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FIN 402 Education for Service-- snaptutorial.com

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1 FIN 402 Education for Service-- snaptutorial.com

2 FIN 402 Entire Course For more classes visit www.snaptutorial.com FIN 402 Week 1 Assignment Capital Markets and Investment Banking Process Paper

3 FIN 402 Education for Service-- snaptutorial.com FIN 402 Final Exam Guide For more classes visit www.snaptutorial.com FIN 402 Investment Fundamentals and Portfolio Management Final Exam Guide True/False

4 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 1 Assignment Capital Markets and Investment Banking Process Paper For more classes visit www.snaptutorial.com FIN402 Week 1 Assignment Capital Markets and Investment Banking Process Paper

5 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan For more classes visit www.snaptutorial.com Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan

6 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 1 Assignment Case Problem 1.2, 2.1, 2.2, 3.1, 12.1 For more classes visit www.snaptutorial.com FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan

7 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 1 Assignment Case Problem 2.1 Dara’s Dilemma: What to Buy? For more classes visit www.snaptutorial.com Case Problem 2.1 Dara’s 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 portfolio considerably over the past five

8 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 1 Assignment Case Problem 2.2 Ravi Dumar’s High- Flying Margin Account For more classes visit www.snaptutorial.com Case Problem 2.2 Ravi Dumar’s 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

9 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 1 Assignment Case Problem 3.1 The Perezes’ Good Fortune For more classes visit www.snaptutorial.com Case Problem 3.1 The Perezes’ Good Fortune

10 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 1 Assignment Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds For more classes visit www.snaptutorial.com Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds

11 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 1 DQ 1 For more classes visit www.snaptutorial.com What are capital market instruments? How are they used? Which is most important? Explain your answer.

12 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 1 DQ 2 For more classes visit www.snaptutorial.com What is an asset class? How are asset classes selected? What factors affect the selection?

13 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 1 DQ 3 For more classes visit www.snaptutorial.com What is a derivative? What are the different types of derivatives? How do businesses use derivatives to mitigate risks?

14 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 1 Individual Problem Set For more classes visit www.snaptutorial.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.

15 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 1 Individual Weekly Question For more classes visit www.snaptutorial.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.

16 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 2 Assignment Asset Classes Paper For more classes visit www.snaptutorial.com FIN402 Week 2 Assignment Asset Classes Paper

17 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 2 Assignment Case Problem 2.1 Traditional Versus Modern Portfolio Theory Who’s Right For more classes visit www.snaptutorial.com Case Problem 2.1 Traditional Versus Modern Portfolio Theory: Who’s Right?

18 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision For more classes visit www.snaptutorial.com Case Problem 4.1 Coates’s 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 didn’t need this money for his current living expenses, he decided

19 FIN 402 Education for Service-- snaptutorial.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 classes visit www.snaptutorial.com FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision FIN 402 Week 2 Assignment Case Problem 4.2 The Risk-Return Tradeoff Molly O’Rourke’s Stock Purchase Decision

20 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 2 Assignment Case Problem 4.2 The Risk-Return Tradeoff Molly O’Rourke’s Stock Purchase Decision For more classes visit www.snaptutorial.com Case Problem 4.2 The Risk-Return Tradeoff: Molly O’Rourke’s Stock Purchase Decision

21 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 2 Assignment Case Problem 5.2 Susan Lussier’s Inherited Portfolio Does It Meet Her Needs For more classes visit www.snaptutorial.com Case Problem 5.2 Susan Lussier’s Inherited Portfolio: Does It Meet Her Needs?

22 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 2 Assignment Case Problem 13.1 Assessing the Stalchecks’s Portfolio Performance (Part a,b,c,d) For more classes visit www.snaptutorial.com Case Problem 13.1 Assessing the Stalchecks’s Portfolio Performance

23 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 2 DQ 1 For more classes visit www.snaptutorial.com What are different ratio categories? Which category is most important to bondholders? Why? Which category is most important to stockholders? Why?

24 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 2 DQ 2 For more classes visit www.snaptutorial.com What are liquidity ratios? Why are they important? How may an investor use liquidity ratios when making investment decisions?

25 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 2 DQ 3 For more classes visit www.snaptutorial.com What is the CAPM? Are CAPM assumptions realistic? Why or why not?

26 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 2 Learning Team Assignment Portfolio Selection Paper (2 Papers) For more classes visit www.snaptutorial.com This Tutorial contains 2 Different Papers Resources: Electronic Reserve Readings, Internet, University Library Select one publicly traded bond.

27 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 2 Learning Team Assignment Portfolio Selection Paper For more classes visit www.snaptutorial.com Resources: Electronic Reserve Readings, Internet, University Library Select one publicly traded bond.

28 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 2 Weekly Problem Set For more classes visit www.snaptutorial.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.

29 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 2 Weekly Question For more classes visit www.snaptutorial.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)

30 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 3 Assignment Case Problem 6.1 Sara Decides to Take the Plunge For more classes visit www.snaptutorial.com Case Problem 6.1 Sara Decides to Take the Plunge

31 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 3 Assignment Case Problem 6.1, 6.2, 7.1, 7.2, 8.1, 8.2, 9.2 For more classes visit www.snaptutorial.com FIN 402 Week 3 Assignment Case Problem 6.1 Sara Decides to Take

32 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 3 Assignment Case Problem 6.2 Wally Wonders Whether There’s a Place for Dividends For more classes visit www.snaptutorial.com Case Problem 6.2 Wally Wonders Whether There’s a Place for

33 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 3 Assignment Case Problem 7.1 Some Financial Ratios Are Real Eye-Openers For more classes visit www.snaptutorial.com Case Problem 7.1 Some Financial Ratios Are Real Eye-Openers Ja

34 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 3 Assignment Case Problem 7.2 Doris Looks at an Auto Issue For more classes visit www.snaptutorial.com Case Problem 7.2 Doris Looks at an Auto Issue Doris Wise is a

35 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 3 Assignment Case Problem 8.1 Chris Looks for a Way to Invest His Wealth For more classes visit www.snaptutorial.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

36 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 3 Assignment Case Problem 8.2 An Analysis of a High- Flying Stock For more classes visit www.snaptutorial.com Marc Dodier is a recent university graduate and a security analyst

37 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 3 Assignment Case Problem 9.2 Deb Takes Measure of the Market For more classes visit www.snaptutorial.com Case Problem 9.2 Deb Takes Measure of the Market

38 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 3 Assignment Relative Performance Paper For more classes visit www.snaptutorial.com FIN 402 Week 3 Assignment Relative Performance Paper

39 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 3 DQ 1 For more classes visit www.snaptutorial.com What is the difference between systematic and unsystematic risk? How is

40 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 3 DQ 2 For more classes visit www.snaptutorial.com What is the relationship between inflation and interest rates? How

41 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 3 DQ 3 For more classes visit www.snaptutorial.com What factors must be taken into consideration when creating an investment po

42 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 3 Individual Assignment CAPM Web Exercise For more classes visit www.snaptutorial.com FIN 402 Week 3 Individual Assignment CAPM Web Exercise

43 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 3 Weekly Problem Set For more classes visit www.snaptutorial.com The Problem Set is provided to you to enable you to practice the concepts

44 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 3 Weekly Question For more classes visit www.snaptutorial.com Submit your Weekly Questions, with original questions, in a Microsoft Word or text file. Be sure to show your work to earn full

45 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 4 Assignment Case Problem 10.1 Max and Veronica Develop a Bond Investment Program For more classes visit www.snaptutorial.com Case Problem 10.1 Max and Veronica Develop a Bond Investment

46 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 4 Assignment Case Problem 10.1, 10.2, 11.1, 11.2 For more classes visit www.snaptutorial.com FIN 402 Week 4 Assignment Case Problem 10.1 Max and Veronica Develop a Bond Investment Program FIN

47 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 4 Assignment Case Problem 10.2 The Case of the Missing Bond Ratings For more classes visit www.snaptutorial.com Case Problem 10.2 The Case of the Missing Bond Ratings It’s probably safe to say that there’s nothing more important in determinin

48 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 4 Assignment Case Problem 11.1 The Bond Investment Decisions of Dave and Marlene Carter For more classes visit www.snaptutorial.com Case Problem 11.1 The Bond Investment Decisions of Dave and Marlene Carter

49 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 4 Assignment Case Problem 11.2 Grace Decides to Immunize Her Portfolio For more classes visit www.snaptutorial.com Case Problem 11.2 Grace Decides to Immunize Her Portfolio

50 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 4 DQ 1 For more classes visit www.snaptutorial.com What are examples of active and passive portfolio management

51 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 4 DQ 2 For more classes visit www.snaptutorial.com Does international dive

52 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 4 DQ 3 For more classes visit www.snaptutorial.com might an investor protect his or her portfolio against such risks? Is it

53 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 4 Individual Assignment Risk and Return Tradeoff Memo (2 Papers) For more classes visit www.snaptutorial.com This Tutorial contains 2 Different Papers FIN 402 Week 4 Indi

54 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 4 Individual Assignment Risk and Return Tradeoff Memo For more classes visit www.snaptutorial.com FIN 402 Week 4 Individual Assignment Risk and Return Tradeoff Memo

55 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 4 Learning Team Assignment Risk and Return Analysis Paper (Portfolio Risk Analysis) For more classes visit www.snaptutorial.com FIN 402 Week 4 Learning Team Assignment Risk and Return

56 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 4 Learning Team Assignment Risk and Return Analysis Paper For more classes visit www.snaptutorial.com FIN 402 Week 4 Learning Team Assignment Risk and Return Analysis Paper

57 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 4 Weekly Problem Set For more classes visit www.snaptutorial.com The Problem Set is provided to you to enable you to practice the concepts outlined in the textbook. Select THREE completed problems

58 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 4 Weekly Question For more classes visit www.snaptutorial.com 1. (2 point) Go to Morningstar.com. Find the listed mutual funds’

59 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 5 Assignment Case Problem 14.1 The Franciscos’ Investment Options For more classes visit www.snaptutorial.com Case Problem 14.1 The Franciscos’ Investment Options

60 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 5 Assignment Case Problem 14.1, 14.2, 15.1, 15.2 For more classes visit www.snaptutorial.com FIN 402 Week 5 Assignment Case Problem 14.1 The Franciscos’

61 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 5 Assignment Case Problem 14.2 Luke’s Quandary To Hedge or Not to Hedge For more classes visit www.snaptutorial.com Case Problem 14.2 Luke’s Quandary: To Hedge or Not to Hedge

62 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 5 Assignment Case Problem 15.1 T. J.’s Fast-Track Investments Interest Rate Futures For more classes visit www.snaptutorial.com Case Problem 15.1 T. J.’s Fast-Track Investments: Interest Rate Futures

63 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 5 Assignment Case Problem 15.2 Jim and Polly Pernelli Try Hedging with Stock Index Futures For more classes visit www.snaptutorial.com Case Problem 15.2 Jim and Polly Pernelli Try Hedging with Stock Index

64 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 5 Assignment Investment Portfolio Paper (2 Papers) For more classes visit www.snaptutorial.com This tutorial contains 2 Different Papers Prepare a paper, not

65 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 5 Assignment Investment Portfolio Paper For more classes visit www.snaptutorial.com FIN 402 Week 5 Assignment Investment Portfolio Paper

66 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 5 DQ 1 For more classes visit www.snaptutorial.com What are different types of alternative investment vehicles? Which is preferable? What factors could affect the choice of such a vehicle?

67 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 5 DQ 2 For more classes visit www.snaptutorial.com What is an individual retirement account? Is it important to have an individual retirem

68 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 5 DQ 3 For more classes visit www.snaptutorial.com What are derivatives? How may they be used to manage a portfolio?

69 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 5 Individual Assignment Investment Enhancement Paper For more classes visit www.snaptutorial.com Prepare a 1,050- to 1,750-word paper in which you address the following:

70 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 5 Weekly Problem Set For more classes visit www.snaptutorial.com 1. You purchase one IBM July 125 call contract for a premium of $5. You hold th

71 FIN 402 Education for Service-- snaptutorial.com FIN 402 Week 5 Weekly Questions For more classes visit www.snaptutorial.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

72 FIN 402 Education for Service-- snaptutorial.com


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