FI360 Financial Management

for S7DD 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


S7DD 2009 DCA


Bowen, John E.

Office Location


Office Hours


Daytime Phone



Class Days


Class Time

8:00 - 5:45 PM


AC201 and AC202

Credit Hours


ISBN: 007-72-62034

Textbooks can be purchased through the MBS bookstore

Textbooks can be purchased through the Parkville Bookstore

Additional Resources:
The Wall Street Journal  (WSJ) is not required but will be very useful for assignments during the course.  Current news items and articles from the WSJ will be used as examples of course concepts during class discussion.  It is possible on a given day that an article from that day's WSJ may be covered in class to illustrate and apply course learning objectives.  If you do not already have access to the WSJ, you may do so online through the McAfee library as shown below. If you prefer to have your own subscription so as to have both print and electronic access, please check with your instructor for a substantial student discount.

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:
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:
Hopefully students will go beyond simply memorization and ability to understand and solve problems as given in the text. They will be able to better understand and apply course concepts to what is happening in global finance in 2009 and how that may affect them personally. They will also be better prepared to deal with the changes that develop in the future.

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:
EXAM #1:                                                                                                Parts 1 through 3 (Chs. 1 - 8) 20%  200 points
EXAM #2:                                                                                                Parts 4 through 6 (Chs. 9 -21) 20% 200 points
 Exams are closed book and closed note. They consist of objective questions and problems. Exam number one covers material from the start of the class until that exam. Exam number two covers material after exam number one until exam number two.                                                                                                                                                                                           
COMPREHENSIVE FINAL EXAM (see core assessment above)         Parts 1 through 6 (Chs. 1 -21) 30% 300 points
HOMEWORK (Text questions from Chs. 1 - 21): To be assigned during the first class)                       15% 150 points

COURSE PROJECT (Topic for class report. To be assigned during the first class)                               15%  150 points
 The student will present his/her research in class for peer review and interactive discussion with the instructor and  fellow students. The purpose is to demonstrate comprehension and application of course concepts.                                                                                                                                                                                         
TOTAL FOR COURSE                                                                                                                       100% 1000 points

A = 90% (900 points), B = 80% (800 points) C = 70% (700 points), D = 60%( 600 points)
F = Less than 60% (Less than 600 points)


EXAM #1:                                                                                                Parts 1 through 3 (Chs. 1 - 8) 20%  200 points
EXAM #2:                                                                                                Parts 4 through 6 (Chs. 9 -21) 20% 200 points
COMPREHENSIVE FINAL EXAM (see core assessment above)         Parts 1 through 6 (Chs. 1 -21) 30% 300 points
HOMEWORK (Text questions from Chs. 1 - 21): To be assigned during the first class)                       15% 150 points
COURSE PROJECT (Topic for class report. To be assigned during the first class)                               15%  150 points
TOTAL FOR COURSE                                                                                                                        100% 1000 points

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:
Late submission not permitted unless prior approval is obtained. Exception: an unexpected emergency which would have made it impossible to obtain prior approval.

Classroom Rules of Conduct:
Everyone is expected to be present and on time for each and every class and to remain present until the class is over.

Use of cell phones and text messaging are prohibited during class.  During the class, work may not be done for other classes or other things.  Nothing should be used or done which might impair eye contact with the instructor or other students during the class.

Every person will treat every person in class with complete respect. People should polite and considerate of others at all time.  No disruptive behavior will be permitted.

Violation of the above may be the basis for expulsion from a class session or the entire course.

Course Topic/Dates/Assignments:
March 20: Introduction, OVERVIEW OF COURSE TOPICS, text and project assignments, and group formation.  Scan Text.


March 27: REVIEW ABOVE TOPICS. Exam number one.



April 4:  Oral presentation of class reports. Submission of homework. Comprehensive 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:2/26/2009 8:38:19 PM