FIN269 : Financial analysis and forecasting

Department

Department of Financing and Banking

Academic Program

Bachelor in Finance and banking

Type

Compulsory

Credits

03

Prerequisite

FIN260

Overview

The course study aims to introduce the student to the basics of financial analysis and how to benefit from analyzing the financial statements of business companies and banks for the purpose of evaluating their performance and the feasibility of their decisions and introducing the strategic dimension of financial analysis and its methods, as well as getting acquainted with the methods of performance evaluation and methods of evaluating the growth of companies and banks, and knowing the methods of predicting failure and failure of business companies and banks.

Intended learning outcomes

A. Knowledge and understanding:

  • To familiarize the student with the theories and scientific principles in the field of financial analysis.
  • To familiarize the student with the most important tools used in financial analysis.
  • The student will know how to make decisions related to financial forecasting.

B. Mental skills:

  • The student should be able to comprehend and understand the principles of financial analysis.
  • The student should be able to conduct financial analysis.
  • The student should be able to reach sound financial decisions in financial analysis.

C. Scientific and professional skills:

  • That the student master the correct application of financial analysis.
  • That the student uses modern methods of financial analysis.
  • The student should master planning, implementation and evaluation skills in financial analysis.

D. General and transferable skills:

  • The student should be able to work in a team spirit.
  • The student should be able to lead, supervise and work with a team.
  • The student should be able to solve problems and make decisions.

Teaching and learning methods

  1. Study lectures.
  2. Case studies and practical applications.
  3. Various exercises on the contents of the course.
  4. Diversity in questions and activating panel discussions to develop comprehension.

Methods of assessments

  1. Midterm exam 20%.
  2. Activity 10%.
  3. Duties 10%.
  4. Final exam 60%.

Course content

Number of hours

scientific subject

Week

3

Definition and importance of financial analysis.

1

3

Entities benefiting from financial analysis

2

6

Types of financial analysis: according to the existing entity, according to time, and according to the objective of the financial analysis.

3-4

6

Vertical analysis and horizontal analysis and practical examples.

5-6

3

financial analysis standards.

7

3

Methods and methods used in financial analysis.

8

3

Liquidity ratios and leverage ratios.

9

3

Activity ratios and profitability ratios.

10

3

market ratios.

11

3

Financial forecasting, its definition and importance.

12

3

Sales percentage method.

13

3

regression analysis method.

14