Fin320 Final Project Part III - 2017

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Dated: 9th Mar'18 07:53 AM
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Final Project Part III

Part III Overview

To make corporate finance decisions, take an advanced finance course, or pursue a career in finance, you will need to understand basic concepts. This includes going beyond the number crunching and reading graphs in order to analyze various financial indicators. This analysis can lead to many important decisions in your financial career. For this part of the final project, you will be given a scenario in which you are asked to illustrate your financial knowledge and analysis skills.

This part of the assessment addresses the following course outcomes:

· Analyze the roles and responsibilities of financial managers in confirming compliance with federal and shareholder requirements

· Differentiate between various financial markets and institutions by comparing and contrasting options when selecting appropriate private and corporate investments

· Compute financial ratios, time value, variables, and returns using industry standard tools for optimizing financial success

· Analyze corporate financial data for multiple companies in evaluating past and future financial performances

Part III Prompt

The results of both sections of your employment examination have finally been received, and you were offered the position. You have a few important decisions to make before you can formally accept or decline the position. When composing your answers to these decisions, ensure that they are cohesive and read like a short essay.

Your submission must address the following critical elements:

I. School Versus Work

A. The school you would like to attend costs $100,000. To help finance your education, you need to choose whether or not to sell your 1,000 shares of Apple stock, 1,000 EE Savings Bonds (with $100 denominations and 4.25% coupon rate) that are five years from their 30-year maturity date, or a combination of both. Provide the appropriate data and calculations that you would perform to make this decision.

B. What are the advantages and disadvantages of selling a combination of stocks and bonds? Be sure to support your answers.

C. Suppose that you choose to sell your stocks, bonds, or a combination of both. What is your choice, and what is your financial reasoning behind this choice? Consider supporting your answer with quantitative data.

D. Suppose that you choose to accept the job. What is your financial reasoning behind this choice? Be sure to support your answer with quantitative data.


II. Bonus Versus Stock

A. The company has offered you a $5,000 bonus, which you may receive today, or 100 shares of the company’s stock, which has a current stock price of $50 per share. Mathematically, what is the best choice? Why?

B. What are the advantages and disadvantages of each option? Be sure to support your answers.

C. What would you ultimately choose to do? What is your financial reasoning behind this choice? Consider supporting your answer with quantitative data.

III. Compliance

A. While investigating the shares offered to you by your potential boss, you discover that the company you are considering working for is not registered as required under the Securities Act of 1933. How does this influence you as a potential employee and as a potential shareholder? Be sure to reference any applicable statutes or laws.

B. You know that accepting this job may eventually lead to a promotion into the role of the financial manager. As the potential financial manager, what federal and shareholder requirements would you need to be familiar with in order to ensure that you are being completely compliant?


Final Project Part III Rubric

Guidelines for Submission: Please ensure that your decision plan is submitted as one comprehensive and cohesive short essay. It should use double spacing, 12-point Times New Roman font, and one-inch margins. Citations should be formatted according to APA style.

Instructor Feedback:This activity uses an integrated rubric in Blackboard. Students can view instructor feedback in the Grade Center. For more information,review these instructions.

Critical Elements

Exemplary

Proficient

Needs Improvement

Not Evident

Value

School Versus Work:

Accurately calculates the worth

Calculates the worth of stocks,

Does not calculate the worth of

11.88

Finance Your Education

of stocks, bonds, and

bonds, and combinations of

stocks, bonds, and combinations

combinations of stocks and

stocks and bonds, but calculation

of stocks and bonds (0%)

bonds, including the appropriate

is inaccurate or appropriate data

data and calculations with

and/or calculations are not

submission (100%)

included in submission (55%)

School Versus Work:

Meets “Proficient” criteria and

Comprehensively differentiates

Differentiates the advantages and

Does not differentiate the

11.88

Advantages and

provides historical data, as well

the advantages and

disadvantages of selling a

advantages and disadvantages of

Disadvantages

as quantitative data, to support

disadvantages of selling a

combination of stocks and bonds,

selling a combination of stocks

answer (100%)

combination of stocks and bonds

but analysis is not comprehensive

and bonds (0%)

and provides support for answer

or support is cursory or missing

(85%)

(55%)

School Versus Work:

Meets “Proficient” criteria and

Examines choice to sell stocks,

Examines choice to sell stocks,

Does not examine choice to sell

7.92

Choose to Sell

supports examination with

bonds, or combination of both,

bonds, or combination of both,

stocks, bonds, or combination of

quantitative data (100%)

explaining the financial

but explanation of the financial

both (0%)

reasoning behind the choice

reasoning behind the choice is

(85%)

cursory or missing (55%)

School Versus Work:

Meets “Proficient” criteria and

Examines choice to accept the

Examines choice to accept the

Does not examine choice to

7.92

Accept the Job

supports examination with

job, explaining the financial

job, but explanation of the

accept the job (0%)

quantitative data (100%)

reasoning behind the choice

financial reasoning behind the

(85%)

choice is cursory or missing (55%)

Bonus Versus Stock:

Meets “Proficient” criteria, and

Accurately calculates the best

Calculates the best choice of

Does not calculate the best choice

11.88

Offered

explanation of the best choice

choice of receiving a cash bonus

receiving a cash bonus versus

of receiving a cash bonus versus

demonstrates nuanced

versus receiving company stock,

receiving company stock, but

receiving company stock (0%)

understanding of the time-value

including an explanation of the

calculation is inaccurate or

of money (100%)

best choice (85%)

explanation of best choice is

cursory or missing (55%)


Bonus Versus Stock:

Meets “Proficient” criteria, and

Comprehensively analyzes the

Analyzes the advantages and

Does not analyze the advantages

11.88

Advantages and

analysis includes quantitative

advantages and disadvantages of

disadvantages of the cash and

or disadvantages of the cash and

Disadvantages

data (100%)

the cash and stock options,

stock options, but analysis is not

stock options (0%)

supporting each option (85%)

comprehensive or support for

each option is cursory or missing

(55%)

Bonus Versus Stock:

Meets “Proficient” criteria and

Chooses cash or stock option,

Chooses cash or stock option,

Does not choose cash or stock

7.92

Choose

supports choice with

including logical financial

including financial reasoning

option (0%)

quantitative data (100%)

reasoning behind the choice

behind the choice, but reasoning

(85%)

is illogical or missing (55%)

Compliance:

Meets “Proficient” criteria and

Comprehensively analyzes the

Analyzes the influence of

Does not analyze the influence of

11.88

Investigating

references demonstrate

influence of noncompliance on

noncompliance on potential

noncompliance on potential

knowledge of current events in

potential employees and

employees and potential

employees or potential

finance (100%)

potential shareholders, including

shareholders, but analysis is not

shareholders (0%)

references to statutes and laws

comprehensive or support does

in analysis (85%)

not include references to statutes

or laws (55%)

Compliance: Accepting

Meets “Proficient” criteria, and

Comprehensively analyzes the

Analyzes the federal and

Does not analyze the federal and

11.88

analysis demonstrates nuanced

federal and shareholder

shareholder requirements

shareholder requirements

understanding of requirements

requirements necessary for a

necessary for a financial manager

necessary for a financial manager

for compliance with federal laws

financial manager to become

to become familiar with in order

to become familiar with in order

(100%)

familiar with in order to ensure

to ensure compliance, but

to ensure compliance (0%)

compliance (85%)

analysis is not comprehensive

(55%)

Articulation of

Submission is free of errors

Submission has no major errors

Submission has major errors

Submission has critical errors

4.96

Response

related to citations, grammar,

related to citations, grammar,

related to citations, grammar,

related to citations, grammar,

spelling, syntax, and

spelling, syntax, or organization

spelling, syntax, or organization

spelling, syntax, or organization

organization and is presented in

(85%)

that negatively impact readability

that prevent understanding of

a professional and easy to read

and articulation of main ideas

ideas (0%)

format (100%)

(55%)

Earned Total

100%


Fin320 Final Project Part III - 2017
Answered by bizgrad
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