AIMS AND CONTENT

LEARNING OUTCOMES

The Financial Planning and Evaluation course equips students with (i) the essential knowledge on the main tools of corporate financial communication and (ii) the skills to develop and assess comprehensive financial plans. Emphasis is placed on evaluating financial plans' effectiveness and sustainability in the medium-long term. Students will learn to apply financial planning principles to real-world scenarios and enhance their decision-making abilities in financial planning contexts.

The course aims to develop students’ ability to design, evaluate, and manage financial strategies that support organizational goals. It focuses on budgeting, forecasting, and resource allocation, helping students understand how to plan for both short-term operations and long-term growth. The course also strengthens skills in interpreting financial data and aligning financial plans with strategic objectives. Particular attention is given to practical applications, including the specific challenges and investment dynamics typical of the energy sector.

AIMS AND LEARNING OUTCOMES

The course aims to develop students’ ability to design, evaluate, and manage financial strategies that support organizational goals. It focuses on budgeting, forecasting, and resource allocation, helping students understand how to plan for both short-term operations and long-term growth. The course also strengthens skills in interpreting financial data and aligning financial plans with strategic objectives. Particular attention is given to practical applications, including the specific challenges and investment dynamics typical of the energy sector.

TEACHING METHODS

The course combines theoretical instruction on the principles and techniques of financial planning and evaluation with a practical, application-oriented approach. Students will develop and assess financial plans through guided exercises and real-world case studies, with particular emphasis on companies operating in the energy sector and the financial challenges associated with long-term investment decisions.

Please note that this course is delivered online (9 hours online videos + 6 hours in person) via the Learn platform. To request access, students must contact the Settore metodi e contenuti at edunext@aulaweb.unige.it.

Exam accommodations for students with disabilities or SLD Students with a valid disability certificate or a diagnosis of Specific Learning Disabilities (SLD) (under Italian Law 104/1992) or Special Educational Needs (SEN), who are registered with the University's Inclusion Services, can request compensatory tools and/or dispensatory measures for exams. Students with disabilities, with SLD or with SEN are reminded that, to request exam accommodations, they must first upload their certification to the University website at servizionline.unige.it<https://servizionline.unige.it/>, in the "Students" section. The documentation will be checked by the University's Services for the Inclusion of Students with Disabilities and with SLD. At the beginning of the course, students are advised to contact the lecturer to agree on exam arrangements which, while respecting the learning objectives of the course, take individual learning needs into account. To request compensatory tools or dispensatory measures, students with disabilities or SLD must fill in the dedicated Webform available athttps://unige.it/disabilita-dsa, at least 7 working days before the exam. Students with SEN may instead send their request by e-mail to the lecturer, copying the Department Representative, Prof. Elena Lagomarsino,at inclusione.economia@unige.it, and the Inclusion Office inclusione.studenti@info.unige.it.

SYLLABUS/CONTENT

Syllabus

1. Introduction to Financial Planning
Role and objectives of financial planning. Financial planning within the corporate decision-making process. Relationship between financial planning, strategy, and value creation.

2. Financial Planning Tools
Preparation and interpretation of budgets, financial forecasts, and projected financial statements. Assumptions, scenarios, and sensitivity analysis.

3. Evaluation of Financial Plans
Assessment of the feasibility, consistency, and sustainability of financial plans. Analysis of financial performance, liquidity, funding needs, and long-term financial balance.

4. Financial Communication and Decision-Making
Financial reporting as a tool for internal and external communication. Use of financial information to support managerial and investment decisions.

5. Financial Planning in Practice
Development and evaluation of integrated financial plans through practical exercises and case studies. Discussion of alternative planning scenarios and their financial implications.

6. Financial Planning in the Energy Sector
Application of financial planning and evaluation techniques to companies operating in the energy sector. Analysis of investment planning, capital allocation, financing choices, and selected industry-specific challenges through practical examples and case studies.

TEACHERS AND EXAM BOARD

LESSONS

LESSONS START

Please note that online lectures are scheduled to begin on March 8, 2027 (second semester).

The 6-hour lectures in-person will take place from May 3 to May 28, 2027 (second semester).

Further details about the lecture timetable will be announced at a later date.

Class schedule

The timetable for this course is available here: Portale EasyAcademy