UOP Fin370 full course

Week One: Introduction to Finance and Analysis

Details

Due

Points

Individual

Financial Terms and Roles

Resource: Financial Management

Createa list of definitions for the following terms and identify their roles in finance.

· Finance

· Efficient market

· Primary market

· Secondary market

· Risk

· Security

· Stock

· Bond

· Capital

· Debt

· Yield

· Rate of return

· Return on investment

· Cash flow

Week 1

Day 7

5

Week Two: Financial Planning

Details

Due

Points

Objectives

2

2.1 Describe the relationship between strategic planning and financial planning.

2.2 Prepare a cash budget.

2.3 Perform a break-even analysis.

2.4 Calculate present value and future value of cash flows.

Reading

Read Ch. 5 of Financial Management.

Reading

Read Ch. 6 of Financial Management.

Reading

Read Ch. 13 of Financial Management.

Reading

ReadCh. 14 of Financial Management.

Reading

Read Ch. 17 of Financial Management.

Reading

Read Ch. 23 of Basic Finance.

Reading

Read this week’s Electronic Reserve Readings.

Participation

Participate in class discussion.

1.25

Discussion Questions

Respond to weekly discussion questions.

1.25

Individual

Week Two MyFinanceLab Practice

Completethe Week Two Practice in MyFinanceLab.

Week 1

Day 7

2

Individual

Week Two MyFinanceLab Problems

Completethe Week Two Problems in MyFinanceLab.

Week 1

Day 7

6

Learning Team

Ethics and Compliance Paper

Select an organization from the following list:

· Pepsi-Cola

· Wal-Mart Stores, Inc.

· Lowe’s

· Starbucks

· Barnes & Noble

· Amazon.com

· HP

· Dell

· Disney

· Microsoft

Obtainfaculty approval of your selection prior to beginning the assignment.

Obtain a copy of the organization’s annual report and SEC filings for the past 2 years.

Writea 1,400- to 1,750-word paper in which you analyze the data in the annual reports and SEC filings. Address the following:

· Assess the role of ethics and compliance in your organization’s financial environment.

· Describe procedures your organization has in place to ensure ethical behavior.

· Explain how financial markets work in the United States.

· Identify processes the organization uses to comply with SEC regulations.

· Evaluate your organization’s financial performance during the past 2 years, using financial ratios. Calculate the ratios for each year:

o Current

o Debt

o Return on equity

o Days receivable

· Discuss the trend for each ratio and what it tells you about the organization’s financial health.

Format your paper consistent with APA guidelines.

Week 1

Day 7

7

Week Three: Working Capital Management and Capital Budgeting

Details

Due

Points

Objectives

3

3.1 Evaluate effective working capital management techniques.

3.2 Evaluate alternative capital projects.

3.3 Analyze risks associated with capital projects.

3.4 Identify the decision-making factors in lease versus buy.

Reading

Read Ch. 11 of Financial Management.

Reading

ReadCh. 12 of Financial Management.

Reading

Read Ch. 18 of Financial Management.

Reading

ReadCh. 20 of Financial Management.

Reading

Read Ch. 22 of Financial Management.

Reading

Read Ch. 25 of Basic Finance.

Reading

Read this week’s Electronic Reserve Readings.

Participation

Participate in class discussion.

1.25

Discussion Questions

Respond to weekly discussion questions.

1.25

Individual

Week Three MyFinanceLab Practice

Completethe Week Three Practice in MyFinanceLab.

Week 1

Day 7

2

Individual

Week Three MyFinanceLab Problems

Completethe Week Three Problems in MyFinanceLab.

Week 1

Day 7

10

Learning Team

Strategic Initiative Paper

Resource: Ethics and Compliance Paper

Write a 1,050- to 1,400-word paper in which you describe the relationship between strategic and financial planning. Include the following:

· A strategic planning initiative for your organization and identify an initiative discussed in the organization’s annual report

· How the initiative affects the organization’s financial planning

o How will the initiative affect costs?

o How will the initiative affect sales?

· Risks associated with the initiative and financial effects they may have

Format your paper consistent with APA guidelines.

Week 1

Day 7

7

Week Four: Long-Term Financing

Details

Due

Points

Objectives

4

4.1 Identify the effect of financing strategies on cost of capital.

4.2 Calculate the weighted average cost of capital of a firm.

4.3 Compare and contrast initial public offerings and mergers and acquisitions growth strategies.

Reading

Read Ch. 15 of Financial Management.

Reading

Read Ch. 21 of Financial Management.

Reading

Read Ch. 20 of Basic Finance.

Reading

Review Ch. 12 of Financial Management.

Reading

ReviewCh. 14 of Financial Management.

Reading

Read this week’s Electronic Reserve Readings.

Participation

Participate in class discussion.

1.25

Discussion Questions

Respond to weekly discussion questions.

1.25

Individual

Week Four MyFinanceLab Practice

Completethe Week Four Practice in MyFinanceLab.

Week 1

Day 7

2

Individual

Week Four MyFinanceLab Problems

Completethe Week Four Problems in MyFinanceLab.

Week 1

Day 7

10

Learning Team

Caledonia Products Integrative Problem

Prepare a response to the Caledonia Products Mini-Case located near the end of Ch. 12 in Financial Management.

· Formulate answers to questions 1–7

· Describe factors Caledonia must consider if it were to lease versus buying.

Week 1

Day 7

8

Week Five: International Finance

Details

Due

Points

Objectives

5

5.1 Describe the factors that contribute to foreign exchange risk.

5.2 Compare and contrast methods to mitigate foreign exchange rate risk.

5.3 Analyze the effect of globalization on financial decisions.

Reading

Read Ch. 19 of Financial Management.

Reading

Read Ch. 6 of Basic Finance.

Reading

Read this week’s Electronic Reserve Readings.

Participation

Participate in class discussion.

Discussion Questions

Respond to weekly discussion questions.

Individual

Final Examination

Click the link to the Final Examination on the student website available from the end of Week Four through the end of Week Five.

Complete the Final Examination. You are allowed one attempt to complete the examination, which is timed and must be completed in 3 hours.

Week 1

Day 7

15

Individual

Financing Strategy Problems

Prepare a response to Problem 1 in Ch. 20 of Basic Finance.

Week 1

Day 7

8

Learning Team

Integrative Problems and Virtual Organization Strategy Paper

CompleteWeek Five Problems in MyFinanceLab.

Select a Virtual Organization using the student website. Assume your organization is privately held, wants to expand operations, and is faced with three options for expansion:

· Going public through an IPO

· Acquiring another organization in the same industry

· Merging with another organization

Writea 1,050- to 1,400-word paper in which you compare and contrast options and make a recommendation about which strategy the organization must choose. Address the following:

· Strengths of each approach

· Weaknesses of each approach

· Opportunities of each approach

· Threats of each approach

Also consider the following as it relates to all three options should the organization pursue an international location:

· Effects of globalization on financial decisions

· Factors that contribute to exchange rate risks

· Mitigating exchange rate risk

Formatyour paper consistent with APA guidelines.

Week 1

Day 7

3

5