|
Topic Number |
Date
|
Topics
|
Readings
|
|
|
|
Part I: Financial Markets and Financial Statements |
|
|
1
(Top)
|
Monday 8/22-Friday 8/26
|
Introduction to Finance and Financial Markets
Learning Objective: 1
Slides:
Topic 1
MindTap:
None
Videos:
● Video 1 The Financial Environment (19:12)
Video│Slides
Websites:
MindTap TBA
Project:
Download
Project
and
Excel
Guidelines and Organize Groups
|
Chapter 1-2
|
|
2
(Top)
|
Monday 8/29-Friday 9/2
|
Financial
Statements, Cash Flow, and Taxes
Learning Objective: 2
Slides:
Topic 2
MindTap:
Chapter 3
(Due by 11:59 PM 9/18)
Websites:
EDGAR
Project:
Download Financial Statements for your Firm
|
Chapter 3
|
|
3
(Top)
|
Wednesday 9/7-Friday 9/9
|
Analysis of Financial Statements
Learning Objective:
2
Slides:
Topic 3
Handout:
Motorola Financial Statements
MindTap:
Chapter
4
(Due by 11:59 PM 9/18)
Problem Set:
Ratios
Websites:
Financial Ratios (Accounting Coach)
Project:
Calculate Ratios and Do Financial Analysis
No Class on Labor Day (9/5)
|
Chapter 4
|
|
|
|
Part II: Basic Financial Tools |
|
|
4
(Top)
|
Monday
9/12-Friday
9/16
|
Time Value of Money I: Single Cash Flows
Learning Objective:
3
Slides:
Topic 4
MindTap:
Chapter
5
(Due by 11:59 PM 10/22)
Videos:
● Video 2 Compounding versus Discounting (15:07)
Video│Slides
● Video 3 Single Cash Flows (18:00)
Video│Slides
Problem Set:
Single Dollar Problems
Podcasts:
Time Value of Money,
Simple vs. Compound Interest
Exam 1 (9/16) Topics 1-3
(Exam
1 Study Guide,
Exam 1 Review
Slides)
Assignments 3 and 4 due 9/18
|
Chapter 5
|
|
5
(Top)
|
Monday 9/19-Friday
9/23
|
Time Value of Money II:
Multiple Cash Flows
Learning Objective:
3
Slides:
Topic 5
MindTap:
Same as Topic 4
Videos:
● Video 4 Perpetuities (9:32)
Video│Slides
● Video 5 Annuities I (19:59)
Video│Slides
● Video 6 Annuities II (24:30)
Video│Slides
● Video 7 Uneven Cash Flows (16:44)
Video│Slides
Problem Set:
Annuities and Perpetuities
|
Chapter 5
|
|
6
(Top)
|
Monday 9/26-Friday
9/30
|
Interest Rates (plus Non-Annual Cash Flows
and Amortization)
Learning Objective:
4
Slides:
Topic 6
MindTap: Chapter
6
(Due by 11:59 PM 10/22)
Videos:
●
Video 8 Non-Annual Cash Flows (17:05)
Video│Slides
●
Video 9 Loan Amortization (11:58)
Video│Slides
●
Video 10 Interest Rates (17:49)
Video│Slides
●
Video 21 Interest Rates and Risk Premia (8:21)
Video│Slides
●
Video 22 Term Structure, Junk Bonds and Bankruptcy (13:18)
Video│Slides
Problem Set:
Interest
Rates,
Term
Structure,
Amortization
Websites:
BankRate.com
|
Chapter 5-6
|
|
|
|
Part III: The Risk-Return Trade-Off |
|
|
7
(Top)
|
Monday 10/3-Friday 10/7
|
Risk and Return I (and Statistics Review)
Learning Objective:
5 and 6
Slides:
Topic 7
MindTap:
Chapter
8
(Due by 11:59 PM 10/22)
Videos:
●
Video 11 Statistical Calculations (31:51)
Video│Slides
●
Video 12 Risk and Return (27:51)
Video│Slides
●
Video 13 Diversification (36:35)
Video│Slides
●
Video 14 Measuring Risk (14:05)
Video│Slides
Problem Set:
Statistics
Podcasts:
Diversification,
What is Risk?
Project:
Download Stocks Prices and Do Statistical Analysis
Review Resources for Statistics: Here are some links to
statistical review material. (NOTE: Most of these resources have far
more detail than you will need for this course.)
●
A
Review of Basic Statistical Concepts (pdf)
●
Introductory Probability and Statistics Review (interactive
website)
●
Seeing
Theory: A Visual Introduction to Probability and Statistics
(interactive website)
●
AP Statistics Review (Khan Academy, YouTube playlist)
|
Chapter 8
|
|
8
(Top)
|
Monday 10/10-Friday 10/14
|
Risk and Return II
Learning Objective: 6
Slides:
Topic 8
MindTap:
Same as Topic 7
Videos:
●
Video 15 Capital Asset Pricing Model (CAPM) (16:47)
Video│Slides
●
Video 16 The Efficient Market Hypothesis (EMH) (14:56)
Video│Slides
Problem Set:
Risk and
Return
Project:
Beta and CAPM Worksheets
|
Chapter 8
|
|
|
|
Part IV: Financial Valuation |
|
|
9
(Top)
|
Monday 10/17-Friday 10/21
|
Bonds and Their Valuation
Learning Objective: 7
Slides:
Topic 9
MindTap:
Chapter 7
(Due by 11:59 PM 12/6)
Videos:
●
Video 19 Bond Characteristics (29:20)
Video│Slides
●
Video 20 Bond Valuation and Yields (19:04)
Video│Slides
Problem Set:
Bond Valuation
Project:
Bond
Worksheet
Exam 2 (10/21) Topics 4-8
(Exam
2 Study Guide,
Exam 2 Review
Slides)
Assignments 5, 6 and 8 due 10/22
|
Chapter 7
|
|
10
(Top)
|
Monday 10/24-Friday 10/28
|
Stocks and Their Valuation
Learning Objective: 8
Slides:
Topic 10
MindTap:
Chapter 9
(Due by 11:59 PM 12/6)
Videos:
●
Video 23 Equity Characteristics (11:45)
Video│Slides
●
Video 24 Equity Valuation (30.54)
Video│Slides
●
Video 25 Free Cash Flow Valuation and Market Multiple Analysis
(18.27)
Video│Slides
●
Video 26 Preferred Stock (13:35)
Video│Slides
Problem Set:
Stocks and
Bonds
Project:
Stocks Worksheet
|
Chapter 9
|
|
11
(Top)
|
Monday 10/31-Friday
11/4
|
Cost of Capital and the Basics of Capital Budgeting
Learning Objective:
9 and 10
Slides:
Topic 11
MindTap:
Chapters 10 and 11
(Due by 11:59 PM 12/6)
Videos:
●
Video 27 The Cost of Capital (10:41)
Video│Slides
●
Video 28 The Cost of Debt (14:29)
Video│Slides
●
Video 29 The Cost of Preferred Stock (3:15)
Video│Slides
●
Video 30 The Cost of Common Stock (5:44)
Video│Slides
●
Video 31 The Weighted Average Cost of Capital (20:49)
Video│Slides
●
Video 32 Capital Budgeting: Overview (8:39)
Video│Slides
●
Video 33 Present Value (NPV) (10:30)
Video│Slides
●
Video 34 Internal Rate of Return (IRR) (18:37)
Video│Slides
●
Video 35 Modified Internal Rate of Return (MIRR) (11:17)
Video│Slides
●
Video 36 Profitability Index (PI) and Payback Period
(17:11)
Video│Slides
●
Video 37 Other Issues (14:30)
Video│Slides
Problem Set:
Cost of Capital and Decision Criteria
Project:
Cost of Capital Worksheet
|
Chapter 10-11
|
|
|
|
Part V: Corporate Policies
|
|
|
12
(Top)
|
Monday 11/7-Wednesday
11/9 |
Capital
Structure and Leverage
Learning Objective:
11
Slides:
Topic 12
MindTap:
None
Videos:
●
TBA
Problem Set:
Leverage and Capital Structure
Project:
Final Financial Analysis
No Class on Veteran's Day (11/11)
|
Chapter 13 |
|
13
(Top)
|
Monday 11/14-Friday 11/18 |
Distributions to
Shareholders
Learning Objective:
12
Slides:
Topic 13
MindTap:
None
Videos:
●
Video 46 Dividends Characteristics (9:51)
Video│Slides
●
Video 47
Dividend Policies (30:16)
Video│Slides
●
Video 48 Dividend versus Share Repurchases (8:22)
Video│Slides
●
Video 49 Stock Splits, Stock Dividends, and Dividend (9:13)
Video│Slides
Problem Set:
TBA
|
Chapter 14 |
|
14
(Top)
|
Monday 11/21 |
Working Capital Management
Learning Objective:
13
Slides:
Topic 14
MindTap:
None
Videos:
●
TBA
Problem Set:
TBA
No Classes over Thanksgiving Break (11/23-25)
|
Chapter 15
|
|
15
(Top)
|
Monday 11/30-Friday 12/2
|
Financial Planning
and Forecasting
Learning Objective:
14
Slides:
Topic 15
MindTap:
None
Videos:
●
TBA
Problem Set:
TBA
Final Project Excel Spreadsheet Due (Submit via D2L by
11:59 PM EST on Tuesday 12/6)
|
Chapter 16 |
|
|
|
Final Exam
Date:
1:00-3:00 PM Monday, December 5th Topics
9-15
Assignments from Chapters 7, 9, 10, 11 due by 11:59 PM
12/6
|
|
