FIN 320 Final Project<\/p>\n
I will attach file with the project guideline and rubric<\/p>\n
FIN 320 Final Project Guidelines and Rubric<\/p>\n
Final Project Part I<\/p>\n
Part I Overview<\/p>\n
Business professionals typically need to demonstrate a core set of financial knowledge to earn the job and to succeed on a job. For this part of the assessment,<\/p>\n
you will be given a scenario in which you are asked to illustrate your financial management knowledge.<\/p>\n
This part of the final project addresses the following course outcomes:<\/p>\n
\uf0b7 Analyze the roles and responsibilities of financial managers in confirming compliance with federal and shareholder requirements<\/p>\n
\uf0b7 Differentiate between various financial markets and institutions by comparing and contrasting options when selecting appropriate private and corporate<\/p>\n
investments<\/p>\n
Part I Prompt<\/p>\n
You have completed an internship in the finance division of a fast-growing information technology corporation. Your boss, the financial manager, is considering<\/p>\n
hiring you for a full-time job. He first wants to evaluate your financial knowledge and has provided you with a short examination. When composing your answers<\/p>\n
to this employment examination, ensure that they are cohesive and read like a short essay.<\/p>\n
Your submission must address the following critical elements:<\/p>\n
appropriate safeguards?<\/p>\n
you see any disadvantages? If so, what are they?<\/p>\n
Why?<\/p>\n
Final Project Part I Rubric<\/p>\n
Guidelines for Submission: Ensure that your employment examination is submitted as one comprehensive and cohesive short essay. It should use double<\/p>\n
spacing, 12-point Times New Roman font, and one-inch margins. Citations should be formatted according to APA style.<\/p>\n
Critical Elements Exemplary (100%) Proficient (85%) Needs Improvement (55%) Not Evident (0%) Value<\/p>\n
Roles and<\/p>\n
Responsibilities:<\/p>\n
Examine<\/p>\n
Meets \u201cProficient\u201d criteria and<\/p>\n
includes examples in analysis<\/p>\n
Comprehensively examines the<\/p>\n
types of decisions financial<\/p>\n
managers make, including how<\/p>\n
these decisions are related to<\/p>\n
their primary objective<\/p>\n
Examines the types of decisions<\/p>\n
financial managers make,<\/p>\n
including how these decisions are<\/p>\n
related to their primary objective,<\/p>\n
but examination is not<\/p>\n
comprehensive<\/p>\n
Does not examine the types of<\/p>\n
decisions financial managers<\/p>\n
make<\/p>\n
15.83<\/p>\n
Roles and<\/p>\n
Responsibilities:<\/p>\n
Analyze<\/p>\n
Meets \u201cProficient\u201d criteria, and<\/p>\n
analysis indicates a clear<\/p>\n
understanding of ethical<\/p>\n
standards in finance<\/p>\n
Comprehensively analyzes the<\/p>\n
various ethical issues a financial<\/p>\n
manager could potentially face<\/p>\n
and how these issues could be<\/p>\n
handled<\/p>\n
Analyzes the various ethical issues<\/p>\n
a financial manager could<\/p>\n
potentially face and how these<\/p>\n
issues could be handled, but<\/p>\n
analysis is not comprehensive<\/p>\n
Does not analyze the various<\/p>\n
ethical issues a financial manager<\/p>\n
could potentially face and how<\/p>\n
these issues could be handled<\/p>\n
15.83<\/p>\n
Roles and<\/p>\n
Responsibilities:<\/p>\n
Compare and Contrast<\/p>\n
Meets \u201cProficient\u201d criteria, and<\/p>\n
analysis indicates a clear<\/p>\n
understanding of federal<\/p>\n
safeguards in finance<\/p>\n
Accurately analyzes different<\/p>\n
federal safeguards that are in<\/p>\n
place to reduce financial<\/p>\n
reporting abuse, including why<\/p>\n
these safeguards are appropriate<\/p>\n
Analyzes different federal<\/p>\n
safeguards that are in place to<\/p>\n
reduce financial reporting abuse,<\/p>\n
but analysis is inaccurate or<\/p>\n
cursory, or analysis of why these<\/p>\n
safeguards are appropriate is<\/p>\n
inaccurate or cursory<\/p>\n
Does not analyze different federal<\/p>\n
safeguards<\/p>\n
15.83<\/p>\n
Investment: Private<\/p>\n
Company<\/p>\n
Meets \u201cProficient\u201d criteria and<\/p>\n
includes examples in analysis<\/p>\n
Comprehensively compares and<\/p>\n
contrasts the advantages and<\/p>\n
disadvantages of a company<\/p>\n
\u201cgoing public\u201d versus staying<\/p>\n
private<\/p>\n
Compares and contrasts the<\/p>\n
advantages and disadvantages of<\/p>\n
a company \u201cgoing public\u201d versus<\/p>\n
staying private, but analysis is not<\/p>\n
comprehensive<\/p>\n
Does not compare and contrast<\/p>\n
the advantages and<\/p>\n
disadvantages of a company<\/p>\n
\u201cgoing public\u201d versus staying<\/p>\n
private<\/p>\n
15.83<\/p>\n
Investment: U.S. Stock<\/p>\n
Markets<\/p>\n
Meets \u201cProficient\u201d criteria and<\/p>\n
explains choice of smartest stock<\/p>\n
market to invest private money<\/p>\n
into<\/p>\n
Comprehensively and accurately<\/p>\n
differentiates between the largest<\/p>\n
U.S. stock markets and indicates<\/p>\n
choice of smartest stock market<\/p>\n
to invest private money into<\/p>\n
Differentiates between the<\/p>\n
largest U.S. stock markets, but<\/p>\n
analysis is inaccurate or cursory<\/p>\n
or is missing choice of smartest<\/p>\n
stock market to invest private<\/p>\n
money into<\/p>\n
Does not differentiate between<\/p>\n
the largest U.S. stock markets<\/p>\n
15.83<\/p>\n
Investment: Compare<\/p>\n
and Contrast<\/p>\n
Meets \u201cProficient\u201d criteria and<\/p>\n
includes both foreign and<\/p>\n
domestic institutions<\/p>\n
Comprehensively compares and<\/p>\n
contrasts the various investment<\/p>\n
products available and the types<\/p>\n
of institutions that sell them<\/p>\n
Compares and contrasts the<\/p>\n
various investment products and<\/p>\n
the types of institutions that sell<\/p>\n
them, but analysis is not<\/p>\n
comprehensive<\/p>\n
Does not compare and contrast<\/p>\n
the various investment products<\/p>\n
and the types of institutions that<\/p>\n
sell them<\/p>\n
15.83<\/p>\n
Articulation of<\/p>\n
Response<\/p>\n
Submission is free of errors<\/p>\n
related to citations, grammar,<\/p>\n
spelling, syntax, and organization<\/p>\n
and is presented in a professional<\/p>\n
and easy to read format<\/p>\n
Submission has no major errors<\/p>\n
related to citations, grammar,<\/p>\n
spelling, syntax, or organization<\/p>\n
Submission has major errors<\/p>\n
related to citations, grammar,<\/p>\n
spelling, syntax, or organization<\/p>\n
that negatively impact readability<\/p>\n
and articulation of main ideas<\/p>\n
Submission has critical errors<\/p>\n
related to citations, grammar,<\/p>\n
spelling, syntax, or organization<\/p>\n
that prevent understanding of<\/p>\n
ideas<\/p>\n
5.02<\/p>\n
Earned Total 100%<\/p>\n
Final Project Part II<\/p>\n
Part II Overview<\/p>\n
For this part of the final project, you will be given a scenario in which you are asked to illustrate your financial computation and analysis skills.<\/p>\n
This part of the assessment addresses the following course outcomes:<\/p>\n
\uf0b7 Compute financial ratios, time value, variables, and returns using industry standard tools for optimizing financial success<\/p>\n
\uf0b7 Analyze corporate financial data for multiple companies in evaluating past and future financial performances<\/p>\n
Part II Prompt<\/p>\n
For this section of your employment exam, you will select two companies. The first company needs to come from your TDAU thinkorswim portfolio. The second<\/p>\n
needs to be a competitor of the first company from the same industry. You will be responsible for collecting, synthesizing, and making decisions regarding both<\/p>\n
companies. After evaluating these companies\u2019 financial data, you will then decide which company\u2019s stock is the better investment.<\/p>\n
This section of your employment examination must be submitted in two parts. Part A will contain the workbooks that house all of your quantitative data and<\/p>\n
formulas, along with any of the information that is relevant for your chosen companies. Part B will contain your answers to the questions asked below,<\/p>\n
composed in a cohesive manner. If you are referring to data that is found within the workbooks in Part A, be sure to include a citation\u2014for example, \u201crate of<\/p>\n
return is 3.570 USD (E64, WB2),\u201d where E64 is the cell that the calculation took place in and WB2 is designating \u201cworkbook 2.\u201d This ensures that your instructor<\/p>\n
can quickly and accurately check data entry, formula use, and financial calculations.<\/p>\n
Your submission must address the following critical elements:<\/p>\n
companies. This information must be included in your final submission.<\/p>\n
organized. Include these worksheets as a workbook in your final submission.<\/p>\n
you should use.<\/p>\n
appropriate formula in your spreadsheets to calculate the three-year return on the given company\u2019s stock price.<\/p>\n
appropriate formula in your spreadsheets to calculate the three-year return on your chosen company\u2019s stock price.<\/p>\n
III. Financial Calculations<\/p>\n
years of the given and your chosen companies. Be sure that you are entering and using the correct formula.<\/p>\n
of the given and your chosen companies. Be sure that you are entering and using the correct formula.<\/p>\n
years of the given and your chosen companies. Be sure that you are entering and using the correct formula.<\/p>\n
the given and your chosen companies. Be sure that you are entering and using the correct formula.<\/p>\n
given and your chosen companies. Be sure that you are entering and using the correct formula.<\/p>\n
given and your chosen companies. Be sure that you are entering and using the correct formula.<\/p>\n
for comparison. Ensure the accuracy and organization of your data.<\/p>\n
range you should use.<\/p>\n
the free cash flows and ratios you calculated earlier.<\/p>\n
the free cash flows and ratios you calculated earlier.<\/p>\n
calculated earlier.<\/p>\n
Final Project Part II Rubric<\/p>\n
Guidelines for Submission: This part of the final project will be submitted in two parts. Part A will contain the workbooks that house all of your quantitative data and<\/p>\n
formulas, along with any of the information that is relevant for your chosen company. Part B will contain your answers to the prompts, composed in a cohesive<\/p>\n
manner. Part B should use double spacing, 12-point Times New Roman font, and one-inch margins. Citations should be formatted according to APA style.<\/p>\n
Critical Elements Exemplary Proficient Needs Improvement Not Evident Value<\/p>\n
Preparing: Download Downloads and includes annual<\/p>\n
income statements, balance<\/p>\n
sheets, and cash flow<\/p>\n
statements for the last three<\/p>\n
fiscal years for chosen<\/p>\n
companies (100%)<\/p>\n
Downloads and includes annual income<\/p>\n
statements, balance sheets, and cash<\/p>\n
flow statements for chosen companies<\/p>\n
but is missing various components<\/p>\n
(55%)<\/p>\n
Does not download and include<\/p>\n
annual income statements,<\/p>\n
balance sheets, and cash flow<\/p>\n
statements for the last three<\/p>\n
fiscal years for chosen<\/p>\n
companies (0%)<\/p>\n
2<\/p>\n
Preparing: Worksheet Prepares worksheet for chosen<\/p>\n
and given companies,<\/p>\n
displaying all financial data for<\/p>\n
the last three fiscal years in an<\/p>\n
accurate and organized manner<\/p>\n
(100%)<\/p>\n
Prepares worksheet for chosen and<\/p>\n
given companies, displaying financial<\/p>\n
data for the last three fiscal years, but<\/p>\n
worksheets are unorganized, inaccurate,<\/p>\n
or incomplete (55%)<\/p>\n
Does not prepare worksheets<\/p>\n
for both the chosen and given<\/p>\n
companies (0%)<\/p>\n
2<\/p>\n
Preparing: Stock Prices Adds historical stock prices for<\/p>\n
an appropriate date range for<\/p>\n
the chosen and given<\/p>\n
companies to their respective<\/p>\n
worksheets (100%)<\/p>\n
Adds historical stock prices for the<\/p>\n
chosen and given companies, but data<\/p>\n
has been inaccurately entered or is not<\/p>\n
for an appropriate date range (55%)<\/p>\n
Does not add historical stock<\/p>\n
prices for the given and chosen<\/p>\n
companies to their respective<\/p>\n
worksheets (0%)<\/p>\n
2<\/p>\n
Returns: Company A Meets \u201cProficient\u201d criteria and<\/p>\n
logically explains reasoning<\/p>\n
behind indication of stock<\/p>\n
performance (100%)<\/p>\n
Correctly calculates the threeyear<\/p>\n
return on the stock price<\/p>\n
of the given company and<\/p>\n
accurately indicates how this<\/p>\n
stock is performing (85%)<\/p>\n
Calculates the three-year return on the<\/p>\n
stock price of the given company, but<\/p>\n
calculation is incorrect or indication of<\/p>\n
how this stock is performing is<\/p>\n
inaccurate or missing (55%)<\/p>\n
Does not calculate the threeyear<\/p>\n
return on the stock price of<\/p>\n
the given company (0%)<\/p>\n
5.63<\/p>\n
Returns: Company B Meets \u201cProficient\u201d criteria and<\/p>\n
logically explains reasoning<\/p>\n
behind indication of stock<\/p>\n
performance (100%)<\/p>\n
Correctly calculates the threeyear<\/p>\n
return on the stock price<\/p>\n
of the chosen company and<\/p>\n
accurately indicates how this<\/p>\n
stock is performing (85%)<\/p>\n
Calculates the three-year return on the<\/p>\n
stock price of the chosen company, but<\/p>\n
calculation is incorrect or indication of<\/p>\n
how this stock is performing is<\/p>\n
inaccurate or missing (55%)<\/p>\n
Does not calculate the threeyear<\/p>\n
return on the stock price of<\/p>\n
the chosen company (0%)<\/p>\n
5.63<\/p>\n
Returns: Compare Meets \u201cProficient\u201d criteria, and<\/p>\n
explanation demonstrates<\/p>\n
nuanced understanding of<\/p>\n
three-year returns and their<\/p>\n
implications (100%)<\/p>\n
Compares the three-year<\/p>\n
returns of the given and chosen<\/p>\n
companies, explaining what<\/p>\n
this indicates about each<\/p>\n
company (85%)<\/p>\n
Compares the three-year returns of the<\/p>\n
given and chosen companies, but<\/p>\n
explanation of what this indicates about<\/p>\n
each company is cursory or missing<\/p>\n
(55%)<\/p>\n
Does not compare the threeyear<\/p>\n
returns of the given and<\/p>\n
chosen companies (0%)<\/p>\n
6.43<\/p>\n
Calculations: Price-toEarnings<\/p>\n
Ratios<\/p>\n
Correctly calculates the priceto-earnings<\/p>\n
ratios for the last<\/p>\n
three fiscal years of the given<\/p>\n
and chosen companies (100%)<\/p>\n
Calculates the price-to-earnings ratios of<\/p>\n
the given and chosen companies, but<\/p>\n
calculations are incorrect or do not<\/p>\n
consider the last three fiscal years (55%)<\/p>\n
Does not calculate the price-toearnings<\/p>\n
ratios of the given and<\/p>\n
chosen companies (0%)<\/p>\n
5.63<\/p>\n
Calculations: Debt-toEquity<\/p>\n
Ratios<\/p>\n
Correctly calculates the debtto-equity<\/p>\n
ratios for the last<\/p>\n
three fiscal years of the given<\/p>\n
and chosen companies (100%)<\/p>\n
Calculates the debt-to-equity ratios of<\/p>\n
the given and chosen companies, but<\/p>\n
calculations are incorrect or do not<\/p>\n
consider the last three fiscal years (55%)<\/p>\n
Does not calculate the debt-toequity<\/p>\n
ratios of the given and<\/p>\n
chosen companies (0%)<\/p>\n
5.63<\/p>\n
Calculations: Returnon-Equity<\/p>\n
Ratios<\/p>\n
Correctly calculates the returnon-equity<\/p>\n
ratios for the last<\/p>\n
three fiscal years of the given<\/p>\n
and chosen companies (100%)<\/p>\n
Calculates the return-on-equity ratios of<\/p>\n
the given and chosen companies, but<\/p>\n
calculations are incorrect or do not<\/p>\n
consider the last three fiscal years (55%)<\/p>\n
Does not calculate the returnon-equity<\/p>\n
ratios of the given and<\/p>\n
chosen companies (0%)<\/p>\n
5.63<\/p>\n
Calculations: Earnings<\/p>\n
Per Share<\/p>\n
Correctly calculates the<\/p>\n
earnings per share for the last<\/p>\n
three fiscal years of the given<\/p>\n
and chosen companies (100%)<\/p>\n
Calculates the earnings per share of the<\/p>\n
given and chosen companies, but<\/p>\n
calculations are incorrect or do not<\/p>\n
consider the last three fiscal years (55%)<\/p>\n
Does not calculate the earnings<\/p>\n
per share ratios of the given and<\/p>\n
chosen companies (0%)<\/p>\n
5.63<\/p>\n
Calculations: Profit<\/p>\n
Margins<\/p>\n
Correctly calculates the profit<\/p>\n
margins for the last three fiscal<\/p>\n
years of the given and chosen<\/p>\n
companies (100%)<\/p>\n
Calculates the profit margins of the<\/p>\n
given and chosen companies, but<\/p>\n
calculations are incorrect or do not<\/p>\n
consider the last three fiscal years (55%)<\/p>\n
Does not calculate the profit<\/p>\n
margins of the given and chosen<\/p>\n
companies (0%)<\/p>\n
5.63<\/p>\n
Calculations: Free Cash<\/p>\n
Flows<\/p>\n
Correctly calculates the free<\/p>\n
cash flows for the last three<\/p>\n
fiscal years of the given and<\/p>\n
chosen companies (100%)<\/p>\n
Calculates the free cash flows of the<\/p>\n
given and chosen companies, but<\/p>\n
calculations are incorrect or do not<\/p>\n
consider the last three fiscal years (55%)<\/p>\n
Does not calculate the free cash<\/p>\n
flows of the given and chosen<\/p>\n
companies (0%)<\/p>\n
5.63<\/p>\n
Industry Averages:<\/p>\n
Industry Averages<\/p>\n
Adds current industry averages<\/p>\n
for chosen and given<\/p>\n
companies to worksheet in an<\/p>\n
accurate and organized manner<\/p>\n
(100%)<\/p>\n
Adds current industry averages for<\/p>\n
chosen and given companies to<\/p>\n
worksheets, but some data is<\/p>\n
inaccurate, unorganized, or missing<\/p>\n
(55%)<\/p>\n
Does not add current industry<\/p>\n
averages for chosen and given<\/p>\n
companies to worksheets (0%)<\/p>\n
2<\/p>\n
Industry Averages:<\/p>\n
Financial Health<\/p>\n
Meets \u201cProficient\u201d criteria and<\/p>\n
includes current industry<\/p>\n
averages within an appropriate<\/p>\n
date range (100%)<\/p>\n
Analyzes the given and chosen<\/p>\n
companies\u2019 financial health by<\/p>\n
comparing the two companies\u2019<\/p>\n
current industry averages<\/p>\n
(85%)<\/p>\n
Analyzes the given and chosen<\/p>\n
companies\u2019 financial health by<\/p>\n
comparing the two companies\u2019 industry<\/p>\n
averages but does not consider the<\/p>\n
current industry rates (55%)<\/p>\n
Does not analyze the given and<\/p>\n
chosen companies\u2019 financial<\/p>\n
health (0%)<\/p>\n
6.43<\/p>\n
Performance: Company<\/p>\n
A<\/p>\n
Meets \u201cProficient\u201d criteria and<\/p>\n
references free cash flow and<\/p>\n
ratios calculated for the given<\/p>\n
company in analysis (100%)<\/p>\n
Comprehensively analyzes the<\/p>\n
strengths and weaknesses of<\/p>\n
the given company over time<\/p>\n
(85%)<\/p>\n
Analyzes the strengths and weaknesses<\/p>\n
of the given company over time, but<\/p>\n
analysis is not comprehensive (55%)<\/p>\n
Does not analyze the strengths<\/p>\n
and weaknesses of the given<\/p>\n
company over time (0%)<\/p>\n
6.43<\/p>\n
Performance: Company<\/p>\n
B<\/p>\n
Meets \u201cProficient\u201d criteria and<\/p>\n
references free cash flow and<\/p>\n
ratios calculated for the chosen<\/p>\n
company in analysis (100%)<\/p>\n
Comprehensively analyzes the<\/p>\n
strengths and weaknesses of<\/p>\n
the chosen company over time<\/p>\n
(85%)<\/p>\n
Analyzes the strengths and weaknesses<\/p>\n
of the chosen company over time, but<\/p>\n
analysis is not comprehensive (55%)<\/p>\n
Does not analyze the strengths<\/p>\n
and weaknesses of the chosen<\/p>\n
company over time (0%)<\/p>\n
6.43<\/p>\n
Performance: Differ Meets \u201cProficient\u201d criteria and<\/p>\n
references the companies\u2019 free<\/p>\n
cash flows and ratios calculated<\/p>\n
in analysis (100%)<\/p>\n
Accurately contrasts the<\/p>\n
performances of the given and<\/p>\n
chosen companies over time,<\/p>\n
including a logical, proposed<\/p>\n
explanation of these<\/p>\n
performances (85%)<\/p>\n
Contrasts the performances of the given<\/p>\n
and chosen companies over time, but<\/p>\n
analysis is inaccurate or cursory, or the<\/p>\n
included explanation of these<\/p>\n
performances is illogical or cursory<\/p>\n
(55%)<\/p>\n
Does not contrast the<\/p>\n
performances of the given and<\/p>\n
chosen companies over time<\/p>\n
(0%)<\/p>\n
6.43<\/p>\n
Investment: Growth or<\/p>\n
Value<\/p>\n
Meets \u201cProficient\u201d criteria and<\/p>\n
includes quantitative data to<\/p>\n
support analysis (100%)<\/p>\n
Comprehensively analyzes<\/p>\n
whether the companies are<\/p>\n
considered growth or value<\/p>\n
companies, including a logical<\/p>\n
explanation of why (85%)<\/p>\n
Analyzes whether the companies are<\/p>\n
considered growth or value companies,<\/p>\n
but analysis is not comprehensive, or<\/p>\n
the explanation included is illogical or<\/p>\n
cursory (55%)<\/p>\n
Does not analyze whether the<\/p>\n
companies are considered<\/p>\n
growth or value companies (0%)<\/p>\n
6.43<\/p>\n
Investment: Stock Meets \u201cProficient\u201d criteria and<\/p>\n
includes quantitative data to<\/p>\n
support analysis (100%)<\/p>\n
Analyzes each company\u2019s stock,<\/p>\n
including a logical explanation<\/p>\n
of personal preference of<\/p>\n
which stock to purchase (85%)<\/p>\n
Analyzes each company\u2019s stock,<\/p>\n
including an explanation of personal<\/p>\n
preference of stock options, but analysis<\/p>\n
or explanation is illogical or cursory<\/p>\n
(55%)<\/p>\n
Does not analyze each<\/p>\n
company\u2019s stock (0%)<\/p>\n
6.43<\/p>\n
Articulation of<\/p>\n
Response<\/p>\n
Submission is free of errors<\/p>\n
related to citations, grammar,<\/p>\n
spelling, syntax, and<\/p>\n
organization and is presented in<\/p>\n
a professional and easy to read<\/p>\n
format (100%)<\/p>\n
Submission has no major errors<\/p>\n
related to citations, grammar,<\/p>\n
spelling, syntax, or organization<\/p>\n
(85%)<\/p>\n
Submission has major errors related to<\/p>\n
citations, grammar, spelling, syntax, or<\/p>\n
organization that negatively impact<\/p>\n
readability and articulation of main<\/p>\n
ideas (55%)<\/p>\n
Submission has critical errors<\/p>\n
related to citations, grammar,<\/p>\n
spelling, syntax, or organization<\/p>\n
that prevent understanding of<\/p>\n
ideas (0%)<\/p>\n
1.95<\/p>\n
Earned Total 100%<\/p>\n
Final Project Part III<\/p>\n
Part III Overview<\/p>\n
To make corporate finance decisions, take an advanced finance course, or pursue a career in finance, you will need to understand basic concepts. This includes<\/p>\n
going beyond the number crunching and reading graphs in order to analyze various financial indicators. This analysis can lead to many important decisions in<\/p>\n
your financial career. For this part of the final project, you will be given a scenario in which you are asked to illustrate your financial knowledge and analysis<\/p>\n
skills.<\/p>\n
This part of the assessment addresses the following course outcomes:<\/p>\n
\uf0b7 Analyze the roles and responsibilities of financial managers in confirming compliance with federal and shareholder requirements<\/p>\n
\uf0b7 Differentiate between various financial markets and institutions by comparing and contrasting options when selecting appropriate private and corporate<\/p>\n
investments<\/p>\n
\uf0b7 Compute financial ratios, time value, variables, and returns using industry standard tools for optimizing financial success<\/p>\n
\uf0b7 Analyze corporate financial data for multiple companies in evaluating past and future financial performances<\/p>\n
Part III Prompt<\/p>\n
The results of both sections of your employment examination have finally been received, and you were offered the position. You have a few important decisions<\/p>\n
to make before you can formally accept or decline the position. When composing your answers to these decisions, ensure that they are cohesive and read like a<\/p>\n
short essay.<\/p>\n
Your submission must address the following critical elements:<\/p>\n
shares of Apple stock you bought five years ago, 100 Apple bonds (3.25% coupon rate) that are five years from their 10-year maturity date, or a<\/p>\n
combination of both. Provide the appropriate data and calculations that you would perform to make this decision..<\/p>\n
this choice? Consider supporting your answer with quantitative data.<\/p>\n
quantitative data.<\/p>\n
price of $50 per share. Mathematically, what is the best choice? Why?<\/p>\n
quantitative data.<\/p>\n
III. Compliance<\/p>\n
registered as required under the Securities Act of 1933. How does this influence you as a potential employee and as a potential shareholder? Be<\/p>\n
sure to reference any applicable statutes or laws.<\/p>\n
what federal and shareholder requirements would you need to be familiar with in order to ensure that you are being completely compliant?<\/p>\n
Final Project Part III Rubric<\/p>\n
Guidelines for Submission: Please ensure that your decision plan is submitted as one comprehensive and cohesive short essay. It should use double spacing, 12-<\/p>\n
point Times New Roman font, and one-inch margins. Citations should be formatted according to APA style.<\/p>\n
Critical Elements Exemplary Proficient Needs Improvement Not Evident Value<\/p>\n
School Versus Work:<\/p>\n
Finance Your Education<\/p>\n
Accurately calculates the worth<\/p>\n
of stocks, bonds, and<\/p>\n
combinations of stocks and<\/p>\n
bonds, including the appropriate<\/p>\n
data and calculations with<\/p>\n
submission (100%)<\/p>\n
Calculates the worth of stocks,<\/p>\n
bonds, and combinations of<\/p>\n
stocks and bonds, but calculation<\/p>\n
is inaccurate or appropriate data<\/p>\n
and\/or calculations are not<\/p>\n
included in submission (55%)<\/p>\n
Does not calculate the worth of<\/p>\n
stocks, bonds, and combinations<\/p>\n
of stocks and bonds (0%)<\/p>\n
11.88<\/p>\n
School Versus Work:<\/p>\n
Advantages and<\/p>\n
Disadvantages<\/p>\n
Meets \u201cProficient\u201d criteria and<\/p>\n
provides historical data, as well<\/p>\n
as quantitative data, to support<\/p>\n
answer (100%)<\/p>\n
Comprehensively differentiates<\/p>\n
the advantages and<\/p>\n
disadvantages of selling a<\/p>\n
combination of stocks and bonds<\/p>\n
and provides support for answer<\/p>\n
(85%)<\/p>\n
Differentiates the advantages and<\/p>\n
disadvantages of selling a<\/p>\n
combination of stocks and bonds,<\/p>\n
but analysis is not comprehensive<\/p>\n
or support is cursory or missing<\/p>\n
(55%)<\/p>\n
Does not differentiate the<\/p>\n
advantages and disadvantages of<\/p>\n
selling a combination of stocks<\/p>\n
and bonds (0%)<\/p>\n
11.88<\/p>\n
School Versus Work:<\/p>\n
Choose to Sell<\/p>\n
Meets \u201cProficient\u201d criteria and<\/p>\n
supports examination with<\/p>\n
quantitative data (100%)<\/p>\n
Examines choice to sell stocks,<\/p>\n
bonds, or combination of both,<\/p>\n
explaining the financial<\/p>\n
reasoning behind the choice<\/p>\n
(85%)<\/p>\n
Examines choice to sell stocks,<\/p>\n
bonds, or combination of both,<\/p>\n
but explanation of the financial<\/p>\n
reasoning behind the choice is<\/p>\n
cursory or missing (55%)<\/p>\n
Does not examine choice to sell<\/p>\n
stocks, bonds, or combination of<\/p>\n
both (0%)<\/p>\n
7.92<\/p>\n
School Versus Work:<\/p>\n
Accept the Job<\/p>\n
Meets \u201cProficient\u201d criteria and<\/p>\n
supports examination with<\/p>\n
quantitative data (100%)<\/p>\n
Examines choice to accept the<\/p>\n
job, explaining the financial<\/p>\n
reasoning behind the choice<\/p>\n
(85%)<\/p>\n
Examines choice to accept the<\/p>\n
job, but explanation of the<\/p>\n
financial reasoning behind the<\/p>\n
choice is cursory or missing (55%)<\/p>\n
Does not examine choice to<\/p>\n
accept the job (0%)<\/p>\n
7.92<\/p>\n
Bonus Versus Stock:<\/p>\n
Offered<\/p>\n
Meets \u201cProficient\u201d criteria, and<\/p>\n
explanation of the best choice<\/p>\n
demonstrates nuanced<\/p>\n
understanding of the time-value<\/p>\n
of money (100%)<\/p>\n
Accurately calculates the best<\/p>\n
choice of receiving a cash bonus<\/p>\n
versus receiving company stock,<\/p>\n
including an explanation of the<\/p>\n
best choice (85%)<\/p>\n
Calculates the best choice of<\/p>\n
receiving a cash bonus versus<\/p>\n
receiving company stock, but<\/p>\n
calculation is inaccurate or<\/p>\n
explanation of best choice is<\/p>\n
cursory or missing (55%)<\/p>\n
Does not calculate the best choice<\/p>\n
of receiving a cash bonus versus<\/p>\n
receiving company stock (0%)<\/p>\n
11.88<\/p>\n
Bonus Versus Stock:<\/p>\n
Advantages and<\/p>\n
Disadvantages<\/p>\n
Meets \u201cProficient\u201d criteria, and<\/p>\n
analysis includes quantitative<\/p>\n
data (100%)<\/p>\n
Comprehensively analyzes the<\/p>\n
advantages and disadvantages of<\/p>\n
the cash and stock options,<\/p>\n
supporting each option (85%)<\/p>\n
Analyzes the advantages and<\/p>\n
disadvantages of the cash and<\/p>\n
stock options, but analysis is not<\/p>\n
comprehensive or support for<\/p>\n
each option is cursory or missing<\/p>\n
(55%)<\/p>\n
Does not analyze the advantages<\/p>\n
or disadvantages of the cash and<\/p>\n
stock options (0%)<\/p>\n
11.88<\/p>\n
Bonus Versus Stock:<\/p>\n
Choose<\/p>\n
Meets \u201cProficient\u201d criteria and<\/p>\n
supports choice with<\/p>\n
quantitative data (100%)<\/p>\n
Chooses cash or stock option,<\/p>\n
including logical financial<\/p>\n
reasoning behind the choice<\/p>\n
(85%)<\/p>\n
Chooses cash or stock option,<\/p>\n
including financial reasoning<\/p>\n
behind the choice, but reasoning<\/p>\n
is illogical or missing (55%)<\/p>\n
Does not choose cash or stock<\/p>\n
option (0%)<\/p>\n
7.92<\/p>\n
Compliance:<\/p>\n
Investigating<\/p>\n
Meets \u201cProficient\u201d criteria and<\/p>\n
references demonstrate<\/p>\n
knowledge of current events in<\/p>\n
finance (100%)<\/p>\n
Comprehensively analyzes the<\/p>\n
influence of noncompliance on<\/p>\n
potential employees and<\/p>\n
potential shareholders, including<\/p>\n
references to statutes and laws<\/p>\n
in analysis (85%)<\/p>\n
Analyzes the influence of<\/p>\n
noncompliance on potential<\/p>\n
employees and potential<\/p>\n
shareholders, but analysis is not<\/p>\n
comprehensive or support does<\/p>\n
not include references to statutes<\/p>\n
or laws (55%)<\/p>\n
Does not analyze the influence of<\/p>\n
noncompliance on potential<\/p>\n
employees or potential<\/p>\n
shareholders (0%)<\/p>\n
11.88<\/p>\n
Compliance: Accepting Meets \u201cProficient\u201d criteria, and<\/p>\n
analysis demonstrates nuanced<\/p>\n
understanding of requirements<\/p>\n
for compliance with federal laws<\/p>\n
(100%)<\/p>\n
Comprehensively analyzes the<\/p>\n
federal and shareholder<\/p>\n
requirements necessary for a<\/p>\n
financial manager to become<\/p>\n
familiar with in order to ensure<\/p>\n
compliance (85%)<\/p>\n
Analyzes the federal and<\/p>\n
shareholder requirements<\/p>\n
necessary for a financial manager<\/p>\n
to become familiar with in order<\/p>\n
to ensure compliance, but<\/p>\n
analysis is not comprehensive<\/p>\n
(55%)<\/p>\n
Does not analyze the federal and<\/p>\n
shareholder requirements<\/p>\n
necessary for a financial manager<\/p>\n
to become familiar with in order<\/p>\n
to ensure compliance (0%)<\/p>\n
11.88<\/p>\n
Articulation of<\/p>\n
Response<\/p>\n
Submission is free of errors<\/p>\n
related to citations, grammar,<\/p>\n
spelling, syntax, and<\/p>\n
organization and is presented in<\/p>\n
a professional and easy to read<\/p>\n
format (100%)<\/p>\n
Submission has no major errors<\/p>\n
related to citations, grammar,<\/p>\n
spelling, syntax, or organization<\/p>\n
(85%)<\/p>\n
Submission has major errors<\/p>\n
related to citations, grammar,<\/p>\n
spelling, syntax, or organization<\/p>\n
that negatively impact readability<\/p>\n
and articulation of main ideas<\/p>\n
(55%)<\/p>\n
Submission has critical errors<\/p>\n
related to citations, grammar,<\/p>\n
spelling, syntax, or organization<\/p>\n
that prevent understanding of<\/p>\n
ideas (0%)<\/p>\n
4.96<\/p>\n
Earned Total 100%<\/p>\n","protected":false},"excerpt":{"rendered":"
FIN 320 Final Project I will attach file with the project guideline and rubric FIN 320 Final Project Guidelines and Rubric Final Project Part I Part I Overview Business professionals typically need to demonstrate a core set of financial knowledge Read More …<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-428033","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/posts\/428033","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/comments?post=428033"}],"version-history":[{"count":0,"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/posts\/428033\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/media?parent=428033"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/categories?post=428033"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/tags?post=428033"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}