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Information
| Code | BUSS402 |
| Name | Financial Statement Analysis |
| Term | 2024-2025 Academic Year |
| Semester | 8. Semester |
| Duration (T+A) | 3-0 (T-A) (17 Week) |
| ECTS | 6 ECTS |
| National Credit | 3 National Credit |
| Teaching Language | İngilizce |
| Level | Lisans Dersi |
| Type | Normal |
| Mode of study | Yüz Yüze Öğretim |
| Catalog Information Coordinator | Prof. Dr. KORAY TUAN |
| Course Instructor |
1 2 |
Course Goal / Objective
To learn how to use financial statement information to evaluate the firms past and present performance with traditional analytical techniques such as ratio analysis, trend analysis, and vertical and horizontal analysis and to predict likely future outcomes.
Course Content
This course explains the objectives of financial statements and major tools and techniques, including: Horizontal and vertical analysis, Trend analysis and Ratio analysis.
Course Precondition
none
Resources
Finansal tablolar ve mali analiz teknikleri Prof. Dr. Nalan Akdoğan, Prof. Dr. Nejat Tenker
Notes
all books
Course Learning Outcomes
| Order | Course Learning Outcomes |
|---|---|
| LO01 | Develop an understanding of financial statement information from a decision makers perspective, including an appreciation of the usefulness and limitations of this information. |
| LO02 | Describe factors associated with communicating useful information. |
| LO03 | Differentiate between horizontal and vertical analysis. |
| LO04 | Explain ratio analysis. |
| LO05 | Calculate ratios for assessing a company's liquidity. |
| LO06 | Calculate ratios for assessing a company's solvency. |
| LO07 | Develop skills in reading and interpreting corporate financial statements. |
| LO08 | Calculate ratios for assessing a company's position in the stock market. |
| LO09 | Calculate ratios for assessing company management's effectiveness. |
| LO10 | Develop skills in using financial accounting information for enterprise and project valuation, credit analysis, and performance evaluation. |
| LO11 | Explain the limitations of financial statement analysis. |
| LO12 | Prepare a written analysis of a listed company. |
| LO13 | Conduct applied business research. |
| LO14 | Work effectively in a team environment. |
Relation with Program Learning Outcome
| Order | Type | Program Learning Outcomes | Level |
|---|---|---|---|
| PLO01 | Bilgi - Kuramsal, Olgusal | Explain the importance of demand and supply in economy sciece and the well-running conditions of the market economy | |
| PLO02 | Bilgi - Kuramsal, Olgusal | Define the role of pricing within the event advantage of the market economy | 4 |
| PLO03 | Bilgi - Kuramsal, Olgusal | Define the role of the state in economy, money and financial policies, the central bank and the structure of the market | |
| PLO04 | Bilgi - Kuramsal, Olgusal | Perceive the costs and benefits arising from the global economy | |
| PLO05 | Bilgi - Kuramsal, Olgusal | Produce nymerical and policy options when confronted with problems | |
| PLO06 | Bilgi - Kuramsal, Olgusal | Use quantitative and qualitative techniques of model building, decoding and interpretation | 4 |
| PLO07 | Bilgi - Kuramsal, Olgusal | Use the theory of economics in the analysis of economic events | |
| PLO08 | Bilgi - Kuramsal, Olgusal | Use computer programs, do synthesis and present prepared data efficiently | |
| PLO09 | Bilgi - Kuramsal, Olgusal | Apply the methods of economic analysis. | |
| PLO10 | Bilgi - Kuramsal, Olgusal | Analyze at conceptual level and aquire abiliy in comparing, interpreting, evaluating and synthesizing in order to develop solutions to problems | 3 |
| PLO11 | Bilgi - Kuramsal, Olgusal | Take responsibility individually and/or in a team, take leadership and work effectively | |
| PLO12 | Beceriler - Bilişsel, Uygulamalı | Follow innovative developments in the field being aware of the necessity of lifelong learning and improving him-/herself | |
| PLO13 | Beceriler - Bilişsel, Uygulamalı | Use of different sources about an unfamiliar field within academic principles, synthesize gained data and present effectively | 3 |
| PLO14 | Yetkinlikler - Bağımsız Çalışabilme ve Sorumluluk Alabilme Yetkinliği | Use Turkish and at least one foreign language in accordance with the requirements of academic and work life | |
| PLO15 | Yetkinlikler - Bağımsız Çalışabilme ve Sorumluluk Alabilme Yetkinliği | Understand and interpret related peoples´ feelings, thoughts and behaviours correctly; express him-/herself accurately in written and oral language | |
| PLO16 | Yetkinlikler - Öğrenme Yetkinliği | Question traditional approaches, practices and methods. | |
| PLO17 | Yetkinlikler - Öğrenme Yetkinliği | Recognize and apply social, scientific and professional ethical values. | 3 |
Week Plan
| Week | Topic | Preparation | Methods |
|---|---|---|---|
| 1 | Financial Statement Analysis: An Introduction | Related chapters | Öğretim Yöntemleri: Anlatım, Tartışma |
| 2 | Financial Reporting Mechanics | Related chapters | Öğretim Yöntemleri: Anlatım, Tartışma |
| 3 | 1-Understanding the Income Statement | Related chapters | Öğretim Yöntemleri: Anlatım, Tartışma |
| 4 | Understanding the Income Statement | Related chapters | Öğretim Yöntemleri: Anlatım, Tartışma |
| 5 | 1-Understanding the Balance Sheet | Related chapters | Öğretim Yöntemleri: Anlatım, Tartışma |
| 6 | Understanding the Balance Sheet | Related chapters | Öğretim Yöntemleri: Anlatım, Tartışma |
| 7 | Understanding the Cash Flow Statement | Related chapters | Öğretim Yöntemleri: Anlatım, Tartışma |
| 8 | Mid-Term Exam | Exam Preparation | Ölçme Yöntemleri: Yazılı Sınav |
| 9 | 1-Financial Analysis Techniques | Related chapters | Öğretim Yöntemleri: Anlatım, Tartışma |
| 10 | 2-Financial Analysis Techniques | Related chapters | Öğretim Yöntemleri: Anlatım, Tartışma |
| 11 | 3-Financial Analysis Techniques | Related chapters | Öğretim Yöntemleri: Anlatım, Tartışma |
| 12 | 4-Financial Analysis Techniques | Related chapters | Öğretim Yöntemleri: Anlatım, Tartışma |
| 13 | 5-Financial Analysis Techniques | Related chapters | Öğretim Yöntemleri: Anlatım, Tartışma |
| 14 | 6-Financial Analysis Techniques | Related chapters | Öğretim Yöntemleri: Anlatım, Tartışma |
| 15 | 7-Financial Analysis Techniques | Related chapters | Öğretim Yöntemleri: Anlatım, Tartışma |
| 16 | Term Exams | Exam Preparation | Ölçme Yöntemleri: Yazılı Sınav |
| 17 | Term Exams | Exam Preparation | Ölçme Yöntemleri: Yazılı Sınav |
Student Workload - ECTS
| Works | Number | Time (Hour) | Workload (Hour) |
|---|---|---|---|
| Course Related Works | |||
| Class Time (Exam weeks are excluded) | 14 | 3 | 42 |
| Out of Class Study (Preliminary Work, Practice) | 14 | 5 | 70 |
| Assesment Related Works | |||
| Homeworks, Projects, Others | 0 | 0 | 0 |
| Mid-term Exams (Written, Oral, etc.) | 1 | 15 | 15 |
| Final Exam | 1 | 30 | 30 |
| Total Workload (Hour) | 157 | ||
| Total Workload / 25 (h) | 6,28 | ||
| ECTS | 6 ECTS | ||