10114127Financial Analysis
Course Information
Description
This is a capstone course for the finance program. The student will work on a team to analyze an industry and will work individually to analyze a specific company.
Total Credits
3

Course Competencies
  1. Perform industry research
    Assessment Strategies
    by satisfactorily completing and submitting all homework assignments when due
    Criteria
    you identify common sources for business information (library and internet)
    you examine current trends in an industry

  2. Perform company research
    Assessment Strategies
    by satisfactorily completing and submitting all homework assignments when due
    Criteria
    you identify common sources for corporate information
    you use a variety of sources including the internet, magazines and annual reports, but limits the use of textbooks
    you summarize the current economic, social, legal and political environment in regards to their corporation
    you accurately locate required financial data
    you compute required data necessary for financial analysis

  3. Analyze company financial and non financial data
    Assessment Strategies
    by satisfactorily completing and submitting all homework assignments when due
    Criteria
    you identify the task to be performed or decision to be made
    you accurately interpret and evaluates data
    you select an appropriate solution, process, or decision based on the data
    you analyze a global company

  4. Critically evaluate current financial readings
    Assessment Strategies
    by satisfactorily completing and submitting all homework assignments when due
    Criteria
    you evaluate the content of current financial topics
    you prepare an accurate written evaluation of the topic

  5. Write a financial analysis report
    Assessment Strategies
    by completing the assignment when due, following all requirements for length, subject matter and formatting
    Criteria
    document is organized
    document is suited to the objectives and purpose of the assignment
    document contains a distinct introduction, body, and conclusion
    document includes the use of conventional English usage standards (spelling, punctuation, sentence structure and usage)
    document includes appropriate charts and illustrations
    document includes a discussion of the appropriate conclusions based on data analyzed
    document includes credit to sources used

  6. Orally present a financial analysis report
    Assessment Strategies
    by presenting the oral report when due, following all requirements for length, subject matter and formatting
    Criteria
    presentation includes the use of the conventions of standard spoken English
    presentation is unified, coherent and accurate
    presentation includes visual aids, as appropriate
    speaker is clear and coherent, with adequate volume
    speaker captures and holds the audience's attention
    presentation follows all requirements specified by the instructor for content, format and length of presentation

  7. Evaluate oral and written communications
    Assessment Strategies
    by attending all presentations
    by following all requirements specified by instructor for format, content and length of the evaluation to be prepared
    Criteria
    reviewer presents specific feedback
    reviewer gives constructive feedback that covers the full range of issues to be addressed (content, delivery, quality of visuals, organization, teamwork, etc.)

  8. Analyze foreign currency relationships
    Assessment Strategies
    Group Project, Individual Presentation
    Criteria
    Analysis includes data from five foreign countries
    Analysis compares currencies between foreign countries and the US
    Analysis incorporates gross domestic product and inflation rates
    Demonstrate awareness of and sensitivity to other cultures’ norms, practices, and actions while at the same time recognizing, acknowledging, and appreciating individual difference. (ILO CULTURAL AWARENESS 2015)
    Communicate effectively and respectfully with diverse peoples in intercultural teams and work groups. (ILO INTERCULTURAL COMMUNICATION 2015)