Financial Manager Workshops 2400-M1FiRWAR
1. Financial statements
2. Ratio analysis - selected aspects
3. Capital budgeting, NPV rule and CF calculation
4. Investment criteria
5. Risk and investment decisions
6. Financial strategies for small and medium business
7. The role of marketing in financial services
8. Marketing and consumer behavior – segmentation, mapping, positioning
9. Placement of new products – product’s characteristics, pricing policy, distribution, promotion, marketing strategy
Type of course
Course coordinators
Learning outcomes
Student knows how to apply cash flow and similar techniques to the investment decisions.
Student knows how to implement ratio analysis to the financial statements.
Student is aware how to calculate and interpret results of breakeven point analysis, IRR, discounted payback period etc.
Student is familiar with SWOT techniques.
Student is familiar with fundamentals of credit scoring and he knows how to apply for banking credit.
Student knows and understands the marketing methods (tools and instruments related to the marketing mix) in business adoption of new products to the market.
Student is capable of introducing new products to the market with methods of marketing analysis, including analysis of competitors, customers and other essential elements of the economic environment.
KW01, KW02, KW03, KW04, KU01, KU02, KU03, KU04, KU05, KU06, KU07, KK01, KK02, KK03
Assessment criteria
Complex business plan of new product placement (with financial and marketing aspects) should be prepared.
Bibliography
red. A. Meidan, B. Lewis, L. Mountinho: Financial Services
Marketing: A Reader, The Dryden Press, 1997.
M. Hutt, T. Speh,: Zarządzanie marketingiem, strategia rynku
dóbr i usług przemysłowych, Warszawa 1997.
[Sygn. Bibl. WNE UW: 30693, S-9181]
J. Westwood: Marketing plan czyli jak zdobyć klienta,
Warszawa 1988. [Sygn. Bibl. WNE UW: 27235 (1992 r.)]
D. H. Bangs, Jr.: Plan marketingowy, Warszawa 1999.
[Sygn. Bibl. WNE UW: 31692]
A. Janc, M. Kraska, Credit scoring - nowoczesna metoda
oceny zdolności kredytowej, Biblioteka Menedżera i Bankowca "Zarządzanie i Finanse", Warszawa 2001
Bijak W., Podgórska M., Utkin J., Matematyka finansowa –
teoria i praktyka obliczeń finansowych, Warszawa 1994
Dobija M., Smaga M., Podstawy matematyki finansowej
i ubezpieczeniowej, PWN Warszawa 1996
Additional information
Information on level of this course, year of study and semester when the course unit is delivered, types and amount of class hours - can be found in course structure diagrams of apropriate study programmes. This course is related to the following study programmes:
Additional information (registration calendar, class conductors, localization and schedules of classes), might be available in the USOSweb system: