日本語 English
| 開講年度/ Academic YearAcademic Year |
20242024 |
| 科目設置学部/ CollegeCollege |
経営学部/College of BusinessCollege of Business |
| 科目コード等/ Course CodeCourse Code |
BT118/BT118BT118 |
| テーマ・サブタイトル等/ Theme・SubtitleTheme・Subtitle |
Basic Financial Statement Analysis |
| 授業形態/ Class FormatClass Format |
対面（全回対面）/Face to face (all classes are face-to-face)Face to face (all classes are face-to-face) |
| 授業形態（補足事項）/ Class Format (Supplementary Items)Class Format (Supplementary Items) |
|
| 授業形式/ Class StyleCampus |
講義/LectureLecture |
| 校地/ CampusCampus |
池袋/IkebukuroIkebukuro |
| 学期/ SemesterSemester |
秋学期/Fall semesterFall semester |
| 曜日時限・教室/ DayPeriod・RoomDayPeriod・Room |
水4/Wed.4 Wed.4 ログインして教室を表示する（Log in to view the classrooms.） |
| 単位/ CreditsCredits |
22 |
| 科目ナンバリング/ Course NumberCourse Number |
GBU3301 |
| 使用言語/ LanguageLanguage |
英語/EnglishEnglish |
| 履修登録方法/ Class Registration MethodClass Registration Method |
科目コード登録/Course Code RegistrationCourse Code Registration |
| 配当年次/ Assigned YearAssigned Year |
配当年次は開講学部のR Guideに掲載している科目表で確認してください。配当年次は開講学部のR Guideに掲載している科目表で確認してください。 |
| 先修規定/ Prerequisite RegulationsPrerequisite Regulations |
|
| 他学部履修可否/ Acceptance of Other CollegesAcceptance of Other Colleges |
履修登録システムの『他学部・他研究科履修不許可科目一覧』で確認してください。 |
| 履修中止可否/ Course CancellationCourse Cancellation |
〇（履修中止可/ Eligible for cancellation） |
| オンライン授業60単位制限対象科目/ Online Classes Subject to 60-Credit Upper LimitOnline Classes Subject to 60-Credit Upper Limit |
|
| 学位授与方針との関連/ Relationship with Degree PolicyRelationship with Degree Policy |
各授業科目は、学部・研究科の定める学位授与方針（DP）や教育課程編成の方針（CP）に基づき、カリキュラム上に配置されています。詳細はカリキュラム・マップで確認することができます。 |
| 備考/ NotesNotes |
Students will be able to demonstrate the use of some fundamental financial statement analysis techniques.
In this course students learn various methods to read and analyze corporate financial statements. Real examples (actual corporate financial numbers) are used for comparing and analyzing corporate financial performances.
| 1 | Introduction (The outline of financial statements) |
| 2 | Review of financial statements |
| 3 | Learn how to use financial statements for short-term analysis① |
| 4 | Learn how to use financial statements for short-term analysis② |
| 5 | Learn how to use financial statements for short-term analysis③ |
| 6 | Learn how to use financial statements for long-term analysis① |
| 7 | Learn how to use financial statements for long-term analysis② |
| 8 | Learn how to use financial statements for long-term analysis③ |
| 9 | Analysis of cash flows |
| 10 | DuPont Analysis |
| 11 | Review test |
| 12 | Group/individual presentation and discussion or case study (valuation) |
| 13 | Group/individual presentation and discussion |
| 14 | Group/individual presentation and discussion |
板書 /Writing on the Board
スライド（パワーポイント等）の使用 /Slides (PowerPoint, etc.)
上記以外の視聴覚教材の使用 /Audiovisual Materials Other than Those Listed Above
個人発表 /Individual Presentations
グループ発表 /Group Presentations
ディスカッション・ディベート /Discussion/Debate
実技・実習・実験 /Practicum/Experiments/Practical Training
学内の教室外施設の利用 /Use of On-Campus Facilities Outside the Classroom
校外実習・フィールドワーク /Field Work
上記いずれも用いない予定 /None of the above
Students are expected to read the assigned textbook chapters or handouts before related class sessions. Preparation for final presentation is also necessary.
| 種類 (Kind) | 割合 (%) | 基準 (Criteria) |
|---|---|---|
| 平常点 (In-class Points) | 100 |
Final Presentation(30%) Review Test(30%) Class Participation(20%) Assignments(20%) |
| 備考 (Notes) | ||
| At my discretion, I may give some assignments (e.g., quizzes or case studies) to be completed during and outside the class. Therefore, students are expected to attend the class every week. | ||
| No | 著者名 (Author/Editor) | 書籍名 (Title) | 出版社 (Publisher) | 出版年 (Date) | ISBN/ISSN |
|---|---|---|---|---|---|
| 1 | Wayne A. Label | Accounting for Non-Accountants 3rd ed. | Sourcebooks | 2013 | 9781402273049 |
| No | 著者名 (Author/Editor) | 書籍名 (Title) | 出版社 (Publisher) | 出版年 (Date) | ISBN/ISSN |
|---|---|---|---|---|---|
| 1 | Wayne A. Label and Cheryl K. Henderson | Study Guide and Workbook for Accounting for Non-Accountants | Solana Dreams Publishing Company | 2015 | 0986099821 |
| 2 | Jae K. Shim, Joel G. Siegel, Nick Dauber, Anique A. Qureshi | Dictionary of Accounting Terms 6th ed. | Barrons Educational Series | 2014 | 1438002750 |
| 3 | Ciaran Walsh and Stuart Warner | 25 Need-to-Know Financial Ratios | Pearson Education Limited | 2015 | 1292016399 |
| 4 | Elaine Henry, Thomas R. Robinson et al. | International Financial Statement Analysis (CFA Institute Investment Series) 4th ed. | Wiley | 2020 | 9781119628057 |
Course materials are uploaded on the Canvas LMS course website during the course.
Sheltered Course(Min.TOEIC:730)
Students will be able to demonstrate the use of some fundamental financial statement analysis techniques.
In this course students learn various methods to read and analyze corporate financial statements. Real examples (actual corporate financial numbers) are used for comparing and analyzing corporate financial performances.
| 1 | Introduction (The outline of financial statements) |
| 2 | Review of financial statements |
| 3 | Learn how to use financial statements for short-term analysis① |
| 4 | Learn how to use financial statements for short-term analysis② |
| 5 | Learn how to use financial statements for short-term analysis③ |
| 6 | Learn how to use financial statements for long-term analysis① |
| 7 | Learn how to use financial statements for long-term analysis② |
| 8 | Learn how to use financial statements for long-term analysis③ |
| 9 | Analysis of cash flows |
| 10 | DuPont Analysis |
| 11 | Review test |
| 12 | Group/individual presentation and discussion or case study (valuation) |
| 13 | Group/individual presentation and discussion |
| 14 | Group/individual presentation and discussion |
板書 /Writing on the Board
スライド（パワーポイント等）の使用 /Slides (PowerPoint, etc.)
上記以外の視聴覚教材の使用 /Audiovisual Materials Other than Those Listed Above
個人発表 /Individual Presentations
グループ発表 /Group Presentations
ディスカッション・ディベート /Discussion/Debate
実技・実習・実験 /Practicum/Experiments/Practical Training
学内の教室外施設の利用 /Use of On-Campus Facilities Outside the Classroom
校外実習・フィールドワーク /Field Work
上記いずれも用いない予定 /None of the above
Students are expected to read the assigned textbook chapters or handouts before related class sessions. Preparation for final presentation is also necessary.
| 種類 (Kind) | 割合 (%) | 基準 (Criteria) |
|---|---|---|
| 平常点 (In-class Points) | 100 |
Final Presentation(30%) Review Test(30%) Class Participation(20%) Assignments(20%) |
| 備考 (Notes) | ||
| At my discretion, I may give some assignments (e.g., quizzes or case studies) to be completed during and outside the class. Therefore, students are expected to attend the class every week. | ||
| No | 著者名 (Author/Editor) | 書籍名 (Title) | 出版社 (Publisher) | 出版年 (Date) | ISBN/ISSN |
|---|---|---|---|---|---|
| 1 | Wayne A. Label | Accounting for Non-Accountants 3rd ed. | Sourcebooks | 2013 | 9781402273049 |
| No | 著者名 (Author/Editor) | 書籍名 (Title) | 出版社 (Publisher) | 出版年 (Date) | ISBN/ISSN |
|---|---|---|---|---|---|
| 1 | Wayne A. Label and Cheryl K. Henderson | Study Guide and Workbook for Accounting for Non-Accountants | Solana Dreams Publishing Company | 2015 | 0986099821 |
| 2 | Jae K. Shim, Joel G. Siegel, Nick Dauber, Anique A. Qureshi | Dictionary of Accounting Terms 6th ed. | Barrons Educational Series | 2014 | 1438002750 |
| 3 | Ciaran Walsh and Stuart Warner | 25 Need-to-Know Financial Ratios | Pearson Education Limited | 2015 | 1292016399 |
| 4 | Elaine Henry, Thomas R. Robinson et al. | International Financial Statement Analysis (CFA Institute Investment Series) 4th ed. | Wiley | 2020 | 9781119628057 |
Course materials are uploaded on the Canvas LMS course website during the course.
Sheltered Course(Min.TOEIC:730)