FI360 Financial Management

for F1SS 2008

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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


F1SS 2008 RA


Cleary, Susan H.


Adjunct Instructor


BS Political Science
MBA Accounting

Office Hours

15 minutes before and after class and by appointment

Daytime Phone

210-838-4087 (cell)

Other Phone



Semester Dates

18 August 2008- 12 October 2008

Class Days


Class Time

7:40 - 10:20 PM

Credit Hours



Foundations of Finance, Arthur J. Keown, (et al), 6th ed., Pearson Education, Inc, N.J., 2008 

Textbooks can be purchased through the MBS bookstore

Textbooks can be purchased through the Parkville Bookstore

Additional Resources:
Students need access to the Internet/library in order to conduct research. Additionally students need a calculator, preferably a financial model. If students have access to a laptop computer it would be useful to bring it to class.

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:
I am a firm believer in the adult learning method.  I will treat my students as adults wanting, willing, and eager to learn. You will be expected to do the assigned homework, readings, and be prepared to discuss them in class.  Educational researchers have shown that adults learn best from fellow adult students and we will put that to the test in our class. All students will be expected to participate in class discussions and small group projects. You will be expected to be able to apply what you have learned in class to real world situations and therefore will be expected to do outside “real-world” reading to supplement the textbook.  I believe in challenging students to perform to the highest possible levels of the learning hierarchy.

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.

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:
Homework/Class Participation, Midterm Exam, Final Exam,  Internet Exercises and Research Project.


Homework                                              200

Class Participation/Discussion Board    100

Web Works (2)                                       150

Midterm                                                  250

Final                                                       250

Mini Cases                                             250

Total                                                     1200


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:
Course materials will only be accepted late with prior approval of the instructor.  All late materials are subject to deduction of points of at least 10 points per day late. If an assignment is due, not attending class does not extend the due date of the assignment. Plan ahead.

Classroom Rules of Conduct:

Computers make writing and revising much easier and more productive.  Students must recognize however that technology can also cause problems. Remember: Garbage In, Garbage Out. Printers can run out of ink and hard drives can crash. You are responsible for planning  ahead and meeting deadlines.  “My printer ran out of ink” is not an excuse for late papers. Be sure to save copies of your work to disk or hard drive and print out paper copies.  Save copies of messages sent to your sent folder to verify you submitted work/excuses.

You will be doing in class projects both as a class and as small groups. Part of your class participation grade will be based on your participation. I expect you to read and be prepared for every class.             You will be asked to present problems on the board or lead discussions. BE PREPARED.

Course Topic/Dates/Assignments:

Class    Date         IN Class                                       Assignments Due
1         19 Aug      Introduction, Chapter 1                  Syllabus
2         21 Aug      Chapter 2                                       Review Questions (RQ) 2-1,2-2,2-5,2-11
                                                                                   Study Problems 2-1, 2-3,2-6
3         26 Aug      Chapter 3                                       RQ: 3-1,3-4, 3-7
                                                                                   SP: 3-1, 3-5
4         28 Aug      Chapter 4                                       RQ: 4-1, 4-2, 4-9
                                                                                   SP:  4-6, 4-10
5         2 Sep         Chapter 5                                       SP: 5-1, 5-2, 5-3, 5-5,5-19
6         4 Sep         Chapter 6                                       RQ: 6-1, 6-3,6-8
                                                                                    SP: 6-1,6-2,6-5,6-7
7         9 Sep         Chapter 7                                       RQ: 7-1, 7-2,7-4
                                                                                    SP:  7-1, 7-2, 7-6, 7-11
8        11 Sep       Midterm Exam                                Mini Case 1    
                             Case Presentations                        Web Works 1
9         16 Sep      Chapter 8                                        TBA
10      18 Sep       Chapter 9,10                                    TBA
11      23 Sep       Chapter 11,12                                  TBA
12      25 Sep       Chapter 13,14                                  TBA
13      30 Sep       Chapter 15,16                                  TBA
14      2 Oct         Chapter 17                                        TBA
15      7 Oct         Review                                             Web Works 2  Due          
                            Case Presentation                             Mini Case 2 Due
16      9 Oct          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
If you are absent you are still responsible for submitting work on time. You will be subject to points being deducted for late work, as noted 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:7/6/2008 11:03:01 PM