Educational guide | ||||||||||||||||||||||||||||||||||||||||
IDENTIFYING DATA | 2022_23 | |||||||||||||||||||||||||||||||||||||||
Subject | FINANCIAL MANAGEMENT | Code | 00512009 | |||||||||||||||||||||||||||||||||||||
Study programme |
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Descriptors | Credit. | Type | Year | Period | ||||||||||||||||||||||||||||||||||||
6 | Basic Training | First | Second |
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Language |
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Prerequisites | ||||||||||||||||||||||||||||||||||||||||
Department | DIREC.Y ECONOMIA DE LA EMPRESA |
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Coordinador |
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pcasc@unileon.es fjcasg@unileon.es |
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Lecturers |
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Web | http:// | |||||||||||||||||||||||||||||||||||||||
General description | ||||||||||||||||||||||||||||||||||||||||
Tribunales de Revisión |
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Competencias |
Code | |
A6356 | |
A6359 | |
A6361 | |
A6373 | |
A6384 | |
A6397 | |
A6404 | |
A6415 | |
A6420 | |
A6425 | |
A6441 | |
B787 | |
B789 | |
B790 | |
B793 | |
B795 | |
C2 | |
C3 | |
C4 |
Learning aims |
Competences | |||
Selecting investment projects, by static and dynamic methods. | A6356 A6373 A6425 |
B787 B789 B790 B793 B795 |
C2 C3 C4 |
Finding annuities and other loan terms with different types of installment. | A6397 A6404 |
B787 B789 B790 B793 B795 |
C2 C3 C4 |
Calculation of the effect of inflation and taxes on investment projects, making the sensitivity analysis of these factors. | A6420 |
B787 B789 B790 B793 B795 |
C2 C3 C4 |
Elaborate financial tables to jointly analyze pure investment projects and different financing alternatives. | A6359 |
B787 B789 B790 B793 B795 |
C2 C3 C4 |
Calculating the cost of different types of internal and external financing. | A6361 A6384 A6441 |
B787 B789 B790 B793 B795 |
C2 C3 C4 |
Calculating the weighted average cost of capital of a firm with different alternatives of capital structure. | A6415 |
B787 B789 B790 B793 B795 |
C2 C3 C4 |
Contents |
Topic | Sub-topic |
Part 1: Introduction to the financial management of the firm. | 1.- Basic concepts: Financial capital, financial law and financial operation. |
Part 2: The value of money over time, the cash flows and repayment of loans. | 2.- Capitalization and discount of financial operations: Simple and compound. 3.- Repayment of loans. |
Part 3: Capital budgeting: concept and types of investments, parameters of a project, static and dynamic methods of investment selection, analysis of pure projects, extensions of the project analysis : effect of inflation and taxes. | 4.- Capital budgeting. 5.- Investment valuation methods: Static and Dynamic |
Part 4: The financing decision: the environment of the financial decisions, basic means of financing, the cost of the different types of funds. | 6.- Financing: Economic-financial balance. |
Part 5: Capital structure and dividend policy. | 7.- Capital structure. 8.- Dividend policy. 9.- Financial strategy. |
Planning |
Methodologies :: Tests | |||||||||
Class hours | Hours outside the classroom | Total hours | |||||||
Lecture | 21 | 31.5 | 52.5 | ||||||
Problem solving, classroom exercises | 21 | 31.5 | 52.5 | ||||||
Practicals using information and communication technologies (ICTs) in computer rooms | 15 | 24 | 39 | ||||||
Mixed tests | 3 | 3 | 6 | ||||||
(*)The information in the planning table is for guidance only and does not take into account the heterogeneity of the students. |
Methodologies |
Description | |
Lecture | Explanation of the contents of the subject in a participative way through the oral presentation, the use of blackboard or projection cannon and the use of support materials available in Moodle. |
Problem solving, classroom exercises | Practical sessions for discussion and resolution of problems and practical exercises previously worked by the students. The Moodle platform will support the preparation and monitoring of many of these activities |
Practicals using information and communication technologies (ICTs) in computer rooms | Practical classes for the discussion and resolution of problems and practical exercises previously worked by the students through by using Excel |
Personalized attention |
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Assessment |
Description | Qualification | ||
Mixed tests | - Final written exam to assess the assimilation of knowledge - Continuous assessment. During the course partial eliminatory tests will take place to a maximum of 45% of the final grade - Attendance and participation in tasks raised during the class. |
45%Theory and 45% practice 45% Theory and practice 10% |
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Other comments and second call | |||
FIRST CALL: An eliminatory test will be carried out during the semester (45% of final score). At the end of the semester there will be another test with a global assessment of 90% for students who have not passed the first test and 45% for students who have passed the first test. In addition, 10% correspons to the attendance and participation. The realization and exhibition of works will add a maximum of 0.5 points. SECOND CALL: Students who have not passed the module in the first call may take a written exam which will include all the contents of the subject (50% theory and 50% practice). The grade obtained may be increases with the grade from the voluntary tutored works CALL EXTRAORDINARY (DECEMBER): The exam will include a theoretical test (50%) and a practical test (50%) During the development of the tests will not be allowed to handle any material except for financial and / or scientific calculator. The holding and use of mobile phones and/or electronic devices is strictly forbidden during the exams. The holding of unauthorized class notes, books, portfolios, mobile and/or electronic devices, etc. during the exams will mean the immediate withdrawal of the exam, the expulsion of the student, and the qualification of the exam with a failing grade. |
Sources of information |
Access to Recommended Bibliography in the Catalog ULE |
Basic |
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Castaño, F.J., Tascón, M.T. y Castro, P. (2017). Gestión y operativa bancaria. Madrid: Pirámide.Fanjul Suárez, J. L.; Almoguera Gómez, A. y González Velasco, M.C. (2000). Análisis de las Operaciones Financieras. Madrid: CivitasFanjul Suárez, J. L., y Castaño Gutiérrez, F. J. (2006). Dirección financiera: Caso a caso (1ª ed.). Cizur Menor Navarra: Thomson Cívitas.Pindado García, J. (2012). Finanzas empresariales. Madrid: Paraninfo |
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Complementary | |
Hernández Muñoz, L. (2000). El crédito documentario. Madrid: ICEX Jiménez, J.L., Pérez, C. y Torre, A. (2003). Gestión financiera de la empresa. Madrid: Pirámide Loring, J. (2004). La gestión Financiera.Barcelona: Deusto Mateos Aparicio, P. y Analisitas Financieros Internacionales. (2001). Finanzas internacionales.Madrid: Ediciones Académicas Serantes, P. (1993). Gestión financiera del comercio exterior. Manual práctico. Madrid: ICEX |
Recommendations |
Other comments | |
All students must have a basic knowledge of the Excel Spreadsheet |