SYLLABUS FOR FINANCIAL MANAGEMENT

1

Term:  Spring, 2003-2004 (032)

Course Number: BUS440X

Instructor:   Tony Franco

Phone: (219) 718-1948

E-mail:  ccsjtf@yahoo.com

Office Hours:  By Appointment Only.

 

Instructor Background: Tony Franco holds Masters degrees in the fields of Psychology and Management, earned from Valparaiso and Purdue Universities respectively.  He has over 13 years experience in the mental health field, with three of those years serving in an executive managerial capacity.  In addition, Tony has also held other executive and mid-managerial positions in the sales and services industries.

 

Mr. Franco has been an adjunct instructor at Calumet College of St. Joseph since 1990, in addition to teaching at two other Chicagoland colleges.  He has great faith in his students and strives to provide them quality educational services.  With firm beliefs in personal strengths held by all, Mr. Franco actively seeks to aid students develop a sense of empowerment related to their educational and career pursuits.  In short, his stance in the educational process can be summarized best by the following quotation, “ Faith in the learner leads some teachers to find strength, where others see only weakness and failure.” – author unknown.

 

Course Time:  Wednesday, 7:00 pm – 10:00 pm

 

Course Description: The content of this course covers actual analysis of financial problems involved in the formation and management of organizations, especially businesses.  The course includes study of the financial aspects of promotion, securing of capital, effective utilization of funds, capitalization, dividend policies, financial analysis, current financing, bankruptcy and related issues.

 

Prerequisites:  MGT 220, either MGT 300 or AC 210-211, and either MTH 160 or MTH 103-104.

 

Learning Outcomes/ Competencies:

Students in this course will:

1.  Understand the goals and functions of financial management.

3.  Demonstrate the ability to interpret financial statements.

4.  Understand the capital budgeting process

5.  Explain the differences between financing options.

 

Textbooks:  Foundations of Financial Management, By: Stanley B. Block and Geoffrey A. Hirt

 

Learning Strategies: Active participation in class exercises and discussions will be the primary modality of learning.  However, the student may also expect a variety of additional modalities of information sharing including: general lecturing, use of audio and visual recordings, examples of select financial reports and statements, oral reports, etc.

 

Assessment:

 

Exams (Midterm, Final, Quizzes)                                                         50% of grade

Class participation/collaboration/attendance/assignments                     35% of grade

Class presentation and assessment instruments                              15% of grade

Class Policy for Assignments:  Students will be given no less than one class notice for assignments due. Any assignment turned in later than the due date will only be accepted as such with the instructor’s permission, and may be subject to a reduced maximum grade (score).

 

Grading Scale:

Grade

Points

A

100-92

A-

91-90

B+

89-88

B

87-82

B-

81-80

C+

79-78

C

77-72

C-

71-70

D+

69-68

D

67-62

D-

61-60

F

59 and below

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Class Policy on Attendance:  Class attendance is very important.  Lectures and discussions will include material not covered in the text.  Further, there will be ongoing class exercises, whose material and outcomes may be presented in exam format.  Attendance for scheduled exams is mandatory, and any ‘makeups’ will be considered only in cases of extreme personal hardship.  Students will be allowed two unexcused abscences and one with advanced permission of the instructor.  Beyond this total, a reduction in points will be assessed.

 

Class Policy on Electronic Devices: In recognition of Calumet College of St. Joseph being a ‘non-traditional’ provider of education, it is understood that many students may have outside obligations requiring the use of pagers and cell phones.  If such devices are required by the student during classes held, it is expected they by turned to a ‘silent’ or ‘vibrating’ position or to the ‘off’ position, if possible.  Any calls received or made are to be made outside of and away from the classroom.

 

Course Outline:                                                                

Class Dates:      

Topics/Assignments:

January 14, 2004

 

 

 

January 21, 2004

 

 

January 28, 2004

 

 

February 4, 2004

 

February 11, 2004

 

 

February 18, 2004

 

 

February 25, 2004

 

 

March 3, 2004

 

March 10, 2004

 

 

March 17, 2004

 

 

March 24, 2004

 

March 31, 2004

 

 

 

April 7, 2004

 

 

 

 

April 14, 2004

 

April 21, 2004

 

 

Introduction to course

Chapter 1:  The Goals and Functions of Financial 

                   Management

 

Chapter 2:  Review of Accounting

Chapter 3:  Financial Analysis

 

Chapter 4:  Financial Forecasting

Chapter 5:  Operating and Financial Leverage

 

Exam I

 

Review Exam I

Chapter 6:   Working Capital and the Financing

                    Decision

Chapter 7:   Current Asset Management

Chapter 8:   Sources of Short-Term Financing

 

Chapter 9:   The Time Value of Money 

Chapter 10: Valuation and Rates of Return

 

Exam II

 

Review Exam II

Chapter 12:  The Capital Budgeting Decision

 

Chapter 14:   Capital Markets

Chapter 16:   Long-Term Debt and Lease Financing

 

Exam III

 

Review Exam III

Chapter 17:  Common and Preferred Stock

                     Financing

 

Chapter 18:   Dividend Policy and Retained 

                      Earnings

Chapter 19:   Convertibles, Warrants, and

                      Derivatives

 

Oral Reports / Papers Due

 

Final Exam

Extra Credit Due

 

 

 

Class Participation: Class participation is extremely important and will factor into the student’s grade.

 

Center for Academic Excellence:

Tutoring assistance is free to all students of Calumet College of St. Joseph. Call the Center for Academic Excellence (CAE), to make an appointment at 473-4287. The Center has experienced and well-trained tutors in most subject areas to help students who are struggling in a course or who are doing well and would like to do better. Regular weekly tutoring sessions are likely to improve your grade.

 

Statement of Plagiarism:

If an instructor or other Calumet College of St. Joseph personnel find that a student has plagiarized or been involved in another form of academic dishonesty, the instructor or other personnel may elect to bring the matter up for judicial review. The maximum penalty for any form of academic dishonesty is dismissal from the College. The procedures for judicial review are listed under the section of CCSJ handbook that addresses student grievances.

 

Please note: Calumet College of St. Joseph subscribes to Turnitin.com and all papers can and may be submitted for checks on plagiarism from the Internet/Electronic sources/Databases.

 

Citation Guidelines:

Calumet College of St. Joseph adheres to citation guidelines as prescribed by the particular discipline (i.e., MLA, APA, and Chicago Manual of Style or Turabian.).  All of these guidelines are available in the Calumet College of St. Joseph library or bookstore.  These texts outline how to cite references from a variety of sources, including electronic media.

 

Withdrawal from Classes Policy:

After the last day for class changes has passed (see College calendar), students may withdraw from a course in which they are registered with permission from the faculty member conducting the course. A written request detailing the reason(s) for the withdrawal must be filed with the Registrar. The Registrar must receive written request for withdrawal by the last day of classes prior to the final examination dates specified in the catalogue. Written requests may be mailed to the Registrar or faxed to the College fax number 219-473-4259. Students are to make note of the refund schedule when withdrawing from courses. The request is forwarded to the faculty member, who makes the final determination to accept or deny the request. If the request is honored, the student will receive notification of official withdrawal; if denied, the notification will indicate why the withdrawal is disallowed.

 

An official withdrawal is recorded as a "W" grade on the student's transcript. Dropping a course without written permission automatically incurs an "F" grade for the course (see Refund Schedule).

School Closing Information:

 

                Internet:                                               http://www.ccsj.edu

               

http://www.EmergencyClosings.com

Facility: Calumet College of St. Joseph

Phone: 219.473.4770

 

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