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Financial Management

Code: L.EGI020     Acronym: GF

Keywords
Classification Keyword
OFICIAL Economics and Management

Instance: 2024/2025 - 2S Ícone do Moodle

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 119 Syllabus 2 - 6 52 162

Teaching Staff - Responsibilities

Teacher Responsibility
Nuno Domingues Mateus Pedroso Soares

Teaching - Hours

Lectures: 2,00
Recitations: 2,00
Type Teacher Classes Hour
Lectures Totals 1 2,00
Nuno Domingues Mateus Pedroso Soares 2,00
Recitations Totals 4 8,00
Nuno Domingues Mateus Pedroso Soares 2,00
Inês Ribeiro Pereira Miranda Rodrigues Souto e Castro 6,00
Mais informaçõesLast updated on 2025-02-06.

Fields changed: Program, Fórmula de cálculo da classificação final

Teaching language

Portuguese

Objectives

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

Presencial

Pre-requirements (prior knowledge) and co-requirements (common knowledge)

Basic knowlegde of  Financial Accounting.

Program

Part I: Introduction:

Ch 1 - Overall vision of corporate financial management.

Ch 2 - Time value of money.

Part II:  Financial Statement  Analysis

Ch 3 - The financial condition of the firm. 

Ch 4 - The financial performance of the firm.

Ch 5 - Cash Flow Statement analysis.

Ch 6: Market indicators.

Part III: Financial Management
Capº 7 -  Characterization and evaluation of  bonds 
Capº 8 -  Characterization and evaluation of stocks.
Cap 9 - Portfolio analysis: return versus risk.  CAPM and APT
Cap 10 - Short-term  Financial Planning and Working Capital Management
Cap  11 - Long-term Planning and Financing. Financial Markets. 

Mandatory literature

Bradford Jordan, Jeffrey Jaffe, Randolph Westerfield, Stephen Ross; Corporate Finance, McGraw Hill. ISBN: 9781260772388
JOSÉ ANTÓNIO CARDOSO MOREIRA; Contabilidade – Da Preparação à Interpretação da Informação Financeira, Silabo. ISBN: 978-989-561-094-5
Carlos Alves, Cláudia Ribeiro, Jorge Farinha, Rui Alves; Cálculo Financeiro Aplicado, Almedina. ISBN: 9789894015208

Complementary Bibliography

Richard Brealey, Stewart Myers, Alex Edmans, Franklin Allen; Principles of Corporate Finance, McGraw Hill. ISBN: 9781264080946
FERNANDA MATIAS, CELÍSIA BAPTISTA, LEONOR SALSA, LUÍS SERRA COELHO, ZÉLIA SERRASQUEIRO; Gestão Financeira – Da Teoria à Prática, Silabo. ISBN: 978-989-561-347-2
CARLA FERNANDES, CRISTINA PEGUINHO, ELISABETE VIEIRA, JOAQUIM NEIVA; Análise Financeira – Teoria e Prática, Silabo. ISBN: 978-989-561-213-0

Teaching methods and learning activities

The theoretical foundations of the course are presented in theoretical classes. Illustrative cases of the subjects taught will be presented and discussed throughout the course. Theoretical classes are complemented with practical classes aimed at solving and analyzing cases.

Software

EXCEL

Evaluation Type

Distributed evaluation without final exam

Assessment Components

Designation Weight (%)
Teste 100,00
Total: 100,00

Amount of time allocated to each course unit

Designation Time (hours)
Estudo autónomo 120,00
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

Distributed evaluation:

Final classification = 30% * 1st test classification + 70% * 2nd test classification


Exam:

Final classification = 100% Exam

Special assessment (TE, DA, ...)

In normal season: same  evaluation rules as for students who are not assigned the status.


In appeal season or in specific seasons: Final grade = Grade from global exam.

Classification improvement

By a Global Exam (100% weight)
This examination covers the whole  syllabus.

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