FI360 Financial Management

for S1HH 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


S1HH 2009 PA


Garcia, Chad A.


Adjunct Faculty


B.B.A. Accounting
M.B.A. Finance
M.B.A. Marketing

Office Location

By appointment only

Office Hours

By appointment only

Daytime Phone


Other Phone



Semester Dates

5 Jan 2008 - 08 March 2008

Class Days


Class Time

8:00 - 1:00 PM


AC201 & AC202

Credit Hours



Foundations of Finance: The Logic and Practice of Financial Management
Arthur J. Keown, John D. Martin, J. William Petty (ISBN: 0132339226).

Textbooks can be purchased through the MBS bookstore

Textbooks can be purchased through the Parkville Bookstore

Additional Resources:

Financial Calculator - Mandatory (HP 10BII - suggested).

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:
FI360 Financial Management: 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:

Through lectures, quizzes, exams, class discussions, and review of assigned homework problems, the student will gain an understanding of how corporate finance, and financial decision making processes, play a vital role in industry and the market.  Students should expect to spend at least 2 hours of outside study, for each hour spent in class.  

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:

The course grading structure will be as follows:
Homework 10%
Quizzes 15%
Midterm 35% 
Final 40%


Homework 10% 

Quizzes 15% - (4) quizzes

Midterm 35%  
Final 40% 

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 late submissions on homework will not be accepted.  There are absolutely no make-up quizzes.  Make-up exams will be determined by the Instructor on a case by case basis.  

Classroom Rules of Conduct:
Class participation is encouraged through class discussions, attendance, and reading chapter materials prior to coming to class.  Please respect the opinions of other students, and remain focused on the topics at hand.

Course Topic/Dates/Assignments:

Below are suggested problems for students to enhance their learning of the material.  Homework will be assigned on a weekly basis.  No homework is due for the 1st week of class. 


Week 1 - Chapters 1,2,3 
Homework assigned for week #2

Week 2 - Chapters 4,5,6
QUIZ #1 (ch 1-3)
Homework assigned for week #3

Week 3 - Chapters 7,8,9 
QUIZ #2 (ch 4-6) 
No homework - Study for the Midterm Exam


Week 4 - Midterm Exam Chapters #1-9 

Week 5 - Chapters 10,11,12 

Homework assigned for week #6 


Week 6 - Chapters 13,14,

QUIZ#3 (ch 10,11,12) 
Homework assigned for Week #7

Week 7 - Chapters 15, 16 
QUIZ #4 (ch 13-14) 
Homework assigned for week #8

Week 8 - Chapters 17 
Review for Final Exam - Comprehensive (all chapters)

Week 9 - 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

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: .

Additional Information:


Students are allowed (1) formula sheet per quiz

Formula sheets must be approved by the instructor prior to taking the quiz

Formula sheets must be turned in with the quiz

Formula sheets are 1/2 of an 8 1/2 x 11 piece of notebook paper, FRONT ONLY



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Last Updated:11/25/2008 9:30:15 AM