Financial Analysis


  • GENERAL
SCHOOL Faculty of Social, Political and Economic Sciences
ACADEMIC UNIT Department of Economics
LEVEL OF STUDIES Undergraduate
COURSE CODE NK35 SEMESTER 3rd
COURSE TITLE Financial Analysis
INDEPENDENT TEACHING ACTIVITIES
if credits are awarded for separate components of the course, e.g. lectures, laboratory exercises, etc. If the credits are awarded for the whole of the course, give the weekly teaching hours and the total credits
WEEKLY TEACHING HOURS CREDITS
Lectures 4 6
 
 
Add rows if necessary. The organisation of teaching and the teaching methods used are described in detail at (d).
COURSE TYPE

general background,
special background, specialised general knowledge, skills development

Core (General Background)
PREREQUISITE COURSES:

 

LANGUAGE OF INSTRUCTION and EXAMINATIONS: Greek
IS THE COURSE OFFERED TO ERASMUS STUDENTS Yes
COURSE WEBSITE (URL) Course description available at e-class https://eclass.duth.gr/courses/KOM06185/

 

 

  • LEARNING OUTCOMES
Learning outcomes
The course learning outcomes, specific knowledge, skills and competences of an appropriate level, which the students will acquire with the successful completion of the course are described.

Consult Appendix A

·     Description of the level of learning outcomes for each qualifications cycle, according to the Qualifications Framework of the European Higher Education Area

·     Descriptors for Levels 6, 7 & 8 of the European Qualifications Framework for Lifelong Learning and Appendix B

·     Guidelines for writing Learning Outcomes

 

After the end of the course students should be able to understand and calculate the present value and future value of a series of payments and make evaluation of investments. They should familiarize themselves with the concepts of capitalization (simple and complex) and be able to find the value (using the previous concepts) of bonds and shares. Also, understand the properties and the types of financial derivatives such as Forward Contracts, Futures Contracts, Swaps and Options as well as the positions an investor can have on them. Moreover, how they are used to achieve hedging, speculation and arbitrage. Finally, they should know the financial indicators and how they can be used to value a company.

 

General Competences
Taking into consideration the general competences that the degree-holder must acquire (as these appear in the Diploma Supplement and appear below), at which of the following does the course aim?
Search for, analysis and synthesis of data and information, with the use of the necessary technology

Adapting to new situations

Decision-making

Working independently

Team work

Working in an international environment

Working in an interdisciplinary environment

Production of new research ideas

Project planning and management

Respect for difference and multiculturalism

Respect for the natural environment

Showing social, professional and ethical responsibility and sensitivity to gender issues

Criticism and self-criticism

Production of free, creative and inductive thinking

……

Others…

…….

 

·         Search for, analysis and synthesis of data and information, with the use of the necessary technology

·         Working independently

·         Production of free, creative and inductive thinking

 

  • SYLLABUS
 

The valuation of investments, the valuation of bonds, equity and derivatives as well as cash flows and financial indicators are the cornerstones of Financial Analysis. These items are encountered in the daily investment activity and thus provide the basis for understanding the financial environment. In this course the aforementioned notions are analyzed with emphasis on financial assets, which are simultaneously investment options for an investor but also financing means for an enterprise. As the valuation of financial assets is based on the concept of present value, the concepts of capitalization and annuities are reminded.

  • TEACHING and LEARNING METHODS – EVALUATION
DELIVERY
Face-to-face, Distance learning, etc.
·         Class lectures

·         Notes, slides, etc posted on e-class

USE OF INFORMATION AND COMMUNICATIONS TECHNOLOGY
Use of ICT in teaching, laboratory education, communication with students
·         Support of the learning process via e-class

·         Use of internet

TEACHING METHODS

The manner and methods of teaching are described in detail.

Lectures, seminars, laboratory practice, fieldwork, study and analysis of bibliography, tutorials, placements, clinical practice, art workshop, interactive teaching, educational visits, project, essay writing, artistic creativity, etc.

 

The student’s study hours for each learning activity are given as well as the hours of non-directed study according to the principles of the ECTS

Activity Semester workload
Lectures 52
Study 104
Course total 156 (26 hours per Credit Unit)
STUDENT PERFORMANCE EVALUATION

Description of the evaluation procedure

 

Language of evaluation, methods of evaluation, summative or conclusive, multiple choice questionnaires, short-answer questions, open-ended questions, problem solving, written work, essay/report, oral examination, public presentation, laboratory work, clinical examination of patient, art interpretation, other

 

Specifically-defined evaluation criteria are given, and if and where they are accessible to students.

 

In class exam

·         Solution of exercises relevant to the quantitative part of the topics covered

·         Comparative assessment of the theoretical topics

 

 

 

 

 

 

 

 

 

 

 

 

  • ATTACHED BIBLIOGRAPHY
 

·         Διαχείριση χαρτοφυλακίου, Παπαδάμου Στέφανος Θ.

·         Χρηματοοικονομική ανάλυση επιχειρήσεων, Ξανθάκης Μανώλης, Αλεξάκης Χρήστος

·         Χρηματοοικονομικά Παράγωγα, Πουφινάς Θωμάς – Φλώρος Χρήστος