ROSALIA SANTULLI | FINANCIAL ANALYSIS
ROSALIA SANTULLI FINANCIAL ANALYSIS
cod. 0222800012
FINANCIAL ANALYSIS
| 0222800012 | |
| DEPARTMENT OF MANAGEMENT & INNOVATION SYSTEMS | |
| EQF7 | |
| DATA SCIENCE E GESTIONE DELL'INNOVAZIONE | |
| 2023/2024 |
| YEAR OF COURSE 2 | |
| YEAR OF DIDACTIC SYSTEM 2022 | |
| SPRING SEMESTER |
| SSD | CFU | HOURS | ACTIVITY | |
|---|---|---|---|---|
| SECS-P/09 | 6 | 42 | LESSONS |
| Objectives | |
|---|---|
| AT THE END OF THE EDUCATIONAL PATH, THE STUDENTS WILL HOLD NEW THEORETICAL KNOWLEDGE ABOUT THE MEASUREMENT AND VALUATION SYSTEMS RELATED TO CORPORATE FINANCIAL DECISIONS. THEY WILL HAVE UNDERSTOOD THE MAIN MODELS AND TECHNIQUES USEFUL TO INTERPRET AND RESOLVE FIRMS’ FINANCIAL CONCERNS. THROUGH A DATA-DRIVEN APPROACH, THEY WILL HAVE ACQUIRED KNOWLEDGE ABOUT FINANCIAL STATEMENT ANALYSIS, RISK ANALYSIS AND INVESTMENTS ANALYSIS. STUDENTS WILL BE ABLE TO APPLY THE ACQUIRED KNOWLEDGE TO DEFINE DATA-DRIVEN METHODOLOGIES SUITABLE TO SATISFY MANAGERS’ INFORMATION NEEDS. SPECIFICALLY, THEY WILL REALIZE DASHBOARDS ABLE TO SUPPORT FIMS DECISION MAKERS IN ANALYZING FIRM’S ECONOMIC AND FINANCIAL BALANCE AND IN VALUATING NEW INVESTMENT PROJECTS. |
| Prerequisites | |
|---|---|
| NO PREREQUISITE |
| Contents | |
|---|---|
| Financial statement analysis (10h-frontal lectures + 8h-applicative/interactive lectures): - An overview on balance sheet and income statement - Income Statement Reengineering - Balance Sheet Reengineering - Ratios analysis - Cash flow analysis Risks and investments analysis (10h-frontal lectures + 8h-applicative/interactive lectures): - Methodological element for investments evaluation - Cash flow - Cost of capital - Models and tools for investments evaluation Analysis of financial sources (6h-frontal lectures): - Examination of financial sources - Financial decisions |
| Teaching Methods | |
|---|---|
| The course will take 42 hours split in frontal lectures (26h) and applicative/interactive (16h) lectures. During these last ones, students should discuss case studies, simulate real situations through the role-play technique, solve exercises, make flipped classroom and work in group. ATTENDANCE TO LESSONS IS NOT MANDATORY BUT STRONGLY RECOMMENDED. |
| Verification of learning | |
|---|---|
| The final grade will be determined by: - Individual written final exam (60%). The written exam aims at testing knowledge of theory and application skills. It consists of review questions, exercises and critical assessments of topics related to the analysis of firm’s performance and investments evaluation. It is relevant for written exam: clarity of answers, ability to summarize, evaluate, and establish relationships between topics, ability to solve exercises and provide valid solutions, and the capacity to critically discuss financial analysis issues. - (group) Project work presentations (40%). The assignments (project works) consist of the development and practical application of a computational tool to a real case. During the presentation, students should describe the developed tool, show the application, by referring to theoretical concepts covered in class, and critically discuss the results, by providing useful suggestion to firm’s managers. It is relevant for project work: ability to work in a team, creativity, skills in critical thinking, ability to translate theoretical concepts in a practical application and presentation skills. For non-attending students, two alternatives (chosen by the student): - written test (100%) - written test (60%) and individual project work (40%) |
| Texts | |
|---|---|
| - Material distributed by the teacher - Dallocchio M., Salvi A., Finanza d’azienda, Egea, Milano, 2021, IV edizione, Capp. 1-13, Cap. 26 e 28 (textbook). |
| More Information | |
|---|---|
| N/A |
BETA VERSION Data source ESSE3 [Ultima Sincronizzazione: 2024-12-17]
