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Application of Financial Analysis in Practice

Type of study Bachelor
Language of instruction Czech
Code 154-0369/01
Abbreviation PAFA
Course title Application of Financial Analysis in Practice
Credits 3
Coordinating department Department of Finance
Course coordinator Ing. Petr Gurný, Ph.D.

Subject syllabus

Lectures:
1) Introduction to financial analysis
2) Methods of financial analysis
3) Further examination of financial conditions
4) Financial performance evaluation – economic and market criteria
5) Financial plan
6) Predictive models of financial conditions

Exercises:
1) Financial statements
2) Common-size analysis
3) Ratio analysis – activity and liquidity
4) Ratio analysis – profitability, solvency and activity
5) Further study of profitability
6) Further trend analysis
7) Further cross-sectional analysis
8) Problems of accounting standards
9) Ratio analysis of economic data
10) Economic and market criteria
11) Financial plan evaluation
12) Setting and presenting recommendations

Literature

DLUHOŠOVÁ, Dana a kol. Finanční řízení a rozhodování podniku. Analýza, investování, oceňování, riziko, flexibilita, interakce. Jesenice: EKOPRESS, 2021. 257 s. ISBN 978-80-87865-71-2.
MAYES, Timothy R. Financial analysis with Microsoft Excel 2019. 9th edition. Boston: Cengage, [2021]. ISBN 978-0357-44205-0.
VOCHOZKA, Marek a kol. Finance podniku: komplexní pojetí. Praha. Grada, 2021. 312 s. ISBN 978-80-271-3267-6.

Advised literature

BREALEY, R. A., S. C. MYERS, and F. ALLEN. Principles of Corporate Finance. New York: McGraw-Hill/Education, 2019. ISBN 978-1260013900 .
HIGGINS, Robert C., Jennifer L. KOSKI a Todd MITTON. Analysis for financial management. Twelfth edition. New York: McGraw-Hill Education, [2019]. ISBN 978-1-260-09191-5.
VERNIMMEN, Pierre, Pascal QUIRY, Maurizio DALLOCCHIO, Yann LE FUR a Antonio SALVI. Corporate Finance: Theory and Practice. Chichester: Wiley, 2018. ISBN 9781119424444 .
WAHLEN, James M., Stephen P. BAGINSKI a Mark T. BRADSHAW. Financial reporting, financial statement analysis, and valuation: a strategic perspective. 9E. Boston: Cengage, [2018]. ISBN 978-1-337-61468-9.