Title: FIN 402 GUIDE Remarkable Change / fin402guide.com
1FIN 402 GUIDE Remarkable Change / fin402guide.com
2FIN 402 GUIDE Remarkable Change
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 Remarkable Change
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 Remarkable Change
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
5FIN 402 GUIDE Remarkable Change
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
6FIN 402 GUIDE Remarkable Change
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
7FIN 402 GUIDE Remarkable Change
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 posturefor example, to use
8FIN 402 GUIDE Remarkable Change
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.
9FIN 402 GUIDE Remarkable Change
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, and earns a modest
10FIN 402 GUIDE Remarkable Change
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 Remarkable Change
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 Remarkable Change
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 Remarkable Change
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 Remarkable Change
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 Remarkable Change
FIN 402 Week 2 Assignment Asset Classes Paper
FOR MORE CLASSES VISIT www.fin402guide.com FIN402
Week 2 Assignment Asset Classes Paper
16FIN 402 GUIDE Remarkable Change
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 Remarkable Change
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
18FIN 402 GUIDE Remarkable Change
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 FIN 402 Week 2
19FIN 402 GUIDE Remarkable Change
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. Currently her portfolio
20FIN 402 GUIDE Remarkable Change
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. She
earns nearly
21FIN 402 GUIDE Remarkable Change
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 a balance
22FIN 402 GUIDE Remarkable Change
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 Remarkable Change
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 Remarkable Change
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 Remarkable Change
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.
26FIN 402 GUIDE Remarkable Change
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 Remarkable Change
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 Remarkable Change
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 able to
29FIN 402 GUIDE Remarkable Change
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 402 Week 3
30FIN 402 GUIDE Remarkable Change
FIN 402 Week 3 Assignment Case Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends
FOR MORE CLASSES VISIT www.fin402guide.com Case
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
31FIN 402 GUIDE Remarkable Change
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. Doris manages her modest but
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