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.