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Title: FIN 402 GUIDE Technology levels / fin402guide.com (1)


1
FIN 402 GUIDE Technology levels / fin402guide.com
2
FIN 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
3
FIN 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
4
FIN 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
5
FIN 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
6
FIN 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
7
FIN 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
8
FIN 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
9
FIN 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
10
FIN 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.
11
FIN 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?
12
FIN 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?
13
FIN 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
14
FIN 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.
15
FIN 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
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FIN 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
17
FIN 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
18
FIN 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
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FIN 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
20
FIN 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
21
FIN 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.
22
FIN 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?
23
FIN 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?
24
FIN 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?
25
FIN 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.
26
FIN 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
27
FIN 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
28
FIN 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.
29
FIN 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
30
FIN 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
31
FIN 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
32
FIN 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
33
FIN 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  
  FIN 402 Week 3 Assignment Relative Performance
Paper
34
FIN 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
35
FIN 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
36
FIN 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
37
FIN 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?
38
FIN 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
39
FIN 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?
40
FIN 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
41
FIN 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
42
FIN 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.
43
FIN 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,
44
FIN 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
45
FIN 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
46
FIN 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
47
FIN 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
48
FIN 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?
49
FIN 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?
50
FIN 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?
51
FIN 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
52
FIN 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
53
FIN 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.
54
FIN 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
55
FIN 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
56
FIN 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
57
FIN 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
58
FIN 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
59
FIN 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
60
FIN 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
61
FIN 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?
62
FIN 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?
63
FIN 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
64
FIN 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
65
FIN 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
66
FIN 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.
67
FIN 402 GUIDE Technology levels / fin402guide.com
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