Notice
As part of Phase 3 of our return to campus plan, most units will now run tutorials, seminars and other small group activities on campus, and most will keep an online version available to those students unable to return or those who choose to continue their studies online.
To check the availability of face-to-face and online 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
Katarina Djukic
James Hay
|
---|---|
Credit points |
Credit points
10
|
Prerequisites |
Prerequisites
Admission to GradCertFin or GradDipAppFin or MAppFin or MAppFin(Adv)
|
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. 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. |
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:
Information - Extensions / Penalties
Online Quizzes x 2 - Worth 10% each (Total 20%)
You are expected to make yourself available for assessment during the relevant quiz window.
Students who do not submit this task by the due date and time receive a result of zero. This penalty does not apply when an application for Special Consideration has been made and approved.
Students who do not attempt the quiz receive a mark of zero. This penalty does not apply in cases where an application for Special Consideration has been made and approved.
Further information on submitting an Application for Special Consideration can be found at https://students.mq.edu.au/study/my-study-program/special-consideration
Short Exercises x 4 - Worth 5% each (Total 20%)
Students who do not submit this task by the due date and time receive a result of zero. This penalty does not apply when an application for Special Consideration has been made and approved.
Further information on submitting an Application for Special Consideration can be found at https://students.mq.edu.au/study/my-study-program/special-consideration
Assignment (30%)
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 incurs a 20% penalty). This penalty does not apply for cases in which an application for Special Consideration is made and approved.
Late submissions will be accepted up to 96 hours after the due date and time.
Further information on submitting an Application for Special Consideration can be found at https://students.mq.edu.au/study/my-study-program/special-consideration
Final Exam (30%)
You are expected to present yourself for examination at the time and place designated at https://iexams.mq.edu.au/timetable
Deferral of an examination is not permitted unless an application for Special Consideration is made and approved.
Students who do not attend receive a mark of zero. This penalty does not apply in cases where an application for Special Consideration has been made and approved.
Further information on submitting an Application for Special Consideration can be found at https://students.mq.edu.au/study/my-study-program/special-consideration
Name | Weighting | Hurdle | Due |
---|---|---|---|
Assignment | 30% | No | In iLearn |
Online Quizzes | 20% | No | In iLearn |
Short Exercises | 20% | No | In iLearn |
Final Exam | 30% | No | In iLearn |
Assessment Type 1: Case study/analysis
Indicative Time on Task 2: 20.00 hours
Due: In iLearn
Weighting: 30%
Analysis of an individual case study topic and presentation of conclusions : 2500 words
Assessment Type 1: Quiz/Test
Indicative Time on Task 2: 10.00 hours
Due: In iLearn
Weighting: 20%
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.
Assessment Type 1: Case study/analysis
Indicative Time on Task 2: 20.00 hours
Due: In iLearn
Weighting: 20%
Four short exercises will be assessed during the term. The short exercises relate respectively to material in Topics 1, 2, 3 and 6.
Assessment Type 1: Examination
Indicative Time on Task 2: 20.00 hours
Due: In iLearn
Weighting: 30%
Online, open book 3 hour Exam on all Topics.
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
REQUIRED AND RECOMMENDED TEXTS AND/OR MATERIALS
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
TECHNOLOGY USED AND REQUIRED
This is an online unit which will make use of the University's iLearn system.
Unit iLearn Site:
Important Notice:
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 |
5 April |
1 |
Topic 1: Introduction to financial statement analysis |
12 April |
2 |
Topic 2: Introduction to financial modelling |
19 April |
3 |
Topic 3: Preparing financial statements |
26 April |
4 |
Topic 4: A closer look at the balance sheet |
3 May |
5 |
Topic 5: Analysis of financial statements |
10 May |
6 |
Topic 6: Preparing a financial model Part 1 |
17 May |
7 |
Topic 7: Preparing a financial model Part 2 |
24 May |
8 |
Topic 8: Further steps in financial modelling |
31 May |
9 |
Topic 9: Analysis of financial statements (capstone) |
7 June |
10 |
Exam preparation |
14 June |
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Students seeking more policy resources can visit Student Policies (https://students.mq.edu.au/support/study/policies). It is your one-stop-shop for the key policies you need to know about throughout your undergraduate student journey.
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Macquarie University provides a range of support services for students. For details, visit http://students.mq.edu.au/support/
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Unit information based on version 2021.04 of the Handbook