FINANCIAL STATEMENT ANALYSIS SYLLABUS, Fall 2015
Lecturer: Aaron WangClass: 6:30 p.m. - 8:20 p.m.Wednesday
Email: awang1205@163.com Phone: 1377 0718 515
COURSE OBJECTIVES
The course has many objectives. Among other things, it will attempt to:
(a) Increase your comprehension of financial statements and their related footnotes,
(b) Introduce you to several tools and procedures common to financial statement analysis,
(c) Expand your understanding of the relationship between business transactions, environmental forces (e.g., political, economic, social) and reported financial information,
(d) Examine how financial statement information can help solve certain business problems, and
(e) Encourage you to think logically and creatively about the strengths and weaknesses of information available to decision-makers.
COURSE MATERIALS
Book:Understanding Financial Statements (9th Edition) by Lyn M. Fraser & Aileen Ormiston
Course Packet: Syllabus & Slides
TEAM PROJECT
This project requires you to gather and study several years of financial statement information for your team’s company. It also requires you to use an electronic spreadsheet to build a database and to construct some special reports and ratios that play key roles in fundamental financial statement analysis.
In particular, you are to obtain annual report information for your company. The information can be obtained from 10-K filings (annual report to the SEC) found on Edgar or your firm’s website (see Investor Relations).
Your project can be in a report format, describing your purpose, analysis and conclusion.
GRADES
Project30%
Final Examination60%
Class Participation10%
100%
COURSE SCHEDULE
Date* | Topic |
Sep. 23, 2015 | Chapter1 Financial Statement: An Overview |
Sep. 30, 2015 | Chapter 1 Study Questions, Problems and Cases |
Oct.07, 2015 | National Holiday |
Oct.14, 2015 | Chapter 2 The Balance Sheet |
Oct.21, 2015 | Chapter 2 Study Questions, Problems and Cases |
Oct.28, 2015 | Chapter 3 Income Statement and Statement of Stockholders’ Equity |
Nov.04, 2015 | Chapter 3 Study Questions, Problems and Cases |
Nov.11, 2015 | Project Preparation ** |
Nov.18, 2015 | Chapter 4 Statement of Cash Flows |
Nov.25, 2015 | Chapter 4 Study Questions, Problems and Cases |
Dec.02, 2015 | Chapter 6 The Analysis of Financial Statements |
Dec.09, 2015 | Chapter 6 Study Questions, Problems and Cases |
Dec.16, 2015 | Final Review |
Dec. 23, 2015 | Final Examination |
* The dates may be subject to change.
** Please send me your project assignment before the final examination.