Wydział Ekonomiczny - Economics (S1)
specjalność: Property Valuation and Real Estate Transactions
Sylabus przedmiotu Financial Strategies:
Informacje podstawowe
| Kierunek studiów | Economics | ||
|---|---|---|---|
| Forma studiów | studia stacjonarne | Poziom | pierwszego stopnia |
| Tytuł zawodowy absolwenta | licencjat | ||
| Obszary studiów | charakterystyki PRK | ||
| Profil | ogólnoakademicki | ||
| Moduł | — | ||
| Przedmiot | Financial Strategies | ||
| Specjalność | Accounting and Finance in Economic Entities | ||
| Jednostka prowadząca | Katedra Analizy Systemowej i Marketingu | ||
| Nauczyciel odpowiedzialny | Dawid Dawidowicz <Dawid.Dawidowicz@zut.edu.pl> | ||
| Inni nauczyciele | Dawid Dawidowicz <Dawid.Dawidowicz@zut.edu.pl> | ||
| ECTS (planowane) | 2,0 | ECTS (formy) | 2,0 |
| Forma zaliczenia | zaliczenie | Język | polski |
| Blok obieralny | — | Grupa obieralna | — |
Formy dydaktyczne
Wymagania wstępne
| KOD | Wymaganie wstępne |
|---|---|
| W-1 | Knowledge of microeconomics. |
| W-2 | Knowledge of macroeconomics. |
| W-3 | Knowledge of the basics of corporate finance. |
| W-4 | Knowledge of financial analysis. |
Cele przedmiotu
| KOD | Cel modułu/przedmiotu |
|---|---|
| C-1 | After completing the course, the student should have the ability to make decisions regarding the company's financial strategies. |
| C-2 | The student should acquire the ability to make current and strategic decisions in the company. |
| C-3 | The student should have knowledge about acquiring the sources of financing necessary to run the business. |
| C-4 | The student should have the ability to make a basic financial analysis of the company. |
| C-5 | The student is aware of his knowledge and the necessity of learning throughout life. |
Treści programowe z podziałem na formy zajęć
| KOD | Treść programowa | Godziny |
|---|---|---|
| laboratoria | ||
| T-L-1 | Analysis of the business financing strategy - situational approach. | 4 |
| T-L-2 | The cost and structure of capital in the enterprise. | 3 |
| T-L-3 | Modelowanie struktury kapitału w przedsiębiorstwie. | 4 |
| T-L-4 | The structure of capital and the value of the enterprise. Optimization of the capital structure. | 4 |
| 15 | ||
| wykłady | ||
| T-W-1 | The concept of business financing strategy in an enterprise. | 2 |
| T-W-2 | Characteristics of the financing strategy. | 2 |
| T-W-3 | Strategic planning and financial planning. | 2 |
| T-W-4 | Net working capital management in an enterprise. | 2 |
| T-W-5 | Tools for evaluating the financing strategy of the business including financial, operational and combined leverage. | 2 |
| T-W-6 | Financial liquidity strategies. | 2 |
| T-W-7 | Dividend payment policy in the company's financials strategy. | 2 |
| T-W-8 | Elements of financial engineering. | 1 |
| 15 | ||
Obciążenie pracą studenta - formy aktywności
| KOD | Forma aktywności | Godziny |
|---|---|---|
| laboratoria | ||
| A-L-1 | Preparing for the classes. | 5 |
| A-L-2 | Participation in auditorium exercises. | 15 |
| A-L-3 | Solving tasks. | 5 |
| A-L-4 | Preparing to pass the subject. | 5 |
| 30 | ||
| wykłady | ||
| A-W-1 | Reading the indicated literature. | 10 |
| A-W-2 | Participation in the classes. | 15 |
| A-W-3 | Preparing for the exam. | 5 |
| 30 | ||
Metody nauczania / narzędzia dydaktyczne
| KOD | Metoda nauczania / narzędzie dydaktyczne |
|---|---|
| M-1 | Information lecture. |
| M-2 | Case method. |
| M-3 | Multimedia classes. |
| M-4 | Project method. |
Sposoby oceny
| KOD | Sposób oceny |
|---|---|
| S-1 | Ocena formująca: Possible oral or written assessment during the semester. |
| S-2 | Ocena podsumowująca: Oral or written, including questions verifying issues raised in lectures / auditoriums. |
Zamierzone efekty uczenia się - wiedza
| Zamierzone efekty uczenia się | Odniesienie do efektów kształcenia dla kierunku studiów | Odniesienie do efektów zdefiniowanych dla obszaru kształcenia | Cel przedmiotu | Treści programowe | Metody nauczania | Sposób oceny |
|---|---|---|---|---|---|---|
| E_1A_D11/9_W01 The student has knowledge about managing the assets of the company. | E_1A_W10 | — | C-3, C-4 | T-L-1, T-L-2, T-W-4, T-W-7 | M-4, M-2, M-3 | S-2, S-1 |
| E_1A_D11/9_W02 The student has knowledge about the shape of the capital structure in the company. | E_1A_W11 | — | C-3, C-4 | T-L-2, T-L-3, T-W-1, T-W-6 | M-1, M-2, M-3 | S-2, S-1 |
| E_1A_D11/9_W03 The student has knowledge about identifying threats in the company's operations. | E_1A_W12 | — | C-3, C-2 | T-L-1, T-W-8, T-W-6 | M-1, M-2 | S-2, S-1 |
Zamierzone efekty uczenia się - umiejętności
| Zamierzone efekty uczenia się | Odniesienie do efektów kształcenia dla kierunku studiów | Odniesienie do efektów zdefiniowanych dla obszaru kształcenia | Cel przedmiotu | Treści programowe | Metody nauczania | Sposób oceny |
|---|---|---|---|---|---|---|
| E_1A_D11/9_U01 The student has the ability to assess the operating conditions of the company. He obtained less than 60% of points from the test. | E_1A_U02 | — | C-4, C-2, C-1 | T-L-1, T-W-3, T-W-5 | M-1, M-2 | S-2, S-1 |
| E_1A_D11/9_U02 The student has the ability to analyze the financial situation of the enterprise based on data from financial statements. | E_1A_U06, E_1A_U21 | — | C-4, C-2 | T-W-2, T-W-1, T-W-5 | M-1, M-2, M-3 | S-2, S-1 |
Zamierzone efekty uczenia się - inne kompetencje społeczne i personalne
| Zamierzone efekty uczenia się | Odniesienie do efektów kształcenia dla kierunku studiów | Odniesienie do efektów zdefiniowanych dla obszaru kształcenia | Cel przedmiotu | Treści programowe | Metody nauczania | Sposób oceny |
|---|---|---|---|---|---|---|
| E_1A_D11/9_K01 The student is aware of his knowledge and the necessity of learning throughout life. | E_1A_K01 | — | C-5 | T-L-4, T-W-3, T-W-6, T-W-7 | M-1 | S-1 |
Kryterium oceny - wiedza
| Efekt uczenia się | Ocena | Kryterium oceny |
|---|---|---|
| E_1A_D11/9_W01 The student has knowledge about managing the assets of the company. | 2,0 | The student has no knowledge about the assets of the company or about how to manage them. He obtained less than 60% of points from the test. |
| 3,0 | The student has knowledge about particular types of assets in the enterprise and their importance for the company's operations. He obtained 60-67% of points from the test. | |
| 3,5 | The student has knowledge about particular types of property in the enterprise and their significance for the company's operations, their place in the financial statement. He obtained 68-75% of points from the test. | |
| 4,0 | Student posiada wiedzę na temat poszczególnych rodzajów majątku w przedsiebiorstwie, zna teoretyczne podstawy zarządzania nimi, określanai ich znaczenia dla działalności przedsiebiorstwa oraz ich miejsca w sprawozdaniu finansowym. Z testu uzyskał 76-83% punktów. | |
| 4,5 | The student has knowledge of managing the assets of the company, knows the theoretical basis for the assessment of investment projects through the prism of the property structure. He obtained 84-91% of points from the test. | |
| 5,0 | The student has in-depth knowledge of managing the assets of the company. He obtained at least 92% of points from the test. | |
| E_1A_D11/9_W02 The student has knowledge about the shape of the capital structure in the company. | 2,0 | The student has no knowledge about the structure of capital. |
| 3,0 | The student has a basic knowledge of the capital structure in the company and its importance for the company's operations. | |
| 3,5 | The student has a basic knowledge of the capital structure in the company and its significance for the company's operations, its place in the financial statement. | |
| 4,0 | The student has knowledge of the capital structure in the company, knows the theoretical basis of capital structure management and its importance for the company's operations and its place in the financial statement. | |
| 4,5 | The student has knowledge of the enterprise capital structure management, knows the theoretical basis for the assessment of investment projects through the prism of the capital structure. | |
| 5,0 | The student has in-depth knowledge in the field of enterprise capital structure management. | |
| E_1A_D11/9_W03 The student has knowledge about identifying threats in the company's operations. | 2,0 | The student does not have knowledge about identifying threats in the company's operations. |
| 3,0 | The student has a basic knowledge of identifying threats in the company's operations through the prism of capital and property. | |
| 3,5 | The student has a basic knowledge about the identification of threats in the company's operations through the prism of capital and assets and the operational activity of the company. | |
| 4,0 | The student has a good knowledge of the identification of threats in the company's operations through the prism of capital and assets as well as the operational activity of the company. | |
| 4,5 | The student has a good knowledge about the identification of hazards in the company's operations through the prism of capital and property, symptoms of the risk of bankruptcy. | |
| 5,0 | The student has a broad knowledge of the identification of hazards in the operation of the enterprise through the prism of capital and property, symptoms of the risk of bankruptcy. |
Kryterium oceny - umiejętności
| Efekt uczenia się | Ocena | Kryterium oceny |
|---|---|---|
| E_1A_D11/9_U01 The student has the ability to assess the operating conditions of the company. He obtained less than 60% of points from the test. | 2,0 | The student does not have the skills to assess the operating conditions of the company. He obtained less than 60% of points from the test. |
| 3,0 | The student has basic skills in the assessment of investment projects, asset-capital situation of the enterprise. He obtained 60-67% of points from the test. | |
| 3,5 | The student has good skills in the field of assessment of investment projects, asset and capital situation of the enterprise. He obtained 68-75% of points from the test. | |
| 4,0 | The student has good skills on the assessment of the operating conditions of the company. He obtained 76-83% of points from the test. | |
| 4,5 | The student has good skills on the assessment of the operating conditions of the company, is able to draw conclusions from information about the environment of the further and closer to the enterprise. He obtained 84-91% of points from the test. | |
| 5,0 | The student has very good skills on the assessment of the conditions of the company's operation, is able to draw conclusions from information about the environment of the distant and closer enterprise. He obtained at least 92% of points from the test. | |
| E_1A_D11/9_U02 The student has the ability to analyze the financial situation of the enterprise based on data from financial statements. | 2,0 | The student does not have the skills to analyze the financial situation of the company. He obtained less than 60% of points from the test. |
| 3,0 | The student has basic skills in the field of financial analysis of the company based on the most important rules and financial indicators. He obtained 60-67% of points from the test. | |
| 3,5 | The student has good skills in the field of financial analysis of the company based on financial rules and indicators. He obtained 68-75% of points from the test. | |
| 4,0 | The student has good skills in the analysis of the financial situation of the company based on data from financial statements. He obtained 76-83% of points from the test. | |
| 4,5 | The student has good skills in the analysis of the financial situation of the enterprise based on data from financial statements, as well as the assessment of the financial situation of the further and near surroundings. He obtained 84-91% of points from the test. | |
| 5,0 | The student has very good skills in the analysis of the financial situation of the company based on data from financial statements, as well as the assessment of the financial situation of the further and closer environment. He obtained at least 92% of points from the test. |
Kryterium oceny - inne kompetencje społeczne i personalne
| Efekt uczenia się | Ocena | Kryterium oceny |
|---|---|---|
| E_1A_D11/9_K01 The student is aware of his knowledge and the necessity of learning throughout life. | 2,0 | The student does not understand the need to deepen knowledge about the financial market. |
| 3,0 | The student is aware of his knowledge and understands the need to constantly increase her/his knowledge. | |
| 3,5 | ||
| 4,0 | ||
| 4,5 | ||
| 5,0 |
Literatura podstawowa
- Ruth Bender, Corporate Financial Strategy, Routledge, 2013
- C. Neff, Corporate Finance, Innovation, and Strategic Competition, Springer, Berlin, 2002
- W. Bień, Zarządzanie finansami przedsiębiorstwa, Difin, Warszawa, 2005
- G.Michalska, Strategie finansowe przedsiębiorstw, ODDK, Gdańsk, 2009
- B.Kołosowska, A.Tokarski, M.Tokarski, E.Chojnacka, Strategie finansowania działalności przedsiębiorstw, Oficyna Wydawnicza, Warszawa, 2006
- M.Sierpińska, D.Wędzki, Zarządzanie płynnością przedsiębiorstwa, PWN, Warszawa, 2007
- A.Duliniec, Finansowanie przedsiębiorstwa. Strategie i instrumenty., PWE, Warszawa, 2011
Literatura dodatkowa
- A. Duliniec, Finansowanie przedsiębiorstwa, PWE, Warszawa, 2010
- J. Grzywacz, Kapitał w przedsiębiorstwie i jego struktura, SGH, Warszawa, 2008
- M. Sierpińska, T. Jachna, Ocena przedsiębiorstwa według standardów światowych, PWN, Warszawa, 2009
- pod red. J. Fryc, J. Jaworski, Współczesne przedsiębiorstwo. Zasobowe czynniki sukcesu w konkurencyjnym otoczeniu, WSB, Gdańsk, 2009
- M. Hamrol, Analiza przedsiębiorstwa - ujęcie sytuacyjne, AE w Poznaniu, Poznań, 2005
- J.Ickiewicz, Pozyskiwanie, koszt i struktura kapitału w przedsiębiorstwie, SGH, Warszawa, 2004