FIN 360 Principles of Financial Management

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0. The Course Journal

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I. Introduction to Corporate Finance

• Recommended Reading: pg. 5-15, 18-20

• Lecture Notes

• Critical Thinking and Conceptual Questions

• WSJ Reading: Nelson Peltz Plans Proxy Fight Against Disney

II. Financial Statements and Cash Flow

• Recommended Reading: pg. 25-30, 35-41

• Lecture Notes

• Excel File: Balance Sheet and Income Statement Review

• Excel File: Cash Flow From Assets

• Critical Thinking and Conceptual Questions

• Reading: Warren Buffett 2021 Letter to Shareholders (Share Repurchases, pages 8 and 9)

III. Working with Financial Statements

• Recommended Reading: pg. 51-70, 72-79, 83-84, 614-620

• Lecture Notes

• Excel File: Statement of Cash Flow and Ratios

• Critical Thinking and Conceptual Questions

• Reading: Improve Working Capital Without Renegotiating Terms

IV. Long-Term Financial Planning and Growth

• Recommended Reading: pg. 97-98, 103-118

• Lecture Notes

• Excel File: Financial Forecasting

• Excel File: Growth Rates

• Critical Thinking and Conceptual Questions

• Reading: Wall Street's Bankers Brace for Big Pay Cuts, but Bosses Don't Want Whining

Resources for Exam 1

• Formula Sheet

• Additional Problem Set 1

• Additional Problem Set 2

V. Time Value of Money

• Recommended Reading: pg. 131-150

• Lecture Notes

• Excel File: TVM Practice Problems

• Critical Thinking and Conceptual Questions

VI. Discounted Cash Flow Valuation

• Recommended Reading: pg. 157-174

• Lecture Notes

• Excel File: Discounted Cash Flow

• Reading: What is an IRA?

• Reading: Which IRA is Right for You?

• Reading: Traditional vs. Roth IRA: Which is Right for You?

• Critical Thinking and Conceptual Questions

VII. Compounding Periods and Amortizing Loans

• Recommended Reading: pg. 175-186

• Lecture Notes

• Excel File: Amortizing Loan

• Reading: Savers Pile Money Into Bank CDs as Rates Top 5%

• Critical Thinking and Conceptual Questions

VIII. NPV, IRR, and Capital Investment Decisions

• Recommended Reading: pg. 278-289, 291-301, 302-306, 319-327

• Lecture Notes

• Excel File: Investment Criteria

• Reading: (Press Release) Fission Announces Tier 1 Economics for PLS with Feasibility Study

• Critical Thinking and Conceptual Questions

Resources for Exam 2

• Formula Sheet

• Additional Problem Set 3

• Additional Problem Set 4

• Additional Practice Problems I

• Additional Practice Problems II

• Additional Practice Problems III

IX. Bond Basics and Definitions

• Recommended Reading: pg. 202-203, 212-221, 224-229, 235

• Lecture Notes

• Critical Thinking and Conceptual Questions

X. Bond Valuation

• Recommended Reading: pg. 203-211

• Lecture Notes

• Excel File: Bond Price and Yield Calculator

• Reading: What Happened with Silicon Valley Bank?

• Critical Thinking and Conceptual Questions

XI. Equity Securities

• Recommended Reading: pg. 257-265

• Lecture Notes

• Reading: Lawmakers Trade Bank Stocks While Working on U.S. Bank-Failure Fallout

• Reading: First Republic Suspends Dividends on Preferred Stock

• Critical Thinking and Conceptual Questions

XII. Stock Valuation

• Recommended Reading: pg. 245-257

• Lecture Notes

• Excel File: Dividend Discount Model

• Critical Thinking and Conceptual Questions

XIII. Risk, Return, the Security Market Line, and Cost of Capital

• Recommended Reading: pg. 427-452, 465-474

• Lecture Notes

• Excel File: Expected Return and Risk

• Critical Thinking and Conceptual Questions

Resources for Exam 3

• Formula Sheet

• Additional Problem Set 5

• Additional Problem Set 6