1. SylabUZ
2. Wydział Ekonomii i Zarządzania
3. semestr zimowy 2023/2024
4. Ekonomia - drugiego stopnia z tyt. magistra
5. Financial consulting

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Financial consulting - opis przedmiotu

Cel przedmiotu

The aim of the course is:

providing students with knowledge about financial products and solutions;

to familiarize students with the ways of behavior of an economic entity towards fiscal institutions, as well as the possibilities of using certain elements of tax policy for rational management of the company's finances;

presentation of appropriate advisory methods thanks to which you can estimate the risk and influence the value of the company in various ways.

Wymagania wstępne

Zapisz zmiany

Zakres tematyczny

The concept of financial advice. Financial advisory areas. Financial consultancy in the activities of enterprises, in customer service by banks, on the capital market. A selection of financial products. Tasks of a financial advisor. Selected problems related to the profession of a financial advisor. Tax advice for enterprises. Corporate tax. Income tax from individuals. Flat-rate forms of personal income tax. Goods and services tax and excise tax. Recognition of revenues and costs when determining the tax base for business activity. Income tax credits and deductions. Taxation of capital gains. Tax liabilities. Fulfillment of tax obligations. Tax decisions. Tax inspection. Execution of tax arrears. Corporate tax strategies. Accounting systems for the needs of tax settlements in the enterprise. Financial advice for enterprises. Financial plans. Selection of sources of financing the company's activity. Evaluation of the effectiveness of investment projects implemented by enterprises (simple and discount methods). Financial consultancy in lending to enterprises. Costs of using off-balance sheet sources of financing the company's operations (e.g. leasing). Tax consequences of operating and financial leasing. Financial advisory for companies operating on a global scale. International aspect of financial advice. Evaluation of the profitability of various forms of cash investment, e.g. bank deposits, bonds, shares, investment funds, investment gold, collectibles, real estate. Completing selected tax returns (PIT and VAT).

Metody kształcenia

Discussion, case study, project

Efekty uczenia się i metody weryfikacji osiągania efektów uczenia się

Opis efektu	Symbole efektów	Metody weryfikacji	Forma zajęć

Warunki zaliczenia

Literatura podstawowa

1. Jajuga K., Jajuga T., Inwestycje: instrumenty finansowe, aktywa niefinansowe, ryzyko finansowe, inżynieria finansowa. PWN, Warszawa 2015.
2. Mayo H.B. Inwestycje. PWN, Warszawa 2019.
3. Jajuga K. Zarządzanie ryzykiem. PWN, Warszawa 2018.
4. Dębski W., Feder-Sempach E., Wójcik Sz., Ryzyko akcji notowanych na GPW. PWN, Warszawa 2020.
5. Ustawa z dnia 29 lipca 2005 r. o obrocie instrumentami finansowymi (Dz. U. z 2005 nr 183, poz. 1538 )

Literatura uzupełniająca

1.  Ustawa o doradztwie podatkowym z dnia 5 lipca 1996 r.  (Dz. U. 1996 Nr 102 poz. 475.)
2.  Ustawa z dnia 29 sierpnia 1997 r. Ordynacja podatkowa (Dz. U. z 2005 r. Nr 8, poz. 60)

Uwagi

Zmodyfikowane przez dr Renata Manacka (ostatnia modyfikacja: 27-05-2023 16:36)