Zachodniopomorski Uniwersytet Technologiczny w Szczecinie

Wydział Ekonomiczny - Economics (S1)

Sylabus przedmiotu Enterprise Finances:

Informacje podstawowe

Kierunek studiów Economics
Forma studiów studia stacjonarne Poziom pierwszego stopnia
Tytuł zawodowy absolwenta licencjat
Obszary studiów charakterystyki PRK
Profil ogólnoakademicki
Moduł
Przedmiot Enterprise Finances
Specjalność Accounting and Finance in Economic Entities
Jednostka prowadząca Katedra Ekonomii, Finansów i Rachunkowości
Nauczyciel odpowiedzialny Dawid Dawidowicz <Dawid.Dawidowicz@zut.edu.pl>
Inni nauczyciele Dawid Dawidowicz <Dawid.Dawidowicz@zut.edu.pl>
ECTS (planowane) 2,0 ECTS (formy) 2,0
Forma zaliczenia egzamin Język polski
Blok obieralny Grupa obieralna

Formy dydaktyczne

Forma dydaktycznaKODSemestrGodzinyECTSWagaZaliczenie
ćwiczenia audytoryjneA5 15 1,00,50zaliczenie
wykładyW5 30 1,00,50egzamin

Wymagania wstępne

KODWymaganie wstępne
W-1Knowledge of microeconomics.
W-2Knowledge of macroeconomics.
W-3Knowledge of the basics of accounting.
W-4Knowledge of finances and banking.

Cele przedmiotu

KODCel modułu/przedmiotu
C-1After completing the course, the student should have the ability to make decisions regarding the risk of the company's operations and its environment.
C-2The student should have knowledge about the components and assets of the company.
C-3The student should have knowledge about acquiring the sources of financing necessary to run the business.
C-4The student should have the ability to make a basic financial analysis of the company.
C-5The student is aware of his knowledge and the necessity of learning throughout life.

Treści programowe z podziałem na formy zajęć

KODTreść programowaGodziny
ćwiczenia audytoryjne
T-A-1Assessment of the financial condition of the company.4
T-A-2The cost and structure of the capital.2
T-A-3Working capital management in the enterprise.2
T-A-4Evaluation of investment projects in the enterprise.4
T-A-5Assessing the symptoms of enterprise bankruptcy risk.3
15
wykłady
T-W-1The essence of corporate finance.3
T-W-2Organizational and legal forms of enterprises and their transformations.3
T-W-3Financial statements as a source of information about the company.4
T-W-4Sources of enterprise financing. Capital in the enterprise and its changes.4
T-W-5Company's fixed assets.3
T-W-6Object of the company's activity and it's functions.3
T-W-7Current assets of the enterprise.3
T-W-8Enterprise and market. The structure of the market and its impact on the company's operations.3
T-W-9Cooperation of the enterprise with other economic entities.2
T-W-10Enterprise and the state. Local government units and social organizations.2
30

Obciążenie pracą studenta - formy aktywności

KODForma aktywnościGodziny
ćwiczenia audytoryjne
A-A-1Preparing for the classes.5
A-A-2Participation in auditorium exercises.15
A-A-3Solving tasks.3
A-A-4Preparing to pass.3
A-A-5Colloquium2
A-A-6Consultation2
30
wykłady
A-W-1Participation in the classes and in exam.30
30

Metody nauczania / narzędzia dydaktyczne

KODMetoda nauczania / narzędzie dydaktyczne
M-1Information classes.
M-2Case method.
M-3Multimedia classes.
M-4Project method.

Sposoby oceny

KODSposób oceny
S-1Ocena formująca: Possible oral or written assessment during the semester.
S-2Ocena podsumowująca: Oral or written, including questions verifying issues raised in lectures / auditoriums.

Zamierzone efekty uczenia się - wiedza

Zamierzone efekty uczenia sięOdniesienie do efektów kształcenia dla kierunku studiówOdniesienie do efektów zdefiniowanych dla obszaru kształceniaCel przedmiotuTreści programoweMetody nauczaniaSposób oceny
E_1A_D11/5_W01
The student has knowledge about managing the assets of the company.
E_1A_W12, E_1A_W15C-2T-A-1, T-A-3, T-A-4, T-W-3, T-W-5, T-W-6, T-W-7M-1, M-2, M-3, M-4S-1, S-2
E_1A_D11/5_W02
The student has knowledge about the shape of the capital structure in the company.
E_1A_W11, E_1A_W12C-3T-A-2, T-A-4, T-W-3, T-W-4, T-W-6M-1, M-2, M-3, M-4S-1, S-2
E_1A_D11/5_W03
The student has knowledge about identifying threats in the company's operations.
E_1A_W08, E_1A_W15C-1T-A-5, T-W-4, T-W-5, T-W-7, T-W-8, T-W-9, T-W-10M-1, M-2, M-3, M-4S-1, S-2

Zamierzone efekty uczenia się - umiejętności

Zamierzone efekty uczenia sięOdniesienie do efektów kształcenia dla kierunku studiówOdniesienie do efektów zdefiniowanych dla obszaru kształceniaCel przedmiotuTreści programoweMetody nauczaniaSposób oceny
E_1A_D11/5_U01
The student has the ability to assess the operating conditions of the company.
E_1A_U21, E_1A_U04, E_1A_U18C-1T-A-4, T-A-5, T-W-1, T-W-2, T-W-6, T-W-8, T-W-9, T-W-10M-1, M-2, M-3S-1
E_1A_D11/5_U02
The student has the ability to analyze the financial situation of the enterprise based on data from financial statements.
E_1A_U04, E_1A_U06, E_1A_U14C-4T-A-1, T-A-2, T-A-3, T-W-3, T-W-4, T-W-5, T-W-7, T-W-8M-1, M-2, M-3, M-4S-1, S-2

Zamierzone efekty uczenia się - inne kompetencje społeczne i personalne

Zamierzone efekty uczenia sięOdniesienie do efektów kształcenia dla kierunku studiówOdniesienie do efektów zdefiniowanych dla obszaru kształceniaCel przedmiotuTreści programoweMetody nauczaniaSposób oceny
E_1A_D11/5_K01
The student is aware of his knowledge and the necessity of learning throughout life.
E_1A_K01C-5T-A-1, T-A-2, T-A-4, T-A-5, T-W-1M-1S-1

Kryterium oceny - wiedza

Efekt uczenia sięOcenaKryterium oceny
E_1A_D11/5_W01
The student has knowledge about managing the assets of the company.
2,0The student has no knowledge about the assets of the company or about how to manage them.
3,0The student has knowledge about particular types of assets in the enterprise and their importance for the company's operations.
3,5The student has knowledge about particular types of property in the enterprise and their significance for the company's operations, their place in the financial statement.
4,0The student has knowledge about particular types of property in the company, knows the theoretical basis for managing them, determining their importance for the company's operations and their place in the financial statement.
4,5The student has knowledge of managing the assets of the company, knows the theoretical basis for the assessment of investment projects through the prism of the property structure.
5,0The student has in-depth knowledge of managing the assets of the company.
E_1A_D11/5_W02
The student has knowledge about the shape of the capital structure in the company.
2,0The student has no knowledge about the structure of capital.
3,0The student has a basic knowledge of the capital structure in the company and its importance for the company's operations.
3,5The student has a basic knowledge of the capital structure in the company and its significance for the company's operations, its place in the financial statement.
4,0The student has knowledge of the capital structure in the company, knows the theoretical basis of capital structure management and its importance for the company's operations and its place in the financial statements.
4,5The student has knowledge of the enterprise capital structure management, knows the theoretical basis for the assessment of investment projects through the prism of the capital structure.
5,0The student has in-depth knowledge in the field of enterprise capital structure management.
E_1A_D11/5_W03
The student has knowledge about identifying threats in the company's operations.
2,0The student does not have knowledge about identifying threats in the company's operations.
3,0The student has a basic knowledge of identifying threats in the company's operations through the prism of capital and property.
3,5The student has a basic knowledge of the identification of threats in the company's operations through the prism of capital and assets and the operational activity of the company.
4,0The student has a good knowledge of the identification of threats in the company's operations through the prism of capital and assets as well as the operational activity of the company.
4,5The student has a good knowledge about the identification of hazards in the company's operations through the prism of capital and property, symptoms of the risk of bankruptcy.
5,0The student has a broad knowledge of the identification of hazards in the operation of the enterprise through the prism of capital and property, symptoms of the risk of bankruptcy.

Kryterium oceny - umiejętności

Efekt uczenia sięOcenaKryterium oceny
E_1A_D11/5_U01
The student has the ability to assess the operating conditions of the company.
2,0The student does not have the skills to assess the operating conditions of the company.
3,0The student has basic skills in the assessment of investment projects, asset-capital situation of the enterprise.
3,5The student has good skills in the field of assessment of investment projects, asset and capital situation of the enterprise.
4,0The student has good skills on the assessment of the operating conditions of the company.
4,5The student has good skills on the assessment of the operating conditions of the company, is able to draw conclusions from information about the environment of the further and closer to the enterprise.
5,0The student has very good skills on the assessment of the conditions of the company's operation, is able to draw conclusions from information about the environment of the distant and closer enterprise.
E_1A_D11/5_U02
The student has the ability to analyze the financial situation of the enterprise based on data from financial statements.
2,0The student does not have the skills to analyze the financial situation of the company.
3,0The student has basic skills in the field of financial analysis of the company based on the most important rules and financial indicators.
3,5The student has good skills in the field of financial analysis of the company based on financial rules and indicators.
4,0The student has good skills in the analysis of the financial situation of the company based on data from financial statements.
4,5The student has good skills in the analysis of the financial situation of the enterprise based on data from financial statements, as well as the assessment of the financial situation of the further and near surroundings.
5,0The student has very good skills in the analysis of the financial situation of the company based on data from financial statements, as well as the assessment of the financial situation of the further and closer environment.

Kryterium oceny - inne kompetencje społeczne i personalne

Efekt uczenia sięOcenaKryterium oceny
E_1A_D11/5_K01
The student is aware of his knowledge and the necessity of learning throughout life.
2,0The student does not understand the need to deepen knowledge about the financial market.
3,0The student is aware of his knowledge and understands the need to constantly increase her/his knowledge in the future.
3,5
4,0
4,5
5,0

Literatura podstawowa

  1. Richard A. Brealey, Principles of Corporate Finance, McGraw-Hill, 2008, 9th Edition
  2. Stephen Ross, Randolph Westerfield, Bradford Jordan, Fundamentals of Corporate Finance, McGraw-Hill Education, 2012, 10 edition
  3. W. Bień, Zarządzanie finansami przedsiębiorstwa, Difin, Warszawa, 2005
  4. pod red. J. Szczepański, L. Szyszko, Finannse przedsiębiorstwa, PWE, Warszawa, 2007
  5. W. Dębski, Teoretyczne i praktyczne aspekty zarządzania finansami przedsiębiorstwa, PWN, Warszawa, 2005
  6. M. Ciołek, Finanse przedsiębiorstw w zadaniach i przykładach, CeDeWu, Warszawa, 2010
  7. A. Uziębło, M. Kalinowski, Finanse przedsiębiorstw i finanse publioczne. Wybrane aspekty, CeDeWu, Warszawa, 2010

Literatura dodatkowa

  1. A. Duliniec, Finansowanie przedsiębiorstwa, PWE, Warszawa, 2010
  2. J. Grzywacz, Kapitał w przedsiębiorstwie i jego struktura, SGH, Warszawa, 2008
  3. M. Sierpińska, T. Jachna, Ocena przedsiębiorstwa według standardów światowych, PWN, Warszawa, 2009
  4. J. Gajdka, E. Walińska, Zarządzanie finansowe, FRR, Warszawa, 2001
  5. pod red. J. Fryc, J. Jaworski, Współczesne przedsiębiorstwo. Zasobowe czynniki sukcesu w konkurencyjnym otoczeniu, WSB, Gdańsk, 2009
  6. M. Hamrol, Analiza przedsiębiorstwa - ujęcie sytuacyjne, AE w Poznaniu, Poznań, 2005

Treści programowe - ćwiczenia audytoryjne

KODTreść programowaGodziny
T-A-1Assessment of the financial condition of the company.4
T-A-2The cost and structure of the capital.2
T-A-3Working capital management in the enterprise.2
T-A-4Evaluation of investment projects in the enterprise.4
T-A-5Assessing the symptoms of enterprise bankruptcy risk.3
15

Treści programowe - wykłady

KODTreść programowaGodziny
T-W-1The essence of corporate finance.3
T-W-2Organizational and legal forms of enterprises and their transformations.3
T-W-3Financial statements as a source of information about the company.4
T-W-4Sources of enterprise financing. Capital in the enterprise and its changes.4
T-W-5Company's fixed assets.3
T-W-6Object of the company's activity and it's functions.3
T-W-7Current assets of the enterprise.3
T-W-8Enterprise and market. The structure of the market and its impact on the company's operations.3
T-W-9Cooperation of the enterprise with other economic entities.2
T-W-10Enterprise and the state. Local government units and social organizations.2
30

Formy aktywności - ćwiczenia audytoryjne

KODForma aktywnościGodziny
A-A-1Preparing for the classes.5
A-A-2Participation in auditorium exercises.15
A-A-3Solving tasks.3
A-A-4Preparing to pass.3
A-A-5Colloquium2
A-A-6Consultation2
30
(*) 1 punkt ECTS, odpowiada około 30 godzinom aktywności studenta

Formy aktywności - wykłady

KODForma aktywnościGodziny
A-W-1Participation in the classes and in exam.30
30
(*) 1 punkt ECTS, odpowiada około 30 godzinom aktywności studenta
PoleKODZnaczenie kodu
Zamierzone efekty uczenia sięE_1A_D11/5_W01The student has knowledge about managing the assets of the company.
Odniesienie do efektów kształcenia dla kierunku studiówE_1A_W12Ma podstawową wiedzę o metodach analizy ekonomiczno-finansowej oraz planowania
E_1A_W15Zna ogólne zasady tworzenia i rozwoju form indywidualnej przedsiębiorczości wykorzystującej wiedzę z zakresu ekonomii
Cel przedmiotuC-2The student should have knowledge about the components and assets of the company.
Treści programoweT-A-1Assessment of the financial condition of the company.
T-A-3Working capital management in the enterprise.
T-A-4Evaluation of investment projects in the enterprise.
T-W-3Financial statements as a source of information about the company.
T-W-5Company's fixed assets.
T-W-6Object of the company's activity and it's functions.
T-W-7Current assets of the enterprise.
Metody nauczaniaM-1Information classes.
M-2Case method.
M-3Multimedia classes.
M-4Project method.
Sposób ocenyS-1Ocena formująca: Possible oral or written assessment during the semester.
S-2Ocena podsumowująca: Oral or written, including questions verifying issues raised in lectures / auditoriums.
Kryteria ocenyOcenaKryterium oceny
2,0The student has no knowledge about the assets of the company or about how to manage them.
3,0The student has knowledge about particular types of assets in the enterprise and their importance for the company's operations.
3,5The student has knowledge about particular types of property in the enterprise and their significance for the company's operations, their place in the financial statement.
4,0The student has knowledge about particular types of property in the company, knows the theoretical basis for managing them, determining their importance for the company's operations and their place in the financial statement.
4,5The student has knowledge of managing the assets of the company, knows the theoretical basis for the assessment of investment projects through the prism of the property structure.
5,0The student has in-depth knowledge of managing the assets of the company.
PoleKODZnaczenie kodu
Zamierzone efekty uczenia sięE_1A_D11/5_W02The student has knowledge about the shape of the capital structure in the company.
Odniesienie do efektów kształcenia dla kierunku studiówE_1A_W11Ma podstawową wiedzę na temat zasad rachunkowości oraz systemu finansowego i jego wpływu na funkcjonowanie gospodarki
E_1A_W12Ma podstawową wiedzę o metodach analizy ekonomiczno-finansowej oraz planowania
Cel przedmiotuC-3The student should have knowledge about acquiring the sources of financing necessary to run the business.
Treści programoweT-A-2The cost and structure of the capital.
T-A-4Evaluation of investment projects in the enterprise.
T-W-3Financial statements as a source of information about the company.
T-W-4Sources of enterprise financing. Capital in the enterprise and its changes.
T-W-6Object of the company's activity and it's functions.
Metody nauczaniaM-1Information classes.
M-2Case method.
M-3Multimedia classes.
M-4Project method.
Sposób ocenyS-1Ocena formująca: Possible oral or written assessment during the semester.
S-2Ocena podsumowująca: Oral or written, including questions verifying issues raised in lectures / auditoriums.
Kryteria ocenyOcenaKryterium oceny
2,0The student has no knowledge about the structure of capital.
3,0The student has a basic knowledge of the capital structure in the company and its importance for the company's operations.
3,5The student has a basic knowledge of the capital structure in the company and its significance for the company's operations, its place in the financial statement.
4,0The student has knowledge of the capital structure in the company, knows the theoretical basis of capital structure management and its importance for the company's operations and its place in the financial statements.
4,5The student has knowledge of the enterprise capital structure management, knows the theoretical basis for the assessment of investment projects through the prism of the capital structure.
5,0The student has in-depth knowledge in the field of enterprise capital structure management.
PoleKODZnaczenie kodu
Zamierzone efekty uczenia sięE_1A_D11/5_W03The student has knowledge about identifying threats in the company's operations.
Odniesienie do efektów kształcenia dla kierunku studiówE_1A_W08Zna podstawowe normy i reguły prawno-organizacyjne warunkujące funkcjonowanie podmiotów gospodarczych i instytucji społecznych, ich naturę i sposoby działania
E_1A_W15Zna ogólne zasady tworzenia i rozwoju form indywidualnej przedsiębiorczości wykorzystującej wiedzę z zakresu ekonomii
Cel przedmiotuC-1After completing the course, the student should have the ability to make decisions regarding the risk of the company's operations and its environment.
Treści programoweT-A-5Assessing the symptoms of enterprise bankruptcy risk.
T-W-4Sources of enterprise financing. Capital in the enterprise and its changes.
T-W-5Company's fixed assets.
T-W-7Current assets of the enterprise.
T-W-8Enterprise and market. The structure of the market and its impact on the company's operations.
T-W-9Cooperation of the enterprise with other economic entities.
T-W-10Enterprise and the state. Local government units and social organizations.
Metody nauczaniaM-1Information classes.
M-2Case method.
M-3Multimedia classes.
M-4Project method.
Sposób ocenyS-1Ocena formująca: Possible oral or written assessment during the semester.
S-2Ocena podsumowująca: Oral or written, including questions verifying issues raised in lectures / auditoriums.
Kryteria ocenyOcenaKryterium oceny
2,0The student does not have knowledge about identifying threats in the company's operations.
3,0The student has a basic knowledge of identifying threats in the company's operations through the prism of capital and property.
3,5The student has a basic knowledge of the identification of threats in the company's operations through the prism of capital and assets and the operational activity of the company.
4,0The student has a good knowledge of the identification of threats in the company's operations through the prism of capital and assets as well as the operational activity of the company.
4,5The student has a good knowledge about the identification of hazards in the company's operations through the prism of capital and property, symptoms of the risk of bankruptcy.
5,0The student has a broad knowledge of the identification of hazards in the operation of the enterprise through the prism of capital and property, symptoms of the risk of bankruptcy.
PoleKODZnaczenie kodu
Zamierzone efekty uczenia sięE_1A_D11/5_U01The student has the ability to assess the operating conditions of the company.
Odniesienie do efektów kształcenia dla kierunku studiówE_1A_U21Posiada umiejętność uczenia się przez całe życie
E_1A_U04Potrafi identyfikować struktury rynku i dobrać podstawowe narzędzia i metody ich pomiaru
E_1A_U18Potrafi oceniać swoje działania ze względu na ich skutki ekonomiczno-finansowe, prawne i moralne
Cel przedmiotuC-1After completing the course, the student should have the ability to make decisions regarding the risk of the company's operations and its environment.
Treści programoweT-A-4Evaluation of investment projects in the enterprise.
T-A-5Assessing the symptoms of enterprise bankruptcy risk.
T-W-1The essence of corporate finance.
T-W-2Organizational and legal forms of enterprises and their transformations.
T-W-6Object of the company's activity and it's functions.
T-W-8Enterprise and market. The structure of the market and its impact on the company's operations.
T-W-9Cooperation of the enterprise with other economic entities.
T-W-10Enterprise and the state. Local government units and social organizations.
Metody nauczaniaM-1Information classes.
M-2Case method.
M-3Multimedia classes.
Sposób ocenyS-1Ocena formująca: Possible oral or written assessment during the semester.
Kryteria ocenyOcenaKryterium oceny
2,0The student does not have the skills to assess the operating conditions of the company.
3,0The student has basic skills in the assessment of investment projects, asset-capital situation of the enterprise.
3,5The student has good skills in the field of assessment of investment projects, asset and capital situation of the enterprise.
4,0The student has good skills on the assessment of the operating conditions of the company.
4,5The student has good skills on the assessment of the operating conditions of the company, is able to draw conclusions from information about the environment of the further and closer to the enterprise.
5,0The student has very good skills on the assessment of the conditions of the company's operation, is able to draw conclusions from information about the environment of the distant and closer enterprise.
PoleKODZnaczenie kodu
Zamierzone efekty uczenia sięE_1A_D11/5_U02The student has the ability to analyze the financial situation of the enterprise based on data from financial statements.
Odniesienie do efektów kształcenia dla kierunku studiówE_1A_U04Potrafi identyfikować struktury rynku i dobrać podstawowe narzędzia i metody ich pomiaru
E_1A_U06Potrafi wskazać źródła finansowania i posiada umiejętność wykorzystania wiedzy z rachunkowości w procesach gospodarowania
E_1A_U14Posiada umiejętność przygotowania typowych wystąpień ustnych w języku polskim i obcym z zakresu ekonomii dotyczących zagadnień szczegółowych, z wykorzystaniem podstawowych ujęć teoretycznych, a także różnych źródeł
Cel przedmiotuC-4The student should have the ability to make a basic financial analysis of the company.
Treści programoweT-A-1Assessment of the financial condition of the company.
T-A-2The cost and structure of the capital.
T-A-3Working capital management in the enterprise.
T-W-3Financial statements as a source of information about the company.
T-W-4Sources of enterprise financing. Capital in the enterprise and its changes.
T-W-5Company's fixed assets.
T-W-7Current assets of the enterprise.
T-W-8Enterprise and market. The structure of the market and its impact on the company's operations.
Metody nauczaniaM-1Information classes.
M-2Case method.
M-3Multimedia classes.
M-4Project method.
Sposób ocenyS-1Ocena formująca: Possible oral or written assessment during the semester.
S-2Ocena podsumowująca: Oral or written, including questions verifying issues raised in lectures / auditoriums.
Kryteria ocenyOcenaKryterium oceny
2,0The student does not have the skills to analyze the financial situation of the company.
3,0The student has basic skills in the field of financial analysis of the company based on the most important rules and financial indicators.
3,5The student has good skills in the field of financial analysis of the company based on financial rules and indicators.
4,0The student has good skills in the analysis of the financial situation of the company based on data from financial statements.
4,5The student has good skills in the analysis of the financial situation of the enterprise based on data from financial statements, as well as the assessment of the financial situation of the further and near surroundings.
5,0The student has very good skills in the analysis of the financial situation of the company based on data from financial statements, as well as the assessment of the financial situation of the further and closer environment.
PoleKODZnaczenie kodu
Zamierzone efekty uczenia sięE_1A_D11/5_K01The student is aware of his knowledge and the necessity of learning throughout life.
Odniesienie do efektów kształcenia dla kierunku studiówE_1A_K01Samodzielnej pracy oraz pracy w zespole (słuchanie, negocjacje, perswazja, prezentacja)
Cel przedmiotuC-5The student is aware of his knowledge and the necessity of learning throughout life.
Treści programoweT-A-1Assessment of the financial condition of the company.
T-A-2The cost and structure of the capital.
T-A-4Evaluation of investment projects in the enterprise.
T-A-5Assessing the symptoms of enterprise bankruptcy risk.
T-W-1The essence of corporate finance.
Metody nauczaniaM-1Information classes.
Sposób ocenyS-1Ocena formująca: Possible oral or written assessment during the semester.
Kryteria ocenyOcenaKryterium oceny
2,0The student does not understand the need to deepen knowledge about the financial market.
3,0The student is aware of his knowledge and understands the need to constantly increase her/his knowledge in the future.
3,5
4,0
4,5
5,0