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FI 415 Financial Analysis and Planning
Wilson, John G.


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
SemesterF2J2004
FacultyWilson, John G.
TitleAdjunct Faculty of Finance
Degrees/CertificatesMBA
Office LocationDN
Office Hours6pm-9:30pm
Daytime Phone913-794-2164
Other Phone913-526-7080
E-Mailjohn.g.wilson@park.edu
john.g.wilson@mail.sprint.com
Class Days-M-----
Class Time5:30 - 9:50 PM
Credit Hours3

Textbook:
Financial Statement Analysis (eighth edition) by John J. Wild, K.R. Subramanyam, Robert F. Halsey

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:
My educational philosophy is interactiveness based on lectures, readings, quizzes, dialogues, examinations, internet, videos, web sites and writings. I will engage each learner to encourage the lively exploration of ideas, issues and contradictions. I will apply industry standards, policies, challenges and discipline to the subject of financial analysis.

Learning Outcomes:
The student will be able to understand the role of financial analysis in a competitive market environment. Additionally, the student will be able to describe business activities and how they reflect in financial statements, explain and analyze accounting measurements and reporting practices underlying financial statements and demonstrate how analysis tools and techniques enhance decision making.

Course Assessment:
Discussions, class participation, home-work assignments, examinations, quizzes, presentations, projects and research papers.

Grading:
Exams (3 @ 100 points) = 300 points
5 Quizes (20 points each) = 100 points
Participation - 100 points,
Home-work/assignments - 100 points,
Presentation - 100 points,

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

Late Submission of Course Materials:
Assignments submited late will not be accepted and will receive zero grade.

Classroom Rules of Conduct:
1) Attend class and be prompt
2) Be ready to discuss
3) Respect others
4) Refer to the school handbook for overall code of ethic and other procedures including discplinary procedures.

Course Topic/Dates/Assignments:
Session 1  Orientation, Chpt 1 & 2
Session 2  Chpt 3 & 4
Session 3  Exam 1, Chpt 5 & 6  
Session 4  Chpt 7 & 8
Session 5  Exam 2, Chpt 9 & 10
Session 6  Chpt 11 & 12
Session 7  Case presentation, Review
Session 8 Exam 3

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.
Park University 2004-2005 Undergraduate Catalog
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 .

Copyright:
This material is copyright and can not be reused without author permission.