Unit convenor and teaching staff |
Unit convenor and teaching staff
Unit Convenor / Lecturer
James Hay
Contact via Email
Unit Convenor / Lecturer
Katarina Djukic
Contact via Email
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Credit points |
Credit points
4
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Prerequisites |
Prerequisites
Admission to GradCertFin
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Corequisites |
Corequisites
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Co-badged status |
Co-badged status
AFCP813
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Unit description |
Unit description
This unit equips students with financial analysis skills to support advanced study in corporate finance and investment analysis. Emphasis is placed on being able to interpret financial statements in the context of a company’s operational performance and strategy, to assess historical financial performance and to prepare a spreadsheet based financial model capable of forecasting integrated financial statements for a company. After this unit, students should understand the language of financial statements, and be able to use an Annual Report to develop an understanding of a company’s historical performance and prospects. Specific topics include the Income Statement, Balance Sheet, Cash Flow Statement and financial statement analysis using Dupont methodology. Financial modelling applications will also be developed, so students will be able to prepare forecasts for the three financial statements, as well as being able to integrate the three statements.
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Information about important academic dates including deadlines for withdrawing from units are available at https://www.mq.edu.au/study/calendar-of-dates
On successful completion of this unit, you will be able to:
Name | Weighting | Hurdle | Due |
---|---|---|---|
Quizzes | 20% | No | In iLearn |
Short Exercises | 20% | No | In iLearn |
Assignment | 30% | No | In iLearn |
Final Examination | 30% | No | Exam week |
Due: In iLearn
Weighting: 20%
Summary of Assessment Task
Individual / Group: Individual.
Due Dates: See Assessment Summary in iLearn for due dates.
Timing: Two online quizzes will be conducted during the term. The first online quiz relates to material in Topics 1-4 and the second online quiz relates to material in Topics 5-9.
Submission Method: Online via iLearn.
Quiz Conditions: Open book.
Extension Requests:
Due: In iLearn
Weighting: 20%
Summary of Assessment Task
Individual / Group: Individual.
Due Dates: See Assessment Summary in iLearn for due dates.
Timing: Four short exercises will be assessed during the term. The short exercises relate respectively to material in Topics 1, 2, 3 and 6.
Submission Method: Online via the unit's iLearn site.
Extension Requests:
Due: In iLearn
Weighting: 30%
Summary of Assessment Task
Individual / Group: Individual.
Due Dates: See Assessment Summary in iLearn for the due date.
Submission Method: Via iLearn.
Extension Requests:
Due: Exam week
Weighting: 30%
Summary of Assessment Task
Individual / Group: Individual.
Due Date: See the Assessment Summary in iLearn for the due date.
Submission Method: Online via the unit's iLearn site.
Duration: 3 hours.
Examination Conditions:
Extension Requests:
Required Text:
Financial Statements Demystified by B. Kramer and C. Johnson 2009 McGraw-Hill Education.
This textbook is available to buy from the publisher, McGraw-Hill Education, as either a print book or an e-book. Please note that the publisher’s prices may be quoted in US dollars and the book may ship from overseas. If you intend to use the print book, please allow sufficient time for delivery. The print book is also available from The Co-op, Dymocks and other sellers. The following links can be used to purchase the textbook:
Additional Readings:
Assumed Knowledge: Mathematical content
This is an online unit which will make use of the University's iLearn system.
Unit iLearn Site:
Important:
Assumed access to technology: Access to a computer with word processing and spreadsheet capability is assumed, as is general student computer literacy. A recent version of Excel is the preferred choice of spreadsheet.
The following schedule is a guide to the timing of each topic.
Week |
Topic |
Latest date to start working on this topic |
0 |
Orientation and Topic 1: Introduction to financial statement analysis |
9 September |
1 |
Topic 1: Introduction to financial statement analysis |
16 September |
2 |
Topic 2: Introduction to financial modelling |
23 September |
3 |
Topic 3: Preparing financial statements |
30 September |
4 |
Topic 4: A closer look at the balance sheet |
7 October |
5 |
Topic 5: Analysis of financial statements |
14 October |
6 |
Topic 6: Preparing a financial model Part 1 |
21 October |
7 |
Topic 7: Preparing a financial model Part 2 |
28 October |
8 |
Topic 8: Further steps in financial modelling |
4 November |
9 |
Topic 9: Analysis of financial statements (capstone) |
11 November |
10 |
Exam preparation |
18 November |
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