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Enterprises and finance

General data

Course ID: WSE-EK-MON-EAF
Erasmus code / ISCED: (unknown) / (0311) Economics The ISCED (International Standard Classification of Education) code has been designed by UNESCO.
Course title: Enterprises and finance
Name in Polish: Enterprises and finance
Organizational unit: Faculty of Social and Economic Sciences
Course groups: Courses at UKSW
Courses at UKSW
ECTS credit allocation (and other scores): 6.00 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: English
(in Polish) Dyscyplina naukowa, do której odnoszą się efekty uczenia się:

economics and finance

Subject level:

elementary

Learning outcome code/codes:

EM2_U04, EM2_U06, EM2_K04

Preliminary Requirements:

No entry requirements.

Short description:

The course addresses the basic issues of assessing the economic and financial situation of a company.

Full description:

The aim of the course is to familiarise students with the requirements for the operation of companies, the financial reports they produce and the subject and scope of economic analysis, including financial analysis. The scope of financial analysis includes an initial analysis of basic financial statements and ratio evaluation of profitability, liquidity, debt and efficiency of the company's operations, as well as factors shaping the financial result, i.e. analysis and evaluation of revenues and costs of operations. The technical-economic analysis includes the analysis and evaluation of the management of fixed assets, human resources, inventories.

Bibliography:

K.S. Bigel (2022) Introduction to Financial Analysis. Open Touro, New York.

N. Sivasankaran (2021) Financial Analysis For Beginners. Taxmann.

M.S. Fridson, F. Alvarez (2011) Financial Statement Analysis: A Practitioner's Guide. Wiley.

D. Filip, T. Miziołek (2019) Market Concentration of the Polish Investment Fund Industry, The Polish Journal of Economics, 300(4), 53-78.

Efekty kształcenia i opis ECTS:

EK1_W02 - Student has basic knowledge of microeconomics and macroeconomics at the basic level, thanks to which he/she is able to learn about relations between economic entities and the market.

EK1_W03 - The student understands social mechanisms related to economic departments, economic institutions, various types of social structures and institutions, as well as cultural institutions, and has basic knowledge of relations between them on a national, international and intercultural scale in relation to social sciences.

EK1_U06 - Students will be able to communicate effectively in the language of contemporary economics, including the ability to prepare typical written works and oral statements in the form of presentations of the findings made.

EK1_K03 - demonstrates understanding of the basic principles of ethics, including business ethics.

Student, through participation in classes, in particular:

- will learn the construction of basic financial reports,

- will understand the essence of financial analysis,

- will be able, on the basis of conclusions from the preliminary analysis, to proceed to an extended analysis,

- will be able to use the formulas discussed to carry out their own analysis and interpret them,

- evaluate the financial standing of their chosen company.

Assessment methods and assessment criteria:

Through activity, in the form of a financial analysis project, it is possible to obtain a credit. Possibly taking a knowledge test.

Verification of learning outcomes

EM2_U04 - knowledge test, project realisation

EM2_U06 - knowledge test, project realisation

EM2_K04 - knowledge test, realisation of the project

Classes in period "Winter semester 2024/25" (future)

Time span: 2024-10-01 - 2025-01-31
Selected timetable range:
Navigate to timetable
Type of class:
Monographic lecture, 30 hours, 5 places more information
Coordinators: Dariusz Filip
Group instructors: Dariusz Filip
Students list: (inaccessible to you)
Examination: Course - graded credit
Monographic lecture - graded credit
Type of subject:

obligatory

(in Polish) Grupa przedmiotów ogólnouczenianych:

(in Polish) nie dotyczy

Course descriptions are protected by copyright.
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ul. Dewajtis 5,
01-815 Warszawa
tel: +48 22 561 88 00 https://uksw.edu.pl
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