Subject
Finance
Program
Bachelor’s degree (BBA)
Location
Côte-des-Neiges
Instruction mode
Credits
3
Description
This course should enable students to master concepts and techniques related to setting up and applying financial diagnostics.
This course will enable students to apply certain concepts learned in the core curriculum (use of accounting information, economics, management, etc.) to conduct the most comprehensive financial analysis possible. It also aims to raise awareness of the fact that a financial analysis cannot be conducted in isolation using only the financial data available in the annual report; the economic and industrial context in which the company operates must be taken into account. Each of the selected case studies will illustrate the relevance of a particularly important factor in determining the financial assessment. This course relies on the use of Excel for preparing projected financial statements and conducting business valuations.
Themes covered
Key concepts in financial analysis and industry benchmarking
Analysis of return on equity (DuPont model) and related sub-ratios
Analysis of operating risk and financial risk
Analysis of investing and financing activities
Preparation and analysis of projected financial statements
Business valuation
Earnings quality cash flow analysis and growth management
Identifying and forecasting financial distress
Credit analysis (5 Cs model)
Important notes
Course in French : FINA 20240
Prerequisite(s) : FINA 10200(A)