COURSE
NUMBER: MBA222
COURSE
TITLE: Financial Information Analysis
UNITS
OF CREDIT: 3.0
INSTRUCTOR:
Richard Sloan
E-MAIL
ADDRESS: richard_sloan@haas.berkeley.edu
PREREQUISITE(S):
MBA 202 Financial Accounting, MBA 203 Introduction to Finance
CLASS
FORMAT: Lectures and case discussions
REQUIRED
READINGS: Textbook supplemented with cases
BASIS
FOR FINAL GRADE: Case write ups, group project, and mid-semester exam
ABSTRACT
OF COURSE'S CONTENT AND OBJECTIVES: The course provides students with a
framework and practical tools for analyzing financial statement data and
assessing the business standing and valuation of firms. At the end of the
course you will be able to critically review the information in financial
disclosures and use it to gauge firms' performance and equity value. In class,
we will discuss concepts from accounting and finance that are useful for
financial statement analysis and valuation, and apply them in case studies and
on live market data.
The
course is useful for those planning a career in finance, whether it is
investment banking, portfolio management, securities analysis, or venture
capital. It is also valuable for those aspiring to be consultants or business
analysts.
CAREER
FIELD: Investment Banking, Investment Management, Business Analysis, Venture
Capital, Business Consulting
BIOGRAPHICAL
SKETCH:
Richard
G. Sloan holds the William D. Crawford Chair in Taxation and Accounting at The
University of California’s Haas School of Business. From 2006 to 2008, Sloan
was Managing Director and Head of Equity Research at Barclays Global Investors.
Previously, Professor Sloan was the Victor L. Bernard PricewaterhouseCoopers Collegiate
Professor of Accounting, Professor of Finance, and Director of the Tozzi Electronic Finance Center at the University of
Michigan’s Ross School of Business. He also served for five years on the
faculty of the University of Pennsylvania’s Wharton School. Professor Sloan’s
research focuses on the role of accounting information in investment decisions
and is published in leading accounting, finance, and economics journals. He is
widely recognized and has received numerous awards for his pioneering research
on earnings quality. He received his PhD from the University of Rochester.