FI360 Financial Management

for S1Z 2013

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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 360 Financial Management


S1Z 2013 ML


Degel, Thomas M.


Senior Adjunct Instructor of Management and Finance


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

Daytime Phone

(406) 771-4423

Other Phone

(406) 452-1651


Semester Dates

January 14 -- March 10, 2013

Class Days


Class Time

5:00 - 7:30 PM


AC 201 and AC 202

Credit Hours


Keown, Martin, and Petty, Foundations of Finance, 6th Edition, Prentice-Hall, 2008. ISBN-13: 9780132339223.

Additional Resources:

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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:
Financial Management is an introductory course focusing on the definitions, terminology, and the fundamental tenets of finance. As such, a "hands-on" method is used to master financial concepts through discussing and  solving financial problems and forecasts. The course provides an interactive learning environment focusing on critical thinking and the exchange of ideas to help students develop the knowledge, competencies and skills to attack advanced concepts in financial management.

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:
Students will be assessed (graded) on class participation, written assignments, and mid-term and final examinations. The Final Exam is the Core Assessment measure for this course. It is comprehensive and is a closed book, closed notes exam on the last scheduled class date. 


Learning the material in this course is important and is the main criteria the instructor will use to assign final letter grades.  As a result, Participation and Daily Assignments are extremely important. Attend class, be prepared, and participate.  Complete and hand-in assignments on time.  Exams: The Mid-Term Exam will include material from Chapters 1-8.  The Final Exam is the Core Assessment measure for this course. It is comprehensive and is a closed book, closed notes exam on the last scheduled class date.  Assignments: All assignments must be completed and turned in prior to the Mid-Term exam, and again, 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                                                 10%        100

Assignments                                                         30%        300                               

Mid-Term Exam                                                   30%        300                  

Final Exam (Core Assessment)                             30%         300                    

TOTAL                                                             100%       1,000 points              

90 -100% =    A    = 900-1000 points

80 - 89% =    B    =  800-899 pts

70 - 79% =    C    =  700-799 pts

60 - 69% =    D    =  600-699 pts

59 or less =    F    =  less than 600 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 (unexcused) submitted late may not be accepted and, if accepted, will received a percentage grading penalty per class period the assignment is late.

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. My strategy is to vary methods and assignments to maintain interest in the course and to spark creativity. Classes will consist of lectures on assigned readings, presentations of problems and solutions, and discussions of current financial management problems or current domestic and global events.   

Course Topic/Dates/Assignments:

Week    Topics


Introductions; Review of class meetings, attendance policies, assignments, and course expectations; Review of grading policies; Course overview; and, projects/assignments

           Chap 1, Introduction to the Foundations of Financial Management            Chap 2, The Financial Markets and Interest Rates


Chap 3, Understanding Financial Statements and Cash Flows

Chap 4, Evaluating a Firm's Financial Performance


Chap 5, The Time Value of Money

Chap 6, Risk and Return


Chap 7, Bond Valuation
Chap 8, Stock Valuation


Mid-Term Exam

Chap 9, The Cost of Capital


Chap 10, Capital Budgeting Techniques

Chap 12, Determining the Finance Mix  and

Chap 13, Dividend Policy and Internal Financing


Chap 14, Short-Term Financial Planning and

Chap 15, Working Capital Management


Chap 16, Current Asset Management

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 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: .


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Last Updated:12/26/2012 10:11:40 AM