FI415 Financial Analysis and Planning

for U1J 2011

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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 415 Financial Analysis and Planning


U1J 2011 IN


Malone, Dee Ledford


Adjunct Faculty


BSBA-Finance, University of Missouri-Columbia
MBA-Finance, University of Missouri-Kansas City

Daytime Phone



Semester Dates

June 8 - July 27

Class Days


Class Time

5:30 - 9:50 PM


FI 360

Credit Hours


Robert C. Higgins, Analysis for Financial Management, 9th Edition, Irwin. ISBN-13: 9780077297657.

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:

Students will be evaluated based on two exams, homework, classroom participation and course project.


Students may earn a possible 400 points in this course.  The first exam is worth 100 points.  The second exam will be worth 150 points and will cover ALL chapters.  Two homework assignments will be collected randomly, which will be worth 30 points.  Classroom participation will earn the student up to 20 points.  The course project will be worth 100 points.  Each group member will complete an evaluation of their group, which will impact individual project grades.
Grading Scale:
90% - 100%      A
80% - 89%        B
70% - 79%        C
60% - 69%        D
Below 60%        F
Note: Grading on the curve at the end of the semester will be at Instructor's discretion and will likely not be necessary.

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:
If a student cannot submit course materials on time, he or she must contact the instructor prior to the due date.  Late work is subject to a 10% point loss per day due to tardiness.  Students should make every effort to take the exams during the scheduled class time as the dates will be given to students the first night of class.  If a student cannot take the test during the scheduled class time, the student must schedule a make-up exam prior to the class test date.  Make up exams are at the discretion of the instructor and should be avoided if at all possible. 

Classroom Rules of Conduct:
To the benefit of all students, everyone is encouraged to listen and participate in an appropriate manner.  Those who disrupt the learning of their fellow students will be asked to leave the classroom.  Cell phones should always be turned on vibrate or powered off during class.

Course Topic/Dates/Assignments:

For the first night of class, students should read Chapter 1.  Please be prepared to discuss the chapter with the class as the instructor will lead a dialogue around the topics.  Tests will take place on Week 4 (June 29) and Week 7 (July 20).  The group project will be due Week 8 (July 27).


Complete Prior to Class

Class Activity



 Read Chapter 1

Course overview & expectations
Lecture Chapter 1
Chapter 1 Homework
Read Chapter 2 & 3


Read Chapters 2 & 3
Chapter 1 Homework
Lecture Chapters 2 & 3
Review Chapter 1 Homework
Chapters 2 & 3 Homework
Read Chapter 4


Chapters 2 & 3 Homework
Read Chapter 4
Lecture Chapter 4
Review Chapters 2 & 3 Homework
Review for Test
Chapter 4 Homework
Review for Test


Chapter 4 Homework

Review Chapter 4 Homework
Take Exam

Read Chapters 5 & 6


Read Chapters 5 & 6

Lecture Chapters 5 & 6
Review Exams
Chapter 5 & 6 Homework
Read Chapters 7 & 8


Read Chapters 7 & 8
Chapter 5 & 6 Homework
Lecture Chapters 7 & 8
Review Chapters 5 & 6 Homework
Test Review
Chaptes 7 & 8 Homework
Study for Exam


Chapters 7 & 8 Homework

Review Chapters 7 & 8 Homework
Take Exam

Complete Group Project


Complete Group Project

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 students and faculty members are encouraged to take advantage of the University resources available for learning about academic honesty ( or Park University 2010-2011 Undergraduate Catalog Page 92

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. from Park University 2010-2011 Undergraduate Catalog Page 92-93
If the instructor that a student intentionally plagiarised or cheated on an assignment/exam, the student will fail the course.

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 2010-2011 Undergraduate Catalog Page 95-96

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:5/14/2011 9:22:28 PM