FI 415 Financial Analysis and Planning
FA 2012 HO
Assistant Professor of Finance
Ph.D. – Texas A&M UniversityM.S. - University of Nebraska - Lincoln
Monday and Wednesday 12:00 - 2:00 PM or Tuesday and Thursday 1:00 - 3:00 PM or by appointment
11:35 - 12:50 PM
Analysis for Financial Management, 10th edition, Robert C. Higgins, McGraw-Hill, 2012, ISBN 978-0-07-803468-8.
Textbooks can be purchased through the MBS bookstore
Textbooks can be purchased through the Parkville Bookstore
Additional Resources: eCompanion Course Web Site: lecture notes, paper guideline, reading resources, and other class-related materials.
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 firstname.lastname@example.org or call 800-927-3024Resources for Current Students - A great place to look for all kinds of information http://www.park.edu/Current/.
Learning Outcomes: Core Learning Outcomes
Class Assessment: Three tests, final exam, homework, and term paper for FI 415 will be used as the assessment tool 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. Students are expected to take examinations at the scheduled times. There will be no make-up exams. Remedies are possible, but only in documented, urgent, and compelling circumstances that are informed in advance.
Grades will be based on completion of the required assignments as well as exams. Grades will be awarded according to the following schedule:
Tests (3) 300 points
Final Exam 200 points
Homework 100 points
Term Paper 100 points
Total 700 points
630 or above A
Below 420 F
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.
Classroom Rules of Conduct:
Use of cell phones, pagers, iPOD, or other electronic device is strictly prohibited from class. Should a student be expecting some sort of emergency phone call (i.e. baby, child, parent illness) it is the student's responsibility to make the instructor known of the possibility of leaving the class to take a call. With exception to the above listed examples, all phones should be turned off prior to class beginning.
Our course will follow the general schedule in the table below. You will need to follow the specific weekly instructions in each weekly module to ensure that you meet all of the weekly requirements. Homework for each chapter will be assigned when each chapter is completed.
Week 1 (Aug. 20 - 24)
Interpreting Financial Statements
Reading: Chapter 1
Week 2 (Aug. 27 - 31)
Evaluating Financial Performance
Reading: Chapter 2
Week 3 (Sep 3 - 7)
NO CLASS - Labor Day
Reading: Chapter 3
Week 4 (Sep. 10 - 14)
Week 5 (Sep. 17 - 21)
Test 1 review
Test 1 (Ch. 1-3)
Week 6 (Sep. 24 - 28)
Reading: Chapter 4
Week 7 (Oct. 1 - 5)
Financial Instruments and Markets
Reading: Chapter 5
Week 8 (Oct. 8 - 12)
The Financing Decision
Reading: Chapter 6
Week 9 (Oct. 15 - 19)
NO CLASS–Fall Recess
Week 10 (Oct. 22 - 26)
Test 2 review
Test 2 (Ch. 4-6)
Week 11 (Oct. 29 - Nov. 2)
Discounted Cash Flow Techniques
Reading: Chapter 7
Week 12 (Nov. 5 - 9)
Week 13 (Nov. 12 - 16)
Risk Analysis in Investment Decisions
Paper Proposal Due
Reading: Chapter 8
Week 14 (Nov. 19 - 23)
NO CLASS (Nov. 22-23) – Thanksgiving
Business Valuation and Corporate Restructuring
Reading: Chapters 9
Week 15 (Nov. 26 - 30)
Test 3 review
Test 3 (Ch. 7-8)
Week 16 (Dec. 3 - 7)
Business Valuation and Corporate Restructuring
Final Exam review
Paper Due on Friday
Week 17 (Thursday, Dec.13, 10:15-12:15)
Final Exam (Comprehensive)
*All listings are subject to changefor the progress of students and the unforeseen circumstances.
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 (www.park.edu/current or http://www.park.edu/faculty/).from Park University 2011-2012 Undergraduate Catalog Page 95-96
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. from Park University 2011-2012 Undergraduate Catalog Page 95
Attendance Policy:Instructors are required to maintain attendance records and to report absences via the online attendance reporting system.
Park University 2011-2012 Undergraduate Catalog Page 98
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 .
Last Updated:7/20/2012 6:13:04 PM