Wroclaw School of Banking
Faculty of Finance and Management
Academic year: 2015/2016
SYLLABUS
Degree type:
Bachelor (BA)
Semester: 3
Code: AEF
Subject status: business core
Form of study: full-time
Management
Language: English
Form of /
number of
hours
Form of
credit
ECTS points
Total points for subject
Name of subject /
module:
FINANCIAL ANALYSIS
Full-time
20 hours
Class – note
[Eg]
Points gained
during classes
with an academic
teacher present
5
Points for
lectures
0
ECTS points for
exercises,
projects, or
workshops (labs)
2
ECTS points for student's own work
(homework, etc)
3
Subject coordinator: dr Rafał Siedlecki
Subject tutor: dr Rafał Siedlecki
1. Preliminary requirements:
1.1. regarding knowledge, skills and social competences: accounting, statistics,
2. Foundations and teaching objectives:
To teach students how to read financial statements
To give the knowledge on economic and financial analysis of public and private company
To teach students the ability to analyze and conclude about the financial standing of a company
on the basis of market and accounting data
3. Detailed teaching objective of the module/subject:
Effect code
Name of education effect
Reference to the
teaching objectives
of the general study
programme
KNOWLEDGE
AEF_W1
Student knows the methods and techniques for the
construction of financial statements
K_W05
AEF_W2
Student knows methods and techniques of
economic and financial analysis of company
K_W12, K_W13
AEF_W3
Student knows method of financial distress
forecasting
K_W15, K_W20
AEF_U1
Student can analyze and interpret the financial
statements
K_U02
AEF_U2
Student knows how to use ratio analysis to the
financial situation of company
K_U03
AEF_U3
Student can use in practical exercises and case
studies the knowledge obtained in order to
estimate and evaluate the financial standing of a
company
K_U05
SKILLS
SOCIAL COMPETENCES
AEF_K1
Student is able to build the team and developing
the co-operations with other students while solving
complex financial problems
K_K01
AEF_K2
Student is able to analyze and conclude about the
economic and financial standing of a company
K_K03
4. Detailed curriculum
No
Contents
Teaching objective of the
module or subject
1
Basic Concepts In Financial Analysis – Overview Of Financial
Reporting
AFE_W1, AEF_U1,
2
Financial Statement Analysis- Comparative Financial Statement
Analysis, Cash Flow Analysis,
AFE_W1, AEF_U1, AEF_K2
3
Financial Ratio Analysis- Profitability Analysis, Credit Analysis
(Liquidity & Solvency), Activity Analysis
4
Financial distress forecasting
AFE_W1, AFE_W2,
AFE_W3, AEF_U2, AEF_U3
AEF_K2
5
Case studies in Financial Analysis – Financial Statements and
Financial Ratio Analysis and Capital Employed Policy and
Financing Policy
AFE_W1, AFE_W2,
AEF_U2, AEF_U3, AEF_K1,
AEF_K2
6
Case Studies in Financial Analysis – Listed companies analysis
AFE_W1, AFE_W2,
AEF_U2, AEF_U3, AEF_K2,
AEF_K2
7
Case Studies in Financial Analysis – Financial distress forecasting
AFE_W1, AFE_W2,
AFE_W3 AEF_U2, AEF_U3,
AEF_K1, AEF_K2
AFE_W1, AFE_W2,
AEF_U2, AEF_K2
5. Teaching methods
Lecture, discussion, case studies, single and group works
6. Individual work of student required
Project- financial statement analysis, presentation
7. Fundamental / obligatory literature
1. Alfredson K., Applying international financial reporting standards, John Wiley & Sons, 2007,
2. Dunkelberg J., and Sulock J., Cases in Financial Management, Wiley & Sons 1997,
3. Bednarski L., Analiza finansowa w przedsiębiorstwie PWE 2007,
8. Supplementary literature
1. Higgins, R.C.. Analysis for financial management , McGrow Hill 2012;
2. Vernimmen, P., Quiry, P., Dallocchio, M., Le Fur, Y., Salvi, A., Corporate Finance: Theory and
Practice, John Willey and Sons, 2011,
3. Palepu K.,G., Healy P., M., Business Analysis and Valuation using Financial Statements, Harvard
Business School Publishing Company 2012,
4. Siedlecki R., Papla D., Forecasting economic crisis using gradient measurement of development
and log-logistic function Business and Economic Horizons Journal, tom 9 2013, str. 11-23,
(http://academicpublishingplatforms.com/journal.php?journal=BEH)
9. Conditions of credit
Class participation and assignments 30%
Final case analysis and presentation - team project 70%
10. Methods of verification of reaching the desired teaching objectives (effects)
Teaching objective
Verification method
Activity
Test
Project and presentation
AEF_W1
x
X
AEF_W2
x
X
AEF_W3
x
X
AEF_U1
x
X
AEF_U2
x
X
AEF_U3
x
X
AEF_K1
AEF_K2
X
x