Title: FIN 402 MASTER Wonderful Education--fin402master.com
1FIN 402 MASTER Wonderful Education--fin402master.c
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2FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Final Exam Guide FOR MORE CLASSES
VISIT www.fin402master.com FIN 402 Investment
Fundamentals and Portfolio Management Final Exam
Guide True/False
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FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper FOR MORE
CLASSES VISIT www.fin402master.com FIN402 Week
1 Assignment Capital Markets and Investment
Banking Process Paper
4FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan FOR
MORE CLASSES VISIT www.fin402master.com Case
Problem 1.2 Preparing Carolyn Bowens Investment
Plan Carolyn Bowen, who just turned 55, is
employed as an administrative
5FIN 402 MASTER Wonderful Education--fin402master.c
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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.fin402master.com FIN 402 Week 1 Assignment
Case Problem 1.2 Preparing Carolyn Bowens
Investment Plan FIN 402 Week 1 Assignment Case
Problem
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FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account FOR MORE
CLASSES VISIT www.fin402master.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
7FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune FOR MORE CLASSES VISIT
www.fin402master.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
8FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds FOR
MORE CLASSES VISIT www.fin402master.com Case
Problem 12.1 Reverend Mark Thomas Ponders Mutual
Funds The Reverend Mark Thomas is the minister of
a church in the San
9FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 1 AssignmentCase Problem 2.1Daras
Dilemma What to Buy? FOR MORE CLASSES VISIT
www.fin402master.com Case Problem 2.1Daras
Dilemma What to Buy? Dara Simmons, a 40-year-old
financial analyst and divorced mother of two
teenage
10FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 1 DQ 2 FOR MORE CLASSES
VISIT www.fin402master.com What is an asset
class? How are asset classes selected? What
factors affect the selection?
11FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 1 DQ 1 FOR MORE CLASSES
VISIT www.fin402master.com What are capital
market instruments? How are they used? Which is
most important? Explain your answer.
12FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 1 DQ 3 FOR MORE CLASSES
VISIT www.fin402master.com What is a
derivative? What are the different types of
derivatives? How do businesses use derivatives to
mitigate risks?
13FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 1 Individual Weekly Question FOR
MORE CLASSES VISIT www.fin402master.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.
14FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 1 Individual Problem Set FOR MORE
CLASSES VISIT www.fin402master.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 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 2 Assignment Asset Classes Paper
FOR MORE CLASSES VISIT www.fin402master.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.fin402master.c
om Case Problem 2.1 Traditional Versus Modern
Portfolio Theory Whos Right? Walt Davies and
Shane OBrien are district managers for
17FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision FOR MORE CLASSES VISIT
www.fin402master.com Case Problem 4.1
Coatess Decision On January 1, 2017, Dave
Coates, a 23-year-old mathematics teacher at
Xavier High School,
18FIN 402 MASTER Wonderful Education--fin402master.c
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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.fin402master.com FIN 402 Week 2
Assignment Case Problem 4.1 Coatess Decision FIN
402 Week 2 Assignment Case Problem 4.2 The
Risk-Return
19FIN 402 MASTER Wonderful Education--fin402master.c
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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.fin402master.com Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision Over the past 10 years, Molly
ORourke has
20FIN 402 MASTER Wonderful Education--fin402master.c
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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.fin402master.com Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
Mary and Nick Stalcheck have an investment
portfolio containing
21FIN 402 MASTER Wonderful Education--fin402master.c
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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.fin402master.c
om Case Problem 5.2 Susan Lussiers Inherited
Portfolio Does It Meet Her Needs? Susan Lussier
is 35 years old and employed as a tax
22FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 2 DQ 1 FOR MORE CLASSES
VISIT www.fin402master.com What are different
ratio categories? Which category is most
important to bondholders? Why? Which category is
most important to stockholders? Why?
23FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 2 DQ 2 FOR MORE CLASSES
VISIT www.fin402master.com What are liquidity
ratios? Why are they important? How may an
investor use liquidity ratios when making
investment decisions?
24FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper (2 Papers) FOR MORE CLASSES
VISIT www.fin402master.com This Tutorial
contains 2 Different Papers Resources Electronic
Reserve Readings, Internet, University
Library Select one publicly traded bond.
25FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 2 DQ 3 FOR MORE CLASSES
VISIT www.fin402master.com What is the CAPM?
Are CAPM assumptions realistic? Why or why not?
26FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 2 weekly Problem Set FOR MORE
CLASSES VISIT www.fin402master.com The
Problem Set is provided to you to enable you to
practice the concepts outlined in the textbook.
Select THREE completed problems
27FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 2 weekly Problem Set FOR MORE
CLASSES VISIT www.fin402master.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 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge FOR MORE CLASSES
VISIT www.fin402master.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
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FIN 402 Week 3 Assignment Relative Performance
Paper FOR MORE CLASSES VISIT www.fin402master.com
FIN 402 Week 3 Assignment Relative Performance
Paper
30FIN 402 MASTER Wonderful Education--fin402master.c
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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.fin402master.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
31FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 3 AssignmentCase Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends
FOR MORE CLASSES VISIT www.fin402master.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 and illustrations
32FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 3 AssignmentCase Problem 7.1 Some
Financial Ratios Are Real Eye-Openers FOR MORE
CLASSES VISIT www.fin402master.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
33FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 3 AssignmentCase Problem 7.2 Doris
Looks at an Auto Issue FOR MORE CLASSES VISIT
www.fin402master.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
34FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 3 AssignmentCase Problem 8.1 Chris
Looks for a Way to Invest His Wealth FOR MORE
CLASSES VISIT www.fin402master.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
35FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 3 AssignmentCase Problem 8.2 An
Analysis of a High-Flying Stock FOR MORE
CLASSES VISIT www.fin402master.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
36FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 3 AssignmentCase Problem 9.2 Deb
Takes Measure of the Market FOR MORE CLASSES
VISIT www.fin402master.com Case Problem 9.2
Deb Takes Measure of the Market Several months
ago, Deb Forrester received a substantial sum of
money from the
37FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 3 DQ 2 FOR MORE CLASSES
VISIT www.fin402master.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?
38FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 3 DQ 1 FOR MORE CLASSES
VISIT www.fin402master.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?
39FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 3 DQ 3 FOR MORE CLASSES
VISIT www.fin402master.com What factors must be
taken into consideration when creating an
investment portfolio? How must a portfolios
components be weighted?
40FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 3 Individual Assignment CAPM Web
Exercise FOR MORE CLASSES VISIT www.fin402master.
com FIN 402 Week 3 Individual Assignment CAPM
Web Exercise ResourceFundamentals of Investment
Management
41FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 3 Weekly Problem Set FOR MORE
CLASSES VISIT www.fin402master.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
42FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 3 Weekly Question FOR MORE CLASSES
VISIT www.fin402master.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.
43FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment Program
FOR MORE CLASSES VISIT www.fin402master.com Ca
se Problem 10.1 Max and Veronica Develop a Bond
Investment Program Max and Veronica Shuman, along
with their teenage sons,
44FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 5 Weekly Questions FOR MORE CLASSES
VISIT www.fin402master.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.Do not use
Investopedia, About.com, Wikipedia, or other
generic internet websites as sources. Use
credible sources only. Also, do not use
45FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 4 Assignment Case Problem 10.2 The
Case of the Missing Bond Ratings FOR MORE
CLASSES VISIT www.fin402master.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
46FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2 FOR MORE CLASSES VISIT
www.fin402master.com FIN 402 Week 4
Assignment Case Problem 10.1 Max and Veronica
Develop a Bond Investment Program FIN 402 Week 4
Assignment
47FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter FOR MORE CLASSES VISIT www.fin402master.
com Case Problem 11.1 The Bond Investment
Decisions of Dave and Marlene Carter Dave and
Marlene Carter live in the Boston area, where
48FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 4 Assignment Case Problem 11.2 Grace
Decides to Immunize Her Portfolio FOR MORE
CLASSES VISIT www.fin402master.com Case
Problem 11.2 Grace Decides to Immunize Her
Portfolio Grace Hesketh is the owner of an
extremely successful dress boutique in
49FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 4 DQ 1 FOR MORE CLASSES
VISIT www.fin402master.com What are examples of
active and passive portfolio management
techniques? Why would a portfolio manager pursue
active instead of passive techniques?
50FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 4 DQ 2 FOR MORE CLASSES
VISIT www.fin402master.com Does international
diversification enhance risk reduction? Why or
why not? What measures may be taken to reduce
risks of international portfolio investing?
51FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo (2 Papers) FOR MORE CLASSES
VISIT www.fin402master.com This Tutorial
contains 2 Different Papers FIN 402 Week 4
Individual Assignment Risk and Return Tradeoff
Memo
52FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 4 DQ 3 FOR MORE CLASSES
VISIT www.fin402master.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?
53FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper (Portfolio Risk Analysis)
FOR MORE CLASSES VISIT www.fin402master.com FIN
402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper
54FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 4 Weekly Problem Set FOR MORE
CLASSES VISIT www.fin402master.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.
55FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 4 Weekly Question FOR MORE CLASSES
VISIT www.fin402master.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.
56FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options FOR MORE CLASSES
VISIT www.fin402master.com Case Problem 14.1
The Franciscos Investment Options Hector
Francisco is a successful businessman in Atlanta.
The box-manufacturing
57FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 5 Assignment Case Problem 14.2
Lukes Quandary To Hedge or Not to Hedge FOR
MORE CLASSES VISIT www.fin402master.com Case
Problem 14.1 The Franciscos Investment Options
Hector Francisco is a successful businessman in
Atlanta. The box-manufacturing
58FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2 FOR MORE CLASSES VISIT
www.fin402master.com FIN 402 Week 5
Assignment Case Problem 14.1 The Franciscos
Investment Options FIN 402 Week 5 Assignment Case
Problem 14.2
59FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 5 Assignment Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate
Futures FOR MORE CLASSES VISIT
www.fin402master.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,
60FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers) FOR MORE CLASSES
VISIT www.fin402master.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
61FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 5 Assignment Case Problem 15.2 Jim
and Polly Pernelli Try Hedging with Stock Index
Futures FOR MORE CLASSES VISIT
www.fin402master.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.
62FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 5 DQ 1 FOR MORE CLASSES
VISIT www.fin402master.com What are different
types of alternative investment vehicles? Which
is preferable? What factors could affect the
choice of such a vehicle?
63FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 5 DQ 3 FOR MORE CLASSES
VISIT www.fin402master.com What are
derivatives? How may they be used to manage a
portfolio?
64FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 5 DQ 2 FOR MORE CLASSES
VISIT www.fin402master.com What is an
individual retirement account? Is it important to
have an individual retirement account?
65FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 5 Individual Assignment Investment
Enhancement Paper FOR MORE CLASSES
VISIT www.fin402master.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.
66FIN 402 MASTER Wonderful Education--fin402master.c
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FIN 402 Week 5 Weekly Problem Set FOR MORE
CLASSES VISIT www.fin402master.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.
67FIN 402 MASTER Wonderful Education--fin402master.c
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