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FI 415 Financial Analysis and Planning
Bailey, Randy S.


Mission Statement: The mission of Park University, an entrepreneurial institution of learning, is to provide access to academic excellence, which will prepare learners to think critically, communicate effectively and engage in lifelong learning while serving a global community.

Vision Statement: Park University will be a renowned international leader in providing innovative educational opportunities for learners within the global society.
CourseFI 415 Financial Analysis and Planning LC
SemesterF2AA2005
FacultyBailey, Randy S.
TitleAdjunct Faculty
Degrees/CertificatesM.A.A.S.
Office LocationNone
Office HoursNone
Daytime Phone478-1565
Other Phone679-9423
E-Mailr.bailey@park.edu
seanbailey72@sbcglobal.net
Semester DatesOctober 24, 2005 to 18 December, 2005
Class DaysMon/Wed
Class Time4:45 - 7:25 PM
PerquisitesFin 360
Credit Hours3

Textbook:
Higgins Analysis for Financial Management, 7th edition, Irwin 2003. ISBN 0072863641


Course Description:
Analysis of the financial aspects of corporate business planning, evaluation of financial performance, valuation analysis, risk analysis, management of growth.  Pre-requisite: FI360.  3:0:3

Educational Philosophy:
The instructor's philosophy is one of interaction.  There will be lectures, small cooperative groups, and student presentations throughout the course.

Learning Outcomes:
1. Interpret Financial Statements
2. Evaluate Financial Performance
3. Forecast future financial statements through Pro Forma Statements
4. Understand concepts of managing growth
5. Understand discounted cash flow techniques
6. Perfrom risk analysis
7. Understand business valuation and corporate restructuring

Course Assessment:
Your understanding of the above learning outcomes will be evaluated through a comprehensive project and one examination.

Grading:
Project: 50 points
Exam: 30 points
Presentation: 10
Particiaption: 10 points

A = 100-90 points
B = 89-80 points
C = 79-70 points
D = 69-60 points
F = 59 and below

Late Submission of Course Materials:
Late submissions will not be accepted.

Classroom Rules of Conduct:
Be prepared, listen, and participate.

Course Topic/Dates/Assignments:
As an independent study, we will be flexible throughout the semester.

Week 1: Project Overview, Chapter 1
Week 2: Chapter 2
Week 3: Chapter 3,4
Week 4: Chapter 5,6
Week 5: Chapter 7
Week 6: Chapter 8
Week 7: Chapter 9
Week 8: Exam, Presentations, Project due

Academic Honesty:
Academic integrity is the foundation of the academic community. Because each student has the primary responsibility for being academically honest, students are advised to read and understand all sections of this policy relating to standards of conduct and academic life.  
Park University 2004-2005 Undergraduate Catalog
Page 101

Plagiarism:
Plagiarism involves the use of quotations without quotation marks, the use of quotations without indication of the source, the use of another's idea without acknowledging the source, the submission of a paper, laboratory report, project, or class assignment (any portion of such) prepared by another person, or incorrect paraphrasing. <a href="http://www.park.edu/catalog">
Park University 2004-2005 Undergraduate Catalog</a> Page 101

Attendance Policy:
Instructors are required to maintain attendance records and to report absences via the online attendance reporting system.

  1. The instructor may excuse absences for valid reasons, but missed work must be made up within the semester/term of enrollment.
  2. Work missed through unexcused absences must also be made up within the semester/term of enrollment, but unexcused absences may carry further penalties.
  3. In the event of two consecutive weeks of unexcused absences in a semester/term of enrollment, the student will be administratively withdrawn, resulting in a grade of "WH".
  4. A "Contract for Incomplete" will not be issued to a student who has unexcused or excessive absences recorded for a course.
  5. Students receiving Military Tuition Assistance or Veterans Administration educational benefits must not exceed three unexcused absences in the semester/term of enrollment. Excessive absences will be reported to the appropriate agency and may result in a monetary penalty to the student.
  6. Report of a "F" grade (attendance or academic) resulting from excessive absence for those students who are receiving financial assistance from agencies not mentioned in item 5 above will be reported to the appropriate agency.

Park University 2004-2005 Undergraduate Catalog Page 100

Disability Guidelines:

Park University is committed to meeting the needs of all students that meet the criteria for special assistance. These guidelines are designed to supply directions to students concerning the information necessary to accomplish this goal. It is Park University's policy to comply fully with federal and state law, including Section 504 of the Rehabilitation Act of 1973 and the Americans with Disabilities Act of 1990, regarding students with disabilities. In the case of any inconsistency between these guidelines and federal and/or state law, the provisions of the law will apply. Park University is committed to meeting the needs of all learners that meet the criteria for special assistance. These guidelines are designed to supply directions to learners concerning the information necessary to accomplish this goal. It is Park University's policy to comply fully with federal and state law, including Section 504 of the Rehabilitation Act of 1973 and the American with Disabilities Act of 1990, regarding learners with disabilities and, to the extent of any inconsistency between these guidelines and federal and/or state law, the provisions of the law will apply. Additional information concerning Park University's policies and procedures related to disability can be found on the Park University web page:
http://www.park.edu/disability
 
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Copyright:
This material is copyrighted and cannot be reused without author permission