FI360 Financial Management

for S1E 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


S1E 2009 PE


Isakson, John P.


Senior Instructor


Bachelor in Technical Education
Master of Business Administration in Finance
Global Master of Arts in International Relations

Office Location

School of Infantry, Camp Pendleton, CA

Office Hours


Daytime Phone



Semester Dates

January 14 - March 9, 2008

Class Days


Class Time

4:45 - 10:10 PM


Accounting 201 and 202

Credit Hours



FOUNDATIONS OF FINANCIAL MANAGEMENT, twelfth edition, by Stanley B. Block and Geoffrey A. Hirt, published by Richard D. Irwin, Inc. 2008.  Students should purchase a handheld financial calculator.  The Texas Instruments BA II Plus is recommended as it will be used to teach Time Value of Money.

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: AC201 and AC202 3:0:3

Educational Philosophy:

The student will discover the crucial role played by the finance department in an organization. He/she will obtain experience solving typical problems addressed by a finance department and will be exposed to the language of financial management. Upon completion of FI-360 the student will be able to identify and analyze many of the financial problems faced by management.

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. Demonstrate an understanding of valuation, capital budgeting, financial analysis, and working capital management
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:
 Students will read assigned materials prior to class, complete assigned end of chapter problems as homework and be prepared to review them in class. The student will receive a midterm and final examination consisting of problems to solve and questions to answer. Students will keep themselves informed on current events as they pertain to Financial Management.


Attendance                               10
Homework                               20
Midterm Exam Problems           25
Midterm Exam Questions          10
Final Exam Problems                25
Final Exam Questions               10

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:
Any student who misses a class will be required to complete ALL end of chapter problems from the chapters missed. Assignments must be completed as assigned. Failure to submit materials when required could result in a grade of zero for that assignment. 

Classroom Rules of Conduct:
Learning the material in this class is founded on practice. The student must make every effort to complete assigned homework problems. It is understood that most students have full time jobs, families and are possibly taking other classes. That does not diminish the requirements as set forth in this syllabus. It is the student’s responsibility to prioritize his life to make time for this class and the work requirements. The course grade is contingent upon completing ALL the materials. Students will come to class prepared and be willing participants. Prerequisite courses will not be waived. This is a junior level class requiring elementary arithmetic and algebra skills so the focus of instruction is on financial management.

Course Topic/Dates/Assignments:

Class session 1:  Chapter 1, 2, 3 
Chapter 2 end of chapter problems:  1, 3, 5, 7, 9, 11, 15, 17, 19, 21
Chapter 3 end of chapter problems:  1, 3, 5, 7, 9, 11, 13, 15, 17, 19, 21
Class session 2:  Chapter 4, 5
Chapter 4 end of chapter problems:  1, 3, 5, 7, 9, 11, 15, 17, 19, 21
Chapter 5 end of chapter problems:  1, 3, 5, 7, 9, 11, 13, 17, 19, 21
Class session 3:  Chapter 6, 7, 8
Chapter 6 end of chapter problems:  1, 3, 5, 7, 9, 13, 15, 17, 19
Chapter 7 end of chapter problems:  1, 3, 5, 9, 11, 13, 15, 17, 19
Chapter 8 end of chapter problems:  1, 3, 5, 7, 9, 11, 13, 15, 17, 19, 21
Class session 4:  Midterm Examination
Class session 5:  Chapter 9
Chapter 9 end of chapter problems:  1, 3, 5, 7, 9, 11, 13, 15, 17, 19, 21, 25, 27, 29, 31, 33, 35, 39, 42, 43
Class session 6:  Chapter 10, 11
Chapter 10 end of chapter problems:  1, 3, 5, 9, 11, 13, 15, 17, 19, 21, 23, 25, 27, 29, 31
Chapter 11 end of chapter problems:  1, 3, 5, 7, 11, 13, 15, 17, 19, 21
Class session 7:  Chapter 12, 13
Chapter 10 end of chapter problems:  1, 3, 5, 9, 11, 13, 15, 17, 19, 21, 23, 25, 27, 29, 31
Chapter 11 end of chapter problems:  1, 3, 5, 7, 11, 13, 15, 17, 19, 21
Class session 8:  Final Examination

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

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:12/8/2008 6:38:35 PM