FI360 Financial Management

for S1J 2013

Printer Friendly

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.


FI 360 Financial Management


S1J 2013 IN


Lutz, Andrew J.


senior adjunct instructor


MBA- Finance  Avila University 1992
BSBA -Marketing   Kansas State University 1981

Office Location

In Classroom

Office Hours

30 minutes prior to class

Daytime Phone


Other Phone



Semester Dates

Spring I

Class Days


Class Time

5:30 - 10:00 PM


Accounting I and Accounting II

Credit Hours



Introduction to Corporate Finance
Author: Graham & Smart
Edition: 3rd
Publisher: South-western Publishing Co.
ISBN# 978-1-111-22228-4

Textbooks can be purchased through the MBS bookstore

Textbooks can be purchased through the Parkville Bookstore

Additional Resources:
The Student should have a calculator.

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:
FI360 Financial Management: The role of financial management through the development of a framework appropriate for financial decision making. Emphasis on obtaining and effectively utilizing the funds necessary for the operation of an enterprise. Elements of financial planning, capital budgeting, and consideration of alternative sources of funds. Prerequisites: AC201 and AC202 3:0:3

Educational Philosophy:
The class is lecture and discussion driven. Students will be encouraged to discuss and interact throughout the term. Two exams will be given. In addition, the student will turn in homework, submit financial magazine article critiques, and prepare and present a finance project on a publicly held corporation. The emphasis is on teaching fundamentals, as well as real world applications.

Learning Outcomes:
  Core Learning Outcomes

  1. Describe the financial goals of the firm.
  2. Demonstrate an understanding of the principles that form the foundation of financial management.
  3. Evaluate financial statements including critical financial ratios.
  4. Calculate interest, rate, present value, and term of financial instruments.
  5. Determine values for stocks and bonds.
  6. Perform capital budgeting using more than one method.

Core Assessment:

The final exam for FI 360 will be the assessment tool used 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. Partial credit will be given for the problems.

Class Assessment:
The student will take two exams, a mid-term and a final. Both exams are closed book and closed notes.  The student will turn in and present a project which examines the financials of a publicly traded company. This project is due and and will be presented during week #7. The student will also turn in a homework assignment which is an essay on finance. In addition, the student will turn in three different magazine article critiques on a finance related topic. Each critique is to be one page typed and double spaced. A photocopy of the article should be attached to the critique.  The critique should be from an article of Fortune, Business Week, Barrons, or The Wall Street Journal.  Class Participation and attendance are also part of the grading criteria.


Class Participation (10 points per class)                   80
Mid-Term Exam                                                    200
Final Exam (Comprehensive)                                  300
Financial Analysis & Presentation                           200
Homework Essay                                                  100
Three Magazine Article Critiques (40/critique)        120
TOTAL POINTS POSSIBLE                             1,000
900-1,000  A
800-899     B
700-799     C
600-699     D
0-599         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.

Late Submission of Course Materials:
Late work is not accepted unless prior arrangements are made between the student and the instructor. 

Classroom Rules of Conduct:
No one is allowed in the classroom unless they are enrolled in the class. If a student misses a class, it is their responsibility to contact the instructor to make up the work that was missed. All cell phones should either be turned off or set on the vibrate  or off setting, so as to not disturb other students.

Course Topic/Dates/Assignments:

week 1         Introductions; Overview of Finance; Explanation of Syllabus 
                    Ch. 1, 2
week 2         Ch. 3,4,5
week 3         Ch. 6,7,8
                    Magazine articele #1 due
week 4        Mid-Term Exam (Ch. 1-8)
                   Finance Video on Business and Society
                   Ch. 9
week 5        Homework Essay Due
                    Ch. 10,11, 12
week 6        Magazine Article #2 Due
                   Ch. 13-18
week 7        Magazine Article #3 Due
                   Ch. 19-21
                   Student Presentations of Projects Due
week 8        Final Exam (Cumulative and Closed Book and Closed Note)
                   Finance Video
                   Instructors Final Comments on Finance

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 95-96

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: .


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

Last Updated:12/3/2012 12:08:22 PM