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Establishment
Language of instruction
French, English
This course occurs in the following program(s)
Training officer(s)
Laurent LAMOINE
Présentation
Prerequisite
Understanding of basic accounting and financial analysis (Bundle firm's tax).
Goal
Be able to make a diagnosis on the risks and opportunities of an SME from a complete and thorough analysis.
Presentation
Course I - Introduction
Understanding assessment
1 / Financial Analysis: Definition
2 / What needs are met by financial analysis?
course II: Technical Recalls:
1 / BALANCE SHEET
1-a / Typical problems with analysis
1-b / Off-Balance Sheet Liabilities
1-c / FdR - BFR
2 / INCOME STATEMENT
2-a / Break-even point
2-b / Typical problems
3 / Points of attention
Deposit balance
FdR and Financial Balance
Effect of Financial Leverage
Course III: Analysis Plan:
1 / Enderstand the need for funding
2 / The Profession
3 / Opportunities / Threats
Strengths / Weaknesses
4 / Manager assessments and their strategies
5 / Risk Assessment
6 / Decision-making in the context of a credit application
Classes IV to IX: EXPOSED
each student, in teams of 2 or 3, will present the resolution to a real case proposed by the teacher. This presentation will be a critical analysis session.
Understanding assessment
1 / Financial Analysis: Definition
2 / What needs are met by financial analysis?
course II: Technical Recalls:
1 / BALANCE SHEET
1-a / Typical problems with analysis
1-b / Off-Balance Sheet Liabilities
1-c / FdR - BFR
2 / INCOME STATEMENT
2-a / Break-even point
2-b / Typical problems
3 / Points of attention
Deposit balance
FdR and Financial Balance
Effect of Financial Leverage
Course III: Analysis Plan:
1 / Enderstand the need for funding
2 / The Profession
3 / Opportunities / Threats
Strengths / Weaknesses
4 / Manager assessments and their strategies
5 / Risk Assessment
6 / Decision-making in the context of a credit application
Classes IV to IX: EXPOSED
each student, in teams of 2 or 3, will present the resolution to a real case proposed by the teacher. This presentation will be a critical analysis session.
Modalités
Forms of instruction
• Lectures
• Presentation of a study
• Case study
• Press reviews
• Presentation of a study
• Case study
• Press reviews
Evaluation
Ressources
Bibliography
L'Analyse Financière des Entreprises – Bernard Colasse et Bruno Oxibar – Editions La Découverte 2021|| L'essentiel de l'Analyse Financière – Sabrina Sabbah – Les Carrés Editions Gualino – 2020-2021 3e edition