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 |
BT369/BT369BT369 |
| テーマ・サブタイトル等/ Theme・SubtitleTheme・Subtitle |
Introduction to Finance, Financial Accounting, and Event Studies |
| 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) |
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| 授業形式/ Class StyleCampus |
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| 校地/ CampusCampus |
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| 学期/ SemesterSemester |
秋学期/Fall semesterFall semester |
| 曜日時限・教室/ DayPeriod・RoomDayPeriod・Room |
木3･X303/Thu.3･X303 Thu.3･X303 |
| 単位/ CreditCredit |
22 |
| 科目ナンバリング/ Course NumberCourse Number |
GBU2011 |
| 使用言語/ LanguageLanguage |
英語/EnglishEnglish |
| 履修登録方法/ Class Registration MethodClass Registration Method |
その他登録/"Other" Registration"Other" Registration |
| 配当年次/ Grade (Year) RequiredGrade (Year) Required |
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 |
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| 他学部履修可否/ Acceptance of Other CollegesAcceptance of Other Colleges |
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| 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 |
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| 学位授与方針との関連/ Relationship with Degree PolicyRelationship with Degree Policy |
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| 備考/ NotesNotes |
コンセントレーション：マーケティング領域, アカウンティング＆ファイナンス領域 |
| テキスト用コード/ Text CodeText Code |
BT369 |
This seminar will provide an introduction to applied finance. This is the second in a series of seminars designed to provide students with a working knowledge in quantitative methods (and tools) for business. In this seminar students will select a company and/or industry of their interest and undertake financial analysis using the tools learned in the previous term and course work in finance and financial accounting.
In the first half of the course we review financial accounting and provide an introduction to financial securities. The second half of the course will focus on research using event studies. The event study is used in accounting, finance, and marketing research. We will assume that students have enrolled in BT183 Finance and BT188 Financial Accounting (or equivalent pair of courses).
※Please refer to Japanese Page for details including evaluations, textbooks and others.
This seminar will provide an introduction to applied finance. This is the second in a series of seminars designed to provide students with a working knowledge in quantitative methods (and tools) for business. In this seminar students will select a company and/or industry of their interest and undertake financial analysis using the tools learned in the previous term and course work in finance and financial accounting.
In the first half of the course we review financial accounting and provide an introduction to financial securities. The second half of the course will focus on research using event studies. The event study is used in accounting, finance, and marketing research. We will assume that students have enrolled in BT183 Finance and BT188 Financial Accounting (or equivalent pair of courses).
| 1 | Overview and Introduction |
| 2 | Review Basics of Financial Accounting: Annual Report: Balance Sheet and Income Statement |
| 3 | Review Basics of Financial Accounting: Annual Report: Profitability Ratios and Liquidity Ratios |
| 4 | An introduction to marketing (research) related metrics |
| 5 | Understanding Securities: Stocks and Bonds: Equity |
| 6 | Understanding Securities: Stocks and Bonds: Debt Securities |
| 7 | Introduction to Event Studies and Efficient Markets |
| 8 | Introduction to Event Studies and Efficient Markets - Workshop |
| 9 | Research on Company: Each student selects a different company, Balance Sheet and Income Statement |
| 10 | Research on Company: Each student selects a different company,: Profitability Ratios - ROE, ROA, and Liquidity Ratios |
| 11 | Research on Company: Event Study (Each student selects a different company/event) |
| 12 | Research on Company: Event Study (Each student selects a different company/event) |
| 13 | Compiling Research |
| 14 | Presentations and Wrap-up |
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
Be prepared to work on EXCEL spreadsheet exercises during class. Each student will select a different company for a mini-project: financial ratios, stock prices, bond ratings, estimating market model, event study.
| 種類 (Kind) | 割合 (%) | 基準 (Criteria) |
|---|---|---|
| 平常点 (In-class Points) | 100 |
Presentations(40%) Assignments(30%) Participation(30%) |
| 備考 (Notes) | ||
| その他 (Others) | |||||
|---|---|---|---|---|---|
| Reading from selected text, journal articles, and class notes uploaded on Canvas. |
This seminar is conducted in English. Detailed course outline distributed second week of class. We will assume students have taken a course in Finance and in Financial Accounting. Students should enroll in related courses covering accounting, finance, and/or economics during their second and/or third year of study.