Financial Planning (5 cr)

Evaluation scale

H-5

Content scheduling

10.01.2020 - 07.03.2020
The Student
* is able to find, produce and manage information in relation to management accounting and is
able to critically evaluate the information
* understands the basic principles for profitable and customer-oriented business and the risks of
the company
* is able to use the financial information to identify the core processes of a company and
understands how different factors affect one another
* is capable of preparing basic calculations, account statements and budgets
Innehåll
- Financial reporting
- Budgets and forecasts
- Risk management
- Organisations and financial planning

Objective

* is able to find, produce and manage information in relation to management accounting and is able to
critically evaluate the information                                                       
* understands the basic principles for profitable and customer-oriented business and the risks of the
company
* is able to use the financial information to identify the core processes of a company and
understands how different factors affect one another
* is capable of preparing basic calculations, account statements and budgets

Content

Content:
- Key performance calculations
- Financial markets and financing
- Decision making and finance

Materials

Brealey & Myers. Principles of Corporate Finance. There have during the years been published
many versions. The one we have in the library, 5 books, is from year 2014. This is the main
course literature. The materials can also be found, at least to some extent I believe, in YouTube
and other places in the net. This is ”a classic book”. There are several sampels in Novia library.
Horngren et al. Financial & managerial accounting. There are now no books in the Novia Library
but, eg see Ebrary. There is also in YouTube all PPTs from Horngren. Check other libraries. Also
in wide spread use.
Tennent, John. Guide to Financial Management, 2008. Should be Available electronically in
Ebrary.
Materials and internetlinks handed out during the course.
The issues dealt with in the course are naturally also to be found in many other sources

Teaching methods

Introductions, Themes, Discussions in teams, Assignments gone through during the sessions,
home work, literature studies, Presentations, and finally as Home exams two assignments.

Student workload

•5 ECTS: 135 hours of work
•Contact sessions: about 15 h
•Literature & theory studies: about 60 h
•The assignments: about 60 h

Evaluation methods and criteria

Participation in the sessions and guest lectures
Carrying out excrises and project
Providing required documentation (book refelcetion, Key Learning Note, project documentation)

Failed (0)

Lacking deliverables

Assessment criteria, satisfactory (1-2)

Weak participation in course discussions, weak theory links, weak written assignment

Assessment criteria, good (3-4)

Active participation in course discussions, masters connections of theory to reality, reflects on own
work, workshops, projects

Assessment criteria, excellent (5)

Sharing knowledge, relating to larger entities, possesses new angels for the future