IB9R7-10 Financial Analysis
Introductory description
On completion of the module, participants will have acquired knowledge of the main methods of financial analysis, and their application to a broad range of organisational situations both nationally and internationally.
Module aims
On completion of the module, participants will have acquired knowledge of the main methods of financial analysis, and their application to a broad range of organisational situations both nationally and internationally. They will also be aware of the main thrusts of ongoing research in the financial analysis field and the relevance of these findings to management in practice. Participants will have added to their financial skills and enhanced their effectiveness in dealing with financial data.
Outline syllabus
This is an indicative module outline only to give an indication of the sort of topics that may be covered. Actual sessions held may differ.
Introduction: the main financial statements and their use in financial analysis.
Reformulation of financial statements.
Ratio analysis and forecasting financial performance.
Cash flow and accounting valuation models.
Valuation in practice: What do financial analysts do?
Financial statement analysis, valuing firms with intangibles, and earnings management.
Issues and developments in financial reporting and statement analysis: corporate governance and management communication, financial statement quality and the cost of capital.
Case study: Tesco, Face Book, Apple, Microsoft, Tesla, Dell, Coca Cola, Toshiba, Morrisons.
Learning outcomes
By the end of the module, students should be able to:
- Demonstrate a thorough knowledge of the theoretical and practical issues regarding business valuation using financial statements data.
- Demonstrate an understanding of how accounting data plays an important role in understanding performance of companies
- Demonstrate an understanding of the usefulness and limitations of accounting information in valuing different types of companies
- Demonstrate critical thinking in the area of financial analysis
Indicative reading list
Reading lists can be found in Talis
Subject specific skills
Analyse important accounting ratios useful for predicting future performance
Demonstrate an understanding financial data and apply that in valuation models to understand whether companies are over/under valued.
Understand forecasts based on ratio analysis for valuing the shares of a company
Transferable skills
Apply theoretical knowledge to real world applications
Written communication
Study time
| Type | Required |
|---|---|
| Lectures | 4 sessions of 7 hours 30 minutes (52%) |
| Private study | 28 hours (48%) |
| Total | 58 hours |
Private study description
Private Study and preparation for lectures
Costs
No further costs have been identified for this module.
You do not need to pass all assessment components to pass the module.
Assessment group A1
| Weighting | Study time | Eligible for self-certification | |
|---|---|---|---|
Assessment component |
|||
| Individual Assignment (10 CATS) | 100% | 42 hours | Yes (extension) |
Reassessment component is the same |
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Feedback on assessment
Feedback via my.wbs.
There is currently no information about the courses for which this module is core or optional.