PLA278 : Financial Planing

Department

Department of Financial planning

Academic Program

Bachelor in Financial Planing

Type

Compulsory

Credits

03

Prerequisite

PLA 277

Overview

This course aims to identify the concept of financial planning and manifestations of financial failure, in addition to the methods used to estimate needs and how to prepare different estimated budgets.

Intended learning outcomes

A. Knowledge and understanding :The student studies the concept of financial planning and its types. The student studies the differences between financial hardship and financial failure. The student studies the methods used in developing long-term and short-term financial plans. Using current financial data for future financial forecasting.

B- Mental skills: The student will be familiar with the methods used in developing future financial plans. Predicting financial needs in advance to avoid the institution's financial failure. The student acquires skills in reading financial statements and predicting the financial position of any establishment or institution.

C- Scientific and professional skills: The student will be able to read, evaluate and analyze the financial statements of any institution. The student can make future plans and predict the financial need to finance any project, in addition to the possibility of detecting financial failure before it occurs.

D- General Skills:The student gains more experience and develops his intellectual and mental abilities by studying and analyzing the financial statements with his colleagues at work and his superiors by presenting different and scientific opinions by those with expertise and older than him.

Teaching and learning methods

· Lectures .

· Exchanging views on the content of the scientific article.

· Discussing work papers submitted by students.

· Studying some financial statements for some companies and institutions.

Methods of assessments

Midterm Exam 20%

Oral Exam 20%

Final Exam 60%

Hours

Scientific subject

The week

3

Types and types of financial planning

1

3

Types of financial plans

2

6

Different concepts of financial failure

3,4

6

Estimating financial needs using the simple preparation method

5,6

6

Estimate financial needs using percentages of sales

7,8

6

Estimate financial needs using estimated budgets

9,10,

3

How to make future financial plans

11