FIN 197 - Seminar in Finance
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Announcements & Assignments
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
4. Cash and Short-term Financing
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
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Intro Case - CostCo Wholesale Corp.
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Case #1 - Palmer Ltd.
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Case #2 - J.C. Penney Corporation, Inc.: Reinventing Retail (Case data)
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Case #3 - Target Corporation
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Case #4 - Arundel Partners: The Sequel Project
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Case #5 - Tiffany & Co.--1993
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Case #6 - Proctor & Gamble's Acquisition of Gillette
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Case #7 - Baidu.com: Valuation at IPO
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Case #8 - MCI Communications Corp.--1983
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Case #9 - Dell Computer Corp.: Share Repurchase Program
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Case #11 - Massey-Ferguson Ltd.--1980
Sample business memorandum template
Sample Write-up #1 (Subpar)
Sample Write-up #2 (Better)