FI415 Financial Analysis and Planning

for S1M 2009

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FI 415 Financial Analysis and Planning


S1M 2009 CH


Whetzel, Rosemary


Senior Instructor


Bachelor of Science, Accounting, Rutgers University

Office Location

Room 143

Office Hours

Tuesday/Thursday 3:30PM to 4:45PM

Daytime Phone

252-633-1855 Home.

Other Phone



Semester Dates

Jan. 9,2009 to March 8,2009

Class Days


Class Time

7:30 - 10:00 PM


FI360 3:0:3

Credit Hours


Analysis for Financial Management by Robert C. Higgins, 9th Edition.  ISBN#978-0-07-338231-9.

Textbooks can be purchased through the MBS bookstore

Textbooks can be purchased through the Parkville Bookstore

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:
FI415 Financial Analysis and Planning: Analysis of the financial aspects of corporate business planning, evaluation of financial performance, valuation analysis, management of growth. Prerequisite:FI360 3:0:3

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:

The student will read assigned materials and complete all ODD end of chapter problems for homework. The student will receive a midterm and final examination consisting of problems to solve and questions to answer. Students will keep themselves informed on current events as they pertain to Corporate Finance. Students should be prepared to brief an article from a current news outlet concerning business finance.


1. The student will be required to complete TWO comprehensive projects. These projects will entail selecting a publicly traded company, and performing an IN-DEPTH analysis on each company. Steps the student should take:

a. Select a company to evaluate.

b. Obtain a copy of the most recent annual report with financial statements for the last two years (usually included in the annual report).

c. Conduct research via all sources at your disposal, i.e. Internet, library, Wall Street Journal, Barron's, Standard and Poors, etc. to gather information on the history of the company, where they have been, where they are, where they are going, subsidiaries, product line(s), board of directors, historical data on stock and bond transactions, etc.

d. Prepare a research paper complete with supporting papers, footnoted, charts, graphs, etc. Be as complete and accurate as possible.

e. Analyze the financial statements. It is expected that the list of ratios in Fundamentals of Corporate Finance (Ross) will be computed and comparison data from comparable firms provided with a written analysis of how the company is performing relative to its competition. This data can be obtained from S&P, Barron's, or Internet. Copies of the financial statements must be enclosed with all computations shown on how the ratios were determined.

f. The stock must be tracked weekly for the duration of the project to include number of shares traded. Any information published about the company that impacts on the share value and quantity traded will be fully explained.

g. The student will give a stand up presentation complete with supporting media on one project.



Homework - 10
Projects - 30
Presentation - 10
Midterm Exam - 20
Final Exam - 30
Assignment of Course Letter Grades:
A=93 to 100
F=Below 69

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:
All assignments are due on the due date.  No assignments will be accepted late.  Assignments not submitted on the due date will receive a grade of "zero".

Classroom Rules of Conduct:

All students are to show up on time.  Lateness will not be tolerated.  All cell phones are to be turned off unless the student has been given prior approval.  The Mid-Term Exam and Final Exam must be taken in the classroom on the date given.

Course Topic/Dates/Assignments:

Week 1:  Chapter 1
Week 2:  Chapter 2
Week 3:  Chapter 3
Week 4:  Chapter 4 and Mid-Term Exam
Week 5:  Chapter 5 &
Week 6:  Chapter 7 & 8
Week 7: Chapter 9
Week 8  Review & 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: .


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Last Updated:12/23/2008 7:20:06 AM