COURSE NUMBER: MBA 222.2

 

COURSE TITLE: Financial Information Analysis

 

UNITS OF CREDIT: 3 Units

 

INSTRUCTOR: Richard Sloan

 

E-MAIL ADDRESS: richard_sloan@haas.berkeley.edu

 

CLASS WEB PAGE LOCATION: https://bspace.berkeley.edu

 

MEETING DAY(S)/TIME: Tuesday/Thursday, 11:00AM—12:30PM

 

PREREQUISITE(S): MBA 202 Financial Accounting

 

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.

 

BIOGRAPHICAL SKETCH:

Richard G. Sloan is the L. H. Penney Professor of 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.