Financial statement analysis

Universidad Carlos III de Madrid

Course Description

  • Course Name

    Financial statement analysis

  • Host University

    Universidad Carlos III de Madrid

  • Location

    Madrid, Spain

  • Area of Study

    Accounting, Business Administration, Business Management, Economics, Finance, Financial Management

  • Language Level

    Taught In English

  • Course Level Recommendations

    Upper

    ISA offers course level recommendations in an effort to facilitate the determination of course levels by credential evaluators.We advice each institution to have their own credentials evaluator make the final decision regrading course levels.

    Hours & Credits

  • ECTS Credits

    6
  • Recommended U.S. Semester Credits
    3
  • Recommended U.S. Quarter Units
    4
  • Overview

    DESCRIPTION OF CONTENTS: PROGRAMME

    Introduction
    Balance sheet
    Net Income Statement
    Cash Flow Statement
    Financial Statement Analysis
    Cluster Analysis
    Bankruptcy models

    ASSESSMENT SYSTEM
    Skills development will be evaluated continuously throughout the course, by means of handing out and correcting several assignments, that will account 20% of final grade. Mid term exam will account 10% of final grade. Team work consists in developing a comprehensive analysis of a company and the related report, as well as its presentation in class. This project will account for 20% of final grade (both written report and oral presentation). Finally, a written exam will add the remaining 50% (a minimum grade of 4 will be required).

    % end-of-term-examination: 50
    % of continuous assessment (assigments, laboratory, practicals): 50

    BASIC BIBLIOGRAPHY
    - Palepu, Healy, Bernard Business Analysis and Valuation: Using Financial Statements, Text and Cases, 4th, Cengage Thomson, 2011

    ADITIONAL BIBLIOGRAPHY
    - Penman, S.H. Financial Statement Analysis and Security Valuation (Fifth Ed.). , McGraw-Hill International , Edition 2013.

Course Disclaimer

Please note that there are no beginning level Spanish courses offered in this program.

Courses and course hours of instruction are subject to change.

Eligibility for courses may be subject to a placement exam and/or pre-requisites.

Credits earned vary according to the policies of the students' home institutions. According to ISA policy and possible visa requirements, students must maintain full-time enrollment status, as determined by their home institutions, for the duration of the program.

ECTS (European Credit Transfer and Accumulation System) credits are converted to semester credits/quarter units differently among U.S. universities. Students should confirm the conversion scale used at their home university when determining credit transfer.

Please reference fall and spring course lists as not all courses are taught during both semesters.

Availability of courses is based on enrollment numbers. All students should seek pre-approval for alternate courses in the event of last minute class cancellations

Please note that some courses with locals have recommended prerequisite courses. It is the student's responsibility to consult any recommended prerequisites prior to enrolling in their course.