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  • Berkeley Global

Financial Statement Analysis

BUS ADM X419.2

40227
Delivery Options Online

Take a deeper focus into the financial theory and application in financial statement analysis. Start by reviewing financial statement analysis and then delve deeply into ratio analysis (liquidity and solvency) and valuation. This course is designed to take you past the standard financial ratio calculations and to encourage you to take a hard look at the information, keeping in mind that analysis is only as good as the data from which it is derived.

Course Outline

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Course Objectives

  • Demonstrate a reasonable grasp and assessment of the firm's financial condition
  • Construct a reasonable outlook/forecast of what may be the firm's future position
  • Establish the firm's credit worthiness (credit status)
  • Determine the operational nature of the firm and its business environment
  • Perform financial statement analysis in a realistic and rational manner
  • Demonstrate an understanding of what financial statements are and how they relate to the company's big picture
  • Grasp the necessity and reason for analyzing financial statement information and how it can and should be employed to help manage businesses better
  • Achieve a comfort level with the analytical tools and their practical applications in performing financial statement analysis
  • Establish a pattern of thinking in a more creative and thorough manner when analyzing or forecasting financial information


What You Learn

  • Sources of financial, industry and strategic information
  • Six steps of financial statement analysis
  • Porter's Five Forces framework 
  • Generally Accepted Accounting Principles (GAAP)
  • Earnings management
  • Asset and liability valuation
  • Income recognition
  • Pensions and other post-employment benefits
  • Statement of cash flows
  • Accounting quality
  • Recurring income
  • Adjustments to reported financial statements (balance sheets)
  • Converting Last In, First Out (LIFO) to First In, First Out (FIFO)
  • Straight-line and accelerated depreciation
  • Ratio analysis 
  • Credit analysis (solvency)
  • Forecasting financial statements


How You Learn

  • Textbook
  • Case studies
  • Discussions
  • Written assignments
  • Company analysis project
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Sections

Section 064

Mar 02, 2021 to May 25, 2021 Online

Course Fee(s)

Course Fee credit (2 units)

$1,175.00


Type Online, Fixed Date

Enroll in this course by its start date and complete it by its specified end date. There are no live sessions, but plenty of opportunities to collaborate with your classmates and instructor.

Dates

Mar 02, 2021 to May 25, 2021

Delivery Options

Online

Available for Credit

2 semester units

Instructors

  • Eric Yap

Section Notes

Students must score a 70% or higher on the final exam to pass the course.

Section Materials

  • Textbook (Mandatory) Financial Statement Analysis by K. R. Subramanyam and John J. Wild © 2014 McGraw-Hill 11th edition ISBN 0078110963 Textbook ISBN: 9780078110962

Section 066

Jun 01, 2021 to Aug 03, 2021 Live Online

Course Fee(s)

Course Fee credit (2 units)

$1,175.00


Type Live Online

Access classroom-style interactive learning from anywhere in the world! Attend scheduled online sessions with your instructor and classmates in addition to completing your coursework.

Live Online format allows you to take classes from anywhere with an internet connection. Classroom sections will be taught in this format through Spring 2021. Learn more about this format.

Beginning August 15, 2020, you must have a Zoom account to participate.

Many schools are now accepting transfer credit for online coursework, including health and sciences programs. Check with your institution before enrolling.

Days

T

Time

6:30PM to 9:30PM Pacific Time

Dates

Jun 01, 2021 to Aug 03, 2021

Schedule and Location

View Details

Instructional Hours

30.0

Delivery Options

Online

Available for Credit

2 semester units

Instructors

  • Ehab Saad

Section Materials

  • Textbook (Mandatory) Financial Statement Analysis by K. R. Subramanyam and John J. Wild © 2013 McGraw-Hill/Irwin 11th edition ISBN 9780078110962 Textbook ISBN: 9780078110962

Section 065

Jun 22, 2021 to Sep 14, 2021 Online

Course Fee(s)

Course Fee credit (2 units)

$1,175.00


Type Online, Fixed Date

Enroll in this course by its start date and complete it by its specified end date. There are no live sessions, but plenty of opportunities to collaborate with your classmates and instructor.

Dates

Jun 22, 2021 to Sep 14, 2021

Instructional Hours

30.00

Delivery Options

Online

Available for Credit

2 semester units

Instructors

  • Eric Yap

Section Notes

Students must score a 70% or higher on the final exam to pass the course.

Section Materials

  • Textbook (Mandatory) Financial Statement Analysis by K. R. Subramanyam and John J. Wild © 2014 McGraw-Hill 11th edition ISBN 0078110963 Textbook ISBN: 9780078110962

This course applies to the following programs:

Certificate Program in Accounting

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Required Courses

  • Financial Accounting
  • Financial Accounting
  • Managerial Accounting
  • Managerial Accounting
  • Intermediate Accounting I
  • Intermediate Accounting II
  • Accounting Ethics
  • Advanced Accounting

Electives

  • Auditing and Attestation
  • Accounting for Government and Not-for-Profit Organizations
  • Cost Accounting
  • Financial Statement Analysis
  • Income Taxes and Personal Financial Planning
  • Presenting Quantitative Data Effectively
  • Principles of Business Law
  • Taxation for Corporations and Other Flow-Through Entities

Learn More About this Program

Certificate Program in Financial Planning and Analysis

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Core Courses

  • Corporate Financial Analysis and Modeling
  • Enterprise Risk Management
  • Financial Statement Analysis
  • International Finance

Electives

  • Basic Corporate Finance
  • Business Valuation
  • Cost Accounting
  • Intermediate Corporate Finance
  • Introduction to Data Analytics
  • Financial Accounting
  • Financial Accounting
  • Managerial Accounting
  • Managerial Accounting
  • Presenting Quantitative Data Effectively

Learn More About this Program

Notes

Departmental contact: extension-business@berkeley.edu | (510) 642-4231

Prerequisites

Introduction to Financial Accounting UGBA XB102A, access to Microsoft Excel and basic Excel skills

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Course Fee

Online

Eric Yap

Eric Yap, M.B.A., has extensive experience in all areas of finance, accounting and business operations. He has worked for companies of various sizes in diverse industries, including manufacturing, distribution, logistics, service, retail and government, and has helped improve their sales and profits by recommending and implementing innovative ideas. He has been teaching a variety of business courses for Bay Area universities and community colleges for more than 12 years.

Course Fee

BUS ADM X419.2 - 066 - Financial Statement Analysis

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Ehab Saad

Ehab Saad, Ph.D., CMA, CFM, has been in the accounting, auditing and finance fields since 1991. He started as an auditor with Arthur Andersen, then moved between the Big 4 audit firms in the world (E&Y, PWC, KPMG and Deloitte) until he reached audit manager and senior financial consultant positions. In this role, Ehab managed an audit team of more than 50 auditors, performing audits and financial consultations to multinational companies, government and not-for-profit organizations in different parts of the world. Dr. Ehab has been teaching accounting, finance auditing and many other business courses for more than 25 years in different reputable AACSB-accredited business schools around the world.

Course Fee

Eric Yap

Eric Yap, M.B.A., has extensive experience in all areas of finance, accounting and business operations. He has worked for companies of various sizes in diverse industries, including manufacturing, distribution, logistics, service, retail and government, and has helped improve their sales and profits by recommending and implementing innovative ideas. He has been teaching a variety of business courses for Bay Area universities and community colleges for more than 12 years.

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