accessibility

Description du cours

Intitulé de l'Unité d'Enseignement

Advanced Financial Analysis and Reporting

Code de l'Unité d'Enseignement

22MAF30

Année académique

2024 - 2025

Cycle

MASTER

Nombre de crédits

5

Nombre heures

60

Quadrimestre

1

Pondération

Site

Anjou

Langue d'enseignement

Français

Enseignant responsable

CARLIER Thomas

Objectifs et contribution de l'Unité d'Enseignement au programme

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.

Prérequis et corequis

Description du contenu

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

Méthodes pédagogiques

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

Mode d'évaluation

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.

Références bibliographiques