FI360 Financial Management

for S1D 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


S1D 2009 DA


Weinfurther, Judith A.


Adjunct Faculty


B.S. Accounting, Silver Lake College, Manitowoc, WI
M.O.B. Organizational Development & Behavior, Silver Lake College, Manitowoc, WI

Daytime Phone


Other Phone



Semester Dates

January 12 to March 8, 2009

Class Days


Class Time

7:30 to 10:10


AC201, AC202

Credit Hours



Introduction to Corporate Finance, 2E;  William L Meggison/Scott B Smart, South-Western Cengage Learning; 2008

Additional Resources:

Wall Street Journal
Money Magazine
Other business publications
Internet 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.
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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 instructors educational philosophy is that students learn best when actively engaged in class activities with projects or situations that demonstrate how the principle works in the real world.  In order to accomplish this learning, reading, personal research, class engagement and application of principles to real situations helps students practice and learn the principles presented in the text.  Application to real situations and using real life examples is stressed in class discussion and through the student project.

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:

Fully engaged class participation.  Preparation prior to class by reading text chapters and completing assigned work will facilitate a strong discussion and better learning.
Homework asignments completed for class use.  It is strongly suggested that assigned questions, problems, cases and projects be completed prior to class.  These assignments will be used as a base for class participation.
Group or individual projects.  A project will be assigned to each group or student that will take the text learnings and apply them to current corporations and their daily issues.
Examinations.  Two examinations will be given during the semester.
Other class assignments will bebased on issues dealing with current events.


Class participation and assignments review 20%.
   Attendance and active class participation is essential to learning in this environment. 
   Students are expected to come to class prepared to discuss and have completed all assignments.
Homework Assignments  20%
   Homework assignments are listed  in e-companion.  Preparation of these questions/problems /research prior to the class scheduled is strongly adivsed.
Group Projects 30%
   Group project will be selected and formated the first week of class.  It is based on a selected corporation and research to study this corporation.
Examinations 30%
   A midterm and final examination will be given worth 100% each.  the exams will consist of multiple choice and essay questions.
 Letter grades will be based on the points accumulated during the semester.
A  90-100
B  80-89
C  70-79
D  60-69
F  below 60

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:
Written assignments will be expected to be returned on the due date specified in the class for those assignments.  Late submissions will not be accepted unless prior agreement has been madebetween with the instructor and student with a decrease in points.

Classroom Rules of Conduct:

Everyone is expected to arrive for class prepared to participate in discussion and work. 
All persons will respect the response and work presented by each member of the class. 
Only constructive criticism will be allowed.

Course Topic/Dates/Assignments:

Week 1, Jan 13 & 15, 2009
Chap 1 & 2
Review questions from the chapters assigned will be used for class discussion each class.
Week 2,  June Jan 20 & 22, 2009
Chapters 3 and final discussion on chap 2
Review questions from the chapters assigned will be used for class discussion each class.
Week 3, Jan 27 & 29, 2009
Chap 4 & 5
Review questions from the chapters assigned will be used for class discussion each class.
Week 4,  Feb 3 & 5, 2009
Chap 6
Review questions from the chapters assigned will be used for class discussion each class.
MidTerm examination
Week 5, Feb 10 & 12, 2009
Chap 7 & 8
Review questions from the chapters assigned will be used for class discussion each class.
Week 6, Feb 17 &19, 2009
Chap 9 & 10
Review questions from the chapters assigned will be used for class discussion each class.
Week 7, Feb 24 & 26, 2009
Chap 11, 12, 13  Specific segments to be assigned in class.
Review questions from the chapters assigned will be used for class discussion each class.
Group Project preparation for final presentation.
Week 8, Mar 3 & 5, 2009
Project presentation and hand off.
Final Exam.
All homework assignments, quizzes and discussion questions will be posted by class period in e-companion,  These will have due dates for completion.  Please follow this schedule.

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:12/15/2008 11:16:28 AM