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FIN 402 GUIDE Lessons in Excellence-- fin402guide.com.

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1 FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

2 FIN 402 Final Exam Guide FOR MORE CLASSES VISIT www.fin402guide.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. FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

3 FIN 402 Week 1 Assignment Capital Markets and Investment Banking Process Paper FOR MORE CLASSES VISIT www.fin402guide.com FIN402 Week 1 Assignment Capital Markets and Investment Banking Process Paper FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

4 FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan Carolyn Bowen, who just turned 55, is employed as an administrative assistant for the Xcon Corporation, where she has worked for the FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

5 FIN 402 Week 1 Assignment Case Problem 1.2, 2.1, 2.2, 3.1, 12.1 FOR MORE CLASSES VISIT www.fin402guide.com FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan FIN 402 Week 1 Assignment Case Problem 2.1 Dara’s Dilemma: What to Buy? FIN 402 Week 1 Assignment FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

6 FIN 402 Week 1 Assignment Case Problem 2.1Dara’s Dilemma: What to Buy? FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 2.1Dara’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 FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

7 FIN 402 Week 1 Assignment Case Problem 2.2 Ravi Dumar’s High-Flying Margin Account FOR MORE CLASSES VISIT www.fin402guide.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 FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

8 FIN 402 Week 1 Assignment Case Problem 3.1 The Perezes’ Good Fortune FOR MORE CLASSES VISIT www.fin402guide.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 FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

9 FIN 402 Week 1 Assignment Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds FOR MORE CLASSES VISIT www.fin402guide.com Case 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 FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

10 FIN 402 Week 1 DQ 1 FOR MORE CLASSES VISIT www.fin402guide.com What are capital market instruments? How are they used? Which is most important? Explain your answer FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

11 FIN 402 Week 1 DQ 2 FOR MORE CLASSES VISIT www.fin402guide.com What is an asset class? How are asset classes selected? What factors affect the selection? FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

12 FIN 402 Week 1 DQ 3 FOR MORE CLASSES VISIT www.fin402guide.com What is a derivative? What are the different types of derivatives? How do businesses use derivatives to mitigate risks? FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

13 FIN 402 Week 1 Individual Problem Set FOR MORE CLASSES VISIT www.fin402guide.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. FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

14 FIN 402 Week 1 Individual Weekly Question FOR MORE CLASSES VISIT www.fin402guide.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. FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

15 FIN 402 Week 2 Assignment Asset Classes Paper FOR MORE CLASSES VISIT www.fin402guide.com FIN402 Week 2 Assignment Asset Classes Paper FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

16 FIN 402 Week 2 Assignment Case Problem 2.1 Traditional Versus Modern Portfolio Theory Who’s Right FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 2.1 Traditional Versus Modern Portfolio Theory: Who’s Right? Walt Davies and Shane O’Brien are district managers for Lee, Inc. Over the years, as they moved through the firm’s sales FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

17 FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision FOR MORE CLASSES VISIT www.fin402guide.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 FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

18 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.fin402guide.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 FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

19 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.fin402guide.com Case Problem 4.2 The Risk-Return Tradeoff: Molly O’Rourke’s Stock Purchase Decision Over the past 10 years, Molly O’Rourke has slowly built a diversified portfolio of common stock FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

20 FIN 402 Week 2 Assignment Case Problem 5.2 Susan Lussier’s Inherited Portfolio Does It Meet Her Needs FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 5.2 Susan Lussier’s 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 FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

21 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.fin402guide.com Case Problem 13.1 Assessing the Stalchecks’s Portfolio Performance Mary and Nick Stalcheck have an investment portfolio containing four investments. It was developed to provide them with FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

22 FIN 402 Week 2 DQ 1 FOR MORE CLASSES VISIT www.fin402guide.com What are different ratio categories? Which category is most important to bondholders? Why? Which category is most important to stockholders? Why? FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

23 FIN 402 Week 2 DQ 2 FOR MORE CLASSES VISIT www.fin402guide.com What are liquidity ratios? Why are they important? How may an investor use liquidity ratios when making investment decisions? FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

24 FIN 402 Week 2 DQ 3 FOR MORE CLASSES VISIT www.fin402guide.com What are different ratio categories? Which category is most important to bondholders? Why? Which category is most important to stockholders? Why? FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

25 FIN 402 Week 2 Learning Team Assignment Portfolio Selection Paper (2 Papers) FOR MORE CLASSES VISIT www.fin402guide.com Resources: Electronic Reserve Readings, Internet, University Library FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

26 FIN 402 Week 2 Weekly Problem Set FOR MORE CLASSES VISIT www.fin402guide.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 FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

27 FIN 402 Week 2 Weekly Question FOR MORE CLASSES VISIT www.fin402guide.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, FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

28 FIN 402 Week 3 Assignment Case Problem 6.1 Sara Decides to Take the Plunge FOR MORE CLASSES VISIT www.fin402guide.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 FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

29 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.fin402guide.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 There’s a Place for Dividends FIN FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

30 FIN 402 Week 3 Assignment Case Problem 6.2 Wally Wonders Whether There’s a Place for Dividends FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 6.2 Wally Wonders Whether There’s a Place for Dividends Wally Wilson is a commercial artist who makes a good living by doing freelance work—mostly layouts FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

31 FIN 402 Week 3 Assignment Case Problem 7.2 Doris Looks at an Auto Issue FOR MORE CLASSES VISIT www.fin402guide.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 FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

32 FIN 402 Week 3 Assignment Case Problem 8.1 Chris Looks for a Way to Invest His Wealth To Purchase This Material Click below Link FOR MORE CLASSES VISIT www.fin402guide.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 FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

33 FIN 402 Week 3 Assignment Relative Performance Paper To Purchase This Material Click below Link FOR MORE CLASSES VISIT www.fin402guide.com FIN 402 Week 3 Assignment Relative Performance Paper FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

34 FIN 402 Week 3 AssignmentCase Problem 7.1 Some Financial Ratios Are Real Eye-Openers To Purchase This Material Click below Link FOR MORE CLASSES VISIT www.fin402guide.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 FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

35 FIN 402 Week 3 AssignmentCase Problem 8.2 An Analysis of a High-Flying Stock To Purchase This Material Click below Link FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 8.2 An Analysis of a High-Flying Stock Marc Dodier is a recent university graduate and a security analyst with the Kansas City brokerage firm of Lippman FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

36 FIN 402 Week 3 AssignmentCase Problem 9.2 Deb Takes Measure of the Market To Purchase This Material Click below Link FOR MORE CLASSES VISIT www.fin402guide.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. FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

37 FIN 402 Week 3 DQ 1 To Purchase This Material Click below Link http://www.fin402guide.com/FIN-402-All-Assignments-and- DQs/FIN-402-Week-3-DQ-1 FOR MORE CLASSES VISIT www.fin402guide.com What is the difference between systematic and unsystematic risk? How is the beta coefficient used to assess risk? Is it better to maximize return or minimize risk? Why? FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

38 FIN 402 Week 3 DQ 2 To Purchase This Material Click below Link FOR MORE CLASSES VISIT www.fin402guide.com What is the relationship between inflation and interest rates? How does this relationship affect asset prices? How does the unemployment rate affect interest rates? FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

39 FIN 402 Week 3 DQ 3 To Purchase This Material Click below Link FOR MORE CLASSES VISIT www.fin402guide.com What factors must be taken into consideration when creating an investment portfolio? How must a portfolio’s components be weighted? FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

40 FIN 402 Week 3 Individual Assignment CAPM Web Exercise To Purchase This Material Click below Link FOR MORE CLASSES VISIT www.fin402guide.com FIN 402 Week 3 Individual Assignment CAPM Web Exercise Resource:Fundamentals of Investment Management FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

41 FIN 402 Week 3 Weekly Problem Set To Purchase This Material Click below Link FOR MORE CLASSES VISIT www.fin402guide.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 FIN 402 GUIDE Lessons in Excellence-- fin402guide.com

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