of the company. 2. Students can interpret different measures concerning the assets and liabilities of a company. 3. Students can assess the company's liquidity and credit quality. 4. Students should be able to carry out on his/her own the comprehensive analysis of financial situation of a given company. 5. Students can assess the company's commitment to sustainable practices. Kompetencje społeczne: Students are prepared to work in financial departments and units of different enterprises and institutions as financial analysts. They understand the need for continuous education in this area Students are prepared to work as holistic analysts, considering financial and sustainability metrics. |
Zajęcia w cyklu "Preferencje - Semestr letni 2024/25" (jeszcze nie rozpoczęty)
Okres: | 2025-02-15 - 2025-09-30 |
Przejdź do planu
PN WT ŚR CZ PT |
Typ zajęć: |
Zajęcia prowadzącego
|
|
Koordynatorzy: | (brak danych) | |
Prowadzący grup: | Marcin Gospodarowicz, Alina Szypulewska-Porczyńska, Emil Ślązak | |
Lista studentów: | (nie masz dostępu) | |
Zaliczenie: |
Przedmiot -
Ocena
Zajęcia prowadzącego - Ocena |
Zajęcia w cyklu "Semestr letni 2024/25" (jeszcze nie rozpoczęty)
Okres: | 2025-02-15 - 2025-09-30 |
Przejdź do planu
PN WT ŚR CZ PT |
Typ zajęć: |
Wykład, 30 godzin
|
|
Koordynatorzy: | (brak danych) | |
Prowadzący grup: | (brak danych) | |
Lista studentów: | (nie masz dostępu) | |
Zaliczenie: |
Przedmiot -
Ocena
Wykład - Ocena |
|
Skrócony opis: |
1. Providing students with a robust understanding of financial and economic analysis, integrating traditional and sustainability-focused practices at the firm level. 2. Imparting knowledge about free cash flow calculation methods. 3. Providing students with the knowledge of liquidity and credit quality analysis. 4. Offering insights into costing techniques. 5. Enhancing students? analytical skills with case studies. |
|
Pełny opis: |
This course aims to equip students with a comprehensive understanding of the principles and practices of financial and economic analysis. Topics encompass traditional financial metrics (analysis of financial statements, analysis of liquidity, analysis of the creditworthiness of a company, analysis of break-even points, leverage, etc.) and ESG performance. |
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Literatura: |
Literatura podstawowa: Gibson, H.C., Financial Analysis and Reporting, Thompson Analytics, 2004. Jonathan Berk & Peter DeMarzo: Corporate Finance - 5th Global Edition, Pearson, 2019 Literatura uzupełniająca: Angelo Corelli Analytical Corporate Finance, Springer, 2019. Gospodarowicz Marcin & Emil Ślązak: Corporate Financial Analysis, SGH, 2015. European Commission website on Sustainable finance at https://finance.ec.europa.eu/sustainable-finance_en, including EU Finance podcast - Episode 3 - The one about Sustainable Investment at https://www.youtube.com/watch?v=eDD8wert528&list=PLEFN857evR6_98TlMWdtjPq64Z1ljl2ng&index=9 International Federation of Accountants (2015), Accounting for Sustainability, https://www.ifac.org/_flysystem/azure-private/publications/files/IFACJ3441_Accounting_for_sustainability_FINALWEB.pdf. |
|
Uwagi: |
Kryteria oceniania: egzamin testowy: 99.00% studia przypadków: 1.00% |
Zajęcia w cyklu "Semestr zimowy 2024/25" (w trakcie)
Okres: | 2024-10-01 - 2025-02-14 |
Przejdź do planu
PN WT ŚR CZ WYK
PT |
Typ zajęć: |
Wykład, 30 godzin
|
|
Koordynatorzy: | (brak danych) | |
Prowadzący grup: | Emil Ślązak | |
Lista studentów: | (nie masz dostępu) | |
Zaliczenie: |
Przedmiot -
Ocena
Wykład - Ocena |
|
Skrócony opis: |
1. Providing students with a robust understanding of financial and economic analysis, integrating traditional and sustainability-focused practices at the firm level. 2. Imparting knowledge about free cash flow calculation methods. 3. Providing students with the knowledge of liquidity and credit quality analysis. 4. Offering insights into costing techniques. 5. Enhancing students? analytical skills with case studies. |
|
Pełny opis: |
This course aims to equip students with a comprehensive understanding of the principles and practices of financial and economic analysis. Topics encompass traditional financial metrics (analysis of financial statements, analysis of liquidity, analysis of the creditworthiness of a company, analysis of break-even points, leverage, etc.) and ESG performance. |
|
Literatura: |
Literatura podstawowa: Gibson, H.C., Financial Analysis and Reporting, Thompson Analytics, 2004. Jonathan Berk & Peter DeMarzo: Corporate Finance - 5th Global Edition, Pearson, 2019 Literatura uzupełniająca: Angelo Corelli Analytical Corporate Finance, Springer, 2019. Gospodarowicz Marcin & Emil Ślązak: Corporate Financial Analysis, SGH, 2015. European Commission website on Sustainable finance at https://finance.ec.europa.eu/sustainable-finance_en, including EU Finance podcast - Episode 3 - The one about Sustainable Investment at https://www.youtube.com/watch?v=eDD8wert528&list=PLEFN857evR6_98TlMWdtjPq64Z1ljl2ng&index=9 International Federation of Accountants (2015), Accounting for Sustainability, https://www.ifac.org/_flysystem/azure-private/publications/files/IFACJ3441_Accounting_for_sustainability_FINALWEB.pdf. |
|
Uwagi: |
Kryteria oceniania: egzamin testowy: 99.00% studia przypadków: 1.00% |
Zajęcia w cyklu "Semestr letni 2023/24" (zakończony)
Okres: | 2024-02-24 - 2024-09-30 |
Przejdź do planu
PN WT ŚR CZ PT WYK
|
Typ zajęć: |
Wykład, 30 godzin
|
|
Koordynatorzy: | (brak danych) | |
Prowadzący grup: | Marcin Gospodarowicz, Emil Ślązak | |
Lista studentów: | (nie masz dostępu) | |
Zaliczenie: |
Przedmiot -
Ocena
Wykład - Ocena |
|
Skrócony opis: |
There are five main objectives for this course: - to provide students with a good understanding of the scope and function of financial analysis at the firm level; - to provide students with the knowledge of free cash flow calculations methods; - to provide students with the knowledge of liquidity and credit quality analysis; - to provide students with the knowledge of costing techniques; - case studies will develop skills to analyse companies. |
|
Pełny opis: |
This course is intended to provide students with a working knowledge of the principles and practices of financial analysis. The course will survey the major topics concerning financial analysis of an enterprise, including: analysis of financial statements, analysis of liquidity, analysis of creditworthiness of a company, analysis of break even points and leverage, summary analysis with two case studies. |
|
Literatura: |
Literatura podstawowa: Gibson, H.C., Financial Analysis and Reporting, Thompson Analytics, 2004. Literatura uzupełniająca: Britton A., Jorissen A., David Alexander D., International Financial Reporting and Analysis, Cengage Learning EMEA, 2011. |
|
Uwagi: |
Kryteria oceniania: egzamin testowy: 100.00% |
Zajęcia w cyklu "Semestr zimowy 2023/24" (zakończony)
Okres: | 2023-10-01 - 2024-02-23 |
Przejdź do planu
PN WT WYK
ŚR WYK
CZ PT |
Typ zajęć: |
Wykład, 30 godzin
|
|
Koordynatorzy: | (brak danych) | |
Prowadzący grup: | Marcin Gospodarowicz, Alina Szypulewska-Porczyńska, Emil Ślązak | |
Lista studentów: | (nie masz dostępu) | |
Zaliczenie: |
Przedmiot -
Ocena
Wykład - Ocena |
|
Skrócony opis: |
There are five main objectives for this course: - to provide students with a good understanding of the scope and function of financial analysis at the firm level; - to provide students with the knowledge of free cash flow calculations methods; - to provide students with the knowledge of liquidity and credit quality analysis; - to provide students with the knowledge of costing techniques; - case studies will develop skills to analyse companies. |
|
Pełny opis: |
This course is intended to provide students with a working knowledge of the principles and practices of financial analysis. The course will survey the major topics concerning financial analysis of an enterprise, including: analysis of financial statements, analysis of liquidity, analysis of creditworthiness of a company, analysis of break even points and leverage, summary analysis with two case studies. |
|
Literatura: |
Literatura podstawowa: Gibson, H.C., Financial Analysis and Reporting, Thompson Analytics, 2004. Literatura uzupełniająca: Britton A., Jorissen A., David Alexander D., International Financial Reporting and Analysis, Cengage Learning EMEA, 2011. |
|
Uwagi: |
Kryteria oceniania: egzamin testowy: 100.00% |
Właścicielem praw autorskich jest Szkoła Główna Handlowa w Warszawie.