Serial Number
41781
Course Number
Fin3002
Course Identifier
703 30900
No Class
- 3 Credits
Compulsory
DEPARTMENT OF FINANCE
DEPARTMENT OF FINANCE
Compulsory- Wu Ruei Shian
- View Courses Offered by Instructor
COLLEGE OF MANAGEMENT DEPARTMENT OF FINANCE
- Fri 2, 3, 4
管二206
Type 3
80 Student Quota
NTU 80
Specialization Program
Investment and Financial Management
- Chinese
- NTU COOL
- Core Capabilities and Curriculum Planning
- NotesThe course is conducted in Chinese but uses English textbook。
- Limits on Course Adding / Dropping
- Prerequisite Course Information
Restriction: within this department (including students taking minor and dual degree program)
NTU Enrollment Status
Enrolled0/80Other Depts0/0Remaining0Registered0- Course DescriptionThis course is intended to help analyze organization’s economic activities through accounting’s point of view.
- Course ObjectiveThe objective of the course is to familiarize you with the analysis skills of financial statements. From there, this course is designed to aid students with sufficient accounting background in comprehending the theoretical concepts and practical techniques in analysis of financial statements and business value.
- Course RequirementThere will be a comprehensive examination counting 30%, a case study for group presentation which oral counting 30% and final report counting 30%, and in-class performance and attendance counting 10%. The examinations are closed book, but simple calculators are allowed. The case study for group presentation is designed to give you the opportunity to apply the concepts developed in class. Note: I reserve the right to adjust final grades based upon class participation (or the lack thereof) and to be consistent with departmental grading guidelines. Plagiarism and cheating are serious offenses that might lead to severe punishments including probation, suspension, and being expelled. Make-up Policy: No make-up exams are provided. For the special case in midterm and final exams please refer to University Policies and Regulations. Attendance Policy: Attending the class is necessary and attendance is counting 10% of the grade.
- Expected weekly study hours after class
- Office Hour
*This office hour requires an appointment - Designated ReadingBusiness Analysis and Valuation, IFRS edition, Krishna G. Palepu, Paul M. Healy and Erik Peek, Fifth edition, South-Western.
- References
- Grading
30% Midterm examination
30% Group oral presentation
30% Group final report
10% In-class performance
- Adjustment methods for students
Adjustment Method Description Teaching methods Provide students with flexible ways of attending courses
Assignment submission methods Mutual agreement to present in other ways between students and instructors
Others Negotiated by both teachers and students
- Course Schedule
2/23Week 1 2/23 Course Introduction, Syllabus Lecture, Group Formation and Criteria for Selecting Case Companies. Chapter1: Chapter1: Framework for Business Analysis and Valuation Using Financial Statements. 3/1Week 2 3/1 Chapter2: : Strategy Analysis. 3/8Week 3 3/8 Chapter3: Overview of Accounting Analysis. 3/15Week 4 3/15 Chapter4: Implementing Accounting Analysis. 3/22Week 5 3/22 Chapter4: Implementing Accounting Analysis. *Case study— Industry and Business Strategy Analysis. 3/29Week 6 3/29 Chapter5: Financial Analysis. *Case study— Accounting Analysis. 4/5Week 7 4/5 National Holiday, No Class 4/12Week 8 4/12 Chapter5: Financial Analysis. *Case study— Financial Analysis. 4/19Week 9 4/19 Midterm Examination. 4/26Week 10 4/26 Chapter6: Prospective Analysis: Forecasting. 5/3Week 11 5/3 Chapter6: Prospective Analysis: Forecasting. *Case study —Prospective Analysis of Forecasting. 5/10Week 12 5/10 Chapter7: Prospective Analysis: Valuation Theory and Concepts. *Case study — Prospective Analysis of Valuation. 5/17Week 13 5/17 Chapter8: Prospective Analysis: Valuation Implementation. 5/24Week 14 5/24 Final Group Presentation. 5/31Week 15 5/31 Final Group Presentation. 6/7Week 16 6/7 Final Group Presentation. Final Report Submission Deadline.