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Applied financial analysis

Type of study Bachelor
Language of instruction English
Code 154-0582/01
Abbreviation AFA
Course title Applied financial analysis
Credits 6
Coordinating department Department of Finance
Course coordinator doc. Ing. Miroslav Čulík, Ph.D.

Subject syllabus

1. Introduction to the financial analysis
2. Financial analysis process - objectives, stages, methods classification, results assessment
3. Common-size analysis (horizontal, vertical analysis)
4. Usage of charts and graphs for common-size analysis
5. Ratio analysis - principle, ratios classification
6. Profitability ratios
7. Liquidity ratios
8. Financial stability and leverage ratios
9. Assets management ratios
10. Market-based ratios
11. Pyramidal decomposition and influence quantification
12. Credit models
13. Financial planning

Literature

ALEXANDER, Jack. Financial Planning & Analysis and Performance Management. 1st Ed. New York: Wiley, 2018. ISBN: 978-1119491484 .
BRAGG, Steven. Financial Analysis. 4th Ed. London: Accounting Tools, 2020. ISBN: ‎ 978-1642210545.
ROBINSON, Thomas. International Financial Statement Analysis. 4th Ed. London: Wiley, 2020. ISBN: 978-1119628057.

Advised literature

BRIGHAM, Eugen and Joel, HOUSTON. Fundamentals of Financial Management. 16th Ed. London: ‎ Cengage Learning, 2021. ISBN: 978-0357517574 .
EHRHARDT, Michael and Eugen, BRIGHAM. Corporate Finance: A Focused Approach. 7th Ed. London: ‎ Cengage Learning, 2019. ISBN: 978-1337909747 .
MELICHAR, Ronald and Eugen, NORTON. Introduction to Finance: Markets, Investments, and Financial Management. 17th Ed. New York: Wiley, 2019. ISBN: 978-1119561170 .