Financial Management
| Code: | L.EGI020 | Acronym: | GF |
| Keywords | |
|---|---|
| Classification | Keyword |
| OFICIAL | Economics and Management |
Instance: 2022/2023 - 2S 
| Active? | Yes |
| Responsible unit: | Department of Industrial Engineering and Management |
| Course/CS Responsible: | Bachelor in Industrial Engineering and Management |
Cycles of Study/Courses
| Acronym | No. of Students | Study Plan | Curricular Years | Credits UCN | Credits ECTS | Contact hours | Total Time |
|---|---|---|---|---|---|---|---|
| L.EGI | 125 | Syllabus | 2 | - | 6 | 52 | 162 |
Fields changed: Calculation formula of final grade, Avaliação especial, Software de apoio à Unidade Curricular, Observações, Obtenção de frequência
Teaching language
PortugueseObjectives
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- take decisions on the financial policy for the firm
4- undeststand the basic 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_ Financial Statement Analysis
Cap 3 _ The financial condition of the firm. Balance sheet analysis: liquidity , solvability and capital structure analysis.
Cap 4 _ The financial performance of the firm. Income Satement analysis : profitability vs growth vs risk.
Cap 5 _ Cash Flow Statement analysis.
Cap 6 _ Market indicators.
Part III-Financial Management
Cap 7_ _ Long term Planning and Financing. Financial Markets.
Capº 8 _ Characterization and evaluation of . Bonds
Capº 9_ Characterization and evaluation of . Stocks.
Cap 10_ Portfolio analysis. Rentability versus risk. CAPM and APT
Cap 11 _Short tterm Financial Planing and Working Capital Management
Mandatory literature
Brealey, R. A., Myers, S.C., e Allen. F; Principles of Corporate Finance, McGraw-Hill. New York, 2020Higgins, Robert C; Analysis for Financial Management. ISBN: 0-07-12345-1
Complementary Bibliography
João Carvalho das Neves; Análise e Relato Financeiro, Texto, 5ª edição, 2012. ISBN: 978-972-47-4326-4Damodaran, A; Applied Corporate Finance, John Wiley&Sons Inc New York, 2015. ISBN: 978-111-8808931
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
Os fundamentos teóricos da u.c. são apresentados em aulas teóricas. Ao longo da unidade curricular serão apresentados e discutidos casos ilustrativos das matérias lecionadas. As aulas teóricas são complementadas com aulas práticas destinadas à resolução e análise de casos e com o trabalho de grupo que visa a análise e diagnóstico financeiro de uma empresa portuguesa (cotada em Bolsa).
Software
EXCELEvaluation 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 | 80,00 |
| Frequência das aulas | 42,00 |
| Total: | 162,00 |
Eligibility for exams
According to the General Evaluation Rules of FEUP.
Do not exceed the limit number of absences corresponding to 25% of classes (tutorials).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 (out of 20)
2 - The group work is related to Part II of the program.
After the publication of the group workgrade, each group will carry out a cross-evaluation between pairs (with differentiation of individual grades up to plus or minus 2 values and sum of null variations) and the teacher may also apply a differentiation of plus or minus 1 value to the resulting individual final grade.
3- The test includes a theoretical part on the whole syllabus, and a practical part on PART III of the programme.
4- There is the possibility of appeal, at the time of appeal, to the test (only one of the tests, in the case of students with special assessment).
Special assessment (TE, DA, ...)
In normal season: same evaluation rules as for students who are not assigned the status. (40% Group work + 60% Test)
In appeal season or in specific seasons: Global exam (100% weighting)
(students who have completed the group work, and failed or missed the first test, may be assessed only on the subject underlying the test (40% weighting), maintaining the grade of the work (60%); this option will have to be requested to the regent of the UC, via email, up to 5 days before the exam date)
Classification improvement
By a Global Exam (100% weight)
This examination covers the whole syllabus.
Observations
OBS
1- Global exam_ you can bring your ratios formulae (as provided in Sigarra_Contents ) and consult Test _ without consultation.
2_ Tests/Exams are held in computer rooms. Calculating machines are not allowed. Calculations are performed in Excel
3- The Group Work is part of the ongoing assessment. It will not be considered for grade improvement (corresponding to the overall examination only)
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