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FI 415 Financial Analysis and Planning
Speer, Stuart Nelson


Mission Statement: Park University provides access to a quality higher education experience that prepares a diverse community of learners to think critically, communicate effectively, demonstrate a global perspective and engage in lifelong learning and service to others.

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.

Course

FI415 Financial Analysis and Planning

Semester

F1J 2012 IN

Faculty

Speer, Stuart Nelsen

Title

Instructor

Degrees/Certificates

MBA
CFP

Office Location

7420 Quivira Road, Shawnee, KS 66216

Office Hours

7:00-5:00

Daytime Phone

913/710-9849

Other Phone

913/825-1425

E-Mail

stuart.speer@park.edu

stuartspeer@gmail.com

Semester Dates

8-21-12 to 10-9-12

Class Days

Tuesday

Class Time

5:30 - 10:00 PM

Prerequisites

FI360

Credit Hours

3


Textbook:
Analysis for Financial Management, Higgins, McGraw Hill, ISBN 978-0-07-803468-8

Textbooks can be purchased through the MBS bookstore

Textbooks can be purchased through the Parkville Bookstore

Additional Resources:
A financial-function calculator is required.  Any such device is acceptable, but class demonstrations will be for HP 12-c.  The "Gold" model of this machine is readily available on the Internet.

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/.


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 technical aspects of this course will be addressed through example and drill.  The issues of intellectual perspective, which are required to frame proper lines of inquiry, will be addressed through rhetorical interplay and case-study.  Since the course primarily addresses technical matters, the emphasis will be placed on example and drill.

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.


  Instructor Learning Outcomes
  1. Classify, compare and contrast characteristics of cash and accrual accounting
  2. Examine techniques of evaluating cash flow adequacy in judging credit worthiness
  3. Examine prototype statements to categorize and differentiate internal from external investment and capitalization accounts.
  4. Assess and debate the relative virtues of manifold valuation analyses.
Core Assessment:

Class Assessment:

Assigned readings will be broadly included in each lecture.  The lectures will, however, range further than the text, and this added material will be on the final exam.  It is vital that students not miss class. 
The tenth edition of the text is the only one that is acceptable.  Students must acquire the text in advance of the class as the first assignment (see "Assignments," below) is out of the text, and due by 7:00 pm on the first day of class.
In the same manner, all homework is due by 7:00 pm on the evening of the class subsequent to the assignment of work.  In the event you cannot attend, or in the event you anticipate being later to class than 7:00 pm, you may submit your assignment in the same timely manner by email: stuartspeer@gmail.com or fax: 913-825-1427.

LATE HOMEWORK SUBMISSIONS WILL NOT BE ACCEPTED.

Grading:

Grading Standard:
Each homework assignment will carry a maximum score of 30 points for a six-assignment total of 180 points.  Points will be awarded according to completeness and accuracy of answers.

 LATE HOMEWORK SUBMISSIONS WILL NOT BE ACCEPTED. 

The final exam will carry a maximum score of 80 points for total points available of 260. 
A = 236-260 points
B = 210-235 points
C = 184-209 points
D = 158-183 points
F =  0-157 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 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 homework is due by 7:00 pm on the evening of the class subsequent to the assignment of work.  In the event you cannot attend, or in the event you anticipate being later to class than 7:00 pm, you may submit your assignment in the same timely manner by email: stuartspeer@gmail.com or fax: 913-825-1427.

LATE HOMEWORK SUBMISSIONS WILL NOT BE ACCEPTED.

Classroom Rules of Conduct:

Course Topic/Dates/Assignments:
READING ASSIGNMENTS ARE TO BE COMPLETED IN ADVANCE OF THE CLASS FOR WHICH THEY ARE ASSIGNED.  AS STATED ABOVE, EARLIER EDITIONS OF THE TEXT ARE NOT ACCEPTABLE.

Class One:     Chapter 1/  Complete Questions 1-2, 1-4, 1-6, 1-8, 1-10, and 1-12. All questions are to be found at the end of Chapter 1.  Where the text instructs you to "...briefly respond..." please resist the temptation to be overly brief.
Class Two:    Chapter 2
Class Three:  Chapter 5
Class Four:    Chapters 6 & 7
Class Five:    Chaper 8
Class Six:      Chapter 9
Class Seven: Major Case Study
Class Eight:   Final

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.

  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 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 .

Additional Information:

Bibliography:

Copyright:

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Last Updated:8/15/2012 4:37:13 PM