TOPICS
|
Unit 1. Introduction to Financial Management and the Accounting Language
1. Basic concepts of Financial Management and Accounting
2. The Financial Management Framework ( 10 Axioms of FM)
3. The Fundamentals of the Accounting Process
4. The Accounting Cycle
5. Understanding the Financial Statements
6. Costs concepts and behaviors for financial reporting and cost analysis used in decision making.
|
Unit 2. Financial Information in Action
1. Analyzing Financial Statements
a. Background analysis
b. Areas in Financial Analysis
b.1. Liquidity
b.2. Profitability
b.3. Asset Management
b.4. Solvency
b.5. Marketability/ value analysis
c. Methods in Financial Analysis
c.1. Horizontal
c.2. Vertical
c.3. Ratio Analysis
c.4. Du Pont Expansions
2. Financial Planning and Proforma financial statements
a. Operating Budgets
b. Financial budgets
c. Master budgets
d. Projected Financial Statements
|
Unit 3. Analyzing Financial Information for Short Term Decision Making
|
Unit 4. Analyzing Financial Information for Long Term Decision Making
1. Financial Risk and Return analysis
2. The role of Time value of money and cost of capital
3. Investment decisions
4. Capital budgeting
5. Financing decisions
6. Debt and Equity Financing Analysis
|
RESOURCE TYPE
|
RESOURCES
|
Books
|
Titman, S., Keown, A. J., Martin, J. D. (2011) Financial management : principles and applications. (11th ed.) Boston : Prentice Hall.
|
Jordan, Bradford D. Fundamentals of investments : valuation and management. 5th ed. Boston : McGraw-Hill, c2009.
| |
Gitman, Lawrence J. Fundamentals of investing. Twelfth edition. Boston : Pearson, c2014.
| |
Rosenbaum, Joshua,(2013) 1971- author. Investment banking : valuation, leveraged buyouts, and mergers & acquisitions. Second edition, University edition. Hoboken, N.J. : John Wiley & Sons, 2013
| |
Gitman, L. J. (2011) Fundamentals of investing. (11th ed.) Singapore : Pearson.
| |
Websites
| |
http://www.slideshare.net/abhishek9066389/financial-management-16056415
| |
http://www.businessdictionary.com/definition/financial-management.html
| |
http://www.managementstudyguide.com/financial-management.htm
| |
Journals
|
FinEx Journals
|
Accounting and Finance Journals
| |
EBSCOHost Journals
|
|
TOPICS
|
|
Unit
1. Introduction to Financial
Management and the Accounting Language
1.
Basic concepts of
Financial Management and Accounting
2.
The Financial Management
Framework ( 10 Axioms of FM)
3.
The Fundamentals of the
Accounting Process
4.
The Accounting Cycle
5.
Understanding the
Financial Statements
6. Costs concepts and behaviors for financial reporting and cost
analysis used in decision making.
|
|
Unit
2. Financial Information in Action
1. Analyzing Financial Statements
a. Background analysis
b. Areas in Financial Analysis
b.1.
Liquidity
b.2.
Profitability
b.3.
Asset Management
b.4.
Solvency
b.5.
Marketability/ value analysis
c.
Methods in Financial Analysis
c.1. Horizontal
c.2. Vertical
c.3. Ratio Analysis
c.4. Du Pont Expansions
2. Financial Planning and Proforma financial
statements
a.
Operating Budgets
b.
Financial budgets
c.
Master budgets
d.
Projected Financial Statements
|
|
Unit
3. Analyzing Financial Information for
Short Term Decision Making
|
|
Unit
4. Analyzing Financial Information for Long Term Decision Making
1.
Financial Risk and
Return analysis
2.
The role of Time
value of money and cost of capital
3.
Investment decisions
4.
Capital budgeting
5.
Financing decisions
6.
Debt and Equity
Financing Analysis
|
|
RESOURCE TYPE
|
RESOURCES
|
|
Books
|
Titman,
S., Keown, A. J., Martin, J. D. (2011) Financial management : principles and
applications. (11th ed.) Boston : Prentice Hall.
|
|
Jordan,
Bradford D. Fundamentals of
investments : valuation and management.
5th ed. Boston : McGraw-Hill,
c2009.
|
|
|
Gitman, Lawrence J. Fundamentals of investing. Twelfth edition. Boston : Pearson, c2014.
|
|
|
Rosenbaum,
Joshua,(2013) 1971- author. Investment
banking : valuation, leveraged buyouts, and mergers & acquisitions. Second edition, University edition.
Hoboken, N.J. : John Wiley & Sons, 2013
|
|
|
Gitman,
L. J. (2011) Fundamentals of investing. (11th ed.) Singapore : Pearson.
|
|
|
Websites
|
|
|
http://www.slideshare.net/abhishek9066389/financial-management-16056415
|
|
|
http://www.businessdictionary.com/definition/financial-management.html
|
|
|
http://www.managementstudyguide.com/financial-management.htm
|
|
|
Journals
|
FinEx Journals
|
|
Accounting and Finance Journals
|
|
|
EBSCOHost Journals
|
Part one
|
Preparing to Invest
|
1
|
The Investment Environment
|
2
|
Securities Markets and Transactions
|
3
|
Investment Information and Securities Transaction
|
Part Two
|
Important Conceptual Tools
|
4
|
Return and Risk and Time value of Money
|
5
|
Modern Portfolio Concepts
|
Part Three
|
Investing in Common Stocks
|
6
|
Common Stocks
|
7
|
Analyzing Common Stocks
|
8
|
Stock Valuation
|
9
|
Market Efficiency, Behavioral Finance and Technical Analysis
|
Part Four
|
Investing in Fixed-Income Securities
|
10
|
Fixed income securities
|
11
|
Bond Valuation
|
12
|
Investing in Preferred Stocks
|
Part Five
|
Portfolio Management
|
13
|
Mutual Funds: Professionally Managed Portfolio
|
14
|
Managing Your Own Portfolio
|
Part Six
|
Derivative Securities
|
15
|
Options: Puts and Calls
|
16
|
Commodities and Financial futures
|
Special section
|
Web chapters (www.pearsonhighered.com/gitman)
|
Time Value of Money
|
|
Tax-Advantaged Investments
|
|
Real state and Other Tangible Investments
|
This material is taken from Harvard Business Review PART I. The Case of CPC International. In the summer of 1986, financial analysts be...
