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Financial Analysis of Projects 2017/2018

  • 6 ECTS
  • Taught in Portuguese
  • Continuous Assessment

faculty body

Objectives

1 - To frame the financial analysis of projects in an organization and its importance for Stakeholders
2 - Learn to select the information needed for the projects financial analysis
3 - Understanding the rules of financial equilibrium in the short, medium and long term
4 - Analyze the organizations under the concepts liquidity, solvency, profitability, productivity.
5 - Interpret the main ratios and indicators.
6 - Issue an opinion on the economic and financial situation of an organization.

Recommended Prerequisites

Minimum knowledge in the financial area.

Teaching Metodology

Theoretical classes: Use of expository method to introduce theoretical concepts; And the participatory method for reflection on the contents.

Practical classes: Use of participatory methods for analysis, discussion and resolution of exercises. Students will use ICG software to simulate hospitality management.

Body of Work

• Real-time and simulation illustrations in ICG software
A. Financial Accounting
1 • The role of accounting in the company
2 • Accounting modeling and the main financial statements
3 • Accounting technique: main accounting operations
4 • Preparation of an articulated set of financial statements
B. Analysis of Investment Projects
5 • Definition of relevant cash flows
6 • Decision criteria.
7 • Setting the refresh rate
8 • Risk analysis in investment projects
C. Financial Analysis
9 • Liquidity, profitability and solvency analysis
10 • Leverage Analysis
11 • Cash Flow Analysis
12 • The company's financial diagnosis
D. Company Financing
13 • Short, medium and long-term financing instruments by third parties and own capital
14 • Definition and implementation of a capital structure policy
15 • Definition and implementation of a dividend policy

Recommended Bibliography

Lopes C., Malaquias R., Oliveira D., Pires J., Claro B., "Manual de Contabilidade e Finanças para não Financeiros", Escolar Editora, 2016.

Complementary Bibliography

Software ICG.

Weekly Planning

• Real-time and simulation illustrations in ICG software
A. Financial Accounting
1 • The role of accounting in the company
2 • Accounting modeling and the main financial statements
3 • Accounting technique: main accounting operations
4 • Preparation of an articulated set of financial statements
B. Analysis of Investment Projects
5 • Definition of relevant cash flows
6 • Decision criteria.
7 • Setting the refresh rate
8 • Risk analysis in investment projects
C. Financial Analysis
9 • Liquidity, profitability and solvency analysis
10 • Leverage Analysis
11 • Cash Flow Analysis
12 • The company's financial diagnosis
D. Company Financing
13 • Short, medium and long-term financing instruments by third parties and own capital
14 • Definition and implementation of a capital structure policy
15 • Definition and implementation of a dividend policy

Demonstration of the syllabus coherence with the curricular unit's objectives

The chapter (s):
Programmatic contents A, aim to respond to the objectives "1. Framing the Financial Analysis of Projects of an organization and its importance to the stakeholders "and" 2. Learn how to select the information needed for project financial analysis work ".
The program contents D, fit the objective "3. Understanding the rules of financial equilibrium in the short, medium and long term "
Programmatic content C accommodates three UC objectives, namely "4. Analyze the organizations under the concepts of liquidity, solvency, profitability "," 5. Interpret the main "e" ratios and indicators 6. Issue opinion on the economic and financial situation of an organization "
• Programmatic contents B, responds to the objective "Elaborate an Investment Project".

Demonstration of the teaching methodologies coherence with the curricular unit's objectives

In theoretical classes, the use of an expository method to introduce theoretical concepts and participatory method for reflection on contents, combined with the presentation and discussion of real Portuguese business cases, allows students to be taken to the topics addressed and involving them in the Teaching-learning process and development of their reflective capacities, argumentation and critical analysis.
With the combination of these methods we want students to be able to frame the
Financial aspects of the organization and its importance for the stakeholders, are able to identify the critical information that is necessary to obtain an opinion about a company, discuss the rules of financial equilibrium, analyze the organizations under the concepts of liquidity, solvency, profitability And finally give an opinion on the economic and financial situation of a company and also what a budget is,
In the practical classes, the use of participatory methods for analysis, discussion and resolution of exercises in class, allows students to acquire in a consolidated way the techniques they will use to discuss the financial equilibrium of a company, to use and interpret ratios and indicators for Opinions on their financial equilibrium, economic and financial situation and how their financial management is carried out. On the other hand, we also use the participatory method, for students to elaborate a company's budget in class.
The work and the simulation practice in the ICG software will be able to evaluate if the concepts and their application in practical cases were assimilated by the students and the proposed objectives reached. The practical work and the answers to the theoretical question, elaborated by the students in continuous evaluation, will allow to go evaluating if the objectives for each subject are being assimilated by the students.

relevant generic skillimproved?assessed?
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