Investment and Financial Management

Policies Faculty and students/learners will be held responsible for understanding and adhering to all policies contained within the following two documents: university policies: You must be logged into the student website to view this document. ; Instructor policies: This document is posted in the Course Materials forum. University policies are subject to change. Be sure to read the policies at the beginning of each class. Policies may be slightly different depending on the modality in which you attend class. If you have recently changed modalities, read the policies governing your current class modality.
It takes precedence over all other documents in relationship to this class, including what is posted on campus, Course Materials forum, or elsewhere. Faculty & Contact Information: Joseph Spade Tell: 702-400-0205 Email: [email protected] Phoenix. Deed Alt. Email: [email protected] Com How this course relates to the Capstone course (BUS/475). The Capstone for the Undergraduate Program in the School of Business (BUS/475) necessitates the materials that will be covered in this course. Successful completion of this course will assist you in the successful completion of the BUS/475 course, which is required for graduation.
The BUS/475 course will consist of a capstone project and an all-inclusive final exam. This course will assist you with your capstone project by showing how financial planning, working capital management, capital budgeting, long-term financing, and international finance will give you a greater understanding of finance and how finance relates to your total business education. It is highly recommended that you take good notes and ask lots of questions throughout this class because you will most likely find questions from this course’s materials in the final exam of BUS/475.

Week One: Introduction to Finance and Analysis Details Due Points Objectives 1. 1 Define basic financial terminology. 1. 2 Explain how financial markets work in the United States. 1. 3 Assess the role of ethics and compliance in the finance environment. 1. 4 Evaluate financial performance using financial ratios. Readings Chi. 1, 2, 4 of Financial Management. Reading Read this weeks Electronic Reserve Readings. Participation Participate in class discussion. In Class 2 Engraved Activities and Preparation Imbalances Orientation Access Imbalances on the student website.
Log on to Imbalances. Complete the Imbalances Orientation exercise. Individual Financial Terms and Roles Resource: Financial Management Finance Efficient market Primary market Secondary market Risk Security Stock Bond Capital Yield Rate of return Return on investment cash flow 11/27/2013 5 Week Two: Financial Planning Objectives 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. Of Financial Management. Reading Read Chi. F Financial Management. Reading Read Chi. 13 of Financial Management. Reading Read Chi. 14 of Financial Management. Reading Read Chi. 17 of Financial Management. Reading Read Chi. 23 of Basic Finance. Readings Chi. 5 Week Two Imbalances Practice Complete the Week Two Practice in Imbalances. 12/04/2013 2 Week Two Imbalances Problems Complete the Week Two Problems in Imbalances. 12/04/2013 6 Learning Team Ethics and Compliance Paper Select an organization from the following list: ; Cola Wall-Mart Stores, Inc. ; Low’s Cataracts ; Barnes & Noble Amazon. Com Pepsi- Disney Microsoft
Obtain faculty 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. Write a 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.