FI360 Financial Management

for S1J 2009

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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.


FI 360 Financial Management


S1J 2009 DN


Kloeppel, Drew




Bachelor of Science, Managerial Accounting, Park University
Masters of Business Administration, Minor in Accounting and Finance, Rockhurst University

Daytime Phone

816-691-2138 (Monday through Friday, 8am to 5pm)

Other Phone

816-509-5299 (cell)


Semester Dates

January 12 through March 15, 2009

Class Days


Class Time

5:30 - 9:50 PM

Credit Hours



Foundations of Financial Management, 13th edition ISBN  0-07-338238-8

Textbooks can be purchased through the Parkville Bookstore

Additional Resources:

McAfee Memorial Library - Online information, links, electronic databases and the Online catalog. Contact the library for further assistance via email or at 800-270-4347.
Career Counseling - The Career Development Center (CDC) provides services for all stages of career development.  The mission of the CDC is to provide the career planning tools to ensure a lifetime of career success.
Park Helpdesk - If you have forgotten your OPEN ID or Password, or need assistance with your PirateMail account, please email or call 800-927-3024
Resources for Current Students - A great place to look for all kinds of information

Course Description:
The role of financial management through the development of a framework appropriate for financial decision making. Emphasis on obtaining and effectively utilizing the funds necessary for the operation of an enterprise. Elements of financial planning, capital budgeting, and consideration of alternative sources of funds. PREREQUISITES: AC 201 and AC 202. 3:0:3

Educational Philosophy:

My philosophy is simple, to use applications which will help ensure the student learning process.  There will be tests, homework and participation that should 'drive home' the concepts learned in class.

I do give partial credit for homework even if the final answer is incorrect.  However, you must show evidence, on paper, of a reasonable effort to obtain the correct answer. 

I make final determination on reasonable efforts.   

Learning Outcomes:
  Core Learning Outcomes

  1. Describe the financial goals of the firm.
  2. Demonstrate an understanding of the principles that form the foundation of financial management.
  3. Evaluate financial statements including critical financial ratios.
  4. Calculate interest, rate, present value, and term of financial instruments.
  5. Determine values for stocks and bonds.
  6. Perform capital budgeting using more than one method.

  Instructor Learning Outcomes
  1. 7.  Obtain the ability to understand how financial concepts apply to real life situations.
  2. 8.  Work in a group setting.
Core Assessment:

The final exam for FI 360 will be the assessment tool used for this course. The exam will be comprehensive and the grade used to determine competency levels achieved by the students. The exam will be closed book and closed notes. The exam consists of multiple choice questions covering the chapter readings in the course and problems that examine the critical thinking, effective communication skills and technical skills of the student. Partial credit will be given for the problems.

Class Assessment:
There will be two exams (mid-term and final) in addition to weekly homework and participation.  The easiest points you earn in this class should be your participation...this is determined by your attendance, input and attitude in class. 


This class is worth an overall point total of 500, grading is as follows:

  • Exams are worth 220 points total (100 points for the mid-term and 120 for the final, or 44% of your grade)
  • Homework is worth a total of 240 points (40 points each for 6 weeks, or 48% of your grade)
  • Participation is worth a total of 40 points (8% of your grade)

The course grade for students will be based on the overall average of homework and tests taken during the course in accordance with the weighting of the various requirements as stated in the syllabus.

All final exams in all School of Business and Management courses will be comprehensive and will be closed book and closed notes. They will constitute 30% of the total course grade and will not be a take-home exam. They will be completed during the test week in the period designated by the registrar or by the Proctor in the case online courses. If calculators are allowed, they will not be multifunctional electronic devices that include features such as: phones, cameras, instant messaging, pagers, and so forth. Electronic Computers will not be allowed on final exams unless an exception is made by the Dean of the School of Business and Management.

Late Submission of Course Materials:

This is a short course (8 weeks) to understand all the review materials, so late work will be penalized.   There will always be exceptions to this rule, however these exceptions are to be dire in nature (family emergency, etc.) 

It's unfair for a student to be 'tired' and not attend a scheduled class.  This would in turn give that student an extra week for homework completion yet removes a week from their individual and group participation points. 

With that said, if you feel ill or are tired, please e-mail me your homwork at all the e-mails listed above.  I will accept homework through 9:50 the night that this homework is due.  Your only penalty would then be participation points for that evening.

I will be the final judge as to whether any late homework will be penalized.  This penalty is usually in the range of 50%. 

Classroom Rules of Conduct:

Very simple:  I expect open, honest and healthy participation by all students.  This participation will be a large determinant in how participation points are evaluated (and yes, I pay attention to student interactivity). 

I also believe there is no such thing as silly or stupid questions, so please ask (because I know there will be somebody else that will want an answer to that same question). 

Lastly, let's have fun!  As we get to know each other through these eight weeks, I believe you'll see this class to be energetic and fun. 


Course Topic/Dates/Assignments:

    1. January 13, 2009
      1. Introductions
      2. Syllabus review
      3. Review Chapters 1 and 2
      4. Homework due for January 20, 2009
        1. Read Chapters 3, 4 and 5 (ten points each)
          1. Problem 6, Chapter 3
          2. Problem 1, Chapter 4
          3. Problem 2 and 13, Chapter 5
    2. January 20, 2009
      1. Review Chapters 3, 4 and 5
      2. Homework due for January 27, 2009
      3. Read Chapter 6, 7 and 8 (five points each)
        1. Problem 1 and 8, Chapter 6
        2. Problem 2, 16 and 17, Chapter 7
        3. Problem 1, 15 and 22, Chapter 8
    3. January 27, 2009
      1. Review Chapters 6, 7, and 8
      2. Homework due for February 3, 2009
        1. Study for Mid-term
        2. Read Chapter 9 (five points each)
          1. Problems 1, 3, 5, 25, 27, 31, 34, 41
    4. February 3, 2009
      1. Mid-term
      2. Review chapter 9
      3. Homework due for February 10, 2009 
        1. Read Chapters 10 and 11 (five points each)
          1. Problems 1, 6, 9, and 21, Chapter 10
          2. Problems 1, 9, 10 and 14, Chapter 11
    5. February 10, 2009
      1. Review Chapter 10 and 11
      2. Review Mid-term
      3. Homework due for February 17, 2009
        1. Read Chapters 12 and 13 (five points each)
          1. Problems 1, 3, 9 and 12, Chapter 12
          2. Problems 1, 2, 10 and 12, Chapter 13
    6. February 17, 2009
      1. Review Chapters 12 and 13
      2. Homework due for February 24, 2009
        1. Read Chapters 17 and 18 (five points each)
          1. Problems 1, 3, 5, and 11, Chapter 17
          2. Problems 1, 6, 9 and 10, Chapter 18         
    7. February 24, 2009
      1. Review Chapters 17 and 18
      2. Homework due for March 3, 2009
        1. Study for Final exam
    8. March 3, 2009
      1. Final exam

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 2008-2009 Undergraduate Catalog Page 87

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. Park University 2008-2009 Undergraduate Catalog Page 87

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 "F".
  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 2008-2009 Undergraduate Catalog Page 89-90
In relation to item 2, please review my policy on late homework above.

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. Additional information concerning Park University's policies and procedures related to disability can be found on the Park University web page: .


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Last Updated:12/9/2008 9:24:19 PM