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