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Syllabus 2022-23 - 11312024 - Computer Systems Applied to Finance Analysis (Sistemas informáticos aplicados al análisis financiero)

Caption
  • Level 1: Tutorial support sessions, materials and exams in this language
  • Level 2: Tutorial support sessions, materials, exams and seminars in this language
  • Level 3: Tutorial support sessions, materials, exams, seminars and regular lectures in this language
DEGREE: Grado en Finanzas y contabilidad (11312024)
FACULTY: FACULTY OF LAW AND SOCIAL SCIENCES
DEGREE: Doble Grado en Administración y dirección de empresas y Finanzas y contabil (11912034)
FACULTY: FACULTY OF LAW AND SOCIAL SCIENCES
ACADEMIC YEAR: 2022-23
COURSE: Computer Systems Applied to Finance Analysis
SYLLABUS
1. COURSE BASIC INFORMATION
NAME: Computer Systems Applied to Finance Analysis
CODE: 11312024 (*) ACADEMIC YEAR: 2022-23
LANGUAGE: English LEVEL: 1
ECTS CREDITS: 6.0 YEAR: 3 SEMESTER: PC
2. LECTURER BASIC INFORMATION
NAME: SÁNCHEZ SOLANA, ANTONIO MIGUEL
DEPARTMENT: U118 - INFORMÁTICA
FIELD OF STUDY: 570 - LENGUAJES Y SISTEMAS INFORMÁTICOS
OFFICE NO.: A3 - A3-128 E-MAIL: asanchez@ujaen.es P: 953-212423
WEBSITE: http://blogs.ujaen.es/asanchez/
ORCID: https://orcid.org/0000-0002-5954-3160
LANGUAGE: English LEVEL: 1
3. CONTENT DESCRIPTION

Theoretical contents in depth:

  • Module 1: Introduction.
    • Fundamentals of Information Technologies.
    • Information Systems.
    • Business Information Systems.
    • Strategies and Information Systems.
    • Information Systems and Organizational Structure: Virtual Enterprise.
    • Digital dimension in Enterprises.
  • Module 2: Management Information Systems.
    • Databases.
    • Data Warehouse.
    • Data Mart.
  • Module 3: Exploiting management systems. Applications to financial analysis
    • Business Intelligence.
    • Queries and reports.
    • OLAP (On-line Analytic Processing).
    • Data mining.
    • Decision Support Systems.
    • Data analysis: Data Science for Business
  • Module 4: Financial Management Systems in Enterprises
    • Back-office.
    • Front-office.
    • Financial management software.

Practical contents in depth:

  • Block 1: Management Systems and Tools to Support Information Analysis.
    • How to find information on the Internet
    • Database Management Systems
    • Access to the on-line database for financial analysis: SABI
  • Block 2: Analysis, Exploitation and Problem Solving Tools for Business Management.
    • Balance sheets and charts.
    • Functions for complex calculations.
    • The use of scenarios in a specific problem.
    • Simulations.
    • Optimizations.
    • Specific functions for financial analysis.
    • Databases and dynamic tables.
    • Development of social security financial statements.
    • Financial Management Software.
    • Queries and reports.
    • OLAP (On-Line Analytic Processing)
    • Big Data Analysis.

4. COURSE DESCRIPTION AND TEACHING METHODOLOGY

Below there is a summary table of the detailed methodology followed in this face-to-face mode:

Trainning activities Format (Face-to-face/online) Teaching methodology (description)
A1 - Large Group lectures Face-to-face  There will be 25 sessions where the following activities will be carried out: a series of lectures or master classes, where each aspect of the subject will be described, a lecture to make the presentation and introduction of the course, and several lectures dedicated to problem solving and presentation of essays. 
A2 - Small group lectures 
Face-to-face
During these 25 lectures of small group classes, a series of practices will be presented and developed. These practices must be solved by the students and presented to the professor during the teaching period and during class time. 

A3 - Collective and individual tutorials

Face-to-face + online

Individual and group tutorials will be carried out in the teacher's office at the times established for this purpose or online through the platform provided for this task by the University of Jaén.

 

Students with special educational needs should contact the Student Attention Service (Servicio de Atención y Ayudas al Estudiante) in order to receive the appropriate academic support

5. ASSESSMENT METHODOLOGY

The final mark is divided by:

  • Attendance and involvement: 5% of the final mark. This mark is obtained when students are actively engaged in classes, debates and group work.
  • Theoretical concepts: 60% of the final mark. This mark is calculated taking a written test.
  • Practical skills: 30% of the final mark. This mark is obtained from teachers observations, practical exercises defense and/or practical exam.
  • Other activities: 5% of the final mark.  This mark is calculated from individual work.

There are two ways of evaluating these activities

  • Global evaluation: student participation in classroom and seminars. Besides, students should carry out, explain and debate suggested practical cases (both in practical and theoretical classes).
  • Ordinary evaluation: writing examination of theoretical contents and reports of the practical classes that should be defended by the students, otherwise, they should pass a practical exam.

Moreover, these marks are obtained with these considerations:

  • Students who attend practical classes may not have to take the practical exam. In this case, the mark for the practical part will be obtained by means of continuous evaluation based on students reports about the practical problems and on the defense of these reports.
  • If student does not pass the practical part by means of continuous evaluation or does not attend the 80% of the practical classes, they will take a practical exam the same day as the ordinary exam.
  • If students want to present a voluntary exercise, it should be presented in the date indicated by the teacher and always before the end of the term.
  • The marks obtained in the term related to practical part, student participation and exercises presented are kept for the academic year.
  • To pass the subject, students must obtain a final mark of 5 over 10 and pass both the theoretical part and the practical part (with a minimum mark of 5 over 10 in each one of them).

6. BOOKLIST
MAIN BOOKLIST:
  • Fundamentals of information systems. Edition: 5th ed.. Author: Stair, Ralph M.. Publisher: Boston : Course Technology, 2010  (Library)
  • Peter Norton's introduction to computers. Edition: -. Author: Peter, 1943-. Publisher: New York]: McGraw-Tecnology EducationHill, 6006  (Library)
  • Microsoft Office 2010 plain & simple [Recurso electrónico]. Edition: -. Author: Murray, Katherine, 1961-. Publisher: Redmond, Wash. : Microsoft Press, c2010.  (Library)
  • Fundamentals of information systems security [Recurso electrónico]. Edition: -. Author: Kim, David. Publisher: Sudbury, Mass. : Jones & Bartlett Learning, c2012.  (Library)
  • The Microsoft Office specialist study guide [Recurso electrónico]. Edition: 2007 Microsoft Office system ed. Author: Cox, Joyce, 1946-. Publisher: Redmond, Wash. : Microsoft Press, c2012  (Library)
  • Microsoft Office home and student edition 2013 all-in-one for dummies [Recurso electrónico] . Edition: -. Author: Weverka, Peter. Publisher: Hoboken : Wiley, c2013  (Library)
  • Introducing geographic information systems with ArcGIS [Recurso electrónico] a workbook approach to. Edition: 3rd ed. Author: Kennedy, Michael. Publisher: Hoboken, N.J. : Wiley, c2013  (Library)
ADDITIONAL BOOKLIST:
  • Microsoft Office 2010 in depth [Recurso electrónico]. Edition: -. Author: Habraken, Joseph W., 1954-. Publisher: Indianapolis, Ind. : Que, c2011  (Library)
  • Essentials of information systems for managers [Recurso electrónico]. Edition: -. Author: Piccoli, Gabriele. Publisher: Hoboken, NJ : Wiley, 2012  (Library)
8. VIRTUAL / CLASSROOM TEACHING SCENARIO

1) TEACHING METHODOLOGY AND TRAINING ACTIVITIES.

The activities that cannot be carried out in a face-to-face mode will be developed in a semi-attendance format with rotational assistance as established in the document of Academic Criteria for the adaptation of teaching during the 2021 academic year in relation to the pandemic caused by the COVID-19, approved in the GC nº17 of 2 July 2020 of the University of Jaén. These activities will be carried out using videoconference systems, provided that the capacity and infrastructure of the space assigned for teaching the course allow it. The degree of attendance in this scenario will depend on the classroom assigned in this course. This degree will be set at the range of 25%-50% of the students.

Below there is a summary table of the detailed methodology followed in this mode:

Trainning activities Format (Face-to-face/online) Teaching methodology (description)
A1 - Large Group lectures Face-to-face  rotatory [20-50]% + online There will be 25 sessions where the following activities will be carried out: a series of lectures or master classes, where each aspect of the subject will be described, a lecture to make the presentation and introduction of the course, and several lectures dedicated to problem solving and presentation of essays. The students who are on rotation will attend the online sessions using the software/hardware provided by the University of Jaén.
A2 - Small group lectures 
Face-to-face  rotatory [20-50]% + online
During the 25 lectures in small group of two hours, a series of practices will be presented and developed. These practices must be solved by the students and defended to the professor during the class period and in class time in a presential way. The analysis, development of the practices and the resolution of doubts will be carried out both in face-to-face mode and in an online mode through the use of software and hardware enabled by the University of Jaén for this purpose. The defence of the practices will always be done during the face-to-face sessions during the rotating shift. For this purpose, the delivery of the exercises will be planned in advance. 

A3 - Collective and individual tutorials

Face-to-face + online

Individual and group tutorials will be carried out in the teacher's office at the times established for this purpose or online through the platform provided for this task by the University of Jaén.

 

2) EVALUATION SYSTEM

The system and assessment instruments will be the same as for the face-to-face modality, replacing the face-to-face tests with similar tests developed through the use of the online teaching platform or others that the University of Jaén enables, as long as the student's identity is guaranteed.

3) RESOURCES.

The video-conference systems that are available in the spaces that are enabled for teaching, as well as the teaching platform of the University, will be used. The activities that cannot be carried out in a face-to-face mode will be done by means of synchronous and/or asynchronous activities using the virtual teaching platform or any other on-line tool that the University provides.

It is expressly forbidden to record or broadcast any lecture  or activity synchronous or asynchronous without the explicit permission of the professor.

9. VIRTUAL TEACHING SCENARIO

1) TEACHING METHODOLOGY AND TRAINING ACTIVITIES.

The methodology followed in this modality will consist of carrying out all the teaching activities online in a synchronous and/or asynchronous way through the virtual teaching platform and the mechanisms that the University of Jaén allows or enables.

Below there is a summary table of the detailed methodology followed in this mode:

Trainning activities Format (online) Teaching methodology (description)
A1 - Large Group lectures Online There will be 25 sessions where the following activities will be carried out: a series of lectures or master classes, where each aspect of the subject will be described, a lecture to make the presentation and introduction of the course, and several lectures dedicated to problem solving and presentation of essays. All the lectures will be carried out through the online platform provided by the University of Jaén.
A2 - Small group lectures 
Online
During the 25 lectures of small group classes, a series of practices will be presented and developed. All of them must be solved by the students and presented to the professor during the academic period and during class time. All lectures will be carried out through the online platform provided by the University of Jaén.  

A3 - Collective and individual tutorials

Online

Individual and group tutorials will be carried out at the times established for this purpose in an online mode through the platform provided for this task by the University of Jaén.

 

2) EVALUATION SYSTEM

The system and assessment instruments will be the same as for the face-to-face modality, replacing the face-to-face tests with similar tests developed through the use of the online teaching platform or others that the University of Jaén enables, as long as the student's identity is guaranteed.

3) RESOURCES.

The video-conference systems that are available in the spaces that are enabled for teaching, as well as the teaching platform of the University, will be used. The activities that cannot be carried out in a face-to-face mode will be carried out by means of synchronous and/or asynchronous activities through the virtual teaching platform or any other on-line tool that the University provides.

It is expressly forbidden to record or broadcast any lecture  or activity synchronous or asynchronous without the explicit permission of the professor.

DATA PROTECTION CLAUSE (on line exams)

Institution in charge of data processing: Universidad de Jaén, Campus Las Lagunillas, s/n, 23071 Jaén

Data Protection Delegate: dpo@ujaen.es

Purpose: In accordance with the Universities Law and other national and regional regulations in force, carrying out exams and assessment tests corresponding to the courses students are registered in. In order to avoid frauds while sitting the exam, the exam will be answered using a videoconference system, being able the academic staff of the University of Jaén to compare and contrast the image of the person who is answering the exam with the student's photographic files. Likewise, in order to provide the exam with evidential content for revisions or claims, in accordance with current regulation frameworks, the exam will be recorded and stored.

Legitimacy: compliance with legal obligations (Universities Law) and other national and regional regulations currently in force.

Addressees: service providers who are the owners of the platforms where the exams are carried out and with whom the University of Jaén has signed the corresponding data access contracts.

Storage periods: those established in current in force regulations. In the specific case of exam videoconference recordings, not before the examination records and transcripts are closed or the exam can still be reviewed or challenged.

Rights: you can exercise your right of access, amendment, cancellation, opposition, suppression, limitation and portability by sending a letter to the postal or electronic address indicated above. In the event that you consider that your rights have been violated, you may submit a complaint to the Andalusian Council for Transparency and Data Protection www.ctpdandalucia.es

CLASS RECORDING CLAUSE PERSONAL DATA PROTECTION

Person in charge: Universidad de Jaén, Paraje Las Lagunillas, s/n; Tel.953 212121; www.ujaen.es

Data protection delegate (DPO): TELEFÓNICA, S.A.U. ; Email: dpo@ujaen.es

Procedure aim: To manage proper recordings of teaching sessions with the aim of facilitating learning process under a multimodal and/or online teaching

Period for record storage: Images will be kept during legal term according to regulations in force

Legitimacy: Data will be managed according to legal regulations (Organic Law 6/2001, December 21, on Universities) and given consent provided by selecting corresponding box in legal admission documents

Data recipients (transfers or assignments): Any person allowed to get access to every teaching modality

Rights: You may exercise your rights of access, rectification, cancellation, portability, limitation of processing, deletion or, where appropriate, opposition. To exercise these rights, you must submit a written request to the Information, Registration and Electronic Administration Service of the University of Jaen at the address above, or by e-mail to the address above. You must specify which of these rights you are requesting to be satisfied and, at the same time, you must attach a photocopy of your ID card or equivalent identification document. In case you act through a representative, legal or voluntary, you must also provide a document that proves this representation and identification. Likewise, if you consider that your right to personal data protection has been violated, you may file a complaint with the Andalusian Data Protection and Transparency Council www.ctpdandalucia.es