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FIN 197 - Seminar in Finance

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Announcements & Assignments

Case #1 - Palmer Ltd.

  • Case Write-up (Individual submission via Blackboard) 
    - Due:     Tue, Feb. 17, before class

  • ​Case Presentation Files (Team submission via email) 
    - Due:     6 PM, Mon, Feb. 16

  • Case Analysis Report (Team submission via Blackboard) 
    - Due:     Tue, Feb. 24, before class
     

Case #2 - J.C. Penney Corporation, Inc.: Reinventing Retail (Case data)

  • Case Write-up (Individual submission via Blackboard) 
    - Due:     Tue, Feb. 24, before class

  • ​Case Presentation Files (Team submission via email) 
    - Due:     6 PM, Mon, Feb. 23

  • Case Analysis Report (Team submission via Blackboard) 
    - Due:     Tue, Mar. 3, before class

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Cost of Capital and Capital Budgeting (Individual) - Due: Thu, Feb. 19, before class   
 

  • Read Ch. 9 & 10.

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Class Notes & Links

1. Assessing Financial Performance
[ Sample Data ]
2. Ethics: Professionalism (CFA Institute Standard I)
-- Standard I(A) Knowledge of the Law [ Training Video I ]
-- Standard I(B) Independence and Objectivity [ Training Video II ]
-- Standard I(C) Misrepresentation [ Training Video III ]
-- Standard I(D) Misconduct [ Training Video IV ]
3. Financial Planning and Forecasting

[ Forecasting Example ] 
4. Cash and Short-term Financing [ Articles #1 ] 
5. Capital Budgeting Analysis
6. Target's Capital Budgeting Projects
7. Real Options  
8. Foreign Exchange Risk  
9. Mergers and Acquisitions 
10. Initial Public Offering  
11. Financing Policy 
12. Payout Policy  
13. Valuation  
14. Capital Structure and Financial Distress

Blackboard
Zoom Virtual Office
S&P Capital IQ
PollEv.com

Finance Program Feedback

Grade Calculation Template

Case Presentation Feedback Form
 

 

Sample business memorandum template
Sample Write-up #1 (Subpar)
Sample Write-up #2 (Better)
 
 

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