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Course description

Title of the Teaching Unit

Advanced Financial Analysis and Reporting

Code of the Teaching Unit

22MAF30

Academic year

2024 - 2025

Cycle

Number of credits

5

Number of hours

60

Quarter

1

Weighting

Site

Anjou

Teaching language

French

Teacher in charge

CARLIER Thomas

Objectives and contribution to the program

Equity: be able to analyse and value a company.
One group of 4-5 students will have the opportunity to participate in the CFA Institute Research Challenge, a global stock pitch competition.

Prerequisites and corequisites

Content

Equity:
- Business description
- Industry overview and competitive positioning
- Financial analysis
- ESG
- Modelling and forecasting
- Valuation
- Investment summary and risks

Teaching methods

Equity: lecture with active participation of the students for case studies

Assessment method

Equity:
- 1/3 investment report (groups of 3-5 students)
- 1/3 presentation of investment case (same groups)
- 1/3 individual participation during the class
The report and the presentation are based on the CFA IRC requirements and will be used by one pre-selected group to participate in the challenge.

References