Please note that class will begin at 8:15 during the weeks as noted. In this way we can recuperate time to avoid make-up classes for the days of Wednesday, February 19, Monday, March 31st, and Friday, April 4th when the instructor will be at a professional conference.
Week 1: Jan 13, 15
Chapter 1: An Overview of Financial Management and the Financial Environment
Introduction to the CFA Code of Ethics and Standards of Professional Practice (covered throughout the course).
Chapter 2: Financial Statements and Cash Flows
Week 2: Jan. 20, 22 – class begins at 8:15
Chapter 3: Analysis of Financial Statements
Chapter 12: Corporate Valuation and Financial Planning - Additional Funds Needed - Project 1 handed out.
Week 3: Jan 27, 29 – class begins at 8:15
Chapter 4: Time Value of Money
Project 1 due Wednesday, January 29 at the beginning of class; short in-class quiz.
Week 4: Feb 3, 5 – class begins at 8:15
Class Cancelled Monday, February 3
Chapter 4: (cont.)
Week 5: Feb 10, 12 – class begins at 8:15
Chapter 5: Bonds, Bond Valuation, and Interest Rates
Week 6: Feb 17,
Chapter 5 (cont.)
Wednesday, February 19: Exam 1 Chapters 1, 2, 3, 4, and 12; Chapter 5 materials covered in Week 5
Week 7: Feb 24, 26 – class begins at 8:15
Chapter 5 (cont.)
Chapter 6: Risk and Return
Week 8: March 3, 5 - class begins at 8:15
Chapter 6: (cont.)
Chapter 7: Stock, Stock Valuation
Week 9: March 10, 12 – class begins at 8:15
Monday, March 2 Exam 2: Chapters 5, 6
Begin case study on capital budgeting
Chapter 9: The Cost of Capital
Chapter 10: The Basics of Capital Budgeting
Chapter 11: Cash Flow Estimation and Risk Analysis
Spring Break March 17 to 21
Week 10: March 24, 26 - class begins at 8:15
Chapter 9, 10, and 11 (cont.)
Continue case study on capital budgeting
Week 11: Exam Wednesday, April 2nd and no class Monday, March 31st and Friday, April 4th
Exam Wednesday April 2: Case Study Due at the beginning of class; Chapters 9, 10, 11
Week 12: April 7, 9
Chapter 17: Multinational Financial Management
CFA Code of Ethics
Week 13: April 14, 16
Introduction to Derivatives: hedging foreign exchange risk with futures
Chapter 8: Financial Options and Applications in Corporate Finance (sections 8.1, 8.5)
Week 14: April 23 (Wednesday)
Comprehensive course review
Final Exam: Comprehensive following the University’s Final Exam schedule.