Title: FIN 402 MASTER Education Specialist / fin402master.com
1FIN 402 MASTER Education Specialist /
fin402master.com
2 FIN 402 MASTER Education Specialist
FIN 402 Final Exam Guide FOR MORE CLASSES
VISIT www.fin402master.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 MASTER Education Specialist
FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper FOR MORE
CLASSES VISIT www.fin402master.com  FIN402 Week
1 Assignment Capital Markets and Investment
Banking Process Paper
4 FIN 402 MASTER Education Specialist
 FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan FOR
MORE CLASSES VISIT www.fin402master.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, where she has worked for the
past 20 years
5 FIN 402 MASTER Education Specialist
 FIN 402 Week 1 Assignment Case Problem 1.2,
2.1, 2.2, 3.1, 12.1 FOR MORE CLASSES VISIT
www.fin402master.com  FIN 402 Week 1
Assignment Case Problem 1.2 Preparing Carolyn
Bowens Investment Plan FIN 402 Week 1 Assignment
Case Problem
6 FIN 402 MASTER Education Specialist
FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account FOR MORE
CLASSES VISIT www.fin402master.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
7 FIN 402 MASTER Education Specialist
FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune FOR MORE CLASSES VISIT
www.fin402master.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.
8 FIN 402 MASTER Education Specialist
 FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds FOR
MORE CLASSES VISIT www.fin402master.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, and earns a modest income.
9 FIN 402 MASTER Education Specialist
FIN 402 Week 1 AssignmentCase Problem 2.1Daras
Dilemma What to Buy? FOR MORE CLASSES VISIT
www.fin402master.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
portfolio considerably over the past five years.
10 FIN 402 MASTER Education Specialist
FIN 402 Week 1 DQ 1 FOR MORE CLASSES
VISIT www.fin402master.com  What are capital
market instruments? How are they used? Which is
most important? Explain your answer.
11 FIN 402 MASTER Education Specialist
FIN 402 Week 1 DQ 2 FOR MORE CLASSES
VISIT www.fin402master.com  What is an asset
class? How are asset classes selected? What
factors affect the selection?
12 FIN 402 MASTER Education Specialist
FIN 402 Week 1 DQ 3 FOR MORE CLASSES
VISIT www.fin402master.com  What is a
derivative? What are the different types of
derivatives? How do businesses use derivatives to
mitigate risks?
13 FIN 402 MASTER Education Specialist
 FIN 402 Week 1 Individual Problem Set FOR
MORE CLASSES VISIT www.fin402master.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. 1. Creating prices for securities and
allowing for liquidity are functions of
14 FIN 402 MASTER Education Specialist
 FIN 402 Week 1 Individual Weekly Question
FOR MORE CLASSES VISIT www.fin402master.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 MASTER Education Specialist
FIN 402 Week 2 Assignment Asset Classes Paper
FOR MORE CLASSES VISIT www.fin402master.com  FIN
402 Week 2 Assignment Asset Classes Paper
16 FIN 402 MASTER Education Specialist
 FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right FOR MORE CLASSES VISIT www.fin402master.
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, as they moved through the firms
sales
17 FIN 402 MASTER Education Specialist
FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision FOR MORE CLASSES VISIT
www.fin402master.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
18 FIN 402 MASTER Education Specialist
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.fin402master.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 FIN 402 Week
19 FIN 402 MASTER Education Specialist
 FIN 402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision FOR MORE CLASSES VISIT
www.fin402master.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
20 FIN 402 MASTER Education Specialist
 FIN 402 Week 2 Assignment Case Problem 5.2
Susan Lussiers Inherited Portfolio Does It Meet
Her Needs FOR MORE CLASSES VISIT
www.fin402master.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. She earns nearly 135,000 a
year from her salary and from participation in
the
21 FIN 402 MASTER Education Specialist
FIN 402 Week 2 Assignment Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
(Part a,b,c,d) FOR MORE CLASSES VISIT
www.fin402master.com  Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
Mary and Nick Stalcheck have an investment
portfolio containing four investments. It was
developed to provide them with a balance between
current income and capital appreciation. Rather
than acquire mutual fund shares or diversify
within a given class of investments,
22 FIN 402 MASTER Education Specialist
FIN 402 Week 2 DQ 1 FOR MORE CLASSES
VISIT www.fin402master.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 MASTER Education Specialist
 FIN 402 Week 2 DQ 2 FOR MORE CLASSES
VISIT www.fin402master.com  What are liquidity
ratios? Why are they important? How may an
investor use liquidity ratios when making
investment decisions?
24 FIN 402 MASTER Education Specialist
FIN 402 Week 2 DQ 3 FOR MORE CLASSES
VISIT www.fin402master.com  What is the CAPM?
Are CAPM assumptions realistic? Why or why not?
25 FIN 402 MASTER Education Specialist
 FIN 402 Week 2 Learning Team Assignment
Portfolio Selection Paper (2 Papers) FOR MORE
CLASSES VISIT www.fin402master.com  This
Tutorial contains 2 Different Papers Resources
Electronic Reserve Readings, Internet, University
Library Select one publicly traded bond. Select
five organizations from the following list. These
organizations represent the stocks that comprise
your portfolio. Cisco Systems, Inc.
26 FIN 402 MASTER Education Specialist
FIN 402 Week 2 weekly Problem Set FOR MORE
CLASSES VISIT www.fin402master.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.
27 FIN 402 MASTER Education Specialist
FIN 402 Week 2 weekly Problem Set FOR MORE
CLASSES VISIT www.fin402master.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) b.
Microsoft (MSFT)
28 FIN 402 MASTER Education Specialist
 FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge FOR MORE CLASSES
VISIT www.fin402master.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 anything like this. Even so,
success has not spoiled Sara. Still single, she
keeps to her old
29 FIN 402 MASTER Education Specialist
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.fin402master.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 FIN 402 Week 3 Assignment Case Problem
7.1 Some Financial Ratios Are Real Eye-
30 FIN 402 MASTER Education Specialist
FIN 402 Week 3 Assignment Relative Performance
Paper FOR MORE CLASSES VISIT www.fin402master.co
m  FIN 402 Week 3 Assignment Relative
Performance Paper
31 FIN 402 MASTER Education Specialist
FIN 402 Week 3 AssignmentCase Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends
FOR MORE CLASSES VISIT www.fin402master.com  C
ase 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
32 FIN 402 MASTER Education Specialist
FIN 402 Week 3 AssignmentCase Problem 7.1 Some
Financial Ratios Are Real Eye-Openers FOR MORE
CLASSES VISIT www.fin402master.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
33FIN 402 MASTER Education Specialist /
fin402master.com