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Financial Analysis

  • Enseignant(s):   J.Froidevaux  
  • Titre en français: Analyse financière
  • Cours donné en: anglais
  • Crédits ECTS: 6 crédits
  • Horaire: Semestre de printemps 2019-2020, 4.0h. de cours (moyenne hebdomadaire)
  •  séances
  • Formations concernées:
    Maîtrise universitaire ès Sciences en finance, Orientation gestion des actifs et des risques

    Maîtrise universitaire ès Sciences en finance, Orientation finance d'entreprise

    Maîtrise universitaire ès Sciences en finance : Entrepreneuriat financier et science des données

 

Objectifs

Overall objective:

The objective of the course “Financing Analysis” is to bring a thorough understanding of the key issues revolving around a company, its environment and stakeholders through the eyes of a financial analyst.

Going through several business cases, the course will bring to students several tools and techniques to evaluate a company and its business environment in order to reach a potential investment decision.

The content of the course is principally based on relevant sections of the CFA® curriculum and on the lecturer’s professional experience as analyst, investor, and client.

Contenus

Weeks 1-4: top-down view

  • Applicable laws and professional standards
  • Economic analysis
  • Market analysis
  • Industry analysis

Weeks 5-8: bottom-up approach

  • Financial statements and information outside of f/s
  • Analytical tools and techniques for financial analysis
  • Strategic financial modeling and forecasting
  • Quality of earnings and financial statements

Weeks 9-11: company analysis

  • Analysis of industrial companies
  • Analysis of insurances and pension funds
  • Analysis of banks and financial companies

Weeks 12-14: cross-sectional

  • Sustainable analysis – ESG, SRI and Governance
  • Technical analysis and investment timing
  • Behavioral analysis and investment biases

Références

Slides content, potential assigned readings and preparation material for case studies will contain 100% of the preparation material needed for final exam.

Pré-requis

Financial accounting

Evaluation

1ère tentative

Examen:
Ecrit 2h00 heures
Documentation:
Non autorisée
Calculatrice:
Autorisée avec restrictions
Evaluation:

30% graded case studies assigned through the semester

70% final exam

Rattrapage

Examen:
Ecrit 2h00 heures
Documentation:
Non autorisée
Calculatrice:
Autorisée avec restrictions
Evaluation:

30% graded case studies assigned through the semester

70% retake exam



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