Loading...

Course Description

The purpose of this course is to develop the ability to analyze the financial statements of a business with the intent of investing in the company. This course covers the mechanics of financial statement analysis including balance sheet and income statement analysis, ratio analysis, and cash flow analysis. Students will analyze and evaluate free cash flow generation, profitability, and operating efficiency.

Learner Outcomes

Upon successful completion of this course, students will be able to:
• Understand the accounts on a balance sheet.
• Understand an income statement.
• Interpret a statement of cash flows.
• Perform and understand ratio analysis.
• Perform and understand trend analysis.
• Understand the different objectives of financial statement analysis.

Prerequisites

Must have completed ECON 1 - Principles of Microeconomics and ECON 2 - Principles of Macroeconomics (or equivalent courses) with a C grade or higher in each course. 

This Application for Candidacy must be completed and approved in order to enroll in this course and others within the Strategic Investments Program. 

Applies Towards the Following Certificates

Loading...

Application

Name
Strategic Investments Application
Enroll Now - Select a section to enroll in
Type
Class
Days
T, Th
Time
2:00PM to 4:00PM
Dates
Nov 12, 2024 to Nov 14, 2024
Campus
UCSB Campus
Type
Class
Days
F
Time
12:00PM to 2:00PM
Dates
Nov 15, 2024 to Nov 22, 2024
Campus
UCSB Campus
Schedule and Location
Contact Hours
18.0
Location
Delivery Options
Course Fee(s)
Potential Discount(s)
Available for Credit
2 units
Instructors
Section Notes

Steps to Enroll

How to Access Your Online Course:
IMPORTANT: Click here for instructions on how to access your online course

Registration Notice: 

Self-enrollment will be available until 11:59 PM PT two days after the first day of class.  If you wish to enroll after that time, please contact PaCE Support at help@professional.ucsb.edu

Required Textbook(s):
TBD

No refunds after 11/05/2024

A full refund is given (less a $40 administrative fee per course) if notice of dropping from the course is received by PaCE 5 or more business days prior to the first day of instruction.  A 50% refund is given (less a $40 administrative fee) if notice of dropping from the course is received 1-4 days prior to the course start date.  See the full Drop Policy here.