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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.

Prerequisites:

To succeed in this course, it is suggested that students take Financial Accounting UGBA XB102A, have access to Microsoft Excel and basic Excel skills prior to taking this course. 

Course Outline

Expand or collapse section

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 079

Jun 03 to Aug 05

Type: Live Online

Instructor:

  • Eric Yap

Cost: $1,175.00

See section 079 Details

Type Live Online

Days

T

Time

6:00PM to 9:00PM Pacific Time

Dates

Jun 03, 2025 to Aug 05, 2025

Location

Live Online

Schedule and Location

View Details

Instructional Hours

30.0

Location

Live Online

Delivery Options

Online

Available for Credit

2 semester units

Section Notes

Students will receive access to the course in Canvas on the course start date. Zoom meeting information will be emailed to enrolled students before the first class meeting and posted to the announcements page in Canvas.

This course will require students to purchase access to McGraw Hill's learning management system, Connect. Please wait until the first day of class to purchase the textbook with Connect access by using the URL that your instructor shares with you for Connect in order to benefit from the discounted student price point. 

Section Materials

  • Textbook

    (Mandatory)

    Financial Statement Analysis: A Data Analytics Approach by Robert Resutek and Vernon Richardson

    © 2024 McGraw Hill Evergreen Release edition ISBN 13: 9781265327507

Fall 2025 enrollment opens on June 16!

This course applies to the following programs:

Certificate Program in Accounting

Expand or collapse section

Required Courses

  • Financial 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
  • Accounting Business Processes and Information Systems

Learn More About This Program

Notes

Departmental contact: extension-business@berkeley.edu


Instructional Types

Live Online
Live Online courses provide an interactive learning experience with scheduled synchronous online sessions held via Zoom video conferencing (Pacific Time). Learn more about the Live Online format.
Online, Start Anytime
Continuous enrollment course begins when you enroll. You have a minimum of 90 days and a maximum of 180 days to complete the course.
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.
Classroom
Take classes in-person at one of our buildings or partner locations.

English Language Proficiency Requirements

All of our courses are taught in English. If English is not your first language, please use the following test scores as guides in order to be successful:

  • TOEFL: 90
  • IELTS Academic Format: 7
  • DAAD: C1
  • TEM-4 or TEM-8: Level 70
  • Duolingo: 125

Note: You do not need to submit test scores.

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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.

BUS ADM X419.2 - 079 - Financial Statement Analysis

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