Fundamentals of Financial Data Analysis teaches cadets the principles of financial data, the tools of understanding financial information, and the application of econometric methods to analyze financial markets, estimate relationships, and make informed finance-related decisions. Cadets will use companies' and market financial data to measure performance and assess financial position. Additionally, cadets will be exposed to the fundamentals of valuing equity, debt, and diverse investment instruments. To accomplish this, students will explore various econometric techniques commonly used in financial research, such as linear regression, time series analysis, and forecasting. The course places emphasis on understanding the theoretical underpinnings of these methods and their practical implementation in asset pricing, evaluating stock performance and volatility, and risk management.
Lessons
30 @ 75 min (2.000 Att/wk)
Labs
0 @ 0 min
Special requirements
Financial Statement Analysis. Computer lab exercises conducted during regular class periods.
Fundamentals of Financial Data Analysis teaches cadets the principles of financial data, the tools of understanding financial information, and the application of econometric methods to analyze financial markets, estimate relationships, and make informed finance-related decisions. Cadets will use companies' and market financial data to measure performance and assess financial position. Additionally, cadets will be exposed to the fundamentals of valuing equity, debt, and diverse investment instruments. To accomplish this, students will explore various econometric techniques commonly used in financial research, such as linear regression, time series analysis, and forecasting. The course places emphasis on understanding the theoretical underpinnings of these methods and their practical implementation in asset pricing, evaluating stock performance and volatility, and risk management.
Lessons
30 @ 75 min (2.000 Att/wk)
Labs
0 @ 0 min
Special requirements
Financial Statement Analysis. Computer lab exercises conducted during regular class periods.
Fundamentals of Financial Analysis teaches cadets: 1) the principles of financial statements from the perspective of a user of financial statements (as opposed to a preparer of financial statements); 2) the tools of understanding financial statements including ratio analysis, competitive analysis and economic analysis; and 3) how to apply the fundamentals of these analyses in a wide range of complex, real-world business cases to properly price value and risk. To accomplish this, cadets first learn how to analyze a company by exploring the principles of financial reporting and its complexities in order to be able to assess a company's measurement of its performance and financial position. Cadets then learn how to analyze an industry including capital structure, performance ratios, competitive analysis frameworks, and evaluation of business models and corporate strategy in an underlying economic environment. Cadets learn the basics of several valuation methods and understand how to use as many data points as possible, acknowledging their strengths and limitations, to holistically evaluate a firm. This course is the first of a four-course financial economics sequence which culminates with SS463: Investment Theory.
Fundamentals of Financial Analysis teaches cadets: 1) the principles of financial statements from the standpoint of a user of financial statements (as opposed to a preparer of financial statements); 2) the tools of interpreting financial statements including ratio analysis, competitive analysis, and economic analysis; and how to apply the fundamentals of analysis in a wide range of complex, real-world business cases. To accomplish this, cadets first learn how to analyze a company by exploring the principles of financial reporting and its complexities in order to be able to assess a company's measurement of its performance. Cadets then learn how to analyze an industry including common capital structures, performance ratios, and integrating relevant data points to understand the company?s current health and future outlook. Cadets then continue to learn to conduct financial analysis by learning about analyzing a company in the context of strategy and the economic environment. This allows cadets to dissect the direction of the company via its financial statements and the implications for future revenues and profits based on the larger market and economic environment. The course culminates with a capstone project involving analysis of a 10K financial statement filing of a major U.S. corporation that enables a team of two cadets to make a real-world assessment about a company. This course is the first of a four-course financial economics sequence which culminates with SS463 ? Investment Theory.
This course is an organizational leader's introduction to the world of business and finance, focusing on financial accounting, financial statement (10K) analysis, financial reporting and governance, and strategic analysis of a company's stated growth objectives. Cadets first study the principles of financial accounting in order to be able to assess a company's measurement of its performance. Cadets then learn about financial reporting and governance within to assess how an organization reports results, measures performance, implements accountability and incentive structures, and how organizations are guided by internal and external governance. This includes a focus on the dangers and conditions that have led to many recent corporate fraud scandals. Cadets then continue to build on these foundations by learning about strategy fundamentals to improve economic performance and resource allocation within an organization. This includes dissecting the statements of the company via its financial statements and the implications for future revenues and profits based on the larger market and economic environment. The course culminates with a capstone project involving financial statement analysis of a major U.S. corporation that enables cadets to make a real-world decision about a company as users of financial statements. This course prepares cadets for financial economics electives.
This course is an organizational leader's introduction to the world of business and finance, focusing on financial accounting and financial statement analysis, essential topics for cadets concentrating in economics, engineering management, and general management. Cadets study the accounting model in detail, spanning analysis and recording of business transactions to the production of the financial statements, and learn to apply economic reasoning in performing financial ratio analysis of the underlying business enterprise. The course culminates with a capstone project involving financial statement analysis of a major U.S. corporation in relation to one of its principal competitors that enables cadets to apply the subject matter as users of financial statements in a real-world context. This course is the first of a two-course financial economics sequence which culminates with SS494 - Principles of Finance.
This course is an organizational leader's introduction to the world of business and finance, focusing on financial accounting and financial statement analysis, essential topics for cadets concentrating in economics, engineering management, and general management. Cadets study the accounting model in detail, spanning analysis and recording of business transactions to the production of the financial statements, and learn to apply economic reasoning in performing financial ratio analysis of the underlying business enterprise. The course culminates with a capstone project involving financial statement analysis of a major U.S. corporation in relation to one of its principal competitors that enables cadets to apply the subject matter as users of financial statements in a real-world context. This course is the first of a two-course financial economics sequence which culminates with SS494 - Principles of Finance.
This course is an organizational leader's introduction to financial and managerial accounting, essential topics for students concentrating in engineering management, general management and economics. Cadets study the Accounting Cycle in detail, starting with analysis and recording of business transactions and culminating in the production of the financial statements of the corporation. Cadets also study basic principles of asset valuation, revenue and cost recognition, and analytical techniques for individual asset, liability, and capital accounts. The Managerial Accounting block is focused on cost-volume-profit analysis, Job-order Costing, and Activity Based Costing. The course culminates with a complete financial statement analysis comparison of three companies that enables cadets to apply the concepts of both financial and managerial accounting to modern corporations to answer the question: "Which company is well-managed today and best-positioned for success in the future?"
Lessons
40 @ 55 min (2.500 Att/wk)
Labs
0 @ 0 min
Special requirements
The course requires lesson preparation and 4 instructor assigned problem sets in manual bookkeeping, cost and managerial accounting. The group project requires an 8-12 page project and oral presentation. Compensatory time is given.
This course is an organizational leader's introduction to financial and managerial accounting, essential topics for students concentrating in engineering management, general management and economics. Cadets study the Accounting Cycle in detail, starting with analysis and recording of business transactions and culminating in the production of the financial statements of the corporation. Cadets also study basic principles of asset valuation, revenue and cost recognition, and analytical techniques for individual asset, liability, and capital accounts. The Managerial Accounting block is focused on cost-volume-profit analysis, Job-order Costing, and Activity Based Costing. The course culminates with a complete financial statement analysis comparison of three companies that enables cadets to apply the concepts of both financial and managerial accounting to modern corporations to answer the question: "Which company is well-managed today and best-positioned for success in the future?"
Lessons
40 @ 55 min (2.500 Att/wk)
Labs
0 @ 0 min
Special requirements
The course requires lesson preparation and 4 instructor assigned problem sets in manual bookkeeping, cost and managerial accounting. The group project requires an 8-12 page project and oral presentation. Compensatory time is given.
This course is an organizational leader's introduction to financial and managerial accounting, essential topics for students concentrating in engineering management, general management and economics. Cadets study the Accounting Cycle in detail, starting with analysis and recording of business transactions and culminating in the production of the financial statements of the corporation. Cadets also study basic principles of asset valuation, revenue and cost recognition, and analytical techniques for individual asset, liability, and capital accounts. The Managerial Accounting block is focused on cost-volume-profit analysis, Job-order Costing, and Activity Based Costing. The course culminates with a complete financial statement analysis comparison of three companies that enables cadets to apply the concepts of both financial and managerial accounting to modern corporations to answer the question: "Which company is well-managed today and best-positioned for success in the future?"
Lessons
40 @ 55 min (2.500 Att/wk)
Labs
0 @ 0 min
Special requirements
The course requires lesson preparation and 4 instructor assigned problem sets in manual bookkeeping, cost and managerial accounting. The group project requires an 8-12 page project and oral presentation. Compensatory time is given.
This course serves as an organizational leader's introduction to the area of financial and managerial accounting; and covers essential topics for students concentrating in engineering management, general management and economics. The Accounting Cycle is studied in detail, starting with an analysis and recording of business transactions and culminating in the production of the financial statements of the corporation. The basic principles of asset valuation and revenue and cost recognition are presented. Various asset, liability, and capital accounts are studied in detail with emphasis on an analytical and interpretive approach. Managerial Accounting topics discussed include cost-volume-profit analysis, just in time (JIT) manufacturing, and economic value added (EVA). The course culminates with a group project that enables cadets to apply the concepts of both financial and managerial accounting to modern corporations to answer the question: "Which company is better suited to grow in the future?"
Lessons
40 @ 55 min (2.500 Att/wk)
Labs
0 @ 0 min
Special requirements
The course requires lesson preparation and 4 instructor assigned problem sets in manual bookkeeping, cost and managerial accounting. The group project requires an 8-12 page paper and oral presentation. Compensatory time is given.
