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FIN 402 Effective Communication/tutorialrank.com

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For more course tutorials visit www.tutorialrank.com FIN 402 Investment Fundamentals and Portfolio Management Final Exam Guide True/False 1.___ ___ The balance sheet shows what assets the firm controls at a point in time and how it financed the assets. – PowerPoint PPT presentation

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Title: FIN 402 Effective Communication/tutorialrank.com


1
FIN 402 Effective Communication/ tutorialrank.com
2
FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Final Exam Guide (UOP Course) For more
course tutorials visit www.tutorialrank.com FIN
402 Investment Fundamentals and Portfolio
Management Final Exam Guide   True/False  1.___ 
___ The balance sheet shows what assets the firm
controls at a point in time and how it financed
the assets.
3
FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper (UOP Course)
For more course tutorials visit www.tutorialrank.
com FIN402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper
4
FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan For
more course tutorials visit www.tutorialrank.com C
ase Problem 1.2 Preparing Carolyn Bowens
Investment Plan Carolyn Bowen, who just turned
55, is employed as an administrative assistant
for the Xcon Corporation, where she has worked
for the past 20 years. She is in good health,
lives alone, and has two grown children. A few
months ago her husband died, leaving her with
only their
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1 For more course tutorials
visit www.tutorialrank.com FIN 402 Week 1
Assignment Case Problem 1.2 Preparing Carolyn
Bowens Investment Plan FIN 402 Week 1 Assignment
Case Problem 2.1 Daras Dilemma What to Buy?
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account For more
course tutorials visit www.tutorialrank.com Case
Problem 2.2 Ravi Dumars High-Flying Margin
Account Ravi Dumar is a stockbroker who lives
with his wife, Sasha, and their five children in
Milwaukee, Wisconsin. Ravi firmly believes that
the only way to make money in the market is to
follow an aggressive investment posturefor
example, to use margin trading. In fact, Ravi has
built himself a substantial margin account over
the years. He currently holds 75,000 worth of
stock in
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune For more course tutorials
visit www.tutorialrank.com Case Problem 3.1 The
Perezes Good Fortune Angel and Marie Perez own a
small pool hall located in southern New Jersey.
They enjoy running the business, which they have
owned for nearly three years. Angel, a retired
professional pool shooter, saved for nearly 10
years to buy this business, which he and his wife
own free and clear. The income from the pool hall
is adequate to allow Angel, Marie, and their
children, Mary (age 10) and Jo
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds For
more course tutorials visit www.tutorialrank.com C
ase Problem 12.1 Reverend Mark Thomas Ponders
Mutual Funds The Reverend Mark Thomas is the
minister of a church in the San Diego area. He is
married, has one young child, and earns a modest
income. Because religious org
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 1 AssignmentCase Problem 2.1Daras
Dilemma What to Buy? For more course tutorials
visit www.tutorialrank.com Case Problem 2.1Daras
Dilemma What to Buy? Dara Simmons, a 40-year-old
financial analyst and divorced mother of two
teenage children, considers herself a savvy
investor. She has increased her investment por
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 1 DQ 1 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
are capital market instruments? How are they
used? Which is most important? Explain your
answer.
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 1 DQ 2 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
is an asset class? How are asset classes
selected? What factors affect the selection?
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 1 DQ 3 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
is a derivative? What are the different types of
derivatives? How do businesses use derivatives to
mitigate risks?
13
FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 1 Individual Problem Set For more
course tutorials visit www.tutorialrank.com The
Problem Set is provided to you to enable you to
practice the concepts outlined in the textbook.
Select THREE completed problems from the
assignment and post your solutions to those
problems.
14
FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 1 Individual Weekly Question For
more course tutorials visit www.tutorialrank.com S
ubmit your Weekly Questions, with original
questions, in a Microsoft Word or text file. Be
sure to show your work to earn full credit.
15
FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 2 Assignment Asset Classes Paper
(UOP Course) For more course tutorials
visit www.tutorialrank.com FIN402  Week 2 
Assignment Asset Classes Paper
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right For more course tutorials
visit www.tutorialrank.com Case
Problem 2.1 Traditional Versus Modern Portfolio
Theory Whos Right? Walt Davies and Shane
OBrien are district
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision For more course tutorials
visit www.tutorialrank.com Case
Problem 4.1 Coatess Decision On January 1, 2017,
Dave Coates, a 23-year-old mathematics teacher at
Xavier High School, received a tax refund of
1,100. Because Dave didnt need this money for
his current living expenses, he decided to make a
long-term investment. After surveying a number of
alternative investments costing no more than
1,100, Dave isolated two that seemed most
suitable to his needs.
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 2 Assignment Case Problem 4.1, 4.2,
2.1, 5.2, 13.1 (Part a,b,c,d) For more course
tutorials visit www.tutorialrank.com FIN 402 Week
2 Assignment Case Problem 4.1 Coatess
Decision FIN 402 Week 2 Assignment Case Problem
4.2 The Risk-Return Tradeoff Molly ORourkes
Stock Purchase Decision
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision For more course tutorials
visit www.tutorialrank.com Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision Over the past 10 years, Molly
ORourke has slowly built a diversified portfolio
of common stock. Currently her portfolio includes
20 different common stock issues and has a total
market value of 82,500.
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 2 Assignment Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs For more course tutorials
visit www.tutorialrank.com Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs? Susan Lussier is 35 years old and employed
as a tax accountant for a major oil and gas
exploration company.
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 2 Assignment Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
(Part a,b,c,d) For more course tutorials
visit www.tutorialrank.com Case Problem 13.1
Assessing the Stalcheckss Portfolio
Performance Mary and Nick Stalcheck have an
investment portfolio currently contains common
stock, industrial bonds, mutual fund shares, and
options. They acquired each of these
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 2 DQ 1 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
are different ratio categories? Which category is
most important to bondholders? Why? Which
category is most important to stockholders? Why?
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 2 DQ 2 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
are liquidity ratios? Why are they important? How
may an investor use liquidity ratios when making
investment decisions?
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 2 DQ 3 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
is the CAPM? Are CAPM assumptions realistic? Why
or why not?  
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper (2 Papers) For more course
tutorials visit www.tutorialrank.com This
Tutorial contains 2 Different Papers   Resources 
Electronic Reserve Readings, Internet, University
Library Select one publicly traded bond.
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 2 weekly Problem Set For more
course tutorials visit www.tutorialrank.com The
Problem Set is provided to you to enable you to
practice the concepts outlined in the textbook.
Select THREE completed problems from the
assignment and post your solutions to those
problems. In your solutions, provide an
explanation as to why you choose the answer. 1.
If RF  6 percent, b  1.3, and the ERP 6.5
percent, compute Ke(the required rate of return).
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 2 Weekly Question For more course
tutorials visit www.tutorialrank.com 1.      (2
point) Calculate the expected return of the
following stocks using CAPM. You can use internet
websites to get Beta figures, such as Yahoo!
Finance, Google Finance, MSN Money, Marketwatch,
etc. Use 4 as the risk free rate and 6 as the
risk premium. a.       Proctor Gamble (PG)
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge For more course
tutorials visit www.tutorialrank.com Case
Problem 6.1 Sara Decides to Take the Plunge Sara
Thomas is a child psychologist who has built a
thriving practice in her hometown of Boise,
Idaho. Over the past several years she has been
able to accumulate a substantial sum of money.
She has worked long and hard to be successful,
but she never imagined an
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 3 Assignment Case Problem 6.1, 6.2,
7.1, 7.2, 8.1, 8.2, 9.2 For more course
tutorials visit www.tutorialrank.com FIN 402 Week
3 Assignment Case Problem 6.1 Sara Decides to
Take the Plunge   FIN 402 Week 3 Assignment Case
Problem 6.2 Wally Wonders Whether Theres a Place
for Dividends  
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 3 Assignment Relative Performance
Paper (UOP Course) For more course tutorials
visit www.tutorialrank.com FIN 402 Week 3
Assignment Relative Performance Paper (UOP Course)
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends
For more course tutorials visit www.tutorialrank.
com Case Problem 6.2 Wally Wonders Whether
Theres a Place for Dividends Wally Wilson is a
commercial artist who makes a good living by
doing freelance workmostly layouts and
illustrationsfor local ad agencies and major
institutional clients (such as large department
stores). Wally has
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 7.1 Some
Financial Ratios Are Real Eye-Openers For more
course tutorials visit www.tutorialrank.com Case
Problem 7.1 Some Financial Ratios Are Real
Eye-Openers Jack Arnold is a resident of Lubbock,
Texas, where he is a prosperous rancher and
businessman. He has also built up a sizable
portfolio of common stock, which, he believes, is
due to the fact that he thoroughly evaluates each
stock he invests in. As Jack says, You cant be
too careful a
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 7.2 Doris
Looks at an Auto Issue For more course
tutorials visit www.tutorialrank.com Case
Problem 7.2 Doris Looks at an Auto Issue Doris
Wise is a young career woman. She lives in
Phoenix, Arizona, where she owns and operates a
highly successful modeling agency. Doris manages
her modest but ra
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 8.1 Chris
Looks for a Way to Invest His Wealth For more
course tutorials visit www.tutorialrank.com Case
Problem 8.1 Chris Looks for a Way to Invest His
Wealth Chris Norton is a young Hollywood writer
who is well on his way to television
superstardom. After writing several successful
television specials, he was recently named the
head writer for one of TVs top-rated sitcoms.
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 8.2 An
Analysis of a High-Flying Stock For more course
tutorials visit www.tutorialrank.com Case
Problem 8.2 An Analysis of a High-Flying
Stock Marc Dodier is a recent university graduate
and a secu
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 9.2 Deb
Takes Measure of the Market For more course
tutorials visit www.tutorialrank.com Case
Problem 9.2 Deb Takes Measure of the
Market Several months ago, Deb Forrester received
a substantial sum of money from the estate of her
late aunt. Deb initially placed the money in a
savings account because she was not
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 5 Weekly Problem Set For more
course tutorials visit www.tutorialrank.com 1. You
purchase one IBM July 125 call contract for a
premium of 5. You hold the option until the
expiration date when IBM stock sells for 123 per
share. You will realize a ______ on the
investment.  2. You purchase one IBM July 120 put
contract for a premium of 5. You hold the option
until the expiration
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FIN 402 Effective Communication/ tutorialrank.com
FIN 402 Week 5 Weekly Questions For more course
tutorials visit www.tutorialrank.com Submit your
Weekly Questions, with original questions, in a
Microsoft Word or text file. Be sure to show your
work to earn full credit.
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FIN 402 Effective Communication/ tutorialrank.com
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