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Economic and Financial Analysis

General data

Course ID: 2400-M1FiRAEF
Erasmus code / ISCED: 14.3 Kod klasyfikacyjny przedmiotu składa się z trzech do pięciu cyfr, przy czym trzy pierwsze oznaczają klasyfikację dziedziny wg. Listy kodów dziedzin obowiązującej w programie Socrates/Erasmus, czwarta (dotąd na ogół 0) – ewentualne uszczegółowienie informacji o dyscyplinie, piąta – stopień zaawansowania przedmiotu ustalony na podstawie roku studiów, dla którego przedmiot jest przeznaczony. / (0311) Economics The ISCED (International Standard Classification of Education) code has been designed by UNESCO.
Course title: Economic and Financial Analysis
Name in Polish: Analiza ekonomiczno-finansowa
Organizational unit: Faculty of Economic Sciences
Course groups: (in Polish) Przedmioty kierunkowe do wyboru - studia II stopnia EP - grupa 2 (1*30h)
(in Polish) Przedmioty kierunkowe do wyboru - studia II stopnia FR - grupa 3 (4*30h)
ECTS credit allocation (and other scores): 3.00 Basic information on ECTS credits allocation principles:
  • the annual hourly workload of the student’s work required to achieve the expected learning outcomes for a given stage is 1500-1800h, corresponding to 60 ECTS;
  • the student’s weekly hourly workload is 45 h;
  • 1 ECTS point corresponds to 25-30 hours of student work needed to achieve the assumed learning outcomes;
  • weekly student workload necessary to achieve the assumed learning outcomes allows to obtain 1.5 ECTS;
  • work required to pass the course, which has been assigned 3 ECTS, constitutes 10% of the semester student load.
Language: Polish
Type of course:

obligatory courses

Prerequisites (description):

Basic knowledge about financial reports of a company

Required from IInd grade students

Short description:

The aim of the course is to familiarize students with practical aspects of economical and financial analysis of companies, banks and insurance companies. During the meetings students will conduct economical and financial analysis of selected company. .

Full description:

The lecture covers the following topics:

1. Analysis of a finacial statement of a company

a. balance sheet analysis

b. statement of earnings analysis

c. Cash flow analysis

d. Equity capital analysis

2. Indicator analysis

3. Profitability analysis in selected models

4. Profit loss analysis

5. Economical and financial analysis of banks

Economical and financial analysis of insurance companies

Bibliography:

M. Sierpińska, T. Jachna, „Ocena przedsiębiorstwa według standardów światowych”, PWN, Warszawa, 2008

Ustawa o Rachunkowości.

Learning outcomes:

Student should know how to conduct a financial economical analysis of a company, bank or insurance company.

KU05, KU06, KK01, KK03, KU04, KU03. KU02, KU01, KW03, KW02, KW01

Assessment methods and assessment criteria:

preparation of a presentation of economical and financial analysis of a company, bank or insurance company.

Classes in period "Summer semester 2023/24" (in progress)

Time span: 2024-02-19 - 2024-06-16
Selected timetable range:
Navigate to timetable
Type of class:
Seminar, 30 hours more information
Coordinators: Marek Sylwestrzak
Group instructors: Marek Sylwestrzak
Students list: (inaccessible to you)
Examination: Course - Grading
Seminar - Grading
Course descriptions are protected by copyright.
Copyright by University of Warsaw.
Krakowskie Przedmieście 26/28
00-927 Warszawa
tel: +48 22 55 20 000 https://uw.edu.pl/
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