Week 5: Financial Terminology & Reporting
Overview
This week focuses on financial statements and reports structure and purpose, balance sheet terminology and components, income statement (profit/loss) vocabulary, and financial performance indicators.
Topics Covered
Subtopics
- Financial statements and reports: structure and purpose
- Balance sheet terminology and components
- Income statement (profit/loss) vocabulary
- Financial performance indicators
Class Activities
Tuesday Class Activities
- Assignment introduction: Company Financial Report (primer parcial)
- Introduction to financial reporting in business
- Class activity: Analysis of balance sheet structures and terminology
- Group work: Income statements and performance indicators
Thursday Class Activities
- Workshop: Interpreting financial information
- Case study: Analyzing a company’s financial health through its reports
Independent Activities
Assignment: Company Financial Report (primer parcial)
- Select a public company with available financial statements
- Prepare report of key financial information
- Create a financial terminology mini-glossary specific to your chosen company
- Due date: Sunday of Week 5
Learning Resources
- Example financial statements
- Financial terminology dictionary
Assessment
- Company Financial Report (primer parcial) (10 points)
- Class attendance and participation (2 points)
📥 Download Week 5 Content
Find this file on our repo and download it!
🤖 AI Study Prompts
Copy the downloaded week content and try these prompts:
- “Help me analyze a company’s financial statements and identify key terminology”
- “What are the main differences between balance sheets and income statements?”
- “Create a study guide for financial performance indicators and their meanings”
- “Generate practice scenarios for interpreting financial health from company reports”
Ready to dive deeper? Explore the specific activities and resources for this week below.