Financial Management
| Code: | EIG0032 | Acronym: | GF |
| Keywords | |
|---|---|
| Classification | Keyword |
| OFICIAL | Economics and Finance |
Instance: 2015/2016 - 1S
| Active? | Yes |
| Responsible unit: | Department of Industrial Engineering and Management |
| Course/CS Responsible: | Master in Engineering and Industrial Management |
Cycles of Study/Courses
| Acronym | No. of Students | Study Plan | Curricular Years | Credits UCN | Credits ECTS | Contact hours | Total Time |
|---|---|---|---|---|---|---|---|
| MIEIG | 98 | Syllabus since 2006/2007 | 4 | - | 6 | 56 | 162 |
Teaching language
Suitable for English-speaking studentsObjectives
The objective of this course is to familiarize students with the major issues facing the area of corporate financial management providing them with the knowledge and basic tools for:I
1-financial statement analysis, in order to make an economic and financial diagnosis of the firm; 2- taking the most appropriate financial decisions in a company, in both operational and strategic level.
Learning outcomes and competences
At the end of the course students will be able to:
1-make an economic and financial analysis and diagnosis of the firm;
2- calculate the firm value
3- determine the (best) financial decision policy for the firm
4- take the firm´s financial decisions at the operacional level
Working method
PresencialPre-requirements (prior knowledge) and co-requirements (common knowledge)
Basic knowlegde of Financial Accounting.
Program
Part I-_Introduction
Cap 1 _Overall vision of corporate financial management.
Cap 2 _ Time value of money.
Part II_ Economic and Financial Analysis
Cap 3 _ Balance sheet analysis: liquidity , solvability and capital sstructure analysis.
Cap 4 _ Analysis of profitability and growth.
Cap 5 º _ Analysis of risk.
Cap 6 _ Market indicators.
Part III-Strategic Financial Management
Cap 7 _ The financial plan for medium and long term.
Cap 8_ Financial Markets. Types of financing and evaluation.
Cap º 9_Rentability versus risk.
Parte IV_Operacional Financial Management
Cap 10 _Short Term Financial Planning.
Cap º 11 - Operational financial management. ..
Mandatory literature
Brealey, Myers & Allen; Principles of Corporate Finance. Global Edition., McGraw_Hill, 2011. ISBN: 978-0-07-131417-6João Carvalho das Neves; Análise e Relato Financeiro, Texto, 5ª edição, 2012. ISBN: 978-972-47-4326-4
Complementary Bibliography
Maria Dulce Soares Lopes; Elaboração e análise de projetos de investimento. ISBN: 978-972-752-134-0Higgins, Robert C; Analysis for Financial Management. ISBN: 0-07-12345-1
Ross, Westerfield, Jaffe & Jordan; Core Principles and Applicationsof Corporate Finance. Globalo Edition., McGraw-Hill, 3rd Edition, 2011. ISBN: 978-0-07-122116-0
Teaching methods and learning activities
The theoretical part of the course is presented in lectures. Over the course will be presented and discussed short cases illustrative of the issues taught. The lectures are supplemented with practical sessions aimed to problem solving and analysis of cases and with the group work aimed at the financial analysis and diagnostic of a Portuguese company (listed on the Stock Exchange).
Evaluation Type
Distributed evaluation without final examAssessment Components
| Designation | Weight (%) |
|---|---|
| Teste | 60,00 |
| Trabalho escrito | 40,00 |
| Total: | 100,00 |
Amount of time allocated to each course unit
| Designation | Time (hours) |
|---|---|
| Elaboração de relatório/dissertação/tese | 40,00 |
| Estudo autónomo | 66,00 |
| Frequência das aulas | 56,00 |
| Total: | 162,00 |
Eligibility for exams
According to the General Evaluation Rules of FEUP
Calculation formula of final grade
CF = 40% Group work + 60% Test
OBS:
1 - Minimum grade in each component, for approval to the discipline: 7 points
2 - The group work is related to Part II of the program _ economic and financial analysis. This work may be subject to oral defense (with individual note discrimination) if the teacher so requests.
3 - The test includes a theoretical part (8-10 values ) on the whole sullabus, and a practical part on the Part III and IV of the programme.
4- There is the possibility of appeal, at the time of appeal, to the test (or one of the tests, in the case of students with special assessment).
5- The final score of a student might be increased (maximum value 1) by participation in class (theoretical and practical). This majoration takes into account the comparison of the resulting note of the tests with the overall assessment of the student.
Special assessment (TE, DA, ...)
Working students, student association leaders…wil have a test (instead of team work) covering Financial Analysis chapters with the same weigth (40%); they will have to attend the second test test along with the other students.
Classification improvement
By a Global Exam - 100%- on the same year or the year after.
OBS_ The Group Work classification (or test) does not account for the improvement score, which is exclusively obtained in the overall examination of the appeal period. This examination covers the whole programm.
Observations
Test dates: will be published in the Contents of Discipline. Test 1 _ ratios formula can be consulted. Test 2 _ without consultation
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