Notice
As part of Phase 3 of our return to campus plan, most units will now run tutorials, seminars and other small group learning activities on campus for the second half-year, while keeping an online version available for those students unable to return or those who choose to continue their studies online.
To check the availability of face to face activities for your unit, please go to timetable viewer. To check detailed information on unit assessments visit your unit's iLearn space or consult your unit convenor.
Unit convenor and teaching staff |
Unit convenor and teaching staff
Unit Convenor
Di Bu
|
---|---|
Credit points |
Credit points
10
|
Prerequisites |
Prerequisites
Admission to GradCertFin or GradDipAppFin or MAppFin or MAppFin(Adv) or MBkgFin
|
Corequisites |
Corequisites
|
Co-badged status |
Co-badged status
|
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. |
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:
Assessment criteria for all assessment tasks will be provided on the unit iLearn site.
It is the responsibility of students to view their marks for each within-session-assessment on iLearn within 20 days of posting. If there are any discrepancies, students must contact the unit convenor immediately. Failure to do so will mean that queries received after the release of final results regarding assessment tasks (not including the final exam mark) will not be addressed.
Late submissions and extensions
Tasks 10% or less – No extensions will be granted. Students who have not submitted the task prior to the deadline will be awarded a mark of 0 for the task, except for cases in which an application for special consideration is made and approved.
Tasks above 10% - No extensions will be granted. There will be a deduction of 10% of the total available marks made from the total awarded mark for each 24 hour period or part thereof that the submission is late (for example, 25 hours late in submission – 20% penalty). This penalty does not apply for cases in which an application for special consideration is made and approved. No submission will be accepted after solutions have been posted.
Name | Weighting | Hurdle | Due |
---|---|---|---|
Practice quizzes | 0% | No | Week 3 |
Assignment | 30% | No | Week 11 |
Quizzes and short questions exercise | 30% | No | Week 12 |
Final Examination | 40% | No | During University Examination Period |
Assessment Type 1: Quiz/Test
Indicative Time on Task 2: 2 hours
Due: Week 3
Weighting: 0%
The practice quiz consists of multiple choice and/or short answe questions. Please use the practice quizzes as an indicator of whether you are progressing satisfactorily in the unit. If you are having difficulties, please see the Unit Convenor and consider withdrawing before the census date.
Assessment Type 1: Modelling task
Indicative Time on Task 2: 20 hours
Due: Week 11
Weighting: 30%
Students will be required to conduct spreadsheet analysis and write a report based on the findings.
Assessment Type 1: Quiz/Test
Indicative Time on Task 2: 20 hours
Due: Week 12
Weighting: 30%
Two quizzes and one short questions exercise will be conducted. They are of various weightings and in total contribute 30% to the course final mark.
Assessment Type 1: Examination
Indicative Time on Task 2: 20 hours
Due: During University Examination Period
Weighting: 40%
An open book online examination will be held during the University Examinatoin Period.
1 If you need help with your assignment, please contact:
2 Indicative time-on-task is an estimate of the time required for completion of the assessment task and is subject to individual variation
Unit Web Page:
This unit will make use of the University's iLearn system.
Unit's iLearn Site:
Important Notice:
Technology Used and Required:
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 spreadsheet.
Delivery Format and Other Details:
See timetable for classes on the University web site at: https://timetables.mq.edu.au/2020/
Recommended Readings:
Assumed Knowledge:
Mathematical content
Solve for Z5: $1,000 = $681.20(1+Z5/2)10
Week | Topic |
1 | Topic 1: Introduction to financial statement analysis |
2 | Topic 2: Introduction to modelling |
3 | Topic 3: Preparing financial statements |
4 | Topic 4: A closer look at the balance sheet |
5 | Topic 5: Preparing a financial model Part 1 |
6 | Topic 6: Preparing a financial model Part 2 |
7 | Topic 7: Review (No Lecture) |
8 | Topic 8: Analysis of financial statements Part 1 |
9 | Topic 9: Analysis of financial statements Part 2 |
10 | Topic 10: Industry Guest Speaker |
11 | Topic 11: Revisit the Plan and the Plug; Share evaluation |
12 | Topic 12: Preparing a financial model Part 3 |
13 | Topic 13: Final Exam Revision |
Macquarie University policies and procedures are accessible from Policy Central (https://staff.mq.edu.au/work/strategy-planning-and-governance/university-policies-and-procedures/policy-central). Students should be aware of the following policies in particular with regard to Learning and Teaching:
Students seeking more policy resources can visit the Student Policy Gateway (https://students.mq.edu.au/support/study/student-policy-gateway). It is your one-stop-shop for the key policies you need to know about throughout your undergraduate student journey.
If you would like to see all the policies relevant to Learning and Teaching visit Policy Central (https://staff.mq.edu.au/work/strategy-planning-and-governance/university-policies-and-procedures/policy-central).
Macquarie University students have a responsibility to be familiar with the Student Code of Conduct: https://students.mq.edu.au/study/getting-started/student-conduct
Results published on platform other than eStudent, (eg. iLearn, Coursera etc.) or released directly by your Unit Convenor, are not confirmed as they are subject to final approval by the University. Once approved, final results will be sent to your student email address and will be made available in eStudent. For more information visit ask.mq.edu.au or if you are a Global MBA student contact globalmba.support@mq.edu.au
Macquarie University provides a range of support services for students. For details, visit http://students.mq.edu.au/support/
Learning Skills (mq.edu.au/learningskills) provides academic writing resources and study strategies to help you improve your marks and take control of your study.
The Library provides online and face to face support to help you find and use relevant information resources.
Students with a disability are encouraged to contact the Disability Service who can provide appropriate help with any issues that arise during their studies.
For all student enquiries, visit Student Connect at ask.mq.edu.au
If you are a Global MBA student contact globalmba.support@mq.edu.au
For help with University computer systems and technology, visit http://www.mq.edu.au/about_us/offices_and_units/information_technology/help/.
When using the University's IT, you must adhere to the Acceptable Use of IT Resources Policy. The policy applies to all who connect to the MQ network including students.