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Gestão de Empresas (pós-laboral)

Financial Analysis

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Publication in the Diário da República: RCC 01/04/2011 [DR.7678/2011 26.05.2011]

5 ECTS; 2º Ano, 1º Semestre, 60,0 TP , Cód. 9152236.

Lecturer

(1) Docente Responsável
(2) Docente que lecciona

Prerequisites
Not applicable.

Objectives
The students will become familiar with the use of financial analysis in business i.e. analysis of financial stability, profitability and risk.

Program
1. Introduction: object and framework of Financial Analysis
2. Instruments base of Financial Analysis :
2.1. Accountability
2.2. Documents base of Financial Analysis
2.3. Preparation of accounting documents for Financial Analysis
2.4. The method of ratios
3. Financial soundness and financial stability
4. Efficiency and profitability :
4.1. The financial cycle of exploitation
4.2. Income statement analysis
4.3. Return on invested capital
4.4. Return on equity
5. The operational and financial risk

Evaluation Methodology
- Intermediate Test with 50% weighting ;
- Final test with weighting of 50 %
The option of continuous assessment requires that all components are carried out .

Bibliography
- Brealey, R. e Myers, S. (1995). Princípios de Finanças Empresariais. Lisboa: Mac Graw Hill
- Damodaran, A. (2001). corporate finance, theory and practice. USA: John Wiley
- Menezes, H. (1995). Princípios de Gestão Financeira. Lisboa: Presença
- Neves, J. (2014). Análise e Relato Financeiro - Uma visão integrada de gestão. Lisboa: Texto Editores

Teaching Method
Lectures supported by case study.

Software used in class

 

 

 


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