Title: FIN 402 GUIDE Lessons in Excellence--fin402guide.com
1FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
2FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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.
3FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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 Lessons in Excellence--fin402guide.c
om
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
5FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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
6FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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
7FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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
8FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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
9FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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
10FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
 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 Lessons in Excellence--fin402guide.c
om
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 Lessons in Excellence--fin402guide.c
om
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 Lessons in Excellence--fin402guide.c
om
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.
14FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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 Lessons in Excellence--fin402guide.c
om
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 Lessons in Excellence--fin402guide.c
om
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, as they moved through the firms
sales
17FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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
18FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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 Stock
Purchase Decision
19FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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 portfolio
of common stock
20FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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 oil and gas exploration company
21FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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. It was
developed to provide them with
22FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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 Lessons in Excellence--fin402guide.c
om
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 Lessons in Excellence--fin402guide.c
om
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 Lessons in Excellence--fin402guide.c
om
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
26FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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
27FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
 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,
28FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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
29FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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 Theres a Place for
Dividends FIN
30FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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
workmostly layouts
31FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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
32FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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 Lessons in Excellence--fin402guide.c
om
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 Lessons in Excellence--fin402guide.c
om
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
35FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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
36FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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.
37FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
FIN 402 Week 3 DQ 1 To Purchase This Material
Click below Link http//www.fin402guide.com/FIN-40
2-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?
38FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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?
39FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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 portfolios
components be weighted?
40FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
FIN 402 Week 3 Individual Assignment CAPM Web
Exercise To Purchase This Material Click below
Link FOR MORE CLASSES VISIT www.fin402guide.com Â
FIN 402 Week 3 Individual Assignment CAPM Web
Exercise ResourceFundamentals of Investment
Management
41FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om
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
42FIN 402 GUIDE Lessons in Excellence--fin402guide.c
om