Course: Financial Analysis

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Course title Financial Analysis
Course code KUF/YFA
Organizational form of instruction Lecture + Lesson
Level of course Bachelor
Year of study not specified
Semester Winter
Number of ECTS credits 4
Language of instruction English
Status of course unspecified
Form of instruction Face-to-face
Work placements This is not an internship
Recommended optional programme components None
Course availability The course is available to visiting students
Lecturer(s)
  • Zdeněk Radek, doc. Ing. Ph.D.
Course content
1. Field, main aims and users of financial analysis, data sources. 2. Techniques and methods of financial analysis. 3. Economic indicators and their classification. 4. Indices and differences of economic indicators. 5. Analysis of efficiency of a company. 6. Analysis of financial position of a company. 7. Analysis of cash flow and financial funds. 8. Analysis of market value indicators. 9. Financial distress and financial health of a company. 10. Break-even point analysis.

Learning activities and teaching methods
Monologic (reading, lecture, briefing), E-learning, Individual preparation for exam
  • Preparation for credit - 28 hours per semester
  • Preparation for exam - 28 hours per semester
  • Class attendance - 28 hours per semester
  • Preparation for classes - 28 hours per semester
Learning outcomes
The aim of the course is to acquaint students with basic knowledge of financial analysis and planning and to acquire basic skills in the calculation and evaluation of economic indicators.
Students understand the principles of financial analysis and financial reporting and are able to independently perform basic methods of financial analysis.
Prerequisites
unspecified
KUF/CFUC
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KUF/FUCN
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KUF/FUC1
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KUF/KFUCN
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KUF/OFUCN
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KUF/QFUC1

Assessment methods and criteria
Written examination, Test

Credit Requirements: Successful completion of 2 tests (min. 50% in average; no correction). Elaboration of course tasks (min. 50% correct in average). Examination Requirements: Knowledge of the theory within the range of categories. Written exam. Final examination: A <90 - 100 %> B <80 - 90 %) C <70 - 80 %) D <60 - 70 %) E <50 - 60 %) F <0 - 50 %)
Recommended literature
  • Fridson, M., & Alvarez, F. Financial Statement Analysis: A Practitioner's Guide. Hoboken: Wiley, 2011. ISBN 978-0-470-63560-5.
  • Giroux, G. Financial Analysis: A user approach. Hoboken: Wiley, 2003. ISBN 0-471-22990-3.
  • Peterson Drake, Pamela; Fabozzi, Frank J. Analysis of financial statements. Third edition. Hoboken : John Wiley & Sons, 2012. ISBN 978-1-118-29998-2.


Study plans that include the course
Faculty Study plan (Version) Category of Branch/Specialization Recommended year of study Recommended semester