FI415 Financial Analysis and Planning

for F2AA 2006

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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 415 Financial Analysis and Planning


F2AA 2006 LC


Edmond, Tracie


Instructor: Management/Accounting


B.S. Accounting - Virginia Tech
M.B.A. - University of Texas At San Antonio
CPA  - Virginia /PHD (Estimated Completion 12/2006) - Capella

Office Location


Office Hours

By Appointment

Daytime Phone

210 520-4299


Class Days


Class Time

4:45 - 10:10 PM

Credit Hours



Higgings, Analysis for Financial Management, 8th edition, Irwin 2005.

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:
Analysis of the financial aspects of corporate business planning, evaluation of financial performance, valuation analysis, risk analysis, management of growth. PREREQUISITE: FI 360. 3:0:3

Educational Philosophy:
The instructor's educational philosophy is one of interactiveness, presentations, cooperative groups, lectures, and examinations will be utilized during the course.

Learning Outcomes:
  Core Learning Outcomes

  1. Interpret the three basic financial statements to assess the overall health of the firm.
  2. Create pro forma financial statements to forecast future financial performance of the firm.
  3. Assess the firm's four key ratios as a predictor of sustainable growth.
  4. Evaluate the possible opportunities to raise capital for the firm and discuss the outcomes of each on the firm.
  5. Apply the discounted cash flow techniques and estimation of relevant cash flows to evaluate possible investment opportunities for the firm.
  6. Recognize how risk affects investment decisions of the firm and the trade-off with expected return.

Core Assessment:

Class Assessment:
There will be homework assignments, 1 major project, and 1 final examination.


Participation -  (class Attendance, participation in class assignments) - 10 points
Homework Assignments ( 5 Homework Assignments - 3 points each)  - 15 points
Comprehensive Course Project - 40 points 
Final Exam - 35 points

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

Late Submission of Course Materials:
Late submission will not be accepted without prior instructor approval.

Classroom Rules of Conduct:
Participate, cooperate, and graduate!

Course Topic/Dates/Assignments:
Week 1: Course overview, Interperting Financial statements, chapter 1
Week 2: Evaluating Financial Performance, Chapter 2
Week 3: Project overview
week 4: Financial forecasting,managing Growth, Chapter 3 & 4
Week 5: Financial Instruments and Markets, Chapter 5
Week 6: The Financing Decision, and Discounted Cash flows, Chapter 6&7
Week 7: Risk Analysis in Investment Decisions, and Business Valuation and Corporate Restructuring 8&9
Week 8: 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 2006-2007 Undergraduate Catalog Page 87-89

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 2006-2007 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 "W".
  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 2006-2007 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:9/20/2006 8:09:07 AM