Name: FINANCIAL MANAGEMENT
Code: 212101006
Type: Compulsory
ECTS: 4
Length of subject: Per term
Semester and course: 1st Year - First term
Speciality:
Language: English
Mode of study: On-site class
Lecturer data: RAMÓN LLORENS, MARÍA DEL CAMINO
Knowledge area: Economía Financiera y Contabilidad
Department: Economía, Contabilidad y Finanzas
Telephone: 868071045
Email: camino.ramon@upct.es
Office hours and location:
miércoles - 10:00 / 12:00
EDIFICIO CIM - FCCE, planta 1, Despacho FCE
Para quedar en un horario diferente mandar un correo electrónico: camino.ramon@upct.es
Tutorials will be carried out by request of the student sending an email to camino.ramon@upct.es
Qualifications/Degrees:
Academic rank in UPCT: Profesora Titular de Universidad
Number of five-year periods: 3
Number of six-year periods: 1 de investigación
Curriculum Vitae: Full Profile
Responsible for the groups: G1, G2
RA15 ¿ Make financial decisions that maximize the long-term value of the company.
TYPE: Skills or abilities
RA16 ¿ Manage the company¿s operational finances.
TYPE: Skills or abilities
RA27 ¿ Apply ethical and sustainability criteria in decision-making.
TYPE: Competencies
Financial Planning: Advanced development of financial planning and the preparation of budgets and financial forecasts. Methods for Investment Analysis and Valuation: Application of investment selection criteria; sensitivity analysis; economic and financial break-even point; operating and financial leverage. Internal and External Sources of Financing: The APR and the Nominal Interest Rate in financing and investment decisions. Capital Structure in Practice. Operating Finance: Management of customers, suppliers, and cash flow. Position management.
UNIT 1: The Time Value of Money
UNIT 2: Capital Strategy: Investment
UNIT 3: Commercial Policy: Customers/Suppliers, Cash Management
UNIT 4: Financing
Promoting the continuous improvement of working and study conditions of the entire university community is one the basic principles and goals of the Universidad Politécnica de Cartagena. Such commitment to prevention and the responsibilities arising from it concern all realms of the university: governing bodies, management team, teaching and research staff, administrative and service staff and students. The UPCT Service of Occupational Hazards (Servicio de Prevención de Riesgos Laborales de la UPCT) has published a "Risk Prevention Manual for new students" (Manual de acogida al estudiante en materia de prevención de riesgos), which may be downloaded from the e-learning platform ("Aula Virtual"), with instructions and recommendations on how to act properly, from the point of view of prevention (safety, ergonomics, etc.), when developing any type of activity at the University. You will also find recommendations on how to proceed in an emergency or if an incident occurs. Particularly when carrying out training practices in laboratories, workshops or field work, you must follow all your teacher's instructions, because he/she is the person responsible for your safety and health during practice performance. Feel free to ask any questions you may have and do not put your safety or that of your classmates at risk.
Class in conventional classroom: theory, problems, case studies, seminars, etc
Lecture-based classes covering the topics of the theoretical program.
Learning outcomes: RA15, RA16, RA27
Activities consisting of solving exercises, problems, or practical cases
Learning outcomes: RA15, RA16, RA27
36
100
Assessment activities (continuous assessment system)
Continuous assessment activities: written or oral tests, presentations, reports, and/or submission of individual or group assignments that demonstrate acquired knowledge; attendance and participation in proposed seminars, if any.
Learning outcomes: RA15, RA16, RA27
4
100
Assessment activities (final assessment system)
Final evaluation according to the provisions established in the final assessment system.
Learning outcomes: RA15, RA16, RA27
2
100
Tutorials
Clarification of doubts about theory, solving practical cases, or any questions related to the course.
Learning outcomes: RA15, RA16, RA27
5
50
Student work: study or individual or group work
Completion of individual or group assignments or activities
Learning outcomes: RA15, RA16, RA27
Time dedicated to studying the subject
Learning outcomes: RA15, RA16, RA27
53
0
Exam
The theoretical-practical midterm exam consists of multiple-choice questions with penalties and/or open-ended questions.
To pass the course, the exam grade (which must be at least 3.5 out of 10) combined with the practical work grade must be equal to or greater than five points.
Learning outcomes assessed: RA15, RA16, RA27
70 %
Evaluation of written work, internships, cases, visits and seminars.
Completion and submission of the proposed practical exercises, tasks, or activities, whether individual or group, to ensure proper understanding and progress in the subject.
Students who have completed the individual or group practical work during the continuous assessment process will retain their obtained grade throughout the entire academic year.
Learning outcomes assessed: RA15, RA16, RA27
30 %
Exam
The theoretical-practical midterm exam consists of multiple-choice questions with penalties and/or open-ended questions.
To pass the course, the exam grade (which must be at least 3.5 out of 10) combined with the practical work grade must be equal to or greater than five points.
Learning outcomes assessed: RA15, RA16, RA27
70 %
Evaluation of written work, internships, cases, visits and seminars.
To establish equivalences between the activities of the continuous and final assessment systems, activities from the continuous assessment system may be replaced in the final assessment system by others, such as questions on the final exam, submission of pending continuous assessment assignments, oral presentations, or completion of non-presential work that produces results (reports, summaries, programs, etc.) to be submitted on the day of the final evaluation.
Learning outcomes assessed: RA15, RA16, RA27
30 %
According to Article 10.6 of the EVALUATION REGULATIONS FOR OFFICIAL UNDERGRADUATE AND MASTER¿S DEGREES AT THE POLYTECHNIC UNIVERSITY OF CARTAGENA, to pass an exam session¿whether through the continuous assessment system or the final assessment system¿the student must "have achieved all the minimum grades established in the continuous assessment tests or their equivalent parts in the final assessment, and have obtained an overall grade equal to or greater than 5 out of 10, calculated from the grades obtained in each assessment activity weighted accordingly."
In the case that the overall grade is equal to or greater than 5, but the minimum required grade for any assessment activity has not been achieved, the student will be awarded a grade of 4.5.
A student will be considered to have taken an exam session if they participate in any of the activities within the final assessment system. They will also be considered present in the session corresponding to the semester in which the course is taught if they have completed continuous assessment activities with a combined weight of 20% or more of the overall grade and have not exercised the right to withdraw referred to in Article 15.9 of the UPCT Evaluation Regulations.
Author: Brealey, Richard A.
Title: Principles of corporate finance
Editorial: McGraw-Hill Irwin
Publication Date: 2019
ISBN: 9781260565553
Author: Baker, H. K., & Powell, G.
Title: Understanding financial management: A practical guide
Editorial: John Wiley & Sons
Publication Date: 2009
ISBN: 978-0-631-23100-4
Author: Hill, C. W., & McShane, S. L.
Title: Principles of management
Editorial: McGraw-Hill Education
Publication Date: 2008
ISBN: 978-0-07-353012-3
Jordan, B. D., Ross, S. A., & Westerfield, R. W. (2003). Fundamentals of corporate finance.