FINNAFPR Financial Planning and Budgeting

School of Business Administration in Karvina
Winter 2013
Extent and Intensity
1/2/0. 5 credit(s). Type of Completion: zk (examination).
Teacher(s)
doc. Ing. Petra Růčková, Ph.D. (lecturer)
Ing. Michaela Roubíčková, Ph.D. (seminar tutor)
doc. Ing. Petra Růčková, Ph.D. (seminar tutor)
Guaranteed by
doc. Ing. Petra Růčková, Ph.D.
Department of Finance and Accounting – School of Business Administration in Karvina
Prerequisites
None
Course Enrolment Limitations
The course is also offered to the students of the fields other than those the course is directly associated with.
fields of study / plans the course is directly associated with
Course objectives
Course objectives: The course acquaints students with the basic theoretical pieces of knowledge of financial planning and budgeting. The course objective is to acquaint the students with positives and problems of assembling of firms' financial plan. The course acquaints students with methods of evaluation of investment, assignment of planning cash flow and evaluation of financial resources for firms' financial policy.
Syllabus
  • 1. Firm's financial plan
    2. Methods of financial planning
    3. Strategic planning I.
    4. Strategic planning II.
    5. Short term planning
    6. Operating planning
    7. Methods of evaluation of investments
    8. Planning cash flow
    9. Resources of firm's financing
    10. Planning Income statement
    11. Planning Balance Sheet
    12. Case study I.
    13. Case study II.
Literature
    required literature
  • LUNDHOLM, R., SLOAN, R. Equity valuation and analysis. 2007. ISBN 007-310026-9. info
  • PENMAN, H. S. Financial statement analysis and security valuation. New York, 2007. ISBN 007-125432-3. info
  • Brooker, J. Financial Planning Fundamentals. Toronto: CCH Canadian, 2006. ISBN 9781554961818. info
  • GREENWOOD, R. P. Handbook of Financial Planning and Control. London: Gower publishing, 2002. ISBN 9780566083723. info
    recommended literature
  • KEASEY, K., THOMPSON, S., WRIGHT, M. Corporate Governance. Cornwall, 1999. ISBN 1-85898-871-3. info
  • WHITE, G., SONDHI, AC., FRIED, D. The Analysis and Use of Financial Statements. New York: John Wiley & sons, 1998. ISBN 0-471-11186-4. info
  • KOLB, R W., RODRÍGUEZ, R J. Principles of Finance. Toronto, 1992. ISBN 0-669-27384-8. info
Teaching methods
Skills demonstration
Seminar classes
Assessment methods
Written exam
Language of instruction
English
Further comments (probably available only in Czech)
The course can also be completed outside the examination period.
Teacher's information
attendance in seminars 25 %, seminar paper, ongoing test, final written exam
ActivityDifficulty [h]
Ostatní studijní zátěž66
Přednáška13
Seminář26
Zkouška40
Summary145

  • Enrolment Statistics (recent)
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