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Financial Analysis

  • Teacher(s):   J.Froidevaux  
  • Course given in: English
  • ECTS Credits: 6 credits
  • Schedule: Spring Semester 2021-2022, 4.0h. course (weekly average)
  •  sessions
  • Related programmes:
    Master of Science (MSc) in Finance, Orientation Asset and Risk Management

    Master of Science (MSc) in Finance, Orientation Corporate Finance

    Master of Science (MSc) in Finance : Financial Entrepreneurship and Data Science
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[warning] This course syllabus is currently edited by the professor in charge. Please come back in a few days. --- For your information only, here is the old syllabus :

Objectives

  • 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 and presentations, 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, asset manager, investor, and client.

Contents

Weeks 1-5: the global environment

  • Regulatory analysis
  • Industry analysis
  • Economic analysis
  • Market analysis
  • Sustainable analysis

Weeks 6-9: nuts, bolts and techniques

  • Information from financial statements and beyond
  • From analytical tools & techniques to financial modelling
  • From financial modelling to investment recommendation
  • Quality of earnings and financial statements

Weeks 10-12: industry specific

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

Weeks 13-14: investment timing and pitfalls

  • Technical analysis and investment timing
  • Behavioural analysis and investment biases

References

Slides content, assigned readings and preparation material shall contain 100% of the preparation material needed for case studies and presentations assigned through the semester, as well as final exam (standard and retake)

Evaluation


 

First attempt


 
Exam:
Written 2h00 hours
Documentation:
Allowed
Calculator:
Allowed with restrictions
Evaluation:

Case studies and other presentations: 70% of final grade
Final exam: 30% of final grade


 

Retake


 
Exam:
Written 2h00 hours
Documentation:
Allowed
Calculator:
Allowed with restrictions
Evaluation:

Previous case studies and other presentations: 70% of final grade
Retake exam: 30% of final grade



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