We will teach you how to read the balance sheet, income statement, cash flow statement and help you understand the structure
and role of the financial statements. And as a way to judge the financial situation of a company, we teach indices to analyze
financial statements from the viewpoint of profitability, safety and growth potential. Finally, using case examples, we analyze
the financial statements of companies and practice to judge financial situation.
You learn that you can judge the financial situation of a company by conducting financial analysis. And you will learn how
to conduct financial analysis from the viewpoint of profitability, safety and growth potential. Finally, you can conduct a
financial analysis of a company and explain the financial situation of the company.
- Understanding the structure and role of financial statements.
- Learn how to calculate profitability, safety and growth potential.
- To conduct financial analysis and to be able to explain the financial situation of a company
| Class schedule | HW assignments (Including preparation and review of the class.) | Amount of Time Required | |
|---|---|---|---|
| 1. | Structure of financial statements (roles of financial statements, corporate activities and financial statements) | Chapters 1 to 2 of the reference book | 180minutes |
| 2. | Balance sheet (asset item, liability item, net asset) | Chapter 3 of the reference book | 180minutes |
| 3. | Consolidated Balance Sheet (Items that are summed and offset, consolidated specific items) | Chapter 3 of the reference book | 180minutes |
| 4. | Income Statement (Operating Income, Ordinary Profit, Current Profit) | Chapter 4 of the reference book | 180minutes |
| 5. | Cash flow statement (sales activities, investment activities, financial activities) | Chapter 5 of the reference book | 180minutes |
| 6. | Notes of accounting policies (valuation of inventories, accounting for reserves) | Chapter 6 of the reference book | 180minutes |
| 7. | Case study (corporate performance and financial condition) | 1st ~ 6th review | 180minutes |
| 8. | Viewpoints and methods of analysis (stakeholders, company characteristics, purpose of use) | Chapter 7 of the reference book | 180minutes |
| 9. | Analysis of profitability (ROE, ROA, return on sales, capital turnover) | Chapter 8 of the reference book | 180minutes |
| 10. | Analysis of productivity (added value, labor productivity) | Chapter 9 of the reference book | 180minutes |
| 11. | Analysis of safety (flow ratio, capital ratio, current account ratio) | Chapter 10 of the reference book | 180minutes |
| 12. | Risk analysis (risk of uncertainty, change in performance, leverage) | Chapter 11 of the reference book | 180minutes |
| 13. | Analysis of growth (company growth, shareholder's perspective, PER) | Chapter 12 of the reference book | 180minutes |
| 14. | Utilization for securities investment (CAPM theory, stock value valuation model) | Chapter 13 of the reference book | 180minutes |
| 15. | Final exam (carry out financial analysis using cases) | 1st ~ 14th review | 180minutes |
| Total. | - | - | 2700minutes |
| Workshop | Final exam | Total. | |
|---|---|---|---|
| 1. | 20% | 0% | 20% |
| 2. | 0% | 70% | 70% |
| 3. | 0% | 10% | 10% |
| Total. | 20% | 80% | - |
Workshop - Understanding the structure and role of financial statements : 20%
Final exam - Learn how to calculate profitability, safety and growth potential : 70%
Final exam - To conduct financial analysis and to be able to explain the financial situation of a company : 10%
Final exam - Learn how to calculate profitability, safety and growth potential : 70%
Final exam - To conduct financial analysis and to be able to explain the financial situation of a company : 10%
· "Financial Statement Analysis" (Author: Hisakatsu Sakurai, Publisher: Chuokeizaisha)
· Power point materials at each time
· Power point materials at each time
- Course that cultivates an ability for utilizing knowledge
- Course that cultivates a basic problem-solving skills
Last modified : Wed Oct 17 08:00:09 JST 2018