Financial Analysis

Module Code FINU9SS
Semester Spring
Prerequisite ACCU9A4 or FINU9F4
Level 10
Credit Value 20
Module Co-ordinator Dr Isaac Tabner
Lecturers Dr Patrick Herbst, Mr Alan Ballantine
Assessment 15% Group Presentation, 25% Group Report, 60% Examination

Module Introduction, aims and objectives

This module will enable students to develop skills in the interpretation and use of financial statements. For example, to aid in the decision as to whether to buy, hold, or sell a particular firm’s stock. Focussing on company valuation it includes a project in which a group of five students work together to write, and present, an investment analysis report on a UK quoted company based on the company financial statements and other publicly-available information. The module will benefit students who are interested in pursuing careers in the city as investment managers, stock brokers, bankers, accountants or consultants.

Learning outcomes and skill developed

A transferable skill is one that is not specific to a discipline or a particular profession or vocation. Many of these skills are however useful to employers, while others are of value for their own sake. They can be learned in tandem with learning particular academic subjects. They help bring out skills, attributes and personal characteristics that can be the foundation of a successful career and a source of flexibility in the long-term development of the individual.  

Studying on the current course should help develop the following personal transferable skills:

  1. Communication skills: delivering coherent arguments, oral communication and report writing.
  2. Self-management: meeting deadlines, working under pressure and time management.
  3. Inter-personal skills: team work, listening and reading skills.
  4. Academic skills: researching and evaluating information, analytical and logical thought, decision making, interpreting qualitative and quantitative information, condensing information and working methodically.

Introductory reading

The main course text, which is an essential purchase, is:

Palepu, Healy, and Peek: Business Analysis & Valuation IFRS Edition, South-Western Cengage Learning, 3rd edition (2013)
ISBN 9781408056424

This module information is representative of what is included in the module in a given year. Details of actual reading, lectures and coursework may vary year to year and will be available at the beginning of the semester.

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