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FI 415 Financial Analysis and Planning
Fritch, Jacque L.


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.

Course

FI 415 Financial Analysis and Planning

Semester

F2T 2009 DL

Faculty

Fritch, Jacque L.

Title

Adjunct Faculty

Degrees/Certificates

BSB, Accounting
MBA, Finance Emphasis
CPA

E-Mail

jacque.fritch@park.edu

Semester Dates

10/19/2009 through 12/12/2009

Class Days

TBA

Class Time

TBA

Prerequisites

FI 360

Credit Hours

3


Textbook:

Analysis for Financial Management, 9th edition, McGraw-Hill Irwin
Robert C. Higgins  ISBN#978-0-07-729765-7
New textbook required which includes insert

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 helpdesk@park.edu or call 800-927-3024
Resources for Current Students - A great place to look for all kinds of information http://www.park.edu/Current/.
Advising - Park University would like to assist you in achieving your educational goals. Please contact your Campus Center for advising or enrollment adjustment information.
Online Classroom Technical Support - For technical assistance with the Online classroom, email helpdesk@parkonline.org or call the helpdesk at 866-301-PARK (7275). To see the technical requirements for Online courses, please visit the http://parkonline.org website, and click on the "Technical Requirements" link, and click on "BROWSER Test" to see if your system is ready.
FAQ's for Online Students - You might find the answer to your questions here.


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

Educational Philosophy:

The facilitator's educational philosophy is one of exposing the students to a variety of learning tools and involving the student in class through discussion.  Preparation for class includes reading and studying the text and making a good faith effort at the homework consistently.
Emphasis and encouragement is given to approaching learning as life long habits of exploration and growth.

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:
 

25% Class Participation in discussion threads: The student will be required to participate at least 3 times per week  for the 8 weeks of the class to receive full credit.  Contributions will be thoughtful commentary or discussion towards the thread.   
 
30%Final Exam,  Week 8:   Read Park’s rules about using a proctor and scheduling your final exam.  
 
 25% Homework:   Specific homework problems will be required each week. They will be shown on the homework tab each week. 
 
20% Project:   Read all about the project each week under the weekly Activity tab.  Do yourself proud! (then apply for a job at Apple!-ha)

Grading:
 

Grade

Range of % Scores accumulated from the 4 areas described below

A

100%-90%   432 points-480 points

B

89%-80%    384 points-431 points

C

79%-70%   336 points -383 points

D

69%-60%     288 points-335 points

Below D

No one will be in this category if they turn in everything, so meet your deadlines!

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 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.

Late Submission of Course Materials:
All assignments are due by midnight of the date posted, usually by the Sunday of that week unless otherwise noted.  It is the student's responsibility to insure that assignments are received by the instructor.  You can send one (1) homework late and still get full credit if it is received by me by the end of the next following week.  Use this one "get out of jail free card" wisely, either for a computer problem or possibly the week of another deadline or travel.  This only applies to homework; discussion must be fulfilled during the week assigned, and the activity deadlines are non-negotiable.

Classroom Rules of Conduct:

 Remember to be courteous at all times, use good writing skills and be clear. 

Course Topic/Dates/Assignments:

Week 1: Read chapter one called Interpreting Financial Statements and complete the homework problems assigned at the end of the chapter.  You will see the homework list on the homework tab inside the eCollege classroom.
 
Week 2: Read chapter two called Evaluating Financial Performance and complete the homework problems assigned at the end of the chapter.  You will see the homework list on the homework tab inside the eCollege classroom.
 
Week 3: Read chapter three called Financial Forecasting and complete the homework problems assigned at the end of the chapter.  You will see the homework list on the homework tab inside the eCollege classroom.
 
Week 4: Read chapter four called Managing Growth and complete the homework problems assigned at the end of the chapter.  You will see the homework list on the homework tab inside the eCollege classroom.
 
Week 5:  Read chapter five called Financial Instruments and Markets
and complete the homework problems assigned at the end of the chapter.  You will see the homework list on the homework tab inside the eCollege classroom.
 
Week 6:  Read chapter six called The Financing Decision and complete the homework problems assigned at the end of the chapter.  You will see the homework list on the homework tab inside the eCollege classroom.

Week 7: Read chapter seven called Discounted Cash Flow Techniques and complete the homework problems assigned at the end of the chapter.  You will see the homework list on the homework tab inside the eCollege classroom.
   
Week 8:  Read chapter 8 called Risk Analysis in Investment Decisions and complete the homework problems assigned at the end of the chapter.  You will see the homework list on the homework tab inside the eCollege classroom.

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:
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 2009-2010 Undergraduate Catalog Page 92

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.
ONLINE NOTE: An attendance report of "P" (present) will be recorded for students who have logged in to the Online classroom at least once during each week of the term. Recording of attendance is not equivalent to participation. Participation grades will be assigned by each instructor according to the criteria in the Grading Policy section of the syllabus.

Park University 2009-2010 Undergraduate Catalog Page 95

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: http://www.park.edu/disability .

Copyright:

This material is protected by copyright
                               and can not be reused without author permission.

Last Updated:9/19/2009 1:57:14 PM