Title: FIN 402 GUIDE Principal Education / fin402guide.com
1FIN 402 GUIDE Principal Education /
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2FIN 402 GUIDE Principal Education /
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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 co
3FIN 402 GUIDE Principal Education /
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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 Principal Education /
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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, where she has worked for the
past 20 years. She is in good health, lives
alone, and has two grown childre
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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 What to Buy? FIN
402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account FIN 402 Week 1
Assignment Case Problem
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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 a
savvy investor. She has increased her investment
portfolio considerably over the past five years.
Although she
7FIN 402 GUIDE Principal Education /
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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, Wisconsin. Ravi firmly believes that
the only way to make money in the market is to
follow an aggressive investment
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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 for nearly three years. Angel, a
retired professional pool shooter, saved for
nearly 10 years
9FIN 402 GUIDE Principal Education /
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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
10FIN 402 GUIDE Principal Education /
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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.
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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?
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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 Principal Education /
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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. 1.
Creating prices for securities and allowing for
liquidity are functions of
14FIN 402 GUIDE Principal Education /
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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. Â Do not use
Investopedia, About.com, Wikipedia,
15FIN 402 GUIDE Principal Education /
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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 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,
17FIN 402 GUIDE Principal Education /
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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. Because Dave didnt need this money for
his current living expenses, he decided to make a
long-term investment.
18FIN 402 GUIDE Principal Education /
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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 Principal Education /
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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 sl
20FIN 402 GUIDE Principal Education /
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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
21FIN 402 GUIDE Principal Education /
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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
22FIN 402 GUIDE Principal Education /
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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 Principal Education /
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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 Principal Education /
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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 Principal Education /
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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. Select
five organizatio
26FIN 402 GUIDE Principal Education /
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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. In your
solutions, provide an explanation as to why you
choose the answer.
27FIN 402 GUIDE Principal Education /
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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, Marketwatch, etc. Use
4 as the risk free rate and 6 as the risk
premium.
28FIN 402 GUIDE Principal Education /
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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 Principal Education /
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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 W
30FIN 402 GUIDE Principal Education /
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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
31FIN 402 GUIDE Principal Education /
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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
32FIN 402 GUIDE Principal Education /
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