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
-
Perform industry researchAssessment Strategiesby satisfactorily completing and submitting all homework assignments when dueCriteriayou identify common sources for business information (library and internet)you examine current trends in an industry
-
Perform company researchAssessment Strategiesby satisfactorily completing and submitting all homework assignments when dueCriteriayou identify common sources for corporate informationyou use a variety of sources including the internet, magazines and annual reports, but limits the use of textbooksyou summarize the current economic, social, legal and political environment in regards to their corporationyou accurately locate required financial datayou compute required data necessary for financial analysis
-
Analyze company financial and non financial dataAssessment Strategiesby satisfactorily completing and submitting all homework assignments when dueCriteriayou identify the task to be performed or decision to be madeyou accurately interpret and evaluates datayou select an appropriate solution, process, or decision based on the datayou analyze a global company
-
Critically evaluate current financial readingsAssessment Strategiesby satisfactorily completing and submitting all homework assignments when dueCriteriayou evaluate the content of current financial topicsyou prepare an accurate written evaluation of the topic
-
Write a financial analysis reportAssessment Strategiesby completing the assignment when due, following all requirements for length, subject matter and formattingCriteriadocument is organizeddocument is suited to the objectives and purpose of the assignmentdocument contains a distinct introduction, body, and conclusiondocument includes the use of conventional English usage standards (spelling, punctuation, sentence structure and usage)document includes appropriate charts and illustrationsdocument includes a discussion of the appropriate conclusions based on data analyzeddocument includes credit to sources used
-
Orally present a financial analysis reportAssessment Strategiesby presenting the oral report when due, following all requirements for length, subject matter and formattingCriteriapresentation includes the use of the conventions of standard spoken Englishpresentation is unified, coherent and accuratepresentation includes visual aids, as appropriatespeaker is clear and coherent, with adequate volumespeaker captures and holds the audience's attentionpresentation follows all requirements specified by the instructor for content, format and length of presentation
-
Evaluate oral and written communicationsAssessment Strategiesby attending all presentationsby following all requirements specified by instructor for format, content and length of the evaluation to be preparedCriteriareviewer presents specific feedbackreviewer gives constructive feedback that covers the full range of issues to be addressed (content, delivery, quality of visuals, organization, teamwork, etc.)
-
Analyze foreign currency relationshipsAssessment StrategiesGroup Project, Individual PresentationCriteriaAnalysis includes data from five foreign countriesAnalysis compares currencies between foreign countries and the USAnalysis incorporates gross domestic product and inflation ratesDemonstrate 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)