Title: FIN 402 Inspiring Communication / snaptutorial.com
1FIN 402 Inspiring Communication / snaptutorial.com
2FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Entire Course For more classes
visit www.snaptutorial.com FIN 402 Week 1
Assignment Capital Markets and Investment Banking
Process Paper FIN 402 Week 1 DQ 1 FIN 402 Week 1
DQ 2 FIN 402 Week 1 DQ 3
3FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Final Exam Guide For more classes
visit www.snaptutorial.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.
4FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper For more
classes visit www.snaptutorial.com FIN402 Week
1 Assignment Capital Markets and Investment
Banking Process Paper
5FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan For
more classes visit www.snaptutorial.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
6FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan For
more classes visit www.snaptutorial.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
7FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 2.1 Daras
Dilemma What to Buy? For more classes
visit www.snaptutorial.com Case Problem 2.1
Daras Dilemma What to Buy? Dara Simmons, a
40-year-old financial analyst and divorced mother
of two teenage children, considers herself a
savvy investor.
8FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account For more
classes visit www.snaptutorial.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.
9FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune For more classes
visit www.snaptutorial.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.
10FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds For
more classes visit www.snaptutorial.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.
11FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 1 DQ 1 For more classes
visit www.snaptutorial.com What are capital
market instruments? How are they used? Which is
most important? Explain your answer.
12FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 1 DQ 2 For more classes
visit www.snaptutorial.com What is an asset
class? How are asset classes selected? What
factors affect the selection?
13FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 1 DQ 3 For more classes
visit www.snaptutorial.com What is a
derivative? What are the different types of
derivatives? How do businesses use derivatives to
mitigate risks?
14FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 1 Individual Problem Set For more
classes visit www.snaptutorial.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.
15FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 1 Individual Weekly Question For
more classes visit www.snaptutorial.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.
16FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 1-5 All Assignments For more
classes visit www.snaptutorial.com FIN 402 Week
1 Assignment Case Problem 1.2, 2.1, 2.2, 3.1,
12.1 FIN 402 Week 2 Assignment Case Problem
4.1, 4.2, 2.1, 5.2, 13.1 (Part a,b,c,d)
17FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 2 Assignment Asset Classes
Paper For more classes visit www.snaptutorial.co
m FIN402 Week 2 Assignment Asset Classes Paper
18FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right For more classes visit www.snaptutorial.co
m Case Problem 2.1 Traditional Versus Modern
Portfolio Theory Whos Right? Walt Davies and
Shane OBrien are district managers for Lee, Inc.
19FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision For more classes
visit www.snaptutorial.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.
20FIN 402 Inspiring Communication / snaptutorial.com
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.snaptutorial.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
21FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision For more classes
visit www.snaptutorial.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.
22FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs For more classes visit www.snaptutorial.co
m 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.
23FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
(Part a,b,c,d) For more classes
visit www.snaptutorial.com Case Problem 13.1
Assessing the Stalcheckss Portfolio
Performance Mary and Nick Stalcheck have an
investment portfolio containing four investments.
24FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 2 DQ 1 For more classes
visit www.snaptutorial.com What are different
ratio categories? Which category is most
important to bondholders? Why? Which category is
most important to stockholders? Why?
25FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 2 DQ 2 For more classes
visit www.snaptutorial.com What are liquidity
ratios? Why are they important? How may an
investor use liquidity ratios when making
investment decisions?
26FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 2 DQ 3 For more classes
visit www.snaptutorial.com What is the CAPM?
Are CAPM assumptions realistic? Why or why not?
27FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper For more classes
visit www.snaptutorial.com Resources
Electronic Reserve Readings, Internet, University
Library Select one publicly traded bond.
28FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper (2 Papers) For more classes
visit www.snaptutorial.com This Tutorial
contains 2 Different Papers Resources
Electronic Reserve Readings, Internet, University
Library Select one publicly traded bond.
29FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 2 Weekly Problem Set For more
classes visit www.snaptutorial.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.
30FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 2 Weekly Question For more classes
visit www.snaptutorial.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.
31FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge For more classes
visit www.snaptutorial.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.
32FIN 402 Inspiring Communication / snaptutorial.com
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.snaptutorial.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-Openers
33FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends
For more classes visit www.snaptutorial.com Cas
e 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
34FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 7.1 Some
Financial Ratios Are Real Eye-Openers For more
classes visit www.snaptutorial.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 Inspiring Communication / snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 7.2 Doris
Looks at an Auto Issue For more classes
visit www.snaptutorial.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.
36FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 8.1 Chris
Looks for a Way to Invest His Wealth For more
classes visit www.snaptutorial.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.
37FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 8.2 An
Analysis of a High-Flying Stock For more
classes visit www.snaptutorial.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, Brickbats, and Shaft.
38FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 9.2 Deb
Takes Measure of the Market For more classes
visit www.snaptutorial.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. Deb initially
placed the money in a savings account because she
was not sure what to do with it.
39FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 3 Assignment Relative Performance
Paper For more classes visit www.snaptutorial.co
m FIN 402 Week 3 Assignment Relative
Performance Paper
40FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 3 DQ 1 For more classes
visit www.snaptutorial.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?
41FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 3 DQ 2 For more classes
visit www.snaptutorial.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?
42FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 3 DQ 3 For more classes
visit www.snaptutorial.com What factors must be
taken into consideration when creating an
investment portfolio? How must a portfolios
components be weighted?
43FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 3 Individual Assignment CAPM Web
Exercise For more classes visit www.snaptutorial
.com FIN 402 Week 3 Individual Assignment CAPM
Web Exercise ResourceFundamentals of Investment
Management Prepare a response to the following
assignment
44FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 3 Weekly Problem Set For more
classes visit www.snaptutorial.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.
45FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 3 Weekly Question For more classes
visit www.snaptutorial.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.
46FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment Program
For more classes visit www.snaptutorial.com Cas
e Problem 10.1 Max and Veronica Develop a Bond
Investment Program Max and Veronica Shuman, along
with their teenage sons, Terry and Thomas, live
in Portland, Oregon. Max is a sales rep for a
major medical firm, and Veronica is a personnel
officer at a local bank.
47FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2 For more classes
visit www.snaptutorial.com FIN 402 Week 4
Assignment Case Problem 10.1 Max and Veronica
Develop a Bond Investment Program FIN 402 Week 4
Assignment Case Problem 10.2 The Case of the
Missing Bond Ratings FIN 402 Week 4 Assignment
Case Problem 11.1 The Bond Investment Decisions
of Dave and Marlene Carter
48FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 10.2 The
Case of the Missing Bond Ratings For more
classes visit www.snaptutorial.com Case Problem
10.2 The Case of the Missing Bond Ratings Its
probably safe to say that theres nothing more
important in determining a bonds rating than the
underlying financial condition and operating
results of the company issuing the bond.
49FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter For more classes visit www.snaptutorial.c
om 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 orthodontics practice.
50FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 11.2 Grace
Decides to Immunize Her Portfolio For more
classes visit www.snaptutorial.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.
51FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 4 DQ 1 For more classes
visit www.snaptutorial.com What are examples of
active and passive portfolio management
techniques? Why would a portfolio manager pursue
active instead of passive techniques?
52FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 4 DQ 2 For more classes
visit www.snaptutorial.com Does international
diversification enhance risk reduction? Why or
why not? What measures may be taken to reduce
risks of international portfolio investing?
53FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 4 DQ 3 For more classes
visit www.snaptutorial.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?
54FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo For more classes
visit www.snaptutorial.com FIN 402 Week 4
Individual Assignment Risk and Return Tradeoff
Memo Resources Constructing and Managing a
Portfolio Simulation, Electronic Reserve
Readings, University Library
55FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo (2 Papers) For more
classes visit www.snaptutorial.com This
Tutorial contains 2 Different Papers FIN 402
Week 4 Individual Assignment Risk and Return
Tradeoff Memo Resources Constructing and
Managing a Portfolio Simulation, Electronic
Reserve Readings, University Library
56FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper For more classes
visit www.snaptutorial.com FIN 402 Week 4
Learning Team Assignment Risk and Return Analysis
Paper Complete the following activities Condu
ct a risk assessment and return analysis on the
investment vehicles in your portfolio.
57FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper (Portfolio Risk Analysis)
For more classes visit www.snaptutorial.com FIN
402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper Complete the following
activities Conduct a risk assessment and return
analysis on the investment vehicles in your
portfolio.
58FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 4 Weekly Problem Set For more
classes visit www.snaptutorial.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.
59FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 4 Weekly Question For more classes
visit www.snaptutorial.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.
Then discuss, using the ratio, which fund you
believe provides a better investment.
60FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options For more classes
visit www.snaptutorial.com Case Problem 14.1
The Franciscos Investment Options Hector
Francisco is a successful businessman in Atlanta.
The box-manufacturing firm he and his wife, Judy,
founded several years ago has prospered.
61FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2 For more classes
visit www.snaptutorial.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 To Hedge or Not to
Hedge FIN 402 Week 5 Assignment Case Problem 15.1
T. J.s Fast-Track Investments Interest Rate
Futures
62FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 14.2
Lukes Quandary To Hedge or Not to Hedge For
more classes visit www.snaptutorial.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 300
shares of stock at 40 per share. Since then, the
price of the stock has risen to 75 per share.
63FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate
Futures For more classes visit www.snaptutorial.
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 the excitement of
commodities speculation.
64FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 15.2 Jim
and Polly Pernelli Try Hedging with Stock Index
Futures For more classes visit www.snaptutorial.
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, the Pernellis are a
two-income family.
65FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 5 Assignment Investment Portfolio
Paper For more classes visit www.snaptutorial.co
m FIN 402 Week 5 Assignment Investment
Portfolio Paper
66FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers) For more classes
visit www.snaptutorial.com This tutorial
contains 2 Different Papers Prepare a paper,
not to exceed 5 pages, in which you assess the
performance of your portfolio, using William
Sharpes and Harry Markowitzs modern portfolio
theories. Address the following
67FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 5 DQ 1 For more classes
visit www.snaptutorial.com What are different
types of alternative investment vehicles? Which
is preferable? What factors could affect the
choice of such a vehicle?
68FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 5 DQ 2 For more classes
visit www.snaptutorial.com What is an
individual retirement account? Is it important to
have an individual retirement account?
69FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 5 DQ 3 For more classes
visit www.snaptutorial.com What are
derivatives? How may they be used to manage a
portfolio?
70FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 5 Individual Assignment Investment
Enhancement Paper For more classes
visit www.snaptutorial.com Prepare a 1,050- to
1,750-word paper in which you address the
following Analyze effects of international
portfolio diversification on an investment
portfolio. Examine alternative investment
vehicles.
71FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 5 Weekly Problem Set For more
classes visit www.snaptutorial.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 per
share. You will realize a ______ on the
investment.
72FIN 402 Inspiring Communication / snaptutorial.com
FIN 402 Week 5 Weekly Questions For more
classes visit www.snaptutorial.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.
73FIN 402 Inspiring Communication / snaptutorial.com