Course: Financial Analysis

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Course title Financial Analysis
Course code KFU/FAN
Organizational form of instruction Lecture + Tutorial
Level of course Bachelor
Year of study not specified
Semester Winter
Number of ECTS credits 4
Language of instruction Czech
Status of course Compulsory-optional, Optional
Form of instruction Face-to-face
Work placements This is not an internship
Recommended optional programme components None
Lecturer(s)
  • Krechovská Michaela, Doc. Ing. Ph.D.
  • Vacík Emil, Prof. Ing. Ph.D.
Course content
- Introduction to financial analysis, related disciplines and their relationship. - Methodology of analysis: analysis, synthesis, classification. - Financial analysis, its stages and sources of information. - Creation of systems of indicators for use in analysis. - Analysis of profitability. - Analysis of use of company assets. - Analysis of solvency. - Analysis of financial stability of the company. - Productivity analysis. - Analysis of return on shares. - Analysis of the financial performance of the company. - Prediction of the company crisis. - Specifics of financial analysis for the non-profit sector.

Learning activities and teaching methods
Multimedia supported teaching, Group discussion, Self-study of literature, Lecture, Practicum
  • Undergraduate study programme term essay (20-40) - 30 hours per semester
  • Preparation for comprehensive test (10-40) - 40 hours per semester
  • Contact hours - 39 hours per semester
prerequisite
Knowledge
Know explain basic accounting and economic terms.
Know the financial statements and their individual items.
Skills
Use basic accounting and economic terms.
Prepare financial statements.
Competences
N/A
learning outcomes
Knowledge
Explain methods and tools of economic analysis.
Know basic and aggregate indicators of economic analysis.
Skills
Work with business data.
Apply methods and tools of financial analysis.
Analyse and evaluate the financial situation of the company.
Competences
N/A
teaching methods
Knowledge
Lecture
Practicum
Multimedia supported teaching
Group discussion
Self-study of literature
Skills
Practicum
Group discussion
Competences
Lecture
Practicum
assessment methods
Knowledge
Test
Seminar work
Skills
Seminar work
Test
Competences
Test
Seminar work
Recommended literature
  • Blaha, Zdenek Sid; Jindřichovská, Irena. Jak posoudit finanční zdraví firmy. 3., rozš. vyd. Praha : Management Press, 2006. ISBN 80-7261-145-3.
  • Grünwald, Rolf; Holečková, Jaroslava. Finanční analýza a plánování podniku. Vyd. 1. Praha : Ekopress, 2007. ISBN 978-80-86929-26-2.
  • Kislingerová, Eva; Hnilica, Jiří. Finanční analýza : krok za krokem. 1. vyd. Praha : C.H. Beck, 2005. ISBN 80-7179-321-3.
  • Knápková, Adriana; Pavelková, Drahomíra,; Šteker, Karel. Finanční analýza : komplexní průvodce s příklady. 2., rozš. vyd. Praha : Grada, 2013. ISBN 978-80-247-4456-8.
  • Krechovská, Michaela. Ekonomická analýza v podniku. E-learningový kurz LMS Unifor.
  • Landa, Martin. Finanční plánování a likvidita. Vyd. 1. Brno : Computer Press, 2007. ISBN 978-80-251-1492-6.
  • Růčková, Petra. Finanční analýza : metody, ukazatele, využití v praxi. 4., aktualiz. vyd. Praha : Grada, 2011. ISBN 978-80-247-3916-8.


Study plans that include the course
Faculty Study plan (Version) Category of Branch/Specialization Recommended year of study Recommended semester
Faculty: Faculty of Economics Study plan (Version): Business Economics and Management (2015) Category: Economy 3 Recommended year of study:3, Recommended semester: Winter
Faculty: Faculty of Economics Study plan (Version): Retail Management (2015) Category: Economy 3 Recommended year of study:3, Recommended semester: Winter
Faculty: Faculty of Economics Study plan (Version): Business Economics and Management (2015) Category: Economy 3 Recommended year of study:3, Recommended semester: Winter