Title: FIN 402 GUIDE Technology levels / fin402guide.com (1)
1FIN 402 GUIDE Technology levels / fin402guide.com
2FIN 402 GUIDE Technology levels
FIN 402 Final Exam Guide FOR MORE CLASSES
VISIT www.fin402guide.com   FIN 402 Investment
Fundamentals and Portfolio Management Final Exam
Guide True/False
3FIN 402 GUIDE Technology levels
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
4FIN 402 GUIDE Technology levels
FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan FOR
MORE CLASSES VISIT www.fin402guide.com   Case
Problem 1.2 Preparing Carolyn Bowens Investment
Plan Carolyn Bowen, who just turned 55, is
employed as an administrative assistant for the
Xcon Corporation
5FIN 402 GUIDE Technology levels
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
Bowens Investment Plan FIN 402 Week 1 Assignment
Case Problem 2.1 Daras Dilemma
6FIN 402 GUIDE Technology levels
 FIN 402 Week 1 Assignment Case Problem
2.1Daras Dilemma What to Buy? FOR MORE
CLASSES VISIT www.fin402guide.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
7FIN 402 GUIDE Technology levels
FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account FOR MORE
CLASSES VISIT www.fin402guide.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
8FIN 402 GUIDE Technology levels
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
9FIN 402 GUIDE Technology levels
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
10FIN 402 GUIDE Technology levels
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.
11FIN 402 GUIDE Technology levels
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?
12FIN 402 GUIDE Technology levels
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?
13FIN 402 GUIDE Technology levels
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
14FIN 402 GUIDE Technology levels
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.
15FIN 402 GUIDE Technology levels
 FIN 402 Week 2 Assignment Asset Classes Paper
FOR MORE CLASSES VISIT www.fin402guide.com  FIN4
02 Week 2 Assignment Asset Classes Paper
16FIN 402 GUIDE Technology levels
FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right FOR MORE CLASSES VISIT www.fin402guide.com
  Case Problem 2.1 Traditional Versus Modern
Portfolio Theory Whos Right? Walt Davies and
Shane OBrien are district managers for Lee, Inc.
Over the years
17FIN 402 GUIDE Technology levels
FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision FOR MORE CLASSES
VISIT www.fin402guide.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
18FIN 402 GUIDE Technology levels
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 Coatess Decision FIN
402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes
19FIN 402 GUIDE Technology levels
FIN 402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision FOR MORE CLASSES
VISIT www.fin402guide.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
20FIN 402 GUIDE Technology levels
FIN 402 Week 2 Assignment Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs FOR MORE CLASSES VISIT www.fin402guide.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
21FIN 402 GUIDE Technology levels
FIN 402 Week 2 Assignment Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
(Part a,b,c,d) FOR MORE CLASSES
VISIT www.fin402guide.com   Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
Mary and Nick Stalcheck have an investment
portfolio containing four investments.
22FIN 402 GUIDE Technology levels
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?
23FIN 402 GUIDE Technology levels
 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?
24FIN 402 GUIDE Technology levels
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?
25FIN 402 GUIDE Technology levels
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 Select one publicly traded bond.
26FIN 402 GUIDE Technology levels
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
27FIN 402 GUIDE Technology levels
 FIN 402 Week 2 Weekly Question FOR MORE
CLASSES VISIT www.fin402guide.com   1. (2
point) Calculate the expected return of the
28FIN 402 GUIDE Technology levels
 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.
29FIN 402 GUIDE Technology levels
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
30FIN 402 GUIDE Technology levels
FIN 402 Week 3 Assignment Case Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends
FOR MORE CLASSES VISIT www.fin402guide.com   Ca
se 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
work
31FIN 402 GUIDE Technology levels
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
32FIN 402 GUIDE Technology levels
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
33FIN 402 GUIDE Technology levels
FIN 402 Week 3 Assignment Relative Performance
Paper To Purchase This Material Click below
Link FOR MORE CLASSES VISIT www.fin402guide.com Â
 FIN 402 Week 3 Assignment Relative Performance
Paper
34FIN 402 GUIDE Technology levels
FIN 402 Week 3 AssignmentCase Problem 7.1 Some
Financial Ratios Are Real Eye-Openers 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
35FIN 402 GUIDE Technology levels
FIN 402 Week 3 AssignmentCase Problem 8.2 An
Analysis of a High-Flying Stock 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
36FIN 402 GUIDE Technology levels
FIN 402 Week 3 AssignmentCase Problem 9.2 Deb
Takes Measure of the Market 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
37FIN 402 GUIDE Technology levels
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?
38FIN 402 GUIDE Technology levels
FIN 402 Week 3 DQ 2 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
39FIN 402 GUIDE Technology levels
FIN 402 Week 3 DQ 3 FOR MORE CLASSES
VISIT www.fin402guide.com   What factors must
be taken into consideration when creating an
investment portfolio? How must a portfolios
components be weighted?
40FIN 402 GUIDE Technology levels
FIN 402 Week 3 Individual Assignment CAPM Web
Exercise FOR MORE CLASSES VISIT www.fin402guide.co
m  FIN 402 Week 3 Individual Assignment CAPM Web
Exercise
41FIN 402 GUIDE Technology levels
FIN 402 Week 3 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
42FIN 402 GUIDE Technology levels
FIN 402 Week 3 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.
43FIN 402 GUIDE Technology levels
FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment
Program FOR MORE CLASSES VISIT www.fin402guide.com
  Case Problem 10.1 Max and Veronica Develop a
Bond Investment Program Max and Veronica Shuman,
along with their teenage sons,
44FIN 402 GUIDE Technology levels
FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2 FOR MORE CLASSES
VISIT www.fin402guide.com   FIN 402 Week 4
Assignment Case Problem
45FIN 402 GUIDE Technology levels
FIN 402 Week 4 Assignment Case Problem 10.2 The
Case of the Missing Bond Ratings FOR MORE CLASSES
VISIT www.fin402guide.com   Case Problem 10.2
The Case of the Missing Bond Ratings
46FIN 402 GUIDE Technology levels
FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter FOR MORE CLASSES VISIT www.fin402guide.com
  Case Problem 11.1 The Bond Investment
Decisions of Dave and Marlene Carter Dave and
Marlene Carter live in the Boston area, where
Dave has a successful
47FIN 402 GUIDE Technology levels
FIN 402 Week 4 Assignment Case Problem 11.2 Grace
Decides to Immunize Her Portfolio FOR MORE
CLASSES VISIT www.fin402guide.com   Case
Problem 11.2 Grace Decides to Immunize Her
Portfolio Grace Hesketh is the owner of an
extremely successful dress boutique in downtown
Chicago
48FIN 402 GUIDE Technology levels
FIN 402 Week 4 DQ 1 FOR MORE CLASSES
VISIT www.fin402guide.com  What are examples of
active and passive portfolio management
techniques? Why would a portfolio manager pursue
active instead of passive techniques?
49FIN 402 GUIDE Technology levels
FIN 402 Week 4 DQ 2 FOR MORE CLASSES
VISIT www.fin402guide.com  Does international
diversification enhance risk reduction? Why or
why not? What measures may be taken to reduce
risks of international portfolio investing?
50FIN 402 GUIDE Technology levels
FIN 402 Week 4 DQ 3 FOR MORE CLASSES
VISIT www.fin402guide.com  What are unique risks
associated with foreign investments? How might an
investor protect his or her portfolio against
such risks? Is it possible to protect a portfolio
from all risk?
51FIN 402 GUIDE Technology levels
FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo (2 Papers) FOR MORE CLASSES
VISIT www.fin402guide.com  FIN 402 Week 4
Individual Assignment Risk and Return Tradeoff
Memo Resources Constructing and Managing a
Portfolio
52FIN 402 GUIDE Technology levels
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper (Portfolio Risk
Analysis) FOR MORE CLASSES VISIT www.fin402guide.c
om  FIN 402 Week 4 Learning Team Assignment Risk
and Return Analysis Paper Complete the following
activities
53FIN 402 GUIDE Technology levels
FIN 402 Week 4 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.
54FIN 402 GUIDE Technology levels
FIN 402 Week 4 Weekly Question FOR MORE CLASSES
VISIT www.fin402guide.com   1. (2 point)
Go to Morningstar.com. Find the listed mutual
funds profiles on the website. Under Ratings
Risk, find and submit the Sharpe Ratio for each
fund
55FIN 402 GUIDE Technology levels
FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options FOR MORE CLASSES
VISIT www.fin402guide.com   Case Problem 14.1
The Franciscos Investment Options Hector
Francisco is a successful businessman in Atlanta.
The box-manufacturing firm
56FIN 402 GUIDE Technology levels
FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2 FOR MORE CLASSES
VISIT www.fin402guide.com   FIN 402 Week 5
Assignment Case Problem 14.1 The Franciscos
Investment Options FIN 402 Week 5 Assignment Case
Problem 14.2 Lukes Quandary
57FIN 402 GUIDE Technology levels
FIN 402 Week 5 Assignment Case Problem 14.2
Lukes Quandary To Hedge or Not to Hedge FOR MORE
CLASSES VISIT www.fin402guide.com   Case
Problem 14.2 Lukes Quandary To Hedge or Not to
Hedge A little more than 10 months ago, Luke
Weaver, a mortgage banker in Phoenix, bought
58FIN 402 GUIDE Technology levels
FIN 402 Week 5 Assignment Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate
Futures FOR MORE CLASSES VISIT www.fin402guide.com
  Case Problem 15.1 T. J.s Fast-Track
Investments Interest Rate Futures T. J. Patrick
is a young, successful industrial designer in
Portland, Oregon, who enjoys
59FIN 402 GUIDE Technology levels
FIN 402 Week 5 Assignment Case Problem 15.2 Jim
and Polly Pernelli Try Hedging with Stock Index
Futures FOR MORE CLASSES VISIT www.fin402guide.com
  Case Problem 15.2 Jim and Polly Pernelli Try
Hedging with Stock Index Futures Jim Pernelli and
his wife, Polly, live in Augusta, Georgia. Like
many young couples
60FIN 402 GUIDE Technology levels
FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers) FOR MORE CLASSES
VISIT www.fin402guide.com  This tutorial
contains 2 Different Papers Prepare a paper,
not to exceed 5 pages, in
61FIN 402 GUIDE Technology levels
FIN 402 Week 5 DQ 1 FOR MORE CLASSES
VISIT www.fin402guide.com  What are different
types of alternative investment vehicles? Which
is preferable? What factors could affect the
choice of such a vehicle?
62FIN 402 GUIDE Technology levels
FIN 402 Week 5 DQ 2 FOR MORE CLASSES
VISIT www.fin402guide.com  What is an individual
retirement account? Is it important to have an
individual retirement account?
63FIN 402 GUIDE Technology levels
FIN 402 Week 5 DQ 3 FOR MORE CLASSES
VISIT www.fin402guide.com  What are derivatives?
How may they be used to manage a portfolio
64FIN 402 GUIDE Technology levels
FIN 402 Week 5 Individual Assignment Investment
Enhancement Paper FOR MORE CLASSES
VISIT www.fin402guide.com  Prepare a 1,050- to
1,750-word paper in which you address the
following
65FIN 402 GUIDE Technology levels
FIN 402 Week 5 Weekly Problem Set FOR MORE
CLASSES VISIT www.fin402guide.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
66FIN 402 GUIDE Technology levels
FIN 402 Week 5 Weekly Questions 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.
67FIN 402 GUIDE Technology levels / fin402guide.com