FI415 Financial Analysis and Planning

for S1Z 2012

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Vision Statement: Park University, a pioneering institution of higher learning since 1875, will provide leadership in quality, innovative education for a diversity of learners who will excel in their professional and personal service to the global community.


FI 415 Financial Analysis and Planning


S1Z 2012 ML


Degel, Thomas M.


Senior Adjunct Instructor of Finance/Managment


MBA, University of Montana, 1989
BBA, Gonzaga University, 1981

Daytime Phone

(406) 771-4423

Other Phone

Home: (406) 452-1651


Semester Dates

January 16, 2012 -- March 11, 2012

Class Days


Class Time

7:45 - 10:15 PM


FI 360

Credit Hours


 Robert C. Higgins, Analysis for Financial Management, 9th Edition, Irwin, 2009. ISBN: 978-0-07-729660-5.

Textbooks can be purchased through the MBS bookstore

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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.
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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:
To provide an interactive learning environment focusing on critical thinking and the exchange of ideas; and to imbue the student with a conceptual and analytical understanding of financial analysis and the financial planning process through the use of lectures and class discussions supplemented by readings, cases, problem solving, and examinations.

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 assessed based upon their performance in class, a Mid-Term Exam and a Final Exam, weekly assignments and problem solving.  The two exams and assignments are each worth 30 percent of the student's final grade, while class participation will be worth 10 percent of the student's final grade.

Learning the material in this course is important and is the main criteria the instructor will use to assign final letter grades. Exams: The Mid-Term Exam will include material from Chapters 1-4. The Final Exam will be comprehensive, but will emphasize material from Chapters 5-9. Assignments and Cases: All assignments, cases, and presentations must be completed and turned in prior to the Final Exam. Penalties will be assessed for late (unexcused) assignments and cases.

Final letter grades will be determined using the following measurements:




Class Participation






Mid-Term Exam



Final Exam






Final Grade:

Percent Range

Point Range



450-500 pts



400-449 pts



350-399 pts



300-349 pts


Less than 60%

Less than 300 pts

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:
Assignments submitted late because of excused absences will be accepted and will not be penalized if received by the following class.  Other late assignments may not be accepted and, if accepted, will received a percentage grading penalty of 10 percent per unexcused class.

Classroom Rules of Conduct:
Attend class and be on time. Be prepared for class – read and be prepared to discuss the assigned readings, cases, and problems. Participate in class discussions – this is a very important part of your education. Be prepared for examinations – assigned readings will not always be reviewed in-depth, but examinations will be from both assigned readings and class lectures and discussions.

Course Topic/Dates/Assignments:

Week              Topics

1                     Introduction/Class Overview; Assessing the Financial Health of the Firm

                       Ch 1, Interpreting Financial Statements (3-31)

2                     Ch 2, Evaluating Financial Performance (37-83)

                      Ch 3, Financial Forecasting (87-119)

3                    Ch 4, Managing Growth (123-149)

                      Review for Exam; Mid-Term Exam

4                     Ch 5, Financial Instruments and Markets (153-193)

                       Ch 6, The Financing Decision (203-239)

5                     Ch 7, Discounted Cash Flow Techniques (249-290)                      

6                     Ch 8, Risk Analysis in Investment Decisions (295-336)

7                     Ch 9, Business Valuation and Corporate Restructuring (347-375)

8                     Review for Final Exam; 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 students and faculty members are encouraged to take advantage of the University resources available for learning about academic honesty ( or Park University 2011-2012 Undergraduate Catalog Page 93

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 2011-2012 Undergraduate Catalog Page 93

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 2011-2012 Undergraduate Catalog Page 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:11/4/2011 12:19:33 PM