COLLEGE OF BUSINESS, ACCOUNTANCY, AND ENTREPRENEURSHIP

COURSE SYLLABUS

Course Course Code Course FINANCIAL MANAGEMENT Pre- None Credit 3

Information Title requisite Units
BAC 215 (Financial Analysis for Decision Making)

Course This is an introductory course in finance that focuses on the practical aspects of corporate finance. Topics covered include the cash flows
Description and financial analysis. The techniques of valuing bonds and stocks and the risks associated with valuations. Capital budgeting techniques,
cash flows estimation and risks in capital budgeting. The components of capital, the cost of capital and leverage. Managing working
capital, cash financing. Corporate financial planning, corporate restructuring and international finance.

University Vision Mission Core Values

Vision/Mission/ Universidad de Manila promotes free and Universidad de Manila promotes free Quality and Excellent Education
Core Values quality tertiary education for the and quality tertiary education for the Academic Freedom
underprivileged youth, relevant curricular and underprivileged youth, relevant Highest Ethical Standard
research programs, and responsive extension curricular and research programs, and Empowerment
Pro People
services- all these benefiting the City of Manila responsive extension services- all these
and the country. benefiting the City of Manila and the
country.

College Vision Mission Core Values

Vision/Mission/ The CBAE envisioned to provide
Core Values curricular offerings of International Standards
in order to answer the demand of the industry
by molding deserving youth of the country and
The CBAE envisioned provide Integrity – Honesty, truth, quality and
quality education in the field of authenticity are the guiding principles
business, accountancy and of our actions. Academic integrity is
entrepreneurship anchor on the foundation of our research and
 guided by the UDM VISION and founded by
the principles of developing responsible and
accountable citizen who is committed to the
formation of a total human being.
university’s vision of producing
globally competitive professionals
towards the transformation and
development of the nation.
educational methods.
Responsibility – we serve and
acknowledge the commitments we have
with our stakeholders. We continue to
intellectually challenge our students to
reach their potential and inspire them
to be productive members of our
society.
Justice – we will be objective in our
analysis.
Respect- we listen and recognize
differences while upholding ourselves
to high standards of quality and mutual
difference.
Experiential Learning – We are active
participants in the community. Our
roles include but are not limited to:
developing meaningful projects for
students and stakeholders, integrating
academic research with experiential
learning and serve as source of
expertise and information for our
communities.

Institutional UDM Graduate Attributes (GA) Institutional Graduate Attributes and Learning Outcomes (IGALO)
A UDM Graduate Shall:
Graduate
Attributes and 1. Enterprising, Innovative, and Perform the basic functions of management such as planning, organizing, staffing,
Learning Employable directing, leading and controlling
Outcomes 2. Competence and confidence Apply the basic concepts that underlie each of the functional areas of business and
(IGALO) employ these concepts in various business situations

3. Globally competitive Analyze the business environment for strategic direction

 4. Social and ethical responsibility Work effectively with other stakeholders and manage conflict in the workplace

Program PILO 1. Articulate and discuss the latest development in the specific field of practice
PILO 2. Effectively communicate orally and in writing using both English and Filipino
Intended
PILO 3. Work effectively and independently in multi-disciplinary and multi-cultural teams.
Learning PILO 4. Act in recognition of professional, social, and ethical responsibility.
Outcomes/Level PILO 5. Preserve and promote “Filipino historical and cultural heritage.
PILO 6. Perform the basic functions of management such as planning, organizing, staffing, directing and controlling.
Outcomes PILO 7. Apply the basic concepts that underlie each of the functional areas of business ( marketing, finance, human resources
(PILO) management, production and operations management, information technology, and strategic management) and employ these concepts in
various business situations.
PILO 8. Select the proper decision making tools to critically, analytically and creatively solve problems and drive results.
PILO 9. Express oneself clearly and communicate effectively with stakeholders both in oral and written forms.
PILO 10. Apply information and communication technology (ICT) skills as required by the business environment.
PILO 11. Work effectively with other stakeholders and manage conflict in the workplace.
PILO 12. Plan and implement business related activities.

Course Intended Co1: Describe the financial environment within which organizations must operate.
Co2: Critically evaluate the financial objectives of various types of organizations and the respective requirements of stakeholders.
Learning
Co3: Discuss the function of capital markets.
Outcomes Co4: Explain alternative sources of finance and investment opportunities and their suitability in a particular circumstances.
(CILO) Co5: Assess the factors affecting investment decisions and opportunities presented to an organization.
Co6: Select and apply techniques in managing working capital.
Co7: Analyze a company’s performance and make appropriate recommendations.
 Learning Outcomes Content Teaching-Learning Strategies Assessment
Tasks
Asynchronous Synchronous

Physical Virtual

Week 1-3 1. To identify the 1. Class Orientation Moodle – activity Lessons Lectures Discussion
objectives of the FB group
firm, role and 2. Introduction to Group chat Lectures Recitation / Recitation
function of financial Financial Yahoo Discussion
management. Management G-drive Quiz
3. Functions of Simultaneous
2. To outline the finance discussion Essay
implications of 4. Scope and using virtual
objectives of Assigned Readings
separation of application (
ownership and financial
GMeet, Zoom, Group works
control management
5. Principles and goals etc)
3. To identify the basic of financial
financial management
environment and 6. Role of finance
institutions manager

Week 4-6 1. To identify funding 1. Financing Moodle – activity Lessons Lectures Discussion
sources, instruments decision, FB group Lectures Recitation / Recitation
and markets objectives Group chat Discussion Quiz
2. To understand the 2. Factors affecting Yahoo Simultaneous Essay
concept of working financing G-drive discussion Assigned Readings
capital management decision using virtual Group works
3. To understand cash, 3. Sources of application (
 receivable and financing GMeet, Zoom,
inventory 4. Short term etc)
management financing
5. Working capital
management
6. Cash
management
7. Receivable
management
8. Inventory
management
Week 7 – 9 1. To identify various 1. Long-term Moodle – activity Lessons Lectures Discussion
providers of finance financing FB group Lectures Recitation / Recitation
2. To understand the 2. Advantages and Group chat Discussion Quiz
impact of share limitations of Yahoo Simultaneous Essay
capital and loan long-term G-drive discussion Assigned Readings
capital on the financing using virtual Group works
organization 3. Sources of long- application (
3. To understand the term financing GMeet, Zoom,
benefits of short- 4. Benefits of long- etc)
term and long-term term vs short-
financing term financing
5. Stocks
6. Bonds
7. Other sources of
long-term
financing

MID-TERM
EXAMINATION
Week 10-12 1. To identify the 1. Investing Moodle – activity Lessons Lectures Discussion
different investment Decision FB group Lectures Recitation / Recitation
alternatives 2. Investment Group chat Discussion Quiz
2. To understand the Yahoo Simultaneous Essay
alternatives
concept of valuation G-drive discussion Assigned Readings
of securities 3. Short-term using virtual Group works
3. To understand and investment application (
identify the different 4. Financial assets GMeet, Zoom,
method of evaluating 5. Valuation of etc)
capital investment securities
proposal 6. Long-term
investment
7. Capital
Budgeting
Week 13-15 1. To understand the 1. Concept of Moodle – activity Lessons Lectures Discussion
concept of return on return on FB group Lectures Recitation / Recitation
investment and risk investment and Group chat Discussion Quiz
2. To identify the Yahoo Simultaneous Essay
risk
different types of G-drive discussion Assigned Readings
risk 2. Elements of using virtual Group works
3. To understand the return on application (
different investment GMeet, Zoom,
consideration for 3. Risk vs return etc)
investment decision 4. Different types
of risk
5. Consideration
for investment
decision
6. How to calculate
risk in
 investment
7. How
diversification
reduces risk
Week 16-18 1. To perform 1. Dividend Moodle – activity Lessons Lectures Discussion
analytical reviews of decision FB group Lectures Recitation / Recitation
financial results, 2. Factors affecting Group chat Discussion Quiz
proposal and plans Yahoo Simultaneous Essay
dividend
2. To understand the G-drive discussion Assigned Readings
key ratios which are decision using virtual Group works
used in the 3. Financial application (
evaluation of statement GMeet, Zoom,
company’s analysis etc)
performance. 4. Vertical analysis
5. Horizontal
analysis
6. Financial
planning and FINAL
control EXAMINATION

Learning Environment:

Physical Classroom Virtual Hybrid

The medium of instruction is in English. The medium of instruction is in English. The medium of instruction is in English.

Raise your hand for permission to speak. Find a quiet place free of distractions. Have your Essay, Quizzes, and Exams should be
device ready. written in English.
Be respectful. (When the teacher is discussing please keep quiet).
Be professional. (Be on time, wear proper attire, Students must read in advance.
Smoking is not allowed during class time.
Students must read in advance.
Be professional. (Be on time, wear proper attire, and be attentive)
Do not copy and paste your answers. (Plagiarism) Student will
receive automatic “0”.
Avoid slang terms such as “wassup?” and texting abbreviations
such as “u” instead of you.
Students can only go to the bathroom before or after the class.
and be attentive) Do not copy and paste your answers.
(Plagiarism) Student will receive automatic
Use your full-name when you join the class. 0.
Mute yourself except when you have the floor. Always provide references.
Raise your hand for permission to speak. Avoid slang terms such as “wassup?” and
Wearing Sando/Undershirt is not allowed during texting abbreviations such as “u” instead of
online class. you.
Lying down on your bed while attending online
class is not allowed.

Smoking is not allowed during class time.

Students must read in advance.

Avoid slang terms such as “wassup?” and texting

abbreviations such as “u” instead of you.

Class Policies :
A. Online/Face-to-Face Attendance Policies:
1. 3. incidences of tardiness(late) are equivalent to 1 absent
2. 3 Absences = (DU) Drop Unofficially = 5.0

B. Online/Face-to-Face Policy on Make-up Requirements:

1. Allowed for the following reason(s):

a. Illness or injury caused by accident evidenced by a medical certificate
b. Death of a family member (grandparent, parent, guardian, sibling, spouse, or child)
 c. Force majeure -example: war, strike, riot, natural disaster.

2. Excuse letter within five (5) working days to comply via e-mail. Failure to comply means a score of 0.

Course Requirements:
• Written and Oral exam,

• Recitation, strategy and insight to exercises,

• Case study and technology presentation.

Grading System:
MIDTERM GRADE PRE FINAL GRADE GRADING SCALE

Class Standing 10% 10% 98 – 100………………4.00 83 – 85………………..2.75

Quizzes 15% 15% 95 – 97………………..3.75 79 – 82………………..2.50

MT/PFG 25% 25% 92 – 94.……………….3.50 76 – 78………………..2.25

50%(MG) 50% (PFG) 89 – 91………………..3.25 75……………………....2.00

(MG+PFG)= 100% FINAL GRADE 86 – 88………………..3.00 BELOW 75…………..1.00

*DO (Dropped Officially)/ |DU (Dropped Unofficially)/ LOA (Leave of Absence) / INC (Incomplete)
Resources: (Google Meet, Powerpoint, UDMoodle)

References:
Financial Management Theory and Practice by Thomson One 14th edition
The Economist Guide to Financial Management by John Tennent 2nd edition
Financial Management: Theory & Practice 15th edition
When Genius Failed: The Rise and Fall of Long-term Capital Management by Roger Lowenstein
OTHER Books

Instructor Information/Consultation Hour:

MTH TF 08:30 AM – 10:00 AM W 09:00AM – 11:00 AM

Prepared By: Endorsed By: Approved By:

MARY GRACE SF. DAGUISO DR. ANGEL H. ESPIRITU III DR. RONALD A. HERERRA
Faculty, CBAE DEAN, CBAE VPAA