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FIN 402 GUIDE Teaching Effectively / fin402guide.com

is a truly special teacher is very wise and sees tomorrow in every student’s eyes

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FIN 402 GUIDE Teaching Effectively / fin402guide.com

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  1. FIN 402 GUIDE Teaching Effectively / fin402guide.com

  2. FIN 402 GUIDE Teaching Effectively • FIN 402 Final Exam Guide • FOR MORE CLASSES VISIT • www.fin402guide.com • FIN 402 Investment Fundamentals and Portfolio Management Final Exam Guide • True/False • 1.___ ___ The balance sheet shows what assets the firm controls at a point in time and how it financed the assets. • 2.___ ___ Free cash flow = Cash flow from operations – Capital expenditures + Disposition of property and equipment.

  3. FIN 402 GUIDE Teaching Effectively • FIN 402 Week 1 Assignment Capital Markets and Investment Banking Process Paper • FOR MORE CLASSES VISIT • www.fin402guide.com • FIN402 Week 1 Assignment Capital Markets and Investment Banking Process Paper

  4. FIN 402 GUIDE Teaching Effectively FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan Carolyn Bowen, who just turned 55, is employed as an administrative assistant for the Xcon Corporation, where she has worked for the past 20 years. She is in good health, lives alone, and has two grown children. A few months ago her husband died, leaving her with only their home and the proceeds from a $75,000 life insurance policy. After

  5. FIN 402 GUIDE Teaching Effectively • FIN 402 Week 1 Assignment Case Problem 1.2, 2.1, 2.2, 3.1, 12.1 • FOR MORE CLASSES VISIT • www.fin402guide.com • FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan FIN 402 Week 1 Assignment Case Problem 2.1 Dara’s Dilemma: What to Buy? FIN 402 Week 1 Assignment Case Problem 2.2 Ravi Dumar’s High-Flying Margin Account FIN 402 Week 1 Assignment Case Problem 3.1 The Perezes’ Good Fortune FIN 402 Week 1 Assignment Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds

  6. FIN 402 GUIDE Teaching Effectively FIN 402 Week 1 Assignment Case Problem 2.1Dara’s Dilemma: What to Buy? FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 2.1Dara’s Dilemma: What to Buy? Dara Simmons, a 40-year-old financial analyst and divorced mother of two teenage children, considers herself a savvy investor. She has increased her investment portfolio considerably over the past five years. Although she has been fairly conservative with her investments, she now feels more confident in her investment knowledge and would like to

  7. FIN 402 GUIDE Teaching Effectively FIN 402 Week 1 Assignment Case Problem 2.2 Ravi Dumar’s High-Flying Margin Account FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 2.2 Ravi Dumar’s High-Flying Margin Account Ravi Dumar is a stockbroker who lives with his wife, Sasha, and their five children in Milwaukee, Wisconsin. Ravi firmly believes that the only

  8. FIN 402 GUIDE Teaching Effectively FIN 402 Week 1 Assignment Case Problem 3.1 The Perezes’ Good Fortune FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 3.1 The Perezes’ Good Fortune Angel and Marie Perez own a small pool hall located in southern New Jersey. They enjoy running the business, which they have owned for nearly three years.

  9. FIN 402 GUIDE Teaching Effectively FIN 402 Week 1 Assignment Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds The Reverend Mark Thomas is the minister of a church in the San Diego area. He is married, has one young child, and earns a “modest

  10. FIN 402 GUIDE Teaching Effectively • FIN 402 Week 1 DQ 1 • FOR MORE CLASSES VISIT • www.fin402guide.com • What are capital market instruments? How are they used? Which is most important? Explain your answer.

  11. FIN 402 GUIDE Teaching Effectively • FIN 402 Week 1 DQ 2 • FOR MORE CLASSES VISIT • www.fin402guide.com • What is an asset class? How are asset classes selected? What factors affect the selection?

  12. FIN 402 GUIDE Teaching Effectively • FIN 402 Week 1 DQ 3 • FOR MORE CLASSES VISIT • www.fin402guide.com • What is a derivative? What are the different types of derivatives? How do businesses use derivatives to mitigate risks?

  13. FIN 402 GUIDE Teaching Effectively • FIN 402 Week 1 Individual Problem Set • FOR MORE CLASSES VISIT • www.fin402guide.com • The Problem Set is provided to you to enable you to practice the concepts outlined in the textbook. Select THREE completed problems from the assignment and post your solutions to those problems.

  14. FIN 402 GUIDE Teaching Effectively • FIN 402 Week 1 Individual Weekly Question • FOR MORE CLASSES VISIT • www.fin402guide.com • Submit your Weekly Questions, with original questions, in a Microsoft Word or text file. Be sure to show your work to earn full credit.

  15. FIN 402 GUIDE Teaching Effectively • FIN 402 Week 2 Assignment Asset Classes Paper • FOR MORE CLASSES VISIT • www.fin402guide.com • FIN402 Week 2 Assignment Asset Classes Paper

  16. FIN 402 GUIDE Teaching Effectively FIN 402 Week 2 Assignment Case Problem 2.1 Traditional Versus Modern Portfolio Theory Who’s Right FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 2.1 Traditional Versus Modern Portfolio Theory: Who’s Right? Walt Davies and Shane O’Brien are district managers for Lee, Inc. Over the years, as they moved through the firm’s sales

  17. FIN 402 GUIDE Teaching Effectively FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 4.1 Coates’s Decision On January 1, 2017, Dave Coates, a 23-year-old mathematics teacher at Xavier High School, received a tax refund of $1,100. Because Dave didn’t need this money for

  18. FIN 402 GUIDE Teaching Effectively FIN 402 Week 2 Assignment Case Problem 4.1, 4.2, 2.1, 5.2, 13.1 (Part a,b,c,d) FOR MORE CLASSES VISIT www.fin402guide.com FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision FIN 402 Week 2 Assignment Case Problem 4.2 The Risk-Return Tradeoff Molly O’Rourke’s Stock Purchase Decision FIN 402 Week 2 Assignment Case Problem 2.1 Traditional Versus Modern Portfolio Theory Who’s Right FIN 402 Week 2 Assignment Case Problem 5.2 Susan Lussier’s Inherited Portfolio Does It Meet Her Needs FIN 402

  19. FIN 402 GUIDE Teaching Effectively FIN 402 Week 2 Assignment Case Problem 4.2 The Risk-Return Tradeoff Molly O’Rourke’s Stock Purchase Decision FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 4.2 The Risk-Return Tradeoff: Molly O’Rourke’s Stock Purchase Decision Over the past 10 years, Molly O’Rourke has slowly built a diversified portfolio of common stock. Currently her

  20. FIN 402 GUIDE Teaching Effectively FIN 402 Week 2 Assignment Case Problem 5.2 Susan Lussier’s Inherited Portfolio Does It Meet Her Needs FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 5.2 Susan Lussier’s Inherited Portfolio: Does It Meet Her Needs? Susan Lussier is 35 years old and employed as a tax accountant for a major oil and gas exploration company. She earns

  21. FIN 402 GUIDE Teaching Effectively FIN 402 Week 2 Assignment Case Problem 13.1 Assessing the Stalchecks’s Portfolio Performance (Part a,b,c,d) FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 13.1 Assessing the Stalchecks’s Portfolio Performance Mary and Nick Stalcheck have an investment portfolio containing four investments. It was developed to provide them with a balance

  22. FIN 402 GUIDE Teaching Effectively • FIN 402 Week 2 DQ 1 • FOR MORE CLASSES VISIT • www.fin402guide.com • What are different ratio categories? Which category is most important to bondholders? Why? Which category is most important to stockholders? Why?

  23. FIN 402 GUIDE Teaching Effectively • FIN 402 Week 2 DQ 2 • FOR MORE CLASSES VISIT • www.fin402guide.com • What are liquidity ratios? Why are they important? How may an investor use liquidity ratios when making investment decisions?

  24. FIN 402 GUIDE Teaching Effectively • FIN 402 Week 2 DQ 3 • FOR MORE CLASSES VISIT • www.fin402guide.com • What are different ratio categories? Which category is most important to bondholders? Why? Which category is most important to stockholders? Why?

  25. FIN 402 GUIDE Teaching Effectively • FIN 402 Week 2 Learning Team Assignment Portfolio Selection Paper (2 Papers) • FOR MORE CLASSES VISIT • www.fin402guide.com • Resources: Electronic Reserve Readings, Internet, University Library • Select one publicly traded bond.

  26. FIN 402 GUIDE Teaching Effectively • FIN 402 Week 2 Weekly Problem Set • FOR MORE CLASSES VISIT • www.fin402guide.com • The Problem Set is provided to you to enable you to practice the concepts outlined in the textbook. Select THREE completed problems from the assignment and post your solutions to those problems. In your solutions, provide an explanation as to why you choose the answer.

  27. FIN 402 GUIDE Teaching Effectively • FIN 402 Week 2 Weekly Question • FOR MORE CLASSES VISIT • www.fin402guide.com • 1. (2 point) Calculate the expected return of the following stocks using CAPM. You can use internet websites to get Beta figures, such as Yahoo! Finance, Google Finance, MSN Money, Marketwatch, etc. Use 4% as the risk free rate and 6% as the risk premium.

  28. FIN 402 GUIDE Teaching Effectively FIN 402 Week 3 Assignment Case Problem 6.1 Sara Decides to Take the Plunge FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 6.1 Sara Decides to Take the Plunge Sara Thomas is a child psychologist who has built a thriving practice in her hometown of Boise, Idaho. Over the past several years she has been able to

  29. FIN 402 GUIDE Teaching Effectively FIN 402 Week 3 Assignment Case Problem 6.1, 6.2, 7.1, 7.2, 8.1, 8.2, 9.2 FOR MORE CLASSES VISIT www.fin402guide.com FIN 402 Week 3 Assignment Case Problem 6.1 Sara Decides to Take the Plunge FIN 402 Week 3 Assignment Case Problem 6.2 Wally Wonders Whether There’s a Place for Dividends FIN 402 Week 3

  30. FIN 402 GUIDE Teaching Effectively FIN 402 Week 3 Assignment Case Problem 6.2 Wally Wonders Whether There’s a Place for Dividends FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 6.2 Wally Wonders Whether There’s a Place for Dividends Wally Wilson is a commercial artist who makes a good living by doing freelance work—mostly layouts and illustrations—for local

  31. FIN 402 GUIDE Teaching Effectively FIN 402 Week 3 Assignment Case Problem 7.2 Doris Looks at an Auto Issue FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 7.2 Doris Looks at an Auto Issue Doris Wise is a young career woman. She lives in Phoenix, Arizona, where she owns and operates a highly successful modeling agency. Doris manages her

  32. FIN 402 GUIDE Teaching Effectively / fin402guide.com

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