Title: Financial Analysis and Financial Reporting



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Title:

Corporate risk management

Lecture hours:

15 h lecture + 15 h workshop

Study period:

Spring

Level:

Advanced

Location:

Wrocław

Examination:

Written test

Language:

English

Prerequisites:

basic accounting, financial mathematics, corporate finance

Course content:

The emphasis is on setting forth clearly to the important concepts in the field of Corporate Finance and Strategic Management. The particular attention is given to testable propositions and to the literature that has developed empirical tests of important elements of risk management. In addition, the nature and uses of enterprise risk management can be better understood because of an application examples that will be analyzed during the course.

1 Overview of Risk Management

2 Objectives of Risk Management

3 Finance theory as the framework for Risk Management

4 Measuring and Managing Enterprise risk

Direct risk analysis methods. Indirect risk analysis methods. Sensitivity analysis. Scenario planning methods.




Learning outcomes:

Students will know how to estimate and analyze enterprise’s risk, they will be able to apply proper models and theories to theoretical and practical problems of risk management

Contact person:

dr Tomasz Słoński, tel. 36-80-662, e-mail: tomasz.slonski@ue.wroc.pl

Literature:

M.C. Ehrhardt and E.F. Brigham: „Financial Management: Theory and Practice” Thirteen Edition. South-Western CENGAGE Learning

J. Sulock, J. Dunkelberg: “Cases in Financial Management” John Wiley

and Sons, Inc, 2002.

Hooley G.J., Saunders J.A., Piercy N.F.: Marketing Strategy and Competitive Positioning, Harlow: Pearson Education Limited 2004, 3rd edition

Fleischer C.S., Bensoussan B.E.: Strategic and Competitive Analysis. Methods and Techniques for Analyzing Business Competition, New Jersey: Pearson Education, Inc. 2003


Faculty:

All

czy przedmiot jest kopią przedmiotu prowadzonego na UE?

nie







Title:

FINANCIAL PLANNING

Lecture hours:

10 h lecture + 5 h workshop

Study period:

Winter

Level:

Intermediate

Location:

Wrocław

Examination:

Written test

Language:

English

Prerequisites:

basic accounting, financial mathematics

Course content:

The lecture combines theory and practical applications. An understanding of finance theory is absolutely essential if one is to develop and implement effective financial strategies. Therefore, lectures begin with basic concepts, including background on the economic and financial environment, financial statement analysis, risk analysis, and the valuation process. With this background one can understand how specific techniques and decision rules can be used to help maximize the value of the enterprise. Lectures will cover following subjects:
1 What is Financial Planning – its role and functions

2 Financial Planning Models

Components of Financial Planning Model, Sustainable Growth Model, Percentage of Sales Model,



3 Risk measuring methods

Break-even Point Analysis, Sensitivity Analysis, Scenario Analysis



4 Working Capital Management and Short-Term Planning

Working Capital – Components and Management Strategies, Cash Conversion Cycle, Current Assets Planning, Cash Budgeting, Short-Term Financing Plan, Sources of Short-Term Financing



Learning outcomes

Students will know short and long term models of financial planning, they will be able to use them in practical cases.

Contact person:

dr Karolina Daszyńska-Żygadło, tel. 36-80-887, karolina.zygadlo@ue.wroc.pl

Literature:

R.C. Higgins “Financial Analysis”

E.Brigham, L.Gapenski: „Financial Management:. The Dryden Press,

Chicago

R. A. Brealey, S. C. Myers, F. Allen “Principles of Financial Management” (International Edition 2008), McGraw-Hill

J. Sulock, J. Dunkelberg: “Cases in Financial Management” John Wiley

and Sons, Inc, 2002.



Faculty:

All

czy przedmiot jest kopią przedmiotu prowadzonego na UE?

nie







Title:

Financing Decisions

Lecture hours:

10 h lecture + 5 h workshop

Study period:

Spring

Level:

Intermediate

Location:

Wrocław

Examination:

Written test

Language:

English

Prerequisites:

basic accounting, financial mathematics

Course content:

The emphasis is on setting forth clearly and succinctly the most important concepts in the field of Corporate Financing. The particular attention is given to testable propositions and to the literature that has developed empirical tests of important elements of financing decisions. In addition, the nature and uses of firm’s financing decisions can be better understood because of an application examples.

1 Overview of Corporate Financing

2 Sources of Financing and Cost of Capital

Short to Medium-Term Debt Financing. Long-Term Debt Financing.

Equity Capital. Quasi-Equity Capital. Agency Problem of External

Financing. Weighted Average Cost of Capital. Marginal Cost of Capital. Application of the CAPM.



3 Capital Structure Decisions

Financial Leverage and Financial Risk. Capital Structure Theories:

Traditional Approaches and The Modigliani-Miller Theorem. Impact of

Market Imperfections: Taxes and Agency Problem. Optimal Capital

Structure.

4 Dividend Policies

Dividend Decisions and Shareholder Wealth. Modigliani-Miller

Irrelevance Argument. Taxes, Clientele Effects, and Announcement

Effects. Factors Affecting Dividend Policies. Types Of Dividend

Policies.


Learning outcomes:

Students will know how to estimate and analyze cost of capital from every source, they will be able to apply proper models and theories to theoretical and practical problems of corporate financing

Contact person:

dr Tomasz Słoński, tel. 36-80-662, e-mail: tomasz.slonski@ue.wroc.pl

Literature:

E.Brigham, L.Gapenski: „Financial Management:. The Dryden Press,

Chicago


J. Sulock, J. Dunkelberg: “Cases in Financial Management” John Wiley

and Sons, Inc, 2002.

R. Brealey, S. Myers “Principles of Financial Management” (9th Edition),

McGraw-Hill,2004

S. Lumby: “Investment appraisal and financing decisions”, Chapman &

Hall, 1993.



Faculty:

All

czy przedmiot jest kopią przedmiotu prowadzonego na UE?

nie







Title:

Investment decisions

Lecture hours:

10 h lecture + 5 h workshop

Study period:

Winter

Level:

Intermediate

Location:

Wrocław

Examination:

Written test

Language:

English

Prerequisites:

basic accounting, financial mathematics

Course content:

The emphasis is on setting forth clearly and succinctly the most important concepts in capital budgeting theory. The particular attention is given to testable propositions and to the literature that has developed empirical tests of important elements of finance theory.. In addition, the nature and uses of capital budgeting theory can be better understood because of an application examples.

1. The Importance of Investment Decisions in Value Based Management Process.

2 Capital Budgeting Decisions under Certainty

The Capital Budgeting Process. Cash Flows Analysis. Capital

Budgeting without Capital Constraints: NPV, IRR, Payback, and

Accounting Rate of Return. Capital Budgeting Under Capital Rationing:

Profitability Index, Mathematical Programming.

3 Capital Budgeting Decisions under Uncertainty

Risk-Adjusted NPV Model: Risk-Adjusted Discount Rate and Certainty

Equivalent Approaches. Risk Analysis Techniques: Sensitivity Analysis,

Simulation, and Decision Trees. Impact of Inflation. Dependence of

Cash Flows over Time. Correlation among Investment Projects. Agency

Problem.


4 Cost of Capital

Weighted Average Cost of Capital. Marginal Cost of Capital. Application

of the CAPM.


Learning outcomes:

Students will know basic models and tools of capital budgeting in order to make effective investment decisions in practice of corporation’s management.

Contact person:

dr Karolina Daszyńska-Żygadło, tel. 36-80-887, karolina.zygadlo@ue.wroc.pl

Literature:

E.Brigham, L.Gapenski: „Financial Management:. The Dryden Press,

Chicago


J. Sulock, J. Dunkelberg: “Cases in Financial Management” John Wiley

and Sons, Inc, 2002.

R. Brealey, S. Myers “Principles of Financial Management” (9th Edition),

McGraw-Hill,2004

S. Lumby: “Investment appraisal and financing decisions”, Chapman &

Hall, 1993.



Faculty:

All

czy przedmiot jest kopią przedmiotu prowadzonego na UE?

nie







Title:

Contabilidad de Gestión

Lecture hours:

45 horas (Clases magistrales-20 horas, Clases de practica-25 horas)

Study period:

1r cuatrimestre (invierno)

Level:

Basico

Location:

Wrocław

Examination:

Test

Language:

Español

Prerequisites:

Conocimiento basico de contabilidad financiera

Course content:

Tema 1: Introducción a la contabilidad de gestión

Tema 2: Clasificaciones y conceptos de costes

Tema 3: Costes de órdenes de trabajos

Tema 4: Costeo absorbente, costeo variable, imputación racional, costeo por secciones

Tema 5: Costes y gestión basados en actividades

Tema 6: Análisis coste-volumen-beneficio

Learning outcomes:

Los estudiantes, en su calidad de futuros directivos implicados en la toma de decisiones, van a ser usuarios de los resultados de los sistemas de contabilidad de gestión. Por tanto, el objetivo de este curso es preparar a los estudiantes para realizar y comprender los informes sobre costes de los productos, líneas de negocio, rentabilidad de áreas geográficas, etc.

Los estudiantes al finalizar este curso estarán familiarizados con los objetivos, fundamentos de los sistemas de contabilidad de gestión, características de su diseño y diferentes tipos de usos en la planificación y el control que se pueden dar a los datos de contabilidad de gestión.

Contact person:

Dr Magdalena Kapelko,

magdalena.kapelko@ue.wroc.pl

Literature:

Horngren, Datar y Foster. "Contabilidad de Costos: Un enfoque gerencial". Prentice Hall.

Faculty:

All students

czy przedmiot jest kopią przedmiotu prowadzonego na UE?

nie







Title:

E-banking

Lecture hours:

15

Study period:

spring semester

Level:

advanced

Location:

Wrocław

Examination:

test- 60%, Project – 40%

Language:

English

Prerequisites:

banking

Course content:

Origins and characteristics of e-banking,

Forms of electronic banking,

Electronic payment instruments,

E-banking security,

Analysis and assessment of electronic banking position in selected banks

Learning outcomes:

Students have an extended knowledge of the organization, principles of operation, products and services of electronic banking.
Students have knowledge of IT technologies used in electronic commerce.
Students can use the knowledge in banking and IT technology to analyze the place and role of e-banking in the area of modern electronic commerce.
Students can prepare a paper and/or speech on the above mentioned issues basing on their knowledge and independently derived sources.
Students are able to publicly convey knowledge about the mechanisms and instruments of electronic banking.

Contact person:

dr Dariusz Garczyński, dariusz.garczynski@ue.wroc.pl, 71 3680-353

Literature:

Mahmood Shah, Steve Clarke
E-Banking Management: Issues, Solutions and Strategies
Information Science Reference, Hershey New York, 2009


Faculty:

Management, Information Technology and Finance

czy przedmiot jest kopią przedmiotu prowadzonego na UE?

nie albo

tak - nazwa przedmiotu: Bankowość elektroniczna

wydział:ZIF

kierunek: Finance and Auditing

specjalność:

rok:2




Title:

PRINCIPLES OF CORPORATE FINANCE

Lecture hours:

30 h lecture + 15 h workshop

Study period:

Spring

Level:

Intermediate

Location:

Wrocław

Examination:

Written test

Language:

English

Prerequisites:

basic accounting, financial mathematics

Course content:

Understanding of principles of finance theory is indispensable to develop and implement effective financial strategies. Lectures take students through the basic concepts, including background on the economic and financial environment, financial statement analysis, risk analysis, and the valuation process. With this portion of knowledge one can understand how specific techniques and decision rules can be used in the process of value maximization of the company. Lectures will cover following subjects:
1 Basic Concepts in Finance

Objective and Scope of Finance. Agency Problems. Capital Market and

Portfolio Theories. Analysis of Financial Statements.
2 Capital Budgeting Decisions

The Capital Budgeting Process. Cash Flows Analysis. Capital

Budgeting without Capital Constraints: NPV, IRR, Payback, and

Accounting Rate of Return. Capital Budgeting Under Capital Rationing:

Profitability Index, Mathematical Programming.

Risk-Adjusted NPV Model: Risk-Adjusted Discount Rate and Certainty

Equivalent Approaches. Risk Analysis Techniques: Sensitivity Analysis,

Simulation, and Decision Trees. Impact of Inflation. Dependence of

Cash Flows over Time. Correlation among Investment Projects. Agency

Problem.
3 Cost of Capital

Weighted Average Cost of Capital. Marginal Cost of Capital. Application

of the CAPM.


4 Capital Structure Decisions

Short to Medium-Term Debt Financing. Long-Term Debt Financing.

Equity Capital. Quasi-Equity Capital. Agency Problem of External

Financing.

Financial Leverage and Financial Risk. Capital Structure Theories:

Traditional Approaches and The Modigliani-Miller Theory. Impact of

Market Imperfections: Taxes and Agency Problem. Optimal Capital

Structure.


5 Dividend Policies

Dividend Decisions and Shareholder Wealth. Modigliani-Miller

Irrelevance Argument. Taxes, Clientele Effects, and Announcement

Effects. Factors Affecting Dividend Policies. Types Of Dividend Policies.




Learning outcomes:

Students will know and understand basic concepts in finance, they will be able to solve problems and case studies in regards to capital budgeting decisions, as well as capital structure decisions.

Contact person:

dr Karolina Daszyńska-Żygadło, tel. 36-80-887, karolina.zygadlo@ue.wroc.pl

Literature:

Ross, S.A., Westerfield, R.W. and Jordan, B.D., Fundamentals of

Corporate Finance, Irving Mc-Graw-Hill.

Supplementary reading:

E.Brigham, L.Gapenski: „Financial Management:. The Dryden Press,

Chicago


R. A. Brealey, S. C. Myers, F. Allen “Principles of Financial Management” (International Edition 2008), McGraw-Hill

J. Sulock, J. Dunkelberg: “Cases in Financial Management” John Wiley



and Sons, Inc, 2002.

Faculty:

All

czy przedmiot jest kopią przedmiotu prowadzonego na UE?

tak







Title:

Green economy and finance

Lecture hours:

Lecture - 30

Study period:

Fall and Spring

Level:

Basic

Location:

Wrocław

Examination:

Written test

Language:

English

Prerequisites:

Foundations in economics

Course content:

The global crisis changed our thinking about economy. The crisis became not only economical but also environmental and social one. Recovery programs of EU and other countries are focused on sustainable development. The green economy concept is in the center of public debate.

  1. Global crisis and the sustainable development.

  2. Green economy, green growth, global green new deal vs. sustainable development.

  3. Green economy – definition, principles, values.

  4. Prosperity without growth, steady state economy.

  5. Strategy Europe 2020 and their priorities. Beyond GDP.

  6. Financing the transition towards green economy.

  7. Climate changes, low carbon economy, natural resources efficiency , renewable energy.

  8. Greening finance: socially responsible investment, sustainable investment fund, sustainable banking, green taxes.

  9. Corporate social responsibility and sustainable development.

  10. Sustainable consumption of households and institutions (green public procurement)




Learning outcomes:

Basic knowledge about the sustainable development, green economy, bigger awareness of environmental and global aspects of economical growth, ability to use ecological point of view in financial decision

Contact person:

Dr Bożena Ryszawska bozena.ryszawska@ue.wroc.pl

Literature:

  1. Jackson T., Prosperity without growth. Economics for a Finite Planet. London 2009.

  2. Hawken P.,Lovins A.B., Lovins L.H., Natural Capitalism. The next industrial revolution, London 2002.

  3. Sustainable banking. The greening of finance, ed. Bouma J.J., Jeucken M., Klinkers L., London 2001

  4. Boyle D., Simms A., The new economics. A bigger picture, London 2009

  5. GDP and Beyond .Measuring progress in a changing world, European Commission, COM(2009) 433, Brussels 2009




Faculty:

Course for all faculties

czy przedmiot jest kopią przedmiotu prowadzonego na UE?

no







Title:

Strategic public finance

Lecture hours:

30 lecture

Study period:

Fall and Spring

Level:

Basic

Location:

Wrocław

Examination:

Written examination and students project

Language:

English

Prerequisites:

Foundations in economics

Course content:

1. Philosophical and Analytical Frameworks for Public Finance

What is ‘public finance’? Philosophical underpinnings of public finance

Public finance under Libertarianism. Public finance under Neo-Liberalism. Public finance under Collectivism

2. Why to study public finance?

Four questions of public finance . When should the government intervene in the economy? How might the government intervene? What is the effect of those interventions on economic outcomes? Why do governments choose to intervene in the way that they do?



3. Spending Public Finance

Spending public finance in accordance with the 4Es: Efficiency Equity Economy Effectiveness. Public Expenditure Policy. Public Goods and Private Goods



4. Raising Public Finance. Government revenue

From what sources can public finance be raised? How is public finance raised in practice? What is the optimum combination of the different sources of public finance? .



5. Taxation trends in the European Union

Tax harmonization versus tax competition in the EU. Economics of Taxation. Taxation of Income and Wealth. Taxation of Consumption and Trade

Taxation and the Environment

6.Public finance and budget in EU.

Budgetary procedure. EU `s budget revenues. Obligatory and non-obligatory expenditures. Evolution of public finance in EU. Policies for reducing regional disparities (Structural funds and the cohesion funds in the EU)



7. The new relation between government and market after global financial crisis.

Learning outcomes:

Knowledge about the public finance`s philosophical and analytical frameworks, bigger awareness of the role of government in modern economy.

Contact person:

Dr Bożena Ryszawska bozena.ryszawska@ue.wroc.pl

Literature:

Required course text:

  1. Strategic Public Finance by Stephen J. Bailey Publisher: Palgrave Macmillan 2003.

Reference texts:

  1. Joseph E.Stiglitz , Economics of the Public Sector, W Norton & Co Ltd; 1988

  2. Gruber, J. Public Finance and Public Policy. New York: Worth Publishers.

  3. Arye L. Hillman’s ‘‘Public Finance and Public Policy, Responsibilities and Limitations of Government"

  4. Harvey S. Rosen, Public Finance, Irwin 1995.

  5. J.R. Aronson, Public Finance, McGraw–Hill Book Company 1985.

Faculty:

Course for all faculties

czy przedmiot jest kopią przedmiotu prowadzonego na UE?

Tak

BSF II



Syllabus
Title: Financial Management. E-learning course.


Lecture hours: 30h lectures + 15h workshops

Language: English

Study period: winter semester

Prerequisites: basic accounting, financial mathematics

Course content: Understanding of principles of finance theory is indispensable to develop and implement effective financial strategies. Lectures take students through the basic concepts, including background on the economic and financial environment, financial statement analysis, risk analysis, and the valuation process. With this portion of knowledge one can understand how specific techniques and decision rules can be used in the process of value maximization of the company. Lectures will cover following subjects:
1 Basic Concepts in Finance

Objective and Scope of Finance. Agency Problems. Capital Market and

Portfolio Theories. Analysis of Financial Statements.
2 Capital Budgeting Decisions

The Capital Budgeting Process. Cash Flows Analysis. Capital

Budgeting without Capital Constraints: NPV, IRR, Payback, and

Accounting Rate of Return. Capital Budgeting Under Capital Rationing:


Case 26 Cooper Laboratories: Capital Budgeting: Multiple Options
3 Cost of Capital

Weighted Average Cost of Capital. Marginal Cost of Capital. Application

of the CAPM.

Risk-Adjusted NPV Model: Risk-Adjusted Discount Rate and Certainty

Equivalent Approaches. Risk Analysis Techniques: Sensitivity Analysis,

Simulation, and Decision Trees. Impact of Inflation. Dependence of

Cash Flows over Time. Correlation among Investment Projects. Agency

Problem.
Case 31 Wonder Bars. Cost of Capital or Required Rate of Return


4 Capital Structure Decisions

Short to Medium-Term Debt Financing. Long-Term Debt Financing.

Equity Capital. Quasi-Equity Capital. Agency Problem of External

Financing.

Financial Leverage and Financial Risk. Capital Structure Theories:

Traditional Approaches and The Modigliani-Miller Theory. Impact of

Market Imperfections: Taxes and Agency Problem. Optimal Capital Structure.
Case 11 Tipton Ice Cream: Financial forecasting (here I partially introduce my own material)

5 Transferring Wealth to Shareholders

Dividend Decisions and Shareholder Wealth. Modigliani-Miller

Irrelevance Argument. Taxes, Clientele Effects, and Announcement

Effects. Factors Affecting Dividend Policies. Types Of Dividend Policies.


6 Working Capital Management

Liquidity. Managing Cash, Marketable Securities Portfolio, Accounts

Receivables, and Inventory.
Case 14 Triad Campers: Cash Budget/Cash Flow

Case 19 Stanley Products: Credit Policy
7 Basics of Value Based Management

Managing Firm’s Value, Value Drivers, DCF Approach, Multiple valuation approach.



Methods:

PowerPoint presentations, cases, problem lists.


Goal:

Financial management course is designed to help maximize the value of the firm. Value is determined, in the long run, by results as revealed in financial statements. Therefore, students will learn how to current decisions affect future financial statements and how effects of particular financial decisions are transmitted to various parts of the firm.


Contact person: dr Tomasz Słoński, tel. 36-80-646, e-mail: tomasz.slonski@ue.wroc.pl

mgr Karolina Daszyńska-Żygadło, tel. 36-80-662, karolina.zygadlo@ue.wroc.pl


Literature:

Ross, S.A., Westerfield, R.W. and Jordan, B.D., Fundamentals of



Corporate Finance, Irving Mc-Graw-Hill.

Supplementary reading

E.Brigham, L.Gapenski: „Financial Management:. The Dryden Press,

Chicago 1999.

R. Brealey, S. Myers “Principles of Financial Management” (5th Edition),

McGraw-Hill,1996

S. Lumby: “Investment appraisal and financing decisions”, Chapman &

Hall, 1993.

A. Damodaran: “Corporate Finance. Theory and practice” John Wiley and

Sons, Inc. 2002.



Cases

J. Sulock, J. Dunkelberg: “Cases in Financial Management” John Wiley



and Sons, Inc, 2002.
Faculty: All students


Title:

Local and Regional Government Finance

Lecture hours:

15 h. of lecture

Study period:

winter or spring

Level:

Intermediate

Location:

Wrocław

Examination:

multiple choice testor oral exam

Language:

english

Prerequisites:

public finance

Course content:

This course examines the expenditure and revenue decisions of regional (state) and local governments and fiscal aspects of intergovernmental relations.  The principal objectives of the course are to describe the different models of self government and their finance issues worldwide.

Learning outcomes:

Students have deeper understanding of the role of subnational government in the cuntry economy and get broader perspective on

current issues of subnational public finance inPoland and selected countries.

Contact person:

dr Jarosław Olejniczak, jaroslaw.olejniczak@ue.wroc.pl

Literature:

  1. Local Finance In the 15 EU countries, Dexia (2nd, and next editions)

  2. Fiscal Relations Across Levels of Government OECD Economic Outlook 74

  3. Martinez-Vasquez, J. Boex “The Design of Equalization Grants: Theory and Applications”, World Bank Institute, 2002

  4. Oates W.E. An essay on Fiscal Federalism, Jurnal of Economic Literature vol.XXXVII, 1999r. str. 1120-1149

  5. Pola G., France G., Levaggi R. Developments in Local Government Finance, Edward Elgar Publishing Company, Great Britain 1996

  6. Local Government Grant Distribution An International Comparative Study, PricewaterhouseCoopers, Great Britain 2001

  7. Buchanan J.M. Fiscal Equalization Revisited w: Equalization: Welfare Trap or Helping Hand?, Atlantic Institute For Market Studies (AIMS), Conference Papers, Montreal 2001

  8. Bucovetsky S., Smart M. The Efficiency Consequences Of Local Revenue Equalization: Tax Competition And Tax Distortions, Cesifo Working Paper No. 767, 2002

  9. J. Olejniczak The Own Revenues Of The Local Government In Lover Silesia Voivodship Agrarian perspectives XVIII, Strategies For The Future Ceska Zemedelska Univerzita 2009, 233-237

  10. J. Olejniczak Polish Experiences in Usage of Intergovernmental Grants in Supplementing Local Government Budgets  UHK Hradec Kralove, pp. 109-115, ISBN 978-80-7041-824-6

Faculty:

All

czy przedmiot jest kopią przedmiotu prowadzonego na UE?

tak

nazwa przedmiotu: Finanse samorządowe

wydział: NE

kierunek: FIR

specjalność: wszystkie

rok: I MSU




Title:

Public Finance

Lecture hours:

15 h. of lecture

Study period:

winter or spring

Level:

Intermediate

Location:

Wrocław

Examination:

multiple choice testor oral exam

Language:

english

Prerequisites:

macroeconomics

Course content:

This course examines the expenditure and revenue decisions central government In theory and practice.  The principal objectives of the course are to describe the different models of central government finance, reasons of public spending and ways of collecting revenues.

Learning outcomes:

Students have deeper understanding of the role of public finance issues and get broader perspective on current issues of public finance inPoland and selected countries.

Contact person:

dr Jarosław Olejniczak, jaroslaw.olejniczak@ue.wroc.pl

Literature:

  1. R.A. Musgrave, P.B Musgrave Public finance In theory and practice, McGraw-Hill BC (third or latet editions)

  2. S.J. Bailey Strategic Public Finance, Palgrave Macmilian 2004

  3. P.A. McNutt The economics of public choice Edward Elgar 2002

  4. Public budgeting, Policy process and politics, ed. I.S. Rubin, ASPA 2008

  5. H.S. Rosen Public Finance, 4th ed. Richard D. Irvin Inc.1995

  6. J.Olejniczak Modern Performance Budgeting in Field Central Government Administration in Poland – Problems Remaining to be Solute,d Agrarian Perspectives XVII. Challenges For The 21st Century. (red. M. Svatos, M. Lost’ak, R. Zuzak) Vol. I, Ceska Zemedelska Univerzita w Praze, 2008 r., str. 123-128,

  7. J.Olejniczak The Experience of Poland in Implementing Performance Budgeting in Central Government Regional Administration” [w:] Agrarian Perspectives XIX Ceska Zemedelska Univerzita w Praze 2010 p.

Faculty:

all

czy przedmiot jest kopią przedmiotu prowadzonego na UE?

tak

nazwa przedmiotu: Finanse publiczne

wydział: NE, ZiF

kierunek: FIR

specjalność: wszystkie

rok: II licencjat



Title:

Private banking and wealth management

Lecture hours:

15 h. of lecture

Study period:

winter or spring

Level:

Intermediate

Location:

Wrocław

Examination:

Oral exam

Language:

English

Prerequisites:

macroeconomics

Course content:

This course looks at the fundamentals of private banking and wealth management, including the key drivers of the industry, the main market players, and the various products and services that are offered to HNWI clients. Course looks also at how private bankers and other wealth managers maintain their business by acquiring, developing, and retaining clients. This point of contact is the relationship manager who

facilitates the client's use of the institution's financial services and products.

Learning outcomes:

After completing this course, students will be able to: explain the concepts of private banking and wealth management, and the key drivers of the

industry outline the role of the main market participants and how they interact with each other; describe the services and products offered by private banks and other wealth managers; describe the factors involved in developing and retaining client relationships; explain the importance of developing and retaining client relationships.

Contact person:

dr Jarosław Olejniczak, jaroslaw.olejniczak@ue.wroc.pl

Literature:

  1. M. J. Finney Wealth Management Planning A John Wiley and Sons, Ltd, Publication 2008

  2. David Maude Global Private Banking and Wealth Management The New Realities A John Wiley and Sons, Ltd, Publication 2006

  3. D. Maude, Ph. Molyneux Private banking: maximizing performance in a competitive market, Euromoney books 2001

  4. Scorpio partnerships reports on private banking and wealth management,

  5. Private banking – contemporary challenge for Polish banking [w: Agrarian Perspectives XVII. Challenges For The 21st Century, Vol. I, redakcja: M. Svatos, M. Lostak, R. Zuzak, Wydawnictwo: Ceska Zemedelska Univerzita w Praze, 2008,

  6. Chosen problems of the banking on rural areas of south-west Poland [w: Agrarian prospects – European Trends in the Development of Agriculture and Rural Areas, tom I, redakcja: M. Svatos, M. Lostak, R. Zuzak, recenzent: B. Bouckova. Wydawnictwo: Ceska Zemedelska Univerzita w Praze, 2007

Faculty:

all

czy przedmiot jest kopią przedmiotu prowadzonego na UE?

tak

nazwa przedmiotu: Private banking

wydział: NE,

kierunek: FIR

specjalność: Bankowość i ubezpieczenia

rok: III licencjat




Title:

Environmental Accounting

Lecture hours:

15

Study period:

Spring

Level:

Intermediate

Location:

Wrocław

Examination:

Written exam (Multiple choice test), oral presentation of the project

Language:

English

Prerequisites:

Students should have intermediate knowledge in management accounting, cost accounting, business forecasting and environmental protection (CO2, NOx, SOx)

Course content:

  1. Introduction to Environmental Accounting

  2. Environmental Costs

  3. Environmental Management Accounting

  4. Life Cycle Costing,

  5. Life Cycle Assessment

  6. Environmental Life Cycle Costing,

  7. Role of Environmental Life Cycle Costing in Sustainability Assessment,

Learning outcomes:

Students should learn how to:

 Presents links to other pillars of sustainability such as life cycle assessment

 Illustrates each method with reference to a single example, providing continuity throughout the text

 Discusses differences between LCC methods and the reasons for their development

 Links LCC to related methods and techniques in engineering and management


Contact person:

Michał Biernacki PhD. Eng., e-mail: michal.biernacki@ue.wroc.pl

Literature:

D. Hunkeler, K. Lichtenvort, g. Rebitzer Environmental Life Cycle Costing - Hardcover (May 29, 2008) SETAC

C.T. Hendrickson, Dr. L. B. Lave H. Matthews Environmental Life Cycle Assessment of Goods and Services: An Input-Output Approach - Hardcover (Apr. 19, 2006) RFF



D. F. Ciambrone Environmental Life Cycle Analysis Consultant, Georgetown, Texas, 1997

Faculty:

Erasmus students

czy przedmiot jest kopią przedmiotu prowadzonego na UE?

nie/no







Title:

Management Accounting in Financial Institutions

ECTS credits:

4

Lecture hours:

30h - lectures

Study period:

Winter or spring

Level:

elementary

Location:

Wrocław

Examination:

test

Language:

english

Prerequisites:

accounting

Course content:




  • Description of the accounting system In financial institutions as banks, insurance companies, pension funds, investments funds (2h)

  • The range of management accounting In financial institutions (2h)

  • Cost accounting system and financial product costing calculation (2h)

  • Variable costing In financial institutions and using it In making decisions process (2h)

  • Activity – based costing In financial institutions (2h)

  • Life cycle costing In financial institutions (2h)

  • Kaizen costing and target costing In financial institutions (2h)

  • Decisions accounting in financial institutions (4h)

  • Cost management process In financial institutions (2h)

  • Budgeting and responsibility accounting In financial institutions (4h)

  • Pricing decisions, sale analysis and profitability analysis of financial products (2h)

  • Strategic management accounting In financial institutions (4h)




Learning outcomes:

Knowledge of management accounting in financial institutions (character of accounting system, specified cost positions, information for making decisions)

Contact person:

Magdalena Chmielowiec-Lewczuk;

magdalena.chmielowiec-lewczuk@ue.wroc.pl

Literature:

-

Faculty:

All students

czy przedmiot jest kopią przedmiotu prowadzonego na UE?

nie






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